Designed to Deliver Value

Transcription

1 Simple. Economical. Powerful. Designed to Deliver Value ENTERPRISE CONTENT MANAGEMENT FOR INFOR CLOUDSUITE/LAWSON CUSTOMERS

2 IMAGE EXPRESS Simple. MHC Image Express can be installed and in production in as few as 30 days for a fast ROI. MHC s proven implementation methodology guides organizations toward efficient and successful deployments with minimal IT impact. The MHC Image Express user experience is straight-forward and intuitive, simplifying deployment and user training so that business users can spend time doing the work they do best. Economical. MHC Image Express was designed to allow organizations to leverage existing industry-standard infrastructure components and maximize current hardware and platform investments. MHC s enterprise licensing model, fixed pricing and streamlined integration approach shave months, even years, off organizations ROI timeframes and keep the solution s total cost of ownership low. Powerful. MHC delivers pre-built interfaces for capturing data and retrieving documents directly through Infor CloudSuite/Lawson empowering business users and eliminating costly surprise consulting fees. Imagine the power unleashed when the right people can access the information they need when they need it Value Delivered.

3 MHC IMAGE EXPRESS FUNCTIONALITY EMPOWERS USERS TO MAKE DECISIONS AND MANAGE THE BUSINESS Comprehensive image retrieval functionality via Infor CloudSuite/Lawson or a web browser Powerful MHC Image Express TM Workflow functionality to expedite document approval and processing, while auditing every step Procure-to-pay visibility, automatically indexing and linking output from MHC Document Express TM documents (e.g., AP payments, POs, etc.) with requisition, packing slip and invoice document images Fast, efficient and flexible data capture options including OCR capture automation, pre-built interfaces to Infor CloudSuite/Lawson to automatically obtain index values and more Fully integrated document output and imaging solution suite for Infor CloudSuite/ Lawson customers, delivered by MHC as the premier business partner committed to generating customized business documents (e.g., POs, W-2s, 1099s, etc.) at a fraction of the cost of other options, in addition to handling incoming and internally developed documents (e.g., AP invoices, packing slips, etc.) Economical, fixed turnkey pricing for low cost of entry and ownership no hidden consulting fees and no user- or volume-based licensing model for imaging and workflow Easy to use and maintain with few, if any, IT resources required Multi-level, configurable security by image group protecting sensitive documents Open architecture compatible with industry-standard equipment and infrastructure Comprehensive support plan providing MHC Image Express feature updates and ongoing compatibility updates Superior customer service and technical support by MHC Software MHC Image Express customers save time and money daily managing business critical documents: Requisition documents Purchase Orders Packing Slips AP Invoices AP Payments Contracts 1099s W-9s GL Journal Entry documentation Employee personnel, benefit, retirement files W-2s Payroll documents Student Records Certifications And more.

4 RETRIEVAL RETRIEVAL VIA INFOR CLOUDSUITE/LAWSON Fast, Secure Retrieval Documents are retrieved instantly using MHC Image Express. Authorized users retrieve document images either via Infor CloudSuite/Lawson or via a standard web browser. MHC s Dynamic Image Drill TM leverages Infor security and enables authorized users to quickly retrieve document images when performing inquiries via Infor forms. MHC Image Express systematically identifies index values on Infor CloudSuite/Lawson forms and creates a link to the specific document image or images matching the data. Customers can also enhance other systems with links to images by leveraging MHC s External Dynamic Image Drill functionality. Allow users to access document images without interrupting their work no need for file cabinets or other system logins With a single click of an image link in Infor CloudSuite/ Lawson, a user can view the corresponding document image and then access any related documents, giving full visibility to a transaction lifecycle. Requisition Support PO Packing List Payment

