Projects co-financed by the EU
Project Doci2021 – LISBOA-02-0752-FEDER-043407
INDIVIDUAL PROJECTS – Internationalization
INDIVIDUAL PROJECTS – Internationalization
Regional Operational Programme for Lisboa
Company's strategic aims
Scope of the Project
SmartCash Framework — Global systems for the Automation and Dematerialization of Cash/Valuables Management Processes
SmartPayment Suite — Global Systems for the Automation and Dematerialization of Means of Payment Processing Processes, and Interbank Clearing Processes
SmartEnterprise Information — Global Systems for Capture and Management of Information and Process Automation
Investment
To achieve the goals and objectives, it was established a comprehensive plan of investment, of which the main dimensions are as follows:
Trade fairs and Exhibitions — The project envisages the presence in the most important events in the areas of activity of the company — Money20/20 in USA, PayExpo America, GITEX Dubai, AIIM Conference, Sibos 2020, NRF / National Retail Foundation, MEA Cash Cycle Seminar (ICCOS)
Prospecting and acquisition of Customers — The plan spans over 2 years, with 10 prospecting initiatives targeting the identified markets (an average of 5 initiatives per year). The planned initiatives include 2 in the European market, 3 in Africa, 3 in South America, and 2 in the USA.
International Marketing — Active promotion on Digital Channels — Implementation of optimization tactics for Search Engines (SEO), Google AdWords (search & display networks), Email Marketing (Newsletter), Content Marketing, B2B Social Media Marketing (i.e. LinkedIn), Search Engine Advertising (SEA), Social Media Marketing (SMM), and Social Media Advertising.
Specific certifications for the targeted foreign markets.
Strengthening of HR Skills — The business plan includes the recruitment of 2 staff members with skills in International Business Marketing and Management, with the ultimate goal of enhancing the ability to attract new customers in the foreign markets, and to develop in-house practices of Digital Marketing.
Digital economy — Implementation of an attractive and responsive website, which will form the basis for Digital Marketing activity, Online Store and one Online Payments module allowing for customers to pay for Products and Services.
Trade fairs and Exhibitions — The project envisages the presence in the most important events in the areas of activity of the company — Money20/20 in USA, PayExpo America, GITEX Dubai, AIIM Conference, Sibos 2020, NRF / National Retail Foundation, MEA Cash Cycle Seminar (ICCOS)
Prospecting and acquisition of Customers — The plan spans over 2 years, with 10 prospecting initiatives targeting the identified markets (an average of 5 initiatives per year). The planned initiatives include 2 in the European market, 3 in Africa, 3 in South America, and 2 in the USA.
International Marketing — Active promotion on Digital Channels — Implementation of optimization tactics for Search Engines (SEO), Google AdWords (search & display networks), Email Marketing (Newsletter), Content Marketing, B2B Social Media Marketing (i.e. LinkedIn), Search Engine Advertising (SEA), Social Media Marketing (SMM), and Social Media Advertising.
Specific certifications for the targeted foreign markets.
Strengthening of HR Skills — The business plan includes the recruitment of 2 staff members with skills in International Business Marketing and Management, with the ultimate goal of enhancing the ability to attract new customers in the foreign markets, and to develop in-house practices of Digital Marketing.
Digital economy — Implementation of an attractive and responsive website, which will form the basis for Digital Marketing activity, Online Store and one Online Payments module allowing for customers to pay for Products and Services.
Project Identification
| Project designation | | | Project Doci2021 |
| Project code | | | LISBOA-02-0752-FEDER-043407 |
| Main aim | | | International Positioning of Products and Services of the Company |
| Region of intervention | | | Lisboa e Vale do Tejo |
| Beneficiary entity | | | Documática - Sistemas de Processamento de Meios de Pagamento e Imagem, Limitada |
Approval Notification
| Approval date | | | 18-06-2019 |
| Start date | | | 14-06-2019 |
| End date | | | 31-12-2022 |
| Total eligible cost | | | 404.845,00 EUR |
| European Union financial support | | | ERDF - 161.938,00 EUR |
Activities and Results
Following its strategic commitment, Documática was present at GITEX Technology Week 2020 which took place between 6 and 10 of December 2020 at Dubai.
Documática took the opportunity to announce the launching of a series of new Products in SmartPayment, SmartCash and Intelligent Automation whose development was based on several areas of Artificial Intelligence, namely Machine Learning, Natural Language Processing, Computer Vision and Image Processing:
Cognitive Payment Systems — Secure Check Services for real-time analysis of banking checks, detecting fraud attempts and ensuring their authenticity.
Intelligent Automation — Easy Capture Kiosk aimed at 24x7 self-service Document Submission, delivers solutions that make customer's lives easier and increase Service Provider's efficiency. With Easy Document it is possible to deploy a Digital Service Desk in which one may submit autonomously required documents for a business process, e.g. Client Onboarding or Expenses Refunds.
Predictive Cash Management and Automation — SmartCash Prediktor adds intelligence to the business process by handing out predictive information on 3 axes: valuables availability, operational fraud and equipment failure.
Predictive Cash Management and Automation — Easy Payment Kiosk oriented for 24x7 self-service payments, offers several payment and authentication methods.
In this new world in which business activity is ever more global and human face to face business ever less common, Documática expects to achieve through these new Products a set of significant benefits for enterprises, namely, more efficiency, human error reduction, fraud attempt detection and information enrichment by transforming it into knowledge in the context of each specific business process.
These new Products caused great interest and receptivity with the public. The new contacts made in the event already gave way to some follow ups, and there is great potential to realize new partnerships with local companies and new deals.
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Participating in GITEX Technology Week 2020, a landmark technology event in the Middle East and Africa, was a privilege to Documática affirming an European and most notably, a Portuguese presence in these markets. This fact was not missed by the journalists, who interviewed our CEO for Zorins TV, a local TV channel.
By the end of 2020, and despite all constraints imposed by the COVID-19 pandemic, Documática has already realized 26% of the investment estimated for the project.
Project iQualifica2021 – LISBOA-02-0853-FEDER-041089
INDIVIDUAL PROJECTS – SMEs Qualification
INDIVIDUAL PROJECTS – SMEs Qualification
Regional Operational Programme for Lisboa
The project has as its main objective Documatica's promotion of its Competitiveness, Flexibility and Adaptability, aiming for an active and unique presence on foreign markets, knowing that this move is key for the sustainable development of the company. Company's strategic aims
Scope of the Project
SmartCash Framework — Global systems for the Automation and Dematerialization of Cash/Valuables Management Processes
SmartPayment Suite — Global Systems for the Automation and Dematerialization of Means of Payment Processing Processes, and Interbank Clearing Processes
SmartEnterprise Information — Global Systems for Capture and Management of Information and Process Automation
Investment
To achieve the goals and objectives, it was established a comprehensive plan of investment, of which the main dimensions are as follows:
Protection of Industrial Property — The project provides for the registration of 2 Trademarks (Products and Services) at the European Community level, as well as 2 Logos (Products and Services) in Portugal.
Organizational skills — The business plan provides for the upgrade of the company's ERP software in order to provide it with the capability to issue Digital Invoices, and to be compliant with the General Data Protection Regulation (GDPR).
Strengthening of HR Skills — The business plan includes the recruitment of 1 staff member with skills in Sotware Quality Assurance methods, with the ultimate goal of acquiring new competencies in the software developmente process, with special focus on testing processes.
Process Quality Assurance Systems — Implementation and Certification of compliance of the R&D Management System, in accordance with the portuguese standard NP 4457, aiming for the adoption of methodologies and processes for the development of new Services and Products.
Protection of Industrial Property — The project provides for the registration of 2 Trademarks (Products and Services) at the European Community level, as well as 2 Logos (Products and Services) in Portugal.
Organizational skills — The business plan provides for the upgrade of the company's ERP software in order to provide it with the capability to issue Digital Invoices, and to be compliant with the General Data Protection Regulation (GDPR).
Strengthening of HR Skills — The business plan includes the recruitment of 1 staff member with skills in Sotware Quality Assurance methods, with the ultimate goal of acquiring new competencies in the software developmente process, with special focus on testing processes.
Process Quality Assurance Systems — Implementation and Certification of compliance of the R&D Management System, in accordance with the portuguese standard NP 4457, aiming for the adoption of methodologies and processes for the development of new Services and Products.
Project Identification
| Project designation | | | Project iQualifica2021 |
| Project code | | | LISBOA-02-0853-FEDER-041089 |
| Main aim | | | Promotion of the Competitiveness, Flexibility and Adaptability of the Company |
| Region of intervention | | | Lisboa e Vale do Tejo |
| Beneficiary entity | | | Documática - Sistemas de Processamento de Meios de Pagamento e Imagem, Limitada |
Approval Notification
| Approval date | | | 26-03-2019 |
| Start date | | | 03-04-2019 |
| End date | | | 02-03-2022 |
| Total elegible cost | | | 83.020,00 EUR |
| European Union financial support | | | ERDF - 33.208,00 EUR |
Activities and Results Accomplished
Within the scope of the Investment foreseen for the Project, the following results were achieved:
Organizational Innovation
- Implementation of IDI Management System with IDI NP 4457 Certification
- Hiring a Human Resource - Quality of Software Products
- PHC ERP Upgrade - Digital Invoice / Services Technical Support and Maintenance + GDPR
Marketing Innovation
Trademark registration of Documática products and services at an international level
Trademark registration of Documática products and services at an international level
- A Logo / National Register: Documática Delivering Innovation
- A European Trademark / Registration: Documática SmartBanking
Complementarily, within the scope of the Investment for the Internationalization Project, the following activities were also carried out:
Organizational Innovation
Hiring two Human Resources - Business Developer
Hiring two Human Resources - Business Developer
Marketing Innovation
- Implementation of a responsive and bilingual website
- Development of 2 Product Logos
- SmartBanking
- Enterprise Transformation
- Customer prospecting
- Africa - Senegal
- Europa - Poland
- Participation in fairs and exhibitions with its own stand
- GITEX Dubai in 2020
- Money 20/20 in Amsterdam in 2022
At the end of the Project, and despite all the constraints resulting from the COVID-19 Pandemic, Documática executed 94.6% of the planned Investment.
