Separate shared folders for each customer and set permissions - Example of using a document management system.
Case study for trading companies. Tag management of supplier specifications, drawings, and certificates by manufacturer/product. A case where sharing with customers became "safe and limited to only what is necessary."
We would like to introduce a case study of the implementation of our "necfru drive" at Company L, a trading company. At the company, the formats and storage locations of documents were not standardized for each supplier, leading to delays in responding to customer inquiries and resulting in lost opportunities. To address this, we designed tags based on manufacturer, product, document type, and expiration date, and set up separate shared folders (URLs) with permissions for each customer. As a result, the speed of responding to inquiries improved, and the rate of acquiring proposal opportunities increased. Additionally, this has contributed to a reduction in risks associated with sharing errors. [Case Overview (Partial)] ■Challenges - Concerns about the risk of mistakenly sending confidential documents - Difficulty in tracking the location of documents during personnel changes ■Response Measures - Only the latest versions are registered in the official repository for centralized update management - Sharing and viewing history are visualized through operation logs ＼Free helpful materials available／ *For more details, please download the PDF or feel free to contact us.
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【Results】 ■ Inquiry response times have become faster, improving the proposal success rate. ■ Reduced risk of sharing errors. ■ Easier handover during changes in responsibility. ■ Inventory of materials (expiration date checks) has become easier. *For more details, please download the PDF or feel free to contact us.
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