5 Business Critical Flexibility and Cost Saving Functionality Quickly access related documents using Infor forms and have full visibility into the lifecycle of your documents and transactions. Contracts PO Packing List Payment Requisition Support Infor Lawson Portal Requisition Center users can upload or view supporting documentation to streamline the requisition process We have eliminated a day delay in invoice processing. Our remote locations love it. If they have a question on an invoice at 4 a.m., it gets answered. Scot Campbell, Senior Staff Accountant ABRA Auto Body & Glass

6 RETRIEVAL RETRIEVAL VIA WEB BROWSER Fast, Secure Retrieval Via a standard web browser, users have the option to select any image group they have the permission to view. Authorized users can search for document images using a variety of search methods All document images matching the search criteria and the user s security permissions are displayed. Authorized users may sort, filter, , print or combine documents, and they may also view, edit or export indexes for any document image. When viewing document images, authorized users can: 1 Append pages to the document 2 3 Add or view a note linked to the document Add or view any type of digital file attachment (e.g., Word, Excel, PDFs, s, etc.) View related documents View document history

7 FULL DOCUMENT LIFECYCLE VISIBILITY your data & documents... transformed... and accessible As the premier Infor partner offering integrated document output and document imaging solutions, MHC is uniquely positioned to help Infor CloudSuite/Lawson users generate customized business documents and get access to the information they need when decisions need to be made. Certifications Payroll Documents Benefit Statements Save time and money in your organization by allowing users to submit and retrieve document images immediately so employees can focus on managing your business, not managing a paper trail. Documents linked in a Human Resources related image group provide visibility to an employee s entire history with your organization Documents linked in an Accounts Payable related image group provide visibility to the entire procure-to-pay cycle Imagine the possibilities of faster research and decision making We wanted a highly integrated document output and document imaging solution to complete the Infor Lawson system. MHC Software delivered the document management solution allowing users access to important information enabling them to effectively manage business processes. - John Budde Financial Services Manager Northern Colorado Water Conservancy District

8 AUTOMATION MHC AP Invoice Capture Automation MHC AP Invoice Capture Automation Integration Automated loading of scanned or ed documents indexed by intelligent data capture/ocr software Powerful extraction options are available to extract invoice line item detail and pair it to PO lines in the ERP Seamless integration with MHC Image Express Workflow Process invoices via MHC Image Express Workflow through validated GL coding and approval processes as necessary and into Infor CloudSuite Financials & Supply Management/Lawson s standard electronic invoice interface MHC Image Express also integrates with the Infor AP Invoice Automation product interface Benefits of Capture Automation Reduce Manual Data Entry Effort Increase scalability of AP (more invoices per AP processor) Redeploy resources for strategic initiatives Improve Accuracy Consistency leads to reduced duplicates and greater data integrity Apply business rules and logic to automate human error-prone activities Create Visibility Up-front scanning and extraction of invoice data expands visibility to support accruals and better financial management Respond to invoice status inquiries quickly and expedite throughput MHC s products have truly brought us into the digital age by seamlessly working with our Infor Lawson system. Not only have processing times decreased, but issue resolution between multiple groups has decreased and productivity has increased. Add MHC s second to none software support, our management staff and users could not be more pleased with the results. Keith St. Cyr Applications Analyst, IS Wentworth-Douglass Hospital MHC AP Invoice Capture Automation expands visibility and complements MHC workflow reporting to increase throughput and improve financial management.

