{"id":519,"date":"2023-08-10T17:59:33","date_gmt":"2023-08-10T17:59:33","guid":{"rendered":"https:\/\/clients.evostudio.ro\/encorsa\/?p=519"},"modified":"2023-11-14T07:58:14","modified_gmt":"2023-11-14T07:58:14","slug":"digitalizare-prin-dms-sau-bpms","status":"publish","type":"post","link":"https:\/\/encorsa.ro\/?p=519","title":{"rendered":"Digitalizare prin DMS sau BPMS?"},"content":{"rendered":"<p>Multe companii au implementat deja o aplica\u021bie de management al documentelor <strong>(DMS<\/strong>) care permite crearea de depozite securizate pentru documentele digitale. Mai mult, \u00een unele cazuri s-au implementat mini-fluxuri de aprobare pentru documentele care mai apoi sunt stocate \u00een DMS \u00eempreun\u0103 cu \u201ctag\u201d-urile de c\u0103utare corespunz\u0103toare. Este suficient pentru nou\u0103 lume digital\u0103? Noi credem c\u0103 NU. \u00cen continuarea articolului vom explica de ce nu \u0219i v\u0103 vom propune o solu\u021bie, dosarul digital implementat \u00eentr-un BPMS (Business Process Management System).<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h3>Documentul este esen\u021ba ?<\/h3>\n<p>&nbsp;<\/p>\n<p>Toate aplica\u021biile de tip DMS, dar \u0219i solu\u021bii mai complexe precum Microsoft Sharepoint func\u021bioneaz\u0103 av\u00e2nd o filozofie centrat\u0103 pe documente. Documentul este \u00een aceasta filozofie esen\u021ba. Se consider\u0103 c\u0103 orice livrabil, orice rezultat al muncii oamenilor este p\u00e2n\u0103 la urm\u0103 un document. Mai departe se va trata documentul ca o entitate care se va manipula digital pe tot ciclul ei de via\u021b\u0103.<\/p>\n<p>&nbsp;<\/p>\n<p>S\u0103 vedem care sunt vulnerabilit\u0103\u021bile unei astfel de abord\u0103ri:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Uneori nu vorbim doar de un document ci de un set de documente diferite, dar care au leg\u0103tur\u0103 unele cu altele. De exemplu un bon de cas\u0103 \u0219i o factur\u0103. Ele sunt documente separate \u0219i diferite, cu roluri diferite, dar care totu\u0219i din multe puncte de vedere ar trebui s\u0103 stea \u00eempreun\u0103 pentru c\u0103 sunt legate.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Un document poate s\u0103 declan\u0219eze un set de ac\u021biuni care ar trebui s\u0103 fie corelate cu documentul. De exemplu, atunci c\u00e2nd un contract a fost aprobat ar trebui s\u0103-l activ\u0103m \u0219i \u00een ERP. Contractul are o data de expirare, deci am dori o ac\u021biune care s\u0103 se declan\u0219eze automat cu un num\u0103r de zile \u00eenainte de data expir\u0103rii.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Documentul nu stocheaz\u0103 informa\u021bii referitoare la persoanele care au lucrat la respectivul document sau de c\u0103tre cine a fost solicitat. Nu vom \u0219tii din document c\u00e2te ore a durat producerea acestuia, sau dup\u0103 c\u00e2t timp a fost aprobat. Deci nu avem informa\u021bii pentru audit.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h3>Dosarul digital<\/h3>\n<p>&nbsp;<\/p>\n<p>Acum c\u0103 am v\u0103zut care sunt c\u00e2teva dintre vulnerabilit\u0103\u021bile abord\u0103rii centrate pe document, s\u0103 vedem o alt\u0103\u00a0 abordare \u0219i anume \u2013 dosarul digital. Un dosar digital con\u021bine un set de documente digitale asociate \u00eempreun\u0103 cu permisiunile lor, istoricul ac\u021biunilor derulate sub forma unor versiuni, \u00eempreun\u0103 cu datele necesare auditului: cine e a f\u0103cut, c\u00e2nd a f\u0103cut, ce a f\u0103cut. Dac\u0103 revenim la exemplu de mai sus cu contractul, dosarul digital nu va con\u021bine doar documentul \u00een Word al contractului ci \u0219i:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Toate versiunile de document cu toate modific\u0103rile f\u0103cute de la documentul ini\u021bial \u0219i p\u00e2n\u0103 la forma final\u0103 aprobat\u0103 de p\u0103r\u021bi;<\/li>\n<li>Istoricul etapelor prin care a trecut contractul \u00eempreun\u0103 cu datele persoanelor care au ac\u021bionat asupra lui \u0219i a timpilor de execu\u021bie a activit\u0103\u021bilor;<\/li>\n<li>Mesajele de