What kind of training and user adoption support does SER Group provide after a Doxis rollout?

SER Group provides SERacademy training programs, including workshops and e-learning, to ensure effective user adoption and maximize ROI. We also offer consulting during rollout and managed services for ongoing support and optimization. Doxis is continuously enhanced to improve usability and user experience.

What deployment options are available (on-premises, cloud, hybrid)?

Doxis offers flexible deployment options: on‑premises for full control, cloud-based for scalability, or hybrid for tailored use. All models are equally viable, giving companies the freedom to choose—or combine—approaches to best meet their needs and compliance requirements.

What steps are involved in migrating our existing document repositories to the new DMS?

With Doxis Consolidation Service’s proven four-step approach—analysis, mapping, testing, and validated migration—organizations can transition smoothly and securely. Each move is carefully planned to ensure data integrity, minimal downtime, and compliance, making migrations of any size straightforward.

Can the DMS integrate with our existing business systems (ERP, CRM, HR, etc.)?

Yes, Doxis deeply integrates with major ERP, CRM, HR, GenAI and productivity systems such as SAP, SAP SuccessFactors, Microsoft 365, Microsoft Dynamics 365 (F&SCM and Sales), Salesforce, as well as and OpenAI. These connectors and APIs enable automated workflows, centralized data access, and seamless cross-system collaboration.

Is the DMS scalable and suitable for enterprises with thousands of users or documents?

Doxis is built to handle billions of documents and tens of thousands of concurrent users, ensuring the performance and reliability required by large-scale enterprises. Customers like DHL manage vast volumes of documents with Doxis, while companies such as SEW‑EURODRIVE have expanded their use from a single department to enterprise-wide deployments over decades.

Powered by the latest AI

Your next-generation
document management system

Easily manage high volumes of documents
Shorten processing times & supercharge productivity
Ensure compliance through certified software

Book a demo now

Efficiency begins with an AI-powered DMS

Say goodbye to paper, floating files, email attachments and file directories. The Doxis document management system gives you back control of all your documents with the complete digital management of contracts, orders, invoices, HR documents and much more.

Easily find all business information, speed up your decision-making, prevent errors and underpin the long-term success of your business.

Enhanced productivity

Work on and manage all documents digitally: This reduces lead times, expedites decision-making and prevents costly errors.

Easier compliance

Reduce the time and effort needed to fulfill and document compliance requirements and help prevent sanctions as a result.

Better resource deployment

Automate your document filing and distribution workflows and free up resources for service, order processing etc.

The 5 basics of a document management system

Capture documents

The document management system captures documents across all inbound channels and from diverse source systems. Paper documents are digitized via a scanning workflow and transferred to Doxis.

Single and batch scanning for paper documents with centralized and decentralized scanning
Document separation per barcode, by page number and manually
Automatic filing from source systems including ERP, CRM, HR and others

The biggest advantage of the system is how it schedules tasks for us, and assigns and monitors retention and deletion deadlines. We used to do this by hand, which was incredibly time-consuming and prone to error.

Jens-Uwe Gehrke
Project Manager, Deutsche Bahn AG

Recognize and understand documents

Doxis uses pre-trained AI models to extract key information from documents with up to 100% accuracy. It quickly processes, understands, and classifies documents, storing the data as structured, searchable metadata. Doxis can also detect fraud in docs such as invoices and receipts. From there, it routes the information to the right person or system for further processing.

AI-powered automation of inbound mail
Automated metadata extraction and indexing with up to 100% accuracy
OCR and PDF/A conversion
Automatic form recognition, image cleanup, fraud detection and image enhancements
Start processes directly from the capture process
Basis for digital inbound mail and invoice processing and company-wide digital document routing

Learn more →

I have quick access to all the important information. In the past, I had to pick up new mail three times a day at the team management office. I now receive it conveniently in my electronic mailbox. Such a great solution!

Sascha Hülskötter
State Youth Office, Landschaftsverband Westfalen-Lippe

Work on documents

Doxis finds the right person for every document and even considers deputy rules. For instance, it forwards invoices to Finance for review and verification, while applications go directly to colleagues in HR for review.

Doxis documents every step of the process in accordance with your procedural documentation and provides an excellent basis for improving your compliance.

Replicates all types of release processes, multi-stage release workflows, delegation and deputy rules
Automatically defines processors and escalation mechanisms
Simplifies procedural documentation in line with regulatory requirements
Automated version management

The customers notice that our processing speed is higher due to the fact that we respond so much faster. We are now able to answer a customer inquiry within two days. This is technically feasible because of Doxis.

Alexander Erpenbach
Head of the Policy Department for the divisions Property, Liability, Accident, Automotive Insurance and Customer Center Service, DEVK Versicherungen

Archive documents

Doxis archives the document at the end of the workflow and the document becomes inactive. Once the status changes to inactive, for instance after invoice posting, documents, stored data, documentation and versions can no longer be modified. Read-only access is available to authorized users only. The document is archived audit-compliantly in line with regulatory requirements.

Flexible, automatically managed retention periods in line with, e.g. regulatory requirement
Multiple legal/litigation holds in case of litigation
Archiving in the original format and in long-term formats such as PDF/A
EU GDPR-compliant retention & deletion
Records management in accordance with ISO 16175-2

Learn more →

All documents relevant to production are compiled in one efile where the user can search through them. This makes work so much easier.

Christian Döring
Process Engineering, Neways Electronics Riesa GmbH & Co. KG

Find documents

Authorized users can locate documents in seconds regardless of the document status (active or inactive). Doxis offers a comprehensive enterprise search function akin to Google Search. The system trawls documents, metadata and data from integrated third-party systems, enabling it to also seamlessly retrieve information from the ERP or CRM system.

Full-text search
Indexing of data from ERP/CRM or other third-party systems
EU GDPR-compliant search with access restrictions

Learn more →

Questions such as 'Which loan processes were in place on March 14, 2015?’ can be answered easily and immediately today using our ECM system.

Petra John
Procedures Officer, Aareal Bank Gruppe