Tessa program. Functional blocks of document flow that can be automated on the TESSA platform
TESSA is a universal and flexible platform with a modern interface for creating high-performance solutions for automating document flow and business processes of companies in various business areas.
Main advantages of TESSA:
- High speed of operation: the system is optimized for operation in modern conditions of distributed networks, including weak data transmission channels
- Modern interactive user interface, developed using the most modern technologies
- Fully featured multi-platform web client
- Wide possibilities for customizing and developing extensions for the system at all levels of the platform, including at the field level of system tables, a harmonious combination of visual settings and programming
- Powerful subsystem of role-based access to objects and functions: hierarchy of simple roles, dynamic calculated and contextual roles
- Great possibilities for data presentation: regular views, dependent views, subsets, program views
- The ability to organize complex business processes with clear visualization of the process progress
- Wide possibilities for integration with other information systems
- Data transmission via the secure https protocol, the ability to work via the Internet, incl. over VPN
- Availability of standard solutions
- Low cost of system ownership, quick payback of the implementation project
The Tessa platform was developed by Syntellect based on practical experience in implementing more than 150 projects for implementing EDMS in organizations of various sizes and various fields of activity.
Effects of automating document flow and business processes using TESSA:
- Optimization of timing for approval and processing of documents and execution of business processes
- Eliminate costs by optimizing the search for required documents, eliminating losses, saving on printing/storing/moving paper documents
- Ensuring control over the execution and processing of documents
- Ensuring transparency of automated processes
- Increasing the level of company management
The TESSA-based solution is beautiful, fast, modern and interactive. Impeccable internal architecture, flexible customization options and modern technologies WPF ensures smooth and flawless operation of the user's workplace and minimum time application response even in conditions of limited data transmission channels.
Function blocks document flow that can be automated on the TESSA platform:
- Electronic archive of documents. The system is optimized for working with large volumes of data and a large number users
- automation of office work:
- registration of incoming and outgoing correspondence,
- scanning documents and delivering them to performers electronically
- control of performance discipline
- outgoing email approval processes
- negotiation of contracts
- payment coordination
- organization of tender procedures
- coordination and control of execution of organizational and administrative documents
- processing applications/service memos
- processing complaints and claims
- working with minutes of meetings/collegial bodies
- HR and business processes (hiring, dismissal, business trips, etc.)
- automation of service desk work
- processing storage of primary accounting documentation
- automation of processes specialized for various business areas:
– automation of insurance claims settlement (insurance company)
– consideration for issuing loans (bank)
– procedure for opening a new store (retail)
– launch of a new unit of product onto the market (production)
– and others.
Speed and ease of use
The system is optimized for working with large volumes of data. Ensuring the storage of tens of millions of document cards with embedded scanned images, providing access to the electronic archive to several thousand concurrent users and at the same time maintaining fast navigation and search is a task that does not cause difficulties for TESSA.
The system is pleasant to work with:
- functional but not overloaded interface
- use of functions smooth transitions, transparency and darkening of the working area
- ability to customize the background and theme of the work area
- interactive buttons with animation effects and pop-up menus
- switching between system object cards within the system workspace
These and many other functions along with the capabilities flexible settings ensure the process of working in the system is intuitively simple, convenient and enjoyable.
Below is an example of the interface of the main system window:
An example of an agreement registration card with a task for the coordinating employee:
Document storage and processing
TESSA provides all the necessary capabilities to create a fast and easy-to-use electronic archive various types documents:
- Flexible configuration of attributes and appearance document cards, convenient filling of attributes with auto-completion function.
- Flexible system for delimiting access rights to system objects (including depending on the context)
- Attribute and full-text search system
- A system of views with the ability to organize subsets (for example, the ability to expand the view of the register of contracts by counterparty, by type, by amount, etc. by other attributes in any order)
- Ability to view other objects information systems
- Links between documents
- Organization of related views (for example, incoming - outgoing, counterparties - contracts, etc.)
- System of orders and notifications based on documents
- Organization of complex business processes for document processing
Visualization of business processes
To visually reflect the processing progress of an automated business process, TESSA has a built-in process visualizer.
