Enterprise Efficiency Go Paperless with doc-link

Transcription

1 THE LEADER IN MID-MARKET ENTERPRISE DOCUMENT MANAGEMENT SOLUTIONS Enterprise Efficiency Go Paperless with doc-link Presented by: Scott M Hall

2 What is doc link? Imaging System Workflow Engine Output Automation Tool Advanced Business Process Tool

3 KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT Executive Level Maximize efficiencies Enhance customer service Cