DocStar. Enterprise Content Management (ECM) and AP Integration. Robert Sinfield Epicor Software Corporation

Transcription

1 DocStar Enterprise Content Management (ECM) and AP Integration Robert Sinfield 2017 Epicor Software Corporation

2 Introduction Why Acquire DocStar Strategic fit for total process automation - ERP processes and paper/document based processes around ERP Enhancing the ability to automate AP processing and extend to other manufacturing processes to further automate Offer a comprehensive solution for multi-departmental (HR, Legal,..) Enterprise Content Management (ECM) A modern architecture and easy-to-use all browser based ECM solution Alignment with Epicor s Cloud First strategy (full feature parity) 2

3 Why is ECM Important? Time and effort wasted in locating documents amounts to a lot more than one would think.. Redundant effort necessitated because it s believed that it is often easier to recreate something than it would be to try to find it. Time and effort involved in figuring out who has the latest version of a document, and recovering when various revisions overwrite each other. Unnecessary usage of network storage devices and network bandwidth Documents are dispersed everywhere across the enterprise, rather than centralized. 3

4 The Risks Of NOT Managing Your Documents Security Risk and Exposure Critical documents are stored wherever Documents stored centrally on Windows network drives are difficult to manage - version controls, backup and restore Audit trails - No record exists of precisely who has viewed and/or edited a document. It s therefore impossible to audit a business process to uncover mistakes or inefficiencies. 4

5 Introducing DocStar 5

6 What does DocStar do? DocStar helps global enterprises automate document driven business processes resulting in a reduction in operational costs, increased productivity and a rapid ROI 6

7 What is DocStar ECM? DocStar ECM is a powerful, easy-to-use, comprehensive enterprise content management & process automation solution Designed to help manage and process documents and associated content in a secure environment Dispose Collaborate Capture Document Life Cycle Store and Retrieve Classify 7

8 Epicor DocStar? Leading Enterprise Content Management and Process Automation software company founded in 1996 Acquired by Epicor January ,000 customers; Users in all industries Flexible deployment model Software License purchase (on-premises), Cloud or Application Hosting 8

9 DocStar Application Suite DocStar ECM Workflow Intelligent Data Capture Forms Archiving and Retrieval AP Automation Sales Order Entry HR/Employee Records 9

10 Operational Areas That Benefit Human Resources Employee Records: I-9 Compliance; (FMLA) Family Medical Leave Act ; (ADA) Americans with Disabilities; Compliance, Auditing Accounting (AP/AR) Approvals: Purchase Requisitions/Orders; Vendor Invoices; Shipping/Receiving documents; Payment Information; Supporting Documentation, Posting, Reconciliation Sales/Service Contracts and Sales Agreements; Supporting customer documentation, Customer order change detail, Warranty Repair, RMA, return analysis content Supply Chain Certificates of Compliance, Material Safety Data Sheets, Metallurgy Data Operations Legal Documents: Corporate Leases; Reports; Minutes; Public Relations; Space savings, Audits, Subpoenaed Records Manufacturing/Quality Epicor ERP Generated documents, Change Order detail, Quotes, Quotes with Engineering modifications, Specs, Lab/QC & Certification documents, ISO

11 DocStar - Smart AP Automation Scan Import OCR Intelligent Data Capture 2/3-way Match in ERP Platform AP Processor Review (Verification and Corrections) NO Identify Exception and Route ECM Missing PO Amount Mismatch Invoice Uploaded to ERP Platform Not Received YES Resolved Resolved Resolved AP Processor Releases Invoice NO Approved YES Is Amount Over Approval Threshold? CFO Approval Expense and Invoice process automation Rules-based workflow for routing and matching Integration with ERP Intelligent Data Capture from scanned invoices 11

12 DocStar HR Automation Manage dozens of pieces of paper for every employee Quickly process new applicants and route documents through to the appropriate managers with electronic forms Easily onboard new employees Securely store and manage employee files 12

13 DocStar - Epicor ERP

14 Epicor ERP and DocStar Document Attachment Management all within from ERP UI Right content/documents in the right context within ERP UI at the finger tips of the ERP users ERP users can upload and attach documents into DocStar repository and retrieve the document to view all from ERP UI in context Version Control Save a copy from APR (Advance Print Routing) output (such as Invoices, Sales orders, PO, etc.) into DocStar document management repository at the point of being sent to the customers Attach supplemental documents pulled out of DocStar repository while sending Sales Order/Invoice, etc. to customers 14