tip email-uri aferente contractului;<\/li>\n<li>Alte documente aferente precum: factur\u0103 pentru traducerea din englez\u0103 \u00een rom\u00e2n\u0103, sau copia dup\u0103 certificatul de \u00eenregistrare al clientului;<\/li>\n<li>Ac\u021biunile declan\u0219ate: notificarea automat\u0103 clientului la semnarea; documentului, \u00eenregistrarea automat\u0103 a datelor \u00een ERP la aprobare etc.;<\/li>\n<li>Ac\u021biunile care urmeaz\u0103 s\u0103 se declan\u0219eze la momente ulterioare: notificare cu 30 zile \u00eenainte de expirare, generarea automat\u0103 de acte adi\u021bionale \u00een func\u021bie de anumite condi\u021bii precum modificarea cursului valutar cu mai mult 5%.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Pentru a construi un dosar digital se poate folosi o aplica\u021bie de tip BPM care func\u021bioneaz\u0103 nativ cu dosare digitale \u0219i care permite implementarea rapid\u0103 a func\u021bionalit\u0103\u021bilor descrise mai sus.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-522\" src=\"https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/21.webp\" alt=\"\" width=\"1536\" height=\"730\" srcset=\"https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/21.webp 1536w, https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/21-300x143.webp 300w, https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/21-1024x487.webp 1024w, https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/21-768x365.webp 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/h4>\n<h4><\/h4>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h3><\/h3>\n<h3>Integrarea cu solu\u021bii existente<\/h3>\n<p>&nbsp;<\/p>\n<p>\u201eDar noi vrem s\u0103 lucr\u0103m \u00een continuare cu aplica\u021bia noastr\u0103 DMS sau cu SharePoint pentru c\u0103 avem acolo multe documente \u0219i nu vrem s\u0103 renun\u021b\u0103m la ea!\u201d. Nici nu este cazul s\u0103 se renun\u021be la aplica\u021biile DMS existente \u00een organiza\u021bie. Putem integra BPMS-ul cu DMS-ul pentru ca un document s\u0103 fie stocat \u00een depozit (repository) fie atunci c\u00e2nd el trebuie arhivat, fie imediat ce apare pe fluxul de lucru (indiferent ca a fost creat sau primit de la client). Tag-urile vor fi ad\u0103ugate automat la fel \u0219i noile versiuni. Prin intermediul tehnologiei API (Application Programming Interface) putem integra BPMS-ul cu DMS-ul \u00een a\u0219a fel \u00eenc\u00e2t fiecare s\u0103 poat\u0103 fi folosite \u00eempreun\u0103 \u00een mod optim. BPM-ul ne va aduce \u00een plus posibilitatea de a crea fluxuri digitale cu documentele ce la final vor fi arhivate \u00eentr-un DMS.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h3>Studiu de caz: integrarea Webcon BPS cu Microsoft Office 365<\/h3>\n<p>&nbsp;<\/p>\n<p>Dac\u0103 folosim deja suita Microsoft Office 365 care include \u0219i SharePoint online putem s\u0103 construim dosare digitale implement\u00e2nd\u00a0<a href=\"https:\/\/encorsa.ro\/platforma-unica\/\">Webcon BPS<\/a>. Fluxurile de lucru se vor construi \u00een Webcon \u0219i ele vor manipula documentele digitale folosind suita colaborativ\u0103 Office 365. \u00cen acest mod putem edita documentele \u00een mod simultan, le putem comenta \u0219i partaja prin Teams \u0219i apoi le putem stoca \u00een\u00a0<a href=\"https:\/\/support.microsoft.com\/en-us\/office\/introduction-to-libraries-7d4221d9-8fb9-40d5-8441-2374c84b5e26\" target=\"_blank\" rel=\"noopener\">Sharepoint<\/a>\u00a0Library. Dar nu vom avea doar documentele ci \u0219i toate informa\u021biile aferente fluxurilor digitale, necesare pentru audit. \u00cen plus gra\u021bie capabilit\u0103\u021bilor Webcon BPS putem:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>extrage date din alte sisteme pentru a face valid\u0103ri;<\/li>\n<li>automatiza unele ac\u021biuni de pe flux precum extragerea de informa\u021bii din documente cu OCR (Optical Character Recognition) sau NER (Named Entity Recognition);<\/li>\n<li>genera ac\u021biuni de tip trimitere e-mail, generare PDF, ata\u0219are cod de bare;<\/li>\n<li>lansa robo\u021bi RPA pentru a opera cu date \u00een sisteme cu care comunica\u021bia prin API nu este posibil\u0103;<\/li>\n<li>prelua date din alte sisteme prin API sau prin monitorizarea folderelor sau a c\u0103su\u021belor de e-mail.