SAP Document Management System

Name: leverX Company
Brand: LeverX
Rating: 4.9 (114 reviews)

Centralize and control all technical and business documents directly within your SAP system.

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Collaborating with an SAP Gold Partner provides access to resources and seasoned professionals, ensuring your project's reliability. Their expertise tailors SAP solutions for your unique needs, optimizing ROI and efficiency.

Partnering with an SAP Global Strategic Supplier goes beyond buyer-seller dynamics. They provide critical solutions for global operations, collaborate on product development, and drive strategic initiatives.

LeverX is a certified partner of the SAP Center of Expertise. This accreditation ensures our unwavering commitment to upholding SAP's highest standards. Our mission is to deliver excellence, providing unparalleled support, and facilitating the seamless integration of SAP solutions into your business framework.

Such companies help businesses solve complex problems, deliver exceptional user experiences, and drive digital transformation using design thinking and innovation expertise. They leverage SAP's best practices and cutting-edge tools to create user-centric solutions.

Managing technical, production, and operational documentation across departments can be time-consuming. Files may become duplicated or scattered across different locations, making control and compliance challenging.

SAP Document Management System (SAP DMS) streamlines document management by integrating tightly with SAP ERP and S/4HANA systems. It connects directly with core business processes in logistics, production, maintenance, and engineering, enabling centralized document storage that is linked to key SAP objects such as Materials (MM), Equipment (PM), BOMs, specifications, and Production routings.

SAP DMS supports a wide range of standard formats, including PDF, Word, Excel, images, and CAD files. It manages the document lifecycle, controls user access, tracks versions, and provides structured search and classification. The solution is accessible via both SAP GUI and SAP Fiori, offering a consistent user experience across desktop and web.

If you’re looking for a partner to implement or optimize SAP DMS, LeverX is here to help.

Organized business documentation

Centralize and organize documents for easy access based on users’ business roles.

Reduced document duplication

Create references to documents, which reduces unnecessary duplication.

Accurate and compliant records

Efficiently manage document revisions to maintain accuracy and compliance.

Fast and precise document retrieval

Use keywords and metadata to quickly find the documents you need.

Improved document security

Benefit from comprehensive access controls and authorization features.

Consistent approval workflows

Ensure consistent approval workflows with electronic signature support.

SAP DMS offers multiple integration options across the SAP ecosystem. The most critical and widely used are its direct integrations with SAP Engineering Control Center (SAP ECTR) and leading CAD platforms.

These connections are essential for engineering teams, enabling structured document storage, version control, and seamless linking of design data to SAP business processes:

SAP Engineering Control Center (SAP ECTR): Connects SAP DMS to engineering workflows by enabling direct storage, versioning, and status tracking of technical documents created in CAD systems.
AutoCAD: Saves drawings directly to SAP DMS through SAP ECTR, maintains version control, and links design files to SAP business objects like materials and BOMs.
SolidWorks: Enables seamless check-in/check-out of models to SAP DMS, ensuring all design revisions are stored centrally and traceable within SAP processes.
Autodesk Inventor: Provides structured storage of 3D models and associated metadata in SAP DMS, allowing engineering teams to manage updates and collaborate efficiently.
CATIA: Supports direct integration with SAP DMS via SAP ECTR, keeping complex design files connected to related production and maintenance data in SAP.
Siemens NX: Allows engineers to link NX models to SAP objects and manage document changes within SAP workflows, improving traceability and change control.

Proven track record

For over 20 years, we have helped businesses worldwide succeed with SAP. We’ve already completed 950+ projects for over 800 clients, including top names on the Fortune 500 list.

Industry experts

The LeverX team comprises professionals with hands-on knowledge in 30+ industries, including manufacturing, logistics, and oil  and gas.

SAP partnership

We implement SAP projects end-to-end  and collaborate with SAP on the development and enhancement of its existing solutions.

Quality and security

LeverX operates in compliance with international standards such as ISO 9001, ISO 27001, ISO 22301, and ISO 55001, ensuring reliability and quality in every project.

Investment in innovation

We actively integrate advanced technologies, such as Data Science, IoT, AI, Big Data, Blockchain, and others, to help clients efficiently address their business challenges.

Flexibility

Our team is available 24/7, which enables us to quickly deploy projects, maintain process transparency, and adapt each development phase to meet your specific requirements.

Implementation Roadmap

We follow the SAP Activate methodology, which breaks down the implementation of SAP Document Management System into six essential stages:

Current Processes Evaluation: Assess existing business processes and identify the organization's needs.
Defining Technical Requirements: Create a detailed specification of the functional and technical needs of the new system.

Discover

Setting Goals and Objectives: Establish and agree on the goals to be achieved throughout the project.
Assembling the Project Team: Appoint team members and define their roles and responsibilities.
Project Plan Development: Create a comprehensive plan that outlines project phases, timelines, resources, and key performance indicators.
Budget Determination: Estimate and approve the budget.
Specifications Preparation: Develop the technical and functional specifications for the development team.

Prepare

Ensuring Business Requirements are Met: Check that SAP DMS aligns with business requirements and project objectives.
Data Validation: Verify the accuracy and compliance of the data.

Explore

Data Migration: Transfer data from existing systems to the new one.
System Configuration: Set up the solution according to requirements and specifications.
Customization: Develop additional features and modules, if the standard solution does not meet all needs.
Integrations: Configure SAP DMS to work with other IT systems and applications.

Realize

Testing: Perform functional, integration, regression, and load testing to ensure that all works correctly.
User Training: Organize sessions to help users become familiar with the new system.

Deploy

System Readiness Check: Verify that the system is ready for operational use.
Launch: Officially transition to active use of SAP DMS.
Ongoing Support: Continuously monitor solution performance to identify and resolve any issues.

Run

FAQ

What is SAP DMS?

SAP Document Management System (DMS) is a cross-functional module that acts as a secure, object-oriented repository within your SAP system. Its primary differentiator from external systems is its ability to access not just a document, but its right version in a specific business context. This reduces the risk of errors and increases data consistency.

Why should we use SAP DMS instead of a system like SharePoint or a network drive?

While systems like SharePoint are good for general collaboration, SAP DMS provides three key advantages they lack:

1) Deep Process Integration: Documents are linked to SAP objects and can be part of automated SAP workflows (like release procedures).

2) Robust Audit Trail: Every action (view, change, approval) is logged within the SAP system, supporting strict compliance needs (e.g., for ISO or FDA).

3) Integrated Security: Access to documents is controlled by the same SAP roles and authorizations used across your enterprise, ensuring data security is consistent.

Where are the documents physically stored? What is the SAP Content Server?

This is a key architectural point. SAP DMS holds the metadata (like document number, status, and characteristics) and the links to SAP objects directly within the SAP database. However, the physical files themselves (the PDFs, Word documents, CAD files, etc.) are stored on a separate, optimized storage system called the SAP Content Server. This is a required component that ensures the main SAP database is not burdened with large files, maintaining system performance.

What is the difference between SAP DMS and SAP Engineering Control Center (ECTR)?

SAP DMS is the foundational document repository—it's the secure "vault" where all documents are stored and managed. SAP ECTR is a specialized user interface or "control center" designed specifically for engineers. It sits on top of DMS and provides advanced CAD-specific features, a more intuitive UI for managing complex assemblies, and deeper integration into CAD authoring tools. In short: engineers work in ECTR, and the documents they create are stored and managed in DMS.

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An expert will reach out to you to discuss your specific needs and requirements.
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We'll sign an NDA to ensure any sensitive information is kept secure and confidential.
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We'll work with you to prepare a customized proposal based on the project's scope, timeline, and budget.