15 What is involved? ERP 10 Document Attachment into DocStar ERP 10 Version Control in DocStar APR(Advanced Print Routing) New Report and Routing Actions available in Enhanced APR ADD Attachment(Saving a copy of the outgoing APR report into DocStar) Enhanced APR TAKE Attachment(Attaching supplemental documents to outgoing APR report) ADD and TAKE Report Execution & Verification How it is all done 15

16 ERP 10 Document Attachment into DocStar Documents can be attached directly from Epicor ERP screens Attachment Management UI enables attaching a Document from any place Attached Documents will include a Title, Comments and a Status. Attached Documents can be linked to any Document Type 16

17 ERP 10 Document Attachment into DocStar View in DocStar * option Open a connection to DocStar and view the attached Document directly in DocStar Delete the attached Document directly from Epicor ERP screen and the Document will be deleted from DocStar *requires a full DocStar end user license 17

18 ERP 10 Document Attachment into DocStar Documents Attached from Epicor ERP will be saved in DocStar. Attached Documents can be searched in DocStar using Document Title or Comments added Attached Documents can be viewed directly in DocStar by double clicking 18

19 Advanced Print Routing (APR) APR (Advanced Print Routing) feature is available on Epicor ERP since Using this report style you can control how the report data is sorted, use break conditions and route the output to various methods like Print, Print Preview and The report output is first generated as an electronic file and then attached to an The output then can be sent via an to the desired recipient with the report as an attachment 19

20 New Report Action TAKE or ADD Attachment TAKE Attachment - Attaching supplemental documents to outgoing APR report ADD Attachment - Saving a copy of the outgoing APR report into DocStar As part of Enhanced APR feature using ADD attachment Routing Action store/archive a copy of the attachment in DocStar that is ed using the APR(Advanced Print Routing feature) Use the Add attachment routing action to add the processed report as a DocStar attachment to a record in EPICOR ERP. 20

21 Enhanced APR TAKE Attachment Report Style Use the TAKE Attachment Report action and design a new report style. Break and Sort the report on any condition you choose Define and Take the attachments from any Table No limit to the number of attachments you can Take Direct the report to a specific multiple addresses 21

22 Epicor ERP AP Automation Solution with DocStar

23 What is Epicor ERP AP Automation? What is AP Automation? Features of Epicor ERP - DocStar AP Automation Benefits of Epicor ERP - DocStar AP Automation Epicor ERP - DocStar AP Automation Diagram Epicor ERP - DocStar AP Automation screen shots DocStar Workflow Designer screen 23

24 Benefits of Epicor ERP DocStar AP Automation Increase productivity, accuracy, and timeliness Reduce or eliminate late payments Capture prompt payment discounts Improve vendor relations Reduce time spent handling invoices Enhance visibility and control Improved operational efficiency and cost-savings Enterprise Content Management (ECM) platform for growth 24

25 Epicor ERP DocStar Automation Diagram 25

26 Epicor ERP DocStar AP Automation screen shots Automatic 3-way matching 2 invoices pass validation 2 invoices need approval 1 invoice has a line item mismatch 26

27 Epicor ERP DocStar AP Automation screen shots AP Invoices are created by DocStar into Epicor ERP automatically Access AP invoices in AP Group to complete payment processing 27

28 Epicor ERP DocStar AP Automation screen shots AP Invoices created in Epicor ERP by DocStar Users access the Epicor ERP AP Group to complete the payment process 28

29 Epicor ERP DocStar AP Automation screen shots AP Reports provide performance metrics for better business insight Average time to process invoices by Vendor, provides vision into Vendor Management 29

30 Epicor ERP DocStar AP Automation screen shots AP Reports provide performance metrics for better business insight Open Invoices by Date Range Provides Vision into Outstanding Payables 30

31 Epicor ERP DocStar AP Automation screen shots AP Reports provide performance metrics for better business insight Open Invoices Accrual Report, Provides Vision into monthly outstand 31

32 DocStar Workflow Designer screen The DocSTAR Graphical Workflow Designer empowers users to take control Users can expand the power of DocStar ECM to all parts of the organization 32

33 Integration: DocStar Enterprise Content Management (ECM) 33

34 Let s take a closer look

35 Product Demonstration Press Here 35

36 Deliverying Value Increase productivity Streamline invoice approval, coding, and matching Provide invoice inquiry selfservice capability Reduce Field Sales time spent processing and managing invoices Reduce redundant coding and data entry Reduce or eliminate late payments Improve vendor setup and management Enhance visibility and control of the entire process 36

37 Q&A 37 Robert (Rob) J Sinfield Director, Global Portfolio Marketing Epicor Software rsinfield@epicor.com Mobile: +44 (0) Website:

38 Thank YOU!