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-523\" src=\"https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/31.webp\" alt=\"\" width=\"1536\" height=\"826\" srcset=\"https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/31.webp 1536w, https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/31-300x161.webp 300w, https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/31-1024x551.webp 1024w, https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/31-768x413.webp 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<h4><\/h4>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h3>Concluzii<\/h3>\n<p>&nbsp;<\/p>\n<p data-l-s=\"16795\">Documentul digital este doar o parte a adev\u0103rului \u0219i nu adev\u0103rul \u00een \u00eentregime. O companie digital\u0103 are \u0219i fluxurile digitalizate (fluxul de informa\u021bii) \u0219i nu opereaz\u0103 doar cu documente \u00een mod digitale. C\u00e2nd vorbim de fluxuri digitale vorbim de set-uri de date, nu doar de documente, \u0219i vorbim de ac\u021biuni derulate \u00een anumite condi\u021bii. Dar mai ales vorbim despre integr\u0103ri cu alte sisteme informatice interne sau externe pentru a cre\u0219te productivitatea activit\u0103\u021bilor \u0219i eficien\u021ba procedurilor de lucru implementate.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Multe companii au implementat deja o aplica\u021bie de management al documentelor (DMS) care permite crearea de depozite securizate pentru documentele digitale. Mai mult, \u00een unele cazuri s-au implementat mini-fluxuri de aprobare pentru documentele care mai apoi sunt stocate \u00een DMS \u00eempreun\u0103 cu \u201ctag\u201d-urile de c\u0103utare corespunz\u0103toare. Este suficient pentru nou\u0103 lume digital\u0103? Noi credem c\u0103 [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":682,"parent":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"articol-tip2.php","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-519","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articole"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Digitalizare prin DMS sau BPMS? - Encorsa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/encorsa.ro\/?p=519\" \/>\n<meta property=\"og:locale\" content=\"ro_RO\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Digitalizare prin DMS sau BPMS? - Encorsa\" \/>\n<meta property=\"og:description\" content=\"Multe companii au implementat deja o aplica\u021bie de management al documentelor (DMS) care permite crearea de depozite securizate pentru documentele digitale. Mai mult, \u00een unele cazuri s-au implementat mini-fluxuri de aprobare pentru documentele care mai apoi sunt stocate \u00een DMS \u00eempreun\u0103 cu \u201ctag\u201d-urile de c\u0103utare corespunz\u0103toare. Este suficient pentru nou\u0103 lume digital\u0103? Noi credem c\u0103 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/encorsa.ro\/?p=519\" \/>\n<meta property=\"og:site_name\" content=\"Encorsa\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-10T17:59:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-11-14T07:58:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/DMS-sau-BPM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"992\" \/>\n\t<meta property=\"og:image:height\" content=\"668\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"bianca\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Scris de\" \/>\n\t<meta name=\"twitter:data1\" content=\"bianca\" \/>\n\t<meta name=\"twitter:label2\" content=\"Timp estimat pentru citire\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/encorsa.ro\/?p=519\",\"url\":\"https:\/\/encorsa.ro\/?p=519\",\"name\":\"Digitalizare prin DMS sau BPMS? - Encorsa\",\"isPartOf\":{\"@id\":\"https:\/\/encorsa.ro\/#website\"},\"datePublished\":\"2023-08-10T17:59:33+00:00\",\"dateModified\":\"2023-11-14T07:58:14+00:00\",\"author\":{\"@id\":\"https:\/\/encorsa.ro\/#\/schema\/person\/900139e8c16aa8eb5a7362492f49a23b\"},\"breadcrumb\":{\"@id\":\"https:\/\/encorsa.ro\/?p=519#breadcrumb\"},\"inLanguage\":\"ro-RO\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/encorsa.ro\/?p=519\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/encorsa.ro\/?p=519#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/encorsa.ro\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Digitalizare prin DMS sau BPMS?