9 WORKFLOW Automated Functionality to Save Time & Money Tired of paper documents being lost, stalled or misrouted? MHC s flexible, automated workflow processing options save organizations significant time and money. MHC supports document image retrieval via Infor Process Automation or non-infor workflow systems. Alternatively, customers can use MHC Image Express Workflow to manage document routing and approval functionality Workflow route participants can: 1 See who has addressed the document and what actions they took 2 Quickly view the status of the workflow document MHC s Workflow advantage? Put the definition of workflow routes in the hands of business users. No need to wait for IT support or pay consultants to technically script or configure your workflows Manage index values Approve the document with a PIN Disapprove the document, including reasoning why it was disapproved Request more information before processing the document further MHC Image Express Workflow enables organizations to be flexible and nimble allowing business users to maintain control and evolve over time Change or append routes (if authorized) View all document assignments Add/view notes and attachments 10 View related documents AP Invoice Automation Extend workflow automation for AP invoices with intelligent data capture powered by OCR technology to reduce manual data entry and maximize visibility. MHC integrates with Infor s AP Invoice Automation functionality to provide upstream intelligent data capture/ocr and backend integrated document retrieval via Infor CloudSuite Financials & Supply Management or Lawson. Alternatively, MHC offers a comprehensive AP Invoice Automation solution that includes workflow automation. MHC s workflow enables document processors to enter Infor-integrated GL distribution information for non-po invoices and take action on invoices that require approval. MHC then submits approved invoice data electronically into the Infor CloudSuite/Lawson invoice interface.

10 PROCUREMENT Procure-to-Pay Document Solutions Imagine the power unleashed when the right people can access the information they need when they need it Authorized users can access requisition supporting documents, vendor files, purchase orders, packing slips, invoices and payment images to manage the procure-to-pay cycle. I m the system admin in charge of the server-side setup of our new MHC Image Express software with the National Association of REALTORS. I just wanted to drop a quick note to say thanks for keeping good people on your team. It has made this MHC implementation pretty painless from my side of things. I wish we had more vendors like MHC. Jason Beatty System Administrator National Association of REALTORS

11 HUMAN CAPITAL Image Express for Human Capital Management MHC Image Express enables the scanning and electronic indexing of entire HR and PR files for fast, secure retrieval. Authorized users can quickly retrieve encrypted document images via Infor Global HR, Infor Lawson or a web browser based on role- or user-based permissions Sensitive HR information can be blocked out on images and each document type can have its own view security level, enabling document and field level viewing by authorized users only Document audit history tracks each action performed on a document image and who performed the function Better manage the information about your organization s best asset people: General HR files, Benefits, Education & Certifications, Performance Management, Learning & Development, Payroll and more Customers can choose to display all documents related to an employee or restrict access to certain document types Sensitive information can be redacted or masked from unauthorized viewing Authorized users can view a document s history

12 CAPTURE Simple and Flexible Options for Efficient Financial, Procurement and Human Capital Document Management MHC Image Express offers multiple integrated options to capture and associate index data to scanned or electronic document images. Uploaded images are then immediately available for retrieval by authorized users via Infor CloudSuite/Lawson forms or a standard web browser. MHC AP Invoice Capture Automation Automated loading of documents indexed by intelligent data capture/ocr software Enables documents to be sent directly into MHC Image Express Workflow based on index business rules Common Uses: PO invoices, Non-PO invoices Data Capture Automated capture of data entered into Infor CloudSuite/Lawson forms for receiving documents, employee documents, vendor documents, AP invoices and more Barcode recognition functionality Common Uses: Packing slips, AR documents, HR forms, GL journal entry documents, vendor files, invoices, backfile scanning eforms Replace and automate paper form submissions with customized online web forms Imaged forms are optionally routed for document processing or approval Common Uses: AP check requests, HR/PR paper form replacement, PTO cash payout requests Load Copies Automated loading of documents produced out of MHC Document Express or another source system Common Uses: Customized POs, AP/PR payments, AR invoices and statements, W-2s, 1099s, human readable reformatted EDI invoices Infor Lawson Requisition Center Enhance requisition submission, approval and receiving processes for Infor Lawson Portal users by allowing them to upload and retrieve document attachments tied to requisitions Common Uses: Requisition supporting documents, such as bids, quotes, vendor agreements, business cases Manual Data Entry An unlimited number of image groups can be created and maintained by business users to store documents that may not have index data available in a source system, such as reference files, manuals, correspondence and more

