Document management, GOLD incorporates Canon software

Within the framework of digital transformation, there are many companies that pursue this challenge through the integration of document management software, as is the case of the home care company ORO, which has opted for the help of Canon.

Canon has completed the digitization project of the financial department, optimizing the process of issuing delivery notes and approving invoices, as well as access to them from a digitized file.

“In processes such as the delivery note issuance, several copies of the same document were produced, which led to an enormous waste of paper and greater complications in relating the delivery notes to the purchase order and invoice,” says Elena Company, Business Controller in gold.

Document software

In accordance with commercial, tax and money laundering prevention regulations, companies must maintain a large historical archive. In the case of ORO, it had a voluminous paper file that not only took up space, but also made it extremely difficult to consult.

This fact implied an unnecessary investment of time by the employees and the risk of losing the documents. The context of the pandemic laid the foundations to promote this transformation process in which, after analyzing different alternatives, ORO opted for Canon to carry out the digitization of the entire archive of its financial department.

This is how Canon has promoted the digitization of the financial department of the company ORO

Thanks to the invoice digitization service and the solution used, approved by the Tax Agency, the company was able to destroy all the paper in the history, with the consequent saving of space and with all the guarantees, by having certified digital invoices from that moment on.

100% digitized workflows

After completing this step from paper to digital historical archive, it became necessary to integrate a system that would allow the establishment of 100% digital workflows that would enable the continuation of the business and the process digitization project.

“With teleworking, and with all the restrictions we have had due to COVID-19, we have followed a natural process of approving and posting invoices without leaving home. The challenge was to ensure that, even if we didn’t come to the office, we could move forward with the daily business management”, says Elena.

Thanks to the document digitization process, ORO has managed to optimize its document management thanks to the automation of processes, promoting the collaborative work of those employees involved in the project. Now, the company is considering extending the use of the solution to new departments and business areas.