Alfresco Digital Business Platform Features
What are the features of Alfresco Digital Business Platform?
File Management
- File Type Support
- Metadata
- Versioning
- Collaboration
- Form Creation
- Portals and Sites
- Search
- Web Interface
Workflow
- Process Automation
- Conditions
- Activities
- Records Management
Platform
- Performance and Reliability
- Reporting and Auditing
- APIs
Technology Glossary Features
View definitions of the features and discover new technology terms.
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File Management
File Type Support | Based on 22 Alfresco Digital Business Platform reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | 80% (Based on 22 reviews) | |
Metadata | Based on 22 Alfresco Digital Business Platform reviews. Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. | 79% (Based on 22 reviews) | |
OCR Scanning | As reported in 10 Alfresco Digital Business Platform reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | 65% (Based on 10 reviews) | |
Versioning | Based on 22 Alfresco Digital Business Platform reviews. Keep track of incrementally changing versions of the same file. | 82% (Based on 22 reviews) | |
Collaboration | As reported in 19 Alfresco Digital Business Platform reviews. Multiple users can collaborate on document creation, annotation, and review. | 75% (Based on 19 reviews) | |
Document Assembly | As reported in 15 Alfresco Digital Business Platform reviews. Autogenerate documents based on templates and form submission. | 74% (Based on 15 reviews) | |
Form Creation | Able to create and manage submittable user forms. 20 reviewers of Alfresco Digital Business Platform have provided feedback on this feature. | 65% (Based on 20 reviews) | |
Portals and Sites | Based on 21 Alfresco Digital Business Platform reviews. Able to create user portals and sites. | 72% (Based on 21 reviews) | |
Disposition | Based on 14 Alfresco Digital Business Platform reviews. Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. | 69% (Based on 14 reviews) | |
Search | As reported in 22 Alfresco Digital Business Platform reviews. Can easily find files via a simple and/or advanced search. | 70% (Based on 22 reviews) | |
Web Interface | Based on 23 Alfresco Digital Business Platform reviews. Ability to access documents via a web interface without a client being installed on a device. | 73% (Based on 23 reviews) | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. 14 reviewers of Alfresco Digital Business Platform have provided feedback on this feature. | 68% (Based on 14 reviews) |
Workflow
Process Automation | Based on 20 Alfresco Digital Business Platform reviews. Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. | 63% (Based on 20 reviews) | |
Conditions | The workflow engine provides relevant and customizable conditions on which to execute rules. 17 reviewers of Alfresco Digital Business Platform have provided feedback on this feature. | 66% (Based on 17 reviews) | |
Activities | As reported in 18 Alfresco Digital Business Platform reviews. Any action a user can perform in the system can be specified as an automated action. | 70% (Based on 18 reviews) | |
Records Management | System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. 16 reviewers of Alfresco Digital Business Platform have provided feedback on this feature. | 71% (Based on 16 reviews) | |
Case Management | System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. 12 reviewers of Alfresco Digital Business Platform have provided feedback on this feature. | 65% (Based on 12 reviews) |
Platform
Internationalization | Based on 15 Alfresco Digital Business Platform reviews. Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. | 78% (Based on 15 reviews) | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 22 Alfresco Digital Business Platform reviews. | 77% (Based on 22 reviews) | |
Reporting and Auditing | Based on 16 Alfresco Digital Business Platform reviews. Access pre-built and custom reports to monitor user activity and storage. | 69% (Based on 16 reviews) | |
System of Record Integration | As reported in 14 Alfresco Digital Business Platform reviews. Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. | 75% (Based on 14 reviews) | |
APIs | Based on 16 Alfresco Digital Business Platform reviews. Enables custom integration to external systems. | 79% (Based on 16 reviews) | |
Customization | Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data |
Accounting
AP Automation | Streamlines data entry by auto populating recurring or predefined vendor information and invoice details | Not enough data | |
AR Automation | Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. | Not enough data | |
Audit Trail | See feature definition | Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record | Not enough data |
Budgeting / Forecasting | Create and revise an unlimited number of budget, plan and forecast scenarios. | Not enough data | |
Collections Automation | The system automates the dunning process to help drive collections | Not enough data | |
Financial Statements | General reporting offered covers all of the standard financial statements and meets the basic needs of the business | Not enough data | |
Invoice Customization | The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. | Not enough data | |
Journal Entries | Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. | Not enough data | |