Below is an example of a graphical process map generated using the visualizer:
Report module with infographics
Architecture
TESSA has a 3-tier architecture:
- MS-based DBMS SQL Server+ ability to store files in the file system
- Application server based Windows Server and IIS (there is the possibility of clustering with the organization of a farm of application servers)
- Client workstations (communication with the application server via HTTPS protocol)
Available client workstations:
Thick client (Windows application)
- Access from desktop computer or laptop with Windows OS installed
- Maximum operating speed
- Advanced features available
- Automatic update
Fully featured web client with responsive design
- Access to all basic EDMS functions via modern web browsers
- Supports work on all modern operating systems (including IOS, Android, Windows)
- Design automatically adapts to screen size mobile device
- Work in local network and via the Internet
Mobile matching (mail client)
- Working with tasks via email
- Offline support
Integration with other systems
TESSA provides many possibilities for integration with other systems:
- Ability to display objects from other systems (for example, a directory of counterparties from 1C) without synchronizing or duplicating data
- Using directories from other systems as your own, without the need for data synchronization
- Using and retrieving information from other systems as if it were your own
- Links to objects of other systems and virtual cards
- Displaying mixed information on a card form
- Presentation of information as virtual file attached to the card
- Exchange data with other systems along the process
- Web links to TESSA objects from other systems
- Accessing TESSA objects via a web service
Working from mobile devices
TESSA provides opportunities for users to participate in automated document approval processes using any mail client without direct access to the TESSA application server. The solution does not require installation of additional components on the user’s computer (laptop, PDA, smartphone).
Installation and implementation of the system
TESSA can be flexibly customized even to the most specific requirements. The platform is designed in such a way that when building solutions at all levels of the architecture, functional software extensions can be added. Thus, what is beyond the standard customization capabilities can be added without violating the integrity of the system.
The cost of the implementation project is made up of the cost of platform client licenses and services for setting up and implementing the solution. The complexity of services depends on functional requirements and is calculated individually in each specific case.
Deployment and Implementation Process standard solution Registration and approval of documents may take only a few hours. Customization and modification of solutions based on the platform TESSA has a set of built-in designers with the help of which a specific solution on the platform can be flexibly adapted to new requirements without involving a vendor and without modifying the basic components of the platform. The following tools are available to the system administrator:
- Data Model Designer
- Card constructor
- Role Builder
- Folder tree constructor
- View Builder
- Report designer (using infographics)
- Search system designer
- Background process service
- Handlers for various events
- Adaptive business process visualizer
- Infographics module (diagrams)
- Mobile matching module
- Server and client software extensions
- Integration modules for various systems
In 2016, DIXY implemented a project to transition from paper exchange of invoices with suppliers to legally significant electronic document management (hereinafter referred to as UDDO) based on the modern TESSA platform by specialists from Syntellect and ECMGroup.Pro.
Syntellect has begun automating document flow for the insurance company Otkritie Life Insurance. The project will be implemented on the basis of the TESSA platform and the Standard Solution included in the standard delivery of the platform.
The management company EG Capital Partners, together with a team of experts in the field of document automation Syntellect and ECMGroup.Pro, is transferring documentation interaction into electronic view. The EDMS implementation project is carried out on the basis of a new generation platform - TESSA.
VTB24 Bank launched an electronic archive of settlement and cash service documents legal entities and individual entrepreneurs (Electronic archive of RKO legal entities and individual entrepreneurs) using a solution from the Syntellect company developed on the basis of the TESSA document management platform.
More than 1000 employees of the central office and geographically remote branches throughout Russia.
TESSA is a universal and flexible platform with a modern interface for creating high-performance solutions for automating document flow and business processes of companies in various business areas. New generation EDMS.
Main advantages of TESSA:
- High speed of operation - less than a second for all basic operations: the system is optimized for operation in modern conditions of distributed networks, including weak data transmission channels
- Modern interactive user interface designed using the latest technologies
- Fully featured multi-platform web client
- Wide possibilities for customizing and developing extensions for the system at all levels of the platform, including at the field level of system tables, a harmonious combination of visual settings and programming
- Powerful subsystem of role-based access to objects and functions: hierarchy of simple roles, dynamic calculated and contextual roles
- Great possibilities for data presentation: regular views, dependent views, subsets, program views
- The ability to organize complex business processes with clear visualization of the process progress
- Wide possibilities for integration with other information systems
- Data transmission via the secure https protocol, the ability to work via the Internet, incl. over VPN
- Availability of standard solutions
- Low cost of system ownership, quick payback of the implementation project
The TESSA platform was developed on the basis of practical experience in the implementation of more than 150 projects for implementing EDMS in organizations of various sizes and various fields of activity.
Video demonstration of main features
The video demonstrates the user interface from stationary and mobile workstations, and also gives an idea of the main functionality of the TESSA EDMS.
