Therefore™ Information Management

Simply put, Therefore™ software gives you complete control of your information. Planning for success relies on having the right information at the right time – let us help you be successful.

Therefore™ is for businesses of all sizes, ranging from single-user environments to enterprise configurations with thousands of users and numerous servers.

With Therefore™ you can:

• Capture: Capture your business information, regardless of its format. Import and index with ease. Organize information within a metadata-driven repository, and easily find it later.
• Secure: Data and information security is critical to your business operations. Therefore™ gives you the tools to ensure that your information can only be accessed by authorized personnel, is safe from external threats, and is securely backed up.
• Access: Your information needs to move with you. With Therefore™, you can always access your information, even when traveling or working remotely.
• Automate: Streamline operations and boost productivity by automating your core business procedures. Gain greater efficiency, visibility, and consistency.
• Analyze: Analytic information is vital for your company’s success. Stay on top of the metrics most valuable to you, and immediately react to changes in performance or operations.

THEREFORE SOLUTIONS:

• Archiving: Securely storing business documents is vital to any company. Customer files, past HR documents, and even ...
• Business Analytics: Analytic information is vital for a company’s economic success and helps detect certain flaws or bottlenecks...
• Capture: Let’s free your organization of paper and enable it to flow electronically throughout your organization ...
• Case Management: Your documents don’t work alone, so why should your document management system?
• Cloud: No server, no problem! With Therefore™ Online, you can capture all the benefits of document management ...
• Collaboration: Collaborating with others on documentation is part of almost every job, but it’s certainly not easy!
• Email: Our selection of solutions make email more secure, traceable, and accessible. Emails can be better connected ...
• E-Signatures: Whether a signature is required to seal a final document version, or to certify the legal signing process of a contract between two parties...
• Integration: Therefore™ is easy to integrate with many other software solutions to increase the value of both...
• Mobility: Mobility is becoming increasingly important in today's workplace. No longer does a work ...
• Portal: Have you ever wanted to make your information accessible to external contacts?
• Save & Secure: Ensuring your information is secure is a core tenant of Therefore™ software. We offer multiple ...
• E-Forms: Therefore™ Eforms enable you to create custom, dynamic electronic forms to quickly gather information.
• SMB: We get it. It’s tough to be a small or medium-sized enterprise in today’s global economy. Fierce...
• Workflow: Therefore™ Workflow enables you to digitize your business processes. By moving away from a physical, paper-based process ...

INDUSTRIES:

• Accountancy: Businesses operating in the accounting sector keep track of all economic activities for their customers ...
• Banking: By nature, banks must operate within a very high-security environment where disaster recovery is completely assured ...
• Consulting: As information is the lifeblood of any consulting business, it’s important that it’s available at any time ...
• Education: Every school, regardless of how big or small, needs to manage various student and administrative records ...
• Healthcare: Healthcare organizations, such as hospitals and doctors’ offices, are facing ever-increasing demands to improve ...
• Insurance: Information is the lifeblood of insurance companies. Without good access to information, processing a claim ...
• Legal: Attorneys and law firms are under high pressure to deliver more services at lower costs to clients, it’s more important ...
• Logistics: Managing customer paperwork- orders, deliveries, customs forms, packing notes – can be a real challenge ...
• Pharmaceutical: The approval process to bring drugs onto the market requires all changes to be extensively documented ...
• Public: Town halls, city councils and other public instructions have to manage volumes of public information about ...
• Real Estate: Effectively managing documentation related to managing, selling and renting properties can be difficult ...

User Licenses:

3 types of user licenses to cover all your business needs: 

• Named User Licenses: These licenses are tied to a single user who frequently accesses the Therefore™ system.
• Concurrent User Licenses: These licenses belong to a license pool which numerous users can access. As soon as the user signs out of Therefore™, the license is returned to the license pool, and another user can access the Therefore™ system using the same license point.
• Read-Only User Licenses: These licenses provide read-only access to designated users. Read-only licenses are part of a license pool. When a read-only user signs out of Therefore™, another read-only user can log in to the system using the same license point.

Client Applications:

All versions of Therefore™ include numerous modules and features straight out of the box at no additional charge. Additional licenses for capturing documents and integrating with third party systems are available.

• Therefore™ Navigator: Therefore™ Navigator is the starting point for finding, editing and processing documents. Searches can be executed using various methods depending on the user’s preference. In addition, reports generated using the Business Analytics feature in Therefore™ 2015 can be retrieved from the Navigator.
• Therefore™ Viewer: Once the desired document is found, the Therefore™ Viewer allows over 400 types of documents to be viewed, even when the matching application is not installed on the user’s PC. The Therefore™ Viewer makes collaboration easier, thanks to a check-in check-out feature which prevents multiple users from making simultaneous changes to a document. Of course, while one person is editing a document, others can still view it.
• Therefore™ Case Manager: The Therefore™ Case Manager enables groups of related documents to be handled collectively, rather than being stored and managed individually. The case manager allows various Therefore™ categories to be linked together under a case header, and incorporated together into workflows and retention policies.
• Therefore™ Web Access: Therefore™ Web access allows users to access the Therefore™ repository using a web browser. No installation is necessary! All modern browsers ( Edge, Mozilla Firefox*, Google Chrome, Opera and Safari) are supported.
• Therefore™ Mobile App: Therefore™ Mobile App allows users to search, view, and edit documents stored in Therefore™ on mobile devices. Photos can be taken using the app and saved directly into Therefore™, and workflow tasks can be approved and processed. The mobile app is available for phones and tablets with iOS, Android and Windows® platforms at no additional charge.
• Therefore™ Portal: The Therefore™ Portal is designed to give external users read-only access to the Therefore™ repository. The purchase of this additional connector license provides an unlimited number of users read-only access to documents defined by the system administrator.

Server:

Additional server licenses can be purchased as needed. Therefore™ Online offers a hosted solution as an alternative. The infrastructure and maintenance is provided as part of the monthly service charge.

• Additional Capture Licenses:
  
• Therefore™ Content Connector
• Therefore™ Capture Client
• Therefore™ MFP Application
• Additional Licenses for 3rd Party Software:
• Therefore™ Connector for use with SAP Netweaver
• Therefore™ Connector for Microsoft Exchange Server
• Therefore™ Universal Connector
• Therefore™ Connector for Microsoft Dynamics NAV
• Therefore™ Connector for Microsoft SharePoint Server