13 SECURITY Secure Access and Efficient Corporate Governance Document and Index Level Security MHC Image Express protects sensitive employee, customer and vendor data, driving efficient corporate governance and compliance. User access and document image encryption features are configured by image group. MHC Image Express provides over 30 permissions and unique security levels for viewing and editing, for each image group, to protect access to sensitive data. In addition, features such as redaction and index restriction and masking block out sensitive data from unauthorized viewing. Security level reports by image group detail which roles and users are authorized to retrieve specific documents. MHC Image Express features speed up financial and corporate governance audits Permission-based detailed audit reports provide an instant snapshot of the history of each and every document, including when it was accessed, by whom and actions taken Fast document retrieval cuts audit time from four hours to four clicks A detailed audit history of each document may be viewed or printed by an authorized user For documents that have been routed for approval via MHC Image Express Workflow, all approvals and activity are tracked to maintain full accountability and expedite research The use of Image Express is spreading throughout our organization from AP to HR as users experience how easy it is to work with. We installed Image Express in a third, separate part of the organization, and after only a couple of hours of training, users were up and running. Associate Vice President Finance and Systems University/Medical Center

14 CASE STUDIES Simple. Economical. Powerful. MANAGE Cash Effectively DECREASE SG&A Spend OPTIMIZE Decision-Making The support we have received from MHC has been invaluable in getting these initiatives up and working. For the record, we would be very pleased to be a customer reference for MHC. John Brenton Manager Business Information Systems Algoma Central Corporation Algoma Central Corporation Challenge Had many offices, working on consolidation; information sharing and invoice approvals were a challenge Needed electronic access to employee files Solution MHC Document Express TM MHC Image Express TM Integrated solutions for Finance, Procurement and Human Resources Benefits Easy document retrieval from many Infor Lawson forms, reducing administrative costs and increasing throughput Quick indexing of education, competency, certification review information, grievances and disciplinary action documents Optimized decision-making across finance and HR functions Realized ROI Project was paid for within the first year

15 Designed to Deliver Value. State of New Hampshire Challenge Multi-touch, slow accounts payable processes Solution MHC Image Express TM Infor Lawson-integrated document management, coupled with MHC Document Express TM Benefits Decreased AP processing costs Increased visibility of payables Expedited payables processing timeline Reduced environmental impact Realized ROI Image Express paid for itself within 7 months Using the MHC Image Express software in conjunction with our Lawson AP module, we have been able to gain efficiencies in processing, auditing, approving, transportation, storage, research and interactions with our vendors. The solution was relatively inexpensive and simple to deploy and to train. The feedback from every type of user has been extremely positive. Ellen Chase-Lucard AP Business Process Specialist Department of Administrative Services State of New Hampshire I like to give credit where credit is due; we could not have done this without MHC. Sandy Oku Senior Analyst Cherry Creek School District Cherry Creek School District Challenge Surplus costs incurred through excessive paper-pushing activities Inefficient AP processing and lack of visibility into all documents Solution MHC Image Express document management with automated workflow and integrated document retrieval via Crystal Reports Complemented by MHC Document Express and MHC Document Self-Service Benefits Reduced delays with invoice approvals, increased visibility, and improved tracking, accountability and turnaround time Self-service improved employee satisfaction while reducing volume of printed and mailed Deposit Advices by 95% and W-2s by 63% Realized ROI Cost and time savings experienced daily with everyday gains in information accessibility, document approval visibility, paper and print reduction and employee inquiry reductions

16 Superior Service and Support MHC and Infor share 800+ customers more than any other Infor complementary product partner. We offer document management software integrated with Infor CloudSuite and Lawson that is backed by our world-class customer service. Our reputation for outstanding service and support sets our offerings apart as the most effective solutions for maximizing Infor investments. Customer satisfaction is the cornerstone of our comprehensive maintenance plan. We strive to keep our customers forever by ensuring that our software is compatible with their ERP changes and business needs. Our support plan covers: Software changes required by an ERP upgrade Software upgrades and improvements Software support Software training unlimited by web/phone Customers Ask. MHC Answers Copyright MHC Software, Inc. (BXL171-2p)