Effects of automating document flow and business processes using TESSA:
- Optimization of timing for approval and processing of documents and execution of business processes
- Eliminate costs by optimizing the search for required documents, eliminating losses, saving on printing/storing/moving paper documents
- Ensuring control over the execution and processing of documents
- Ensuring transparency of automated processes
- Increasing the level of company management
The TESSA-based solution is beautiful, fast, modern and interactive. Impeccable internal architecture, flexible configuration options and modern WPF technologies ensure smooth and flawless operation of the user's workplace and minimal application response time even in the face of data transmission limitations.
Functional blocks of document flow that can be automated on the TESSA platform:
- electronic archive of documents. The system is optimized for working with large volumes of data and a large number of users
- automation of office work:
- registration of incoming and outgoing correspondence
- scanning documents and delivering them to performers electronically
- negotiation of contracts
- payment approval)
- organization of tender procedures
- coordination and control of execution of organizational and administrative documents
- processing applications/service memos
- processing complaints and claims
- working with minutes of meetings/collegial bodies
- HR and business processes (hiring, dismissal, business trips, etc.)
- automation of service desk work
- processing storage of primary accounting documentation
- automation of processes specialized for various business areas:
- automation of insurance claims settlement (insurance company)
- consideration for issuing loans (bank)
- procedure for opening a new store (retail)
- launch of a new product unit on the market (production)
- etc.
Speed and ease of use
The system is optimized for working with large volumes of data. Ensuring the storage of tens of millions of document cards with embedded scanned images, providing access to the electronic archive to several thousand concurrent users, while maintaining fast navigation and search is a task that does not pose any difficulties for TESSA.
The system is pleasant to work with:
- functional but not overloaded interface
- using the functions of smooth transitions, transparency and darkening of the working area
- ability to customize the background and theme of the work area
- interactive buttons with animation effects and pop-up menus
- switching between system object cards within the system workspace
These, as well as many other functions, along with flexible configuration options, make working in the system intuitively simple, convenient and enjoyable. Below is an example of the interface of the main system window:
An example of an agreement registration card with a task for the coordinating employee:
Document storage and processing
TESSA provides all the necessary capabilities to create a fast and easy-to-use electronic archive of various types of documents:
Flexible configuration of the composition of attributes and the appearance of document cards, convenient filling of attributes with the auto-completion function. | |
Flexible system for delimiting access rights to system objects (including depending on the context) | |
Attribute and full-text search system | |
Statistical reports on any data in the system, and also using infographics (diagrams) | |
Ability to view objects of other information systems | |
Links between documents | |
Organization of related views (for example, incoming - outgoing, counterparties - contracts, client files - product files, etc.) | |
System of orders and notifications based on documents | |
Organization of complex business processes for document processing | |
A system of views with the ability to organize subsets (for example, the ability to expand the view of the register of contracts by counterparty, by type, by amount, etc. by other attributes in any order) |
Visualization of business processes
To clearly reflect the processing progress of an automated business process for users, TESSA has a built-in process visualizer.
Below is an example of a graphical process map generated using the visualizer:
Report module with infographics
TESSA has effective means control over the processes of execution of tasks, the progress of business processes of document processing, as well as the reflection of summary statistical information on the state of the company’s electronic document flow. Using the report designer in the system, you can build any reports in tabular or graphical form (diagrams).
Architecture
- DBMS based on:
- MS SQL Server
- Postgres SQL, PostgreSQL + ability to store files in the file system
- Application Server
- Windows Server and IIS
- Linux OS (Astra Linux, Calculate Linux, RED OS) and nginx + possibility of clustering with the organization of a farm of application servers
- Client workstations (communication with the application server via HTTPS protocol)
Client workstations:
Full-featured web client with responsive design
|
|
Desktop client (Windows application)
Mobile matching (mail client)
|
Integration with other systems
TESSA provides exceptional opportunities for integration with other systems:
- Using directories from other systems as your own, without the need for data synchronization
- Using and retrieving information from other systems as if it were your own
- Links to objects of other systems and virtual cards (cards with information collected from other information systems, without duplicating data)
- Displaying mixed information on a card form (cards with information from both TESSA and other information systems
- Presentation of information as a virtual file attached to the card
- Exchange data with other systems during the business process
- Web links to TESSA objects from other systems
- Accessing TESSA objects via a web service
Working from mobile devices
For full-fledged work from any modern mobile device, TESSA has a fully functional lightweight client with a responsive design. The light client does not require separate configuration or modification to use it and supports all scenarios for full-fledged work with the EDMS. With the help of the TESSA platform designers, client workplaces can be easily adapted by both the company's top management and ordinary performers.
In addition, TESSA provides users with the opportunity to participate in automated document approval processes using any email client without direct access to the TESSA application server (Mobile Approval module). The solution does not require installation of additional components on the user’s computer (laptop, PDA, smartphone) and allows offline work.
Scalability and fault tolerance
The TESSA platform is optimized to work in distributed networks incl. with weak data transmission channels.
TESSA supports the following technical and functionality scaling solutions:
- There are no restrictions on the number of users, departments and companies connected to the system
- There are no restrictions on the number of functional blocks and business processes automated in the TESSA EDMS
- Application server clustering available (for load balancing or fault tolerance)
- Clustering background process services
- Using several DBMS and file data storages
- Organization of local file storages for remote departments
- Background loading of files into document cards without blocking the interface and without restrictions on the operation of other system components
The above features and functions are available in the basic delivery of the platform and are not separately licensed
Supports simultaneous development of multiple functional blocks
For the simultaneous development and installation of several configurations for various functional blocks of the solution, the TESSA platform includes a “smart” configuration management module.
Installation and implementation of the system
TESSA can be flexibly customized even to the most specific requirements. The platform is designed in such a way that when building solutions at all levels of the architecture, functional software extensions can be added. Thus, what is beyond the standard customization capabilities can be added without violating the integrity of the system.
The cost of the implementation project is made up of the cost of platform client licenses and services for setting up and implementing the solution. The complexity of services depends on functional requirements and is calculated individually in each specific case.
The process of deploying and implementing a standard solution for registration and approval of documents can take only a few hours. Customization and modification of solutions based on the platform TESSA has a set of built-in designers with the help of which a specific solution on the platform can be flexibly adapted to new requirements without involving a vendor and without modifying the basic components of the platform.
The following tools are available to the system administrator:
- Data Model Designer
- Card constructor
- Role Builder
- Folder tree constructor
- View Builder
- Report designer (using infographics)
- Search system designer
- Background process service
- Handlers for various events
- Adaptive business process visualizer
- Infographics module (diagrams)
- Mobile matching module
- Server and client software extensions
- Integration modules for various systems
- Detailed documentation and training videos
This section contains documentation on the TESSA electronic document management system.
User Guide
The TESSA EDMS User's Guide describes the use of the TESSA EDMS client, hot keys, left and right panel buttons, working with views and search, and using a standard solution. It also describes the general principles of working with cards. The types of cards included in a standard solution, the creation and registration of cards, working with files, working with tasks and document approval are covered.
Administrator's Guide
In the TESSA EDMS Administrator's Guide you will find information for the administrator. The use of the Tessa Admin application, editing, importing, exporting configurations, creating cards, as well as various settings for a standard solution and task and approval processes, and setting up access are described.
Installation Guide
In the TESSA EDMS Installation Guide you will find detailed description installation of TESSA EDMS on Windows OS and potential problems that arise during installation. The manual also contains a description of mail settings and other configuration files TESSA, which are relevant both for installation on Windows OS and for installing the system on Linux OS.
Linux Installation Guide
In the TESSA EDMS Installation Guide on Linux you will find a detailed description of installing the TESSA EDMS application server on Linux OS. For a description of the mail settings and other TESSA configuration files, please refer to the Installation Guide.
Beginner's Guide
The Beginner's Guide to the TESSA Platform covers in detail the creation of new types of cards. The manual is written in the format step by step guide, where step by step you will learn how to add new fields to the diagram, edit and create new views, edit card forms, change workspaces. Such important points, such as the reference fields of cards and their work, adaptation of a new type of card to use the capabilities of a standard solution, and other nuances of the platform’s operation.
Developer's Guide
The TESSA Platform Developer's Guide covers in detail the creation of various software extensions on the platform. Examples of implementation of various tasks are given, advice on choosing the right approach to implementation is given, and various nuances of the platform’s behavior are described.
Business Process Developer's Guide
The Business Process Developer's Guide on the TESSA platform covers in detail the creation of business process diagrams using the visual process designer Workflow Engine. A description of the design tools available in the designer is provided. The settings for visual blocks are described. Examples of implementation of various tasks are given, advice on choosing the right approach to implementation is given, and various nuances of the platform’s behavior are described.
Web Client Developer's Guide
In the Web Client Developer's Guide on the TESSA Platform The creation of various client software extensions for a web client in JavaScript is covered in detail. The guide provides descriptions of examples available in the SDK for developing a web client, provides advice on choosing the right approach to implementation, and describes various nuances of the platform's behavior.
API Documentation
Documentation for software interfaces The TESSA platform includes a detailed description of the development tools available to the developer of software extensions for the platform and its components.