Offering an intuitive interface that defines customized workflows is a key point of a DM solution. The management of these flows is a core feature for structuring, automating and tracking document validation circuits. By reducing errors and improving the overall efficiency of teams, it is a major asset for companies wanting to optimize their performance and essential for consolidation teams.
To create a complete financial report, several steps are necessary: data collection, writing, translation, design, tagging… It is therefore essential for a Disclosure Management solution to be API-friendly, in other words, capable of easily integrating with other tools used by the company. This guarantees compatibility, reduces manual handling and allows significant security for data exchanged during the various processes.
Companies often have to manage documents that comply with several regulatory standards, such as ESEF, UKSEF or CSRD. They are therefore eligible for several tagging for a single document. This is why a solution must integrate multiple taxonomies and allow the centralization of the reports compliance, enabling considerable time saving.
Real-time autosave is a real asset for a DM solution: forgetting to save your report can be very problematic, especially for URDs (Universal Registration Documents), RFAs (Annual Financial Reports) or half-yearly, quarterly and/or sustainability reports… For an effective DM solution, it is preferable that it integrates this system in order to avoid any loss of content and to ensure rapid recovery if there is a problem.
Choosing a SaaS solution means opting for greater flexibility: on-premise software often requires significant IT resources for maintenance and updates. With SaaS mode, you can access your software using a simple browser, without having to install anything on your computer. A real time and IT cost saving for you and your teams when working on your regulatory documents!
For European companies, GDPR compliance is an important standard. France hosted solutions such as Pomdoc DM ensures that data remains under European jurisdiction, thus reducing the risks associated with data transfers outside the EU. This might be essential if your company is based in EU.
A good DM solution must offer at least availability in French and English to facilitate the collaborative work of international teams.
These must-have guarantee an efficient, secure and compliant with regulatory requirements. By integrating these features, a good DM solution allows companies to optimize their organization, facilitate collaboration between teams, and secure their data while improving their productivity. Thanks to these tools, information sharing and project management become more efficient, contributing to better cooperation within the company. Of course, Pomdoc DM includes all these must-haves, do not hesitate to contact us to find out more!
