Technology Management

Turn hotel documents into records your team can review

Upload a contract, invoice or proposal. Review the details Keyline extracts, check the source and approve the information before it updates the relevant record.

$395 per hotel/monthAvailable
HTMS™ Documents upload: choose what kind of document it is (Vendors, Budget, Technology, Strategy, IT Governance or Other), add the file, and see what was found before anything changes
HTMS™ review of what was read from a contract quote: each detail shown against what is on the record now, with the page it came from and how clearly it was read, ticked by a person before anything is written
Notice date read from page 7Waiting for a person to confirm
Confirmed by a named personWritten to the contract record
Needs routing reviewNo record changed yet

The problem

The facts live in documents nobody has keyed in

Renewal dates are inside signed PDFs, invoice amounts are in an email attachment and the vendor list is last year's spreadsheet. Re-keying it all is slow, and mistakes end up in contract and budget records unseen.

Where documents go wrong today

  • Renewal dates sit inside signed PDFs nobody keys in.

    In HTMS™ Upload a contract or forward it to the hotel’s inbox, and Keyline reads it and proposes the terms.

  • Re-keying invites mistakes that end up in contract and budget records unseen.

    In HTMS™ Each proposed fact shows the page it came from and the value on the record now, and a person ticks, corrects or declines it.

  • A document lands in the wrong place, or nowhere.

    In HTMS™ Each document is filed under the module it belongs to: contracts and vendor lists to Vendors, invoices to Budget. Anything unclear waits for a person to route it.

  • Nobody can say who confirmed a fact in a record, or from which document.

    In HTMS™ Only confirmed facts are written, and the record shows the named person who confirmed them and the document they came from.

From document to record

  1. Upload or forward

    Upload a contract, statement of work, proposal, invoice or vendor list, or forward it to the hotel’s own inbox address.

  2. It goes where it belongs

    Each document is filed under the module it belongs to: contracts, SOWs and vendor lists to Vendors, invoices and budgets to Budget.

  3. A person confirms

    Keyline proposes the facts it read, each with the page it came from and the value on the record now. A person ticks, corrects or declines each one.

  4. It is published

    Only confirmed facts are written: a contract’s terms, a new contract, vendors added to the vendor list, or an invoice recorded on a budget line.

Where documents go

Each document goes to the record it belongs to

Pick the kind of document when you upload it, or forward it and let the hotel's inbox take it. The kind decides which module it is filed under.

Contracts, SOWs, proposals and RFPs

Go to Vendors. Confirmed terms update the vendor’s contract, or create a new contract from the document.

Vendor lists

Go to Vendors. Vendors read from the list are added to the vendor list once a person confirms them.

Invoices and budgets

Go to Budget. An invoice is placed on a budget line and recorded there, after a person checks each value.

Asset lists and architecture diagrams

Go to Technology, with what was read kept beside the document for a person to review.

Project plans, policies and audit evidence

Go to Strategy or IT Governance, with what was read kept beside the document for a person to review.

Anything else

Marked Needs routing review. No record is changed until a person chooses where it goes.

Document reading is switched on for each hotel; where it is not, uploads are stored and wait for review.

In the product

Every document, and where it went

The inbox shows each document’s status, what was read, the module it goes to and what has been confirmed into the records.

HTMS™ product screen
HTMS™ document inbox: contracts and invoices with their status, what was read, where each one goes and what a person has confirmed into the records

Keyline recommendations

An uploaded document is not yet a record

Keyline reads the document and proposes facts for contract, vendor or budget records. Until someone confirms them, the document is stored and the records are unchanged. Where document reading is not switched on for the hotel, uploads wait for a person to review.

A new internet contract arrives by email

A realistic scenario
A 90-room hotel receives its new internet service contract by email. The finance manager uploads it, ticks the term, annual cost and notice date Keyline read, corrects one date, and confirms. The contract record now carries those dates for the renewal queue.

Hotel Contract and Invoice Document Processing | HTMS™ | Techorph