Optix is the Key to Unlocking Efficiency
Optix is a powerful, yet simple-to-use document management software with workflow automation solutions and modern features designed to optimize business processes. Whether automating an existing workflow, implementing a best practice, or solving a new document workflow challenge, Optix flexibility gets your solution up and running quickly.
Document Management Built for Businesses and Non-profits
Moving to a a document management solution has never been easier. Businesses and Non-profits struggle to stop using beginner solutions such as Dropbox and Google Drive simply because they think making the change will be difficult. It’s true, if you pick the wrong provider without proven support, the path to a customized, structured repositorycould be a slow one. But if you ask an Optix user about their experience, they will tell you that the implementation and support teams really understand the product: “They answer all my questions without having to put me on hold or ask someone else. I’ve never experienced this kind of support.”
Workflow Automation Solutions - Start Innovating
Employees who perform tedious, repetitive tasks spend less time producing revenue and more time entering, checking, routing, and archiving documents. With document capture and automated workflows, work can be routed by pre-defined rules and logic to ensure that work is processed efficiently by the right person at the right time. Optix workflow automation solutions work across departments, contributing to overall growth.
- Maintenance Workflow
- Donor Records
- Manufacturing Processes & Auditing
- Review, Distribution, and Compliance
Address Compliance Issues
Regulatory requirements are part of doing business today. Your ability to respond to audits and demonstrate compliance depends on how well your assets are organized and how easy they are to access. With the features in the Optix document repository, searching for and finding the right documents on-demand is easy. No more boxes of files, offsite repositories, or delays in responding to auditors.
- Aircraft maintenance and FAA compliance
- Shipping and USDA inspection
- Contract performance compliance
Optix Makes it Easy
Create new applications in hours rather than weeks allowing you to transform your business into a digital enterprise with associated cost savings and process improvements.
With Optix, it’s easy to…
- Identify search terms used to index your documents and make business decisions.
- Rapidly customize your search screen to store and retrieve your documents painlessly.
- Automatically capture search terms from your documents and pull data from other systems to save keystrokes.
- Design workflows using drag-and-drop technology that
directs work to those who need to view and approve
documents, incorporating your business rules. - Deploy in a single click, including storage and security.
Complicated workflow? No problem. Our workflow optimization experts can help you analyze the situation and provide the support you need to put the right process in place to get things under control.
Learn How Optix Can Transform Your Work
Features & Capabilities of Optix
Document Capture
- Create powerful capture tasks to automate document capture workflows including scanning, metadata extraction, and document indexing.
- Share capture tasks throughout your organization to capture data seamlessly.
- Extract and automatically index metadata from your files including PDF forms, Microsoft Word forms, email, and XMP.
- High-speed, native scanning and document capture for Macintosh and Windows, fully integrated, and never a per-page scanning fee.
- Use OCR to extract fielded information from scanned images. Built-in automated tools to detect blank pages, auto size, and deskew.
- Optional OCR Pro and Forms module to automatically recognize different forms and extract information.
Document Capture
- Create powerful capture tasks to automate document capture workflows including scanning, metadata extraction, and document indexing.
- Share capture tasks throughout your organization to capture data seamlessly.
- Extract and automatically index metadata from your files including PDF forms, Microsoft Word forms, email, and XMP.
- High-speed, native scanning and document capture for Macintosh and Windows, fully integrated, and never a per-page scanning fee.
- Use OCR to extract fielded information from scanned images. Built-in automated tools to detect blank pages, auto size, and deskew.
- Optional OCR Pro and Forms module to automatically recognize different forms and extract information.
Document Management
- Harness your database and document index metadata to precisely locate your needed documents in seconds.
- Store popular desktop files including Microsoft Office files. Automatic revision control captures each document revision with a full audit trail.
- Optix document management software ensures revision integrity by allowing only one user to revise a document at any given point in time; other users get a read-only version of the file.
- Multiple levels of security provide control over access to documents and what can be done with them.
Document Management
- Harness your database and document index metadata to precisely locate your needed documents in seconds.
- Store popular desktop files including Microsoft Office files. Automatic revision control captures each document revision with a full audit trail.
- Optix document management software ensures revision integrity by allowing only one user to revise a document at any given point in time; other users get a read-only version of the file.
- Multiple levels of security provide control over access to documents and what can be done with them.
Workflow Automation
- Our drag-and-drop process editor allows you to automate repeatable business processes in minutes.
- Automatically distribute work across your teams.
- Rules-based routing allows you to define and enforce business rules including approval and review.
- Calendaring allows you to define how long each task should take and create notification/escalation rules for past due work.
- Supports parallel routing and rendezvous to allow work to be performed in parallel.
- Sophisticated delegation model allows you to proxy or review work products supporting collaboration and ad-hoc transfer of work.
- Extend automated workflow solutions to other systems or custom processes through customizable program extension at both the desktop and server.
Workflow Automation
- Our drag-and-drop process editor allows you to automate repeatable business processes in minutes.
- Automatically distribute work across your teams.
- Rules-based routing allows you to define and enforce business rules including approval and review.
- Calendaring allows you to define how long each task should take and create notification/escalation rules for past due work.
- Supports parallel routing and rendezvous to allow work to be performed in parallel.
- Sophisticated delegation model allows you to proxy or review work products supporting collaboration and ad-hoc transfer of work.
- Extend automated workflow solutions to other systems or custom processes through customizable program extension at both the desktop and server.
Mobile Document Management
- Browser-based access to the Optix repository using the same index forms used by Macintosh and Windows clients; no coding required.
- Zero footprint deployment throughout your organization.
- Web-based integration tools support integration with
other web applications via URL. - HTML and Javascript-based, can run on any modern browser on any device: desktop or mobile.
- Provide quick access to your Optix Repository to mobile devices such as tablets and smartphones.
- Selectively make available documents based on repository segment, metadata, and/or authentication.
Scanning
- Reduces the cost of off-site paper document storage and per-page retrieval costs.
- Frees up a significant amount of office space.
- Reduces the risk that a flood, fire, or theft will cause detrimental loss to your business, provided the media are duplicated and stored off site.
- Converts paper documents to common digital formats like PDF and TIFF
Scanning
- Reduces the cost of off-site paper document storage and per-page retrieval costs.
- Frees up a significant amount of office space.
- Reduces the risk that a flood, fire, or theft will cause detrimental loss to your business, provided the media are duplicated and stored off site.
- Converts paper documents to common digital formats like PDF and TIFF
Integration
- Fully client-side scriptable on both Windows and Mac systems
- Provides client-side and host-based APIs for the power to integrate seamlessly
- Manages several types of server-based queues, including OCR and Index Later.
- Can create custom queues that are easily scripted for whichever specific item is being processed.
- Optix Workflow supports custom server-based processing to link workflows with other enterprise applications.