Monitor Cash Positions | Ability to track cash positions across all accounts, banks, business units, and countries | Not enough data | |
Multi-Entity / Consolidation | Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations | Not enough data | |
Payment Processing | Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | Not enough data | |
Recognition Rules | Automate recognition of revenue and expenses by defining recognition templates. | Not enough data | |
Reconciliations | Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. | Not enough data | |
Tags / Dimensions | Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. | Not enough data | |
Payments Scheduling | Ability to schedule payments at predefined dates and times | Not enough data | |
Payment Batches | Payments can be processed by batch without manual intervention | Not enough data | |
Payment Settlements | Clearing of electronic payments to transfer funds from customers to suppliers | Not enough data | |
Payment Methods | Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers | Not enough data |
Back Office
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. | Not enough data | |
Asset Register | Create a list of all the assets owed by a company. | Not enough data | |
Lean Management | Include lean project management features and best practices. | Not enough data | |
Maintenance | Track maintenance operations for the products sold, such as calibration or preventive maintenance | Not enough data | |
Organization Management | Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. | Not enough data | |
Payroll | Payroll module or integration to an external payroll provider which automates the recording of payroll | Not enough data | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. | Not enough data | |
Purchase Orders | Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process | Not enough data | |
Requisition | Define requisition rules for various types of procurement. | Not enough data | |
Shift Scheduling | Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. | Not enough data | |
Sourcing | Identify and assess suppliers for different products and services. | Not enough data | |
Status | Monitor the status of multiple types of assets. | Not enough data | |
Time & Attendance Tracking | Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. | Not enough data | |
Warranty Management | Maintain information on warranties for the products delivered and for their components | Not enough data |
Front Office
ATP | Available to promise provides information on future availability of products that are either planned for production or purchased but not received. | Not enough data | |
Checkout Process | Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. | Not enough data | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included | Not enough data | |
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | Not enough data | |
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Field Service Booking | Allows clients to book jobs through the desktop page or within the app. | Not enough data | |
Field Service Dispatch | Notifies field service workers of their upcoming assignments. | Not enough data | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. | Not enough data | |
Product Catalog | See feature definition | Allows users to search, filter, sort and select items to be added to quote | Not enough data |
Promotions and Discounts | Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. | Not enough data | |
Quote & Order Management | Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. | Not enough data | |
Returns / Refunds | Functionality to allow users to process returns/refunds either via self service or contacting customer service. | Not enough data | |
Storefront Design Tools | Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience | Not enough data | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
Tickets | Creates and assigns support tickets, scheduling them in a timely manner. | Not enough data | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured | Not enough data |
Integration
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data | |
Data Import and Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data |
Logistics
Centralized Inventory Database | Manage and track all inventory records across warehouses and retail locations through a single unified database. | Not enough data | |
In Transit | Track products and raw materials shipped by suppliers, from origin to destination. | Not enough data | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. | Not enough data | |
Inventory Pricing and Costing | See feature definition | Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | Not enough data |
Inventory Reporting | Customizable reporting allows insight into usage of inventory and services. | Not enough data | |
Inventory Tracking / Ordering | Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | Not enough data | |
Picking Methods | Support multiple picking methods such as batch, wave, or zone picking. | Not enough data | |
Picking Planning | Create schedules for picking activities based on inventory availability. | Not enough data | |
Receiving | Match the products received with the corresponding purchase orders and add them to inventory. | Not enough data | |