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/encorsa.ro\/#website\",\"url\":\"https:\/\/encorsa.ro\/\",\"name\":\"Encorsa\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/encorsa.ro\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"ro-RO\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/encorsa.ro\/#\/schema\/person\/900139e8c16aa8eb5a7362492f49a23b\",\"name\":\"bianca\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Digitalizare prin DMS sau BPMS? - Encorsa","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/encorsa.ro\/?p=519","og_locale":"ro_RO","og_type":"article","og_title":"Digitalizare prin DMS sau BPMS? - Encorsa","og_description":"Multe companii au implementat deja o aplica\u021bie de management al documentelor (DMS) care permite crearea de depozite securizate pentru documentele digitale. Mai mult, \u00een unele cazuri s-au implementat mini-fluxuri de aprobare pentru documentele care mai apoi sunt stocate \u00een DMS \u00eempreun\u0103 cu \u201ctag\u201d-urile de c\u0103utare corespunz\u0103toare. Este suficient pentru nou\u0103 lume digital\u0103? Noi credem c\u0103 [&hellip;]","og_url":"https:\/\/encorsa.ro\/?p=519","og_site_name":"Encorsa","article_published_time":"2023-08-10T17:59:33+00:00","article_modified_time":"2023-11-14T07:58:14+00:00","og_image":[{"width":992,"height":668,"url":"https:\/\/encorsa.ro\/wp-content\/uploads\/2023\/08\/DMS-sau-BPM.png","type":"image\/png"}],"author":"bianca","twitter_card":"summary_large_image","twitter_misc":{"Scris de":"bianca","Timp estimat pentru citire":"5 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/encorsa.ro\/?p=519","url":"https:\/\/encorsa.ro\/?p=519","name":"Digitalizare prin DMS sau BPMS? - Encorsa","isPartOf":{"@id":"https:\/\/encorsa.ro\/#website"},"datePublished":"2023-08-10T17:59:33+00:00","dateModified":"2023-11-14T07:58:14+00:00","author":{"@id":"https:\/\/encorsa.ro\/#\/schema\/person\/900139e8c16aa8eb5a7362492f49a23b"},"breadcrumb":{"@id":"https:\/\/encorsa.ro\/?p=519#breadcrumb"},"inLanguage":"ro-RO","potentialAction":[{"@type":"ReadAction","target":["https:\/\/encorsa.ro\/?p=519"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/encorsa.ro\/?p=519#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/encorsa.ro\/"},{"@type":"ListItem","position":2,"name":"Digitalizare prin DMS sau BPMS?"}]},{"@type":"WebSite","@id":"https:\/\/encorsa.ro\/#website","url":"https:\/\/encorsa.ro\/","name":"Encorsa","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/encorsa.ro\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"ro-RO"},{"@type":"Person","@id":"https:\/\/encorsa.ro\/#\/schema\/person\/900139e8c16aa8eb5a7362492f49a23b","name":"bianca"}]}},"_links":{"self":[{"href":"https:\/\/encorsa.ro\/index.php?rest_route=\/wp\/v2\/posts\/519","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/encorsa.ro\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/encorsa.ro\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/encorsa.ro\/index.php?rest_route=\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/encorsa.ro\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=519"}],"version-history":[{"count":9,"href":"https:\/\/encorsa.ro\/index.php?rest_route=\/wp\/v2\/posts\/519\/revisions"}],"predecessor-version":[{"id":1132,"href":"https:\/\/encorsa.ro\/index.php?rest_route=\/wp\/v2\/posts\/519\/revisions\/1132"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/encorsa.ro\/index.php?rest_route=\/wp\/v2\/media\/682"}],"wp:attachment":[{"href":"https:\/\/encorsa.ro\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/encorsa.ro\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/encorsa.ro\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}