MetaSource is pleased to announce a strategic partnership with Stormloop Technologies to bring strong, reliable document management functionalities to Workday users. Stormloop has developed WorkDocs Connect, a built-on-Workday app that makes MetaSource’s trusted document management platform, WorkDocsTM, accessible directly within Workday.
The app seamlessly integrates WorkDocs with Workday’s HCM and finance systems, enabling users to centralize files, automate compliance workflows, ensure audit readiness, and easily retrieve the documents they need when they need them right from their existing Workday platforms.
“WorkDocs Connect, and our partnership with Stormloop for that matter, is all about extending the value of Workday by closing the document management gap,” said James Richardson, MetaSource’s VP of Sales. “HR and finance leaders get the best of both worlds. They get Workday’s powerful HCM and finance capabilities and enterprise document management that works within the same environment.”
Solving HR & Finance Document Management Challenges
By bringing MetaSource’s document management capabilities directly into Workday, WorkDocs Connect addresses common HR and finance issues, including time-consuming document searches, missing required files, and the inability to stay audit-ready.
These issues are resolved through key features, such as:
- Advanced Search: Files can be located in seconds with the ability to search for documents by type, employee name, full text, and anything in between.
- Missing Document Detection: Missing required files are automatically identified and requests are automatically sent to employees.
- Document Expiration Alerts: Proactive compliance gap prevention is made possible with automated notifications for documents that are expiring soon.
- Document-Specific Retention Management: Automated retention policies at the document level make meeting regulatory requirements easy.
- Role-Based Security: Granular document-level security policies are efficiently managed by employee role.
Start Leveraging Powerful Document Management Features within Workday Today
Workday customers looking to bridge their document management gaps can take advantage of WorkDocs via Stormloop’s app today.
“We’re excited to bring this app to market because it addresses real pain points we hear about constantly,” Richardson stated. “The audit stress, manual work, scattered files…WorkDocs and WorkDocs Connect, together, solve these problems while providing document management that works as intuitively as Workday itself.”
To book a demo to see the solution in action, contact us today.
About MetaSource
MetaSource delivers intelligent document management, workflow automation, and business process management solutions to help organizations streamline processes, ensure compliance, and improve efficiency. With over 30 years of experience, MetaSource successfully meets enterprise needs with secure, reliable software and managed services.
About Stormloop Technologies
Stormloop Technologies helps organizations maximize their Workday investment through strategic advisory services, integrated applications, and innovative solutions built to scale. As a certified Workday Partner, Stormloop is committed to enhancing the Workday ecosystem with secure, user-friendly tools that drive efficiency and compliance.