Shipping Options | Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. | Not enough data |
Production
BOM | Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. | Not enough data | |
Defects | Monitor product defects, identify causes and provide corrective actions to improve quality. | Not enough data | |
Identify Demand | Calculate demand by consolidating data from multiple sources. | Not enough data | |
Inspections | Define and implement workflows for inspections, including rules for escalations and notifications. | Not enough data | |
Manage Resources | Track resource availability for raw materials and production capacity. | Not enough data | |
MPS | Create and implement master production plans for multiple production lines and locations. | Not enough data | |
MRP | Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. | Not enough data | |
Production Plans | Generate production plans based on demand and resource availability. | Not enough data | |
Rework | Identify rejected products and decide either they can be repaired or discarded. | Not enough data | |
Shop Floor | Assign equipment and monitor shop floor activities during various production stages. | Not enough data | |
Waste | Track production waste such as scrap, as well as returns that cannot be repaired. | Not enough data | |
WIP | Track work in process (WIP) across multiple production lines and manufacturing locations. | Not enough data |
Reporting & Analytics
Custom Reporting | Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer | Not enough data | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | Not enough data | |
Integration | Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. | Not enough data |
Data Management
Document Identification | Allows for easy document identification using a unique document number, version reference or other features. | Not enough data | |
Workflows | Includes workflows and defines the roles of users who need to create, review and approve each type of documents. | Not enough data | |
Version Control | Tracks versions and changes in a project, stores, and monitors those online. | Not enough data |
Dashboards
Resource-based Reports | Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies. | Not enough data | |
Data Visualization and Analysis | Allows data visualization and analysis capabilities | Not enough data | |
Quality-Based Reports | Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications | Not enough data | |
Automated Dashboards | Generates automated dashboards and reports on the document information and workflow progress | Not enough data |
Collaboration
Change Tracking | Provides an audit log of changes and enables users to revert to a specific version | Not enough data | |
Simultaneous Access | Allows users to work simultaneously on files. | Not enough data | |
File Sharing | Allows users to share individual files/folders to persons outside or inside the organization in a secure manner | Not enough data | |
Commenting on Documents | Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system | Not enough data |
Security
Authorization | Controls information access by only allowing authorized users to search, view and retrieve engineering documents | Not enough data | |
QR Code | Facilitates verification of document authenticity via QR code scanning feature | Not enough data | |
Updates on Files | Generates automated notifications to inform users during specified events, potential issues, or upon nearing the auto-escalation dates and times. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Functionality - Process Orchestration
Peak Demand Handling | Supports scaling to handle peak demand scenarios in processes | Not enough data | |
Process Customization | Allows customization of processes to fit specific business requirements | Not enough data | |
Process Automation | Allows users to automate complex business processes efficiently | Not enough data | |
Workflow Management | Enables the management and optimization of workflow tasks | Not enough data | |
High-Stakes Process Automation | Automates critical, high-stakes business processes effectively | Not enough data |
Integration & Adaptability - Process Orchestration
Third-Party Software Integration | Enables seamless integration with a wide range of third-party software tools | Not enough data | |
Endpoint Integration | Provides the ability to integrate various endpoints like APIs, microservices, and human tasks | Not enough data | |
Intuitive Process Design | Offers an intuitive interface for designing and visualizing processes | Not enough data | |
Real-Time Process Monitoring | Offers real-time monitoring capabilities for ongoing processes | Not enough data | |
Business Process Adaptation | Facilitates adaptation of processes to meet changing business needs | Not enough data | |
Customer-Facing Process Management | Manages customer-facing processes | Not enough data | |
Multi-Endpoint Execution | Supports execution across multiple types of endpoints | Not enough data | |
Regulatory Compliance Management | Ensures processes comply with relevant regulations and standards | Not enough data |
Agentic AI - Enterprise Content Management (ECM)
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - ERP Systems
Decision Making | Makes informed choices based on available data and objectives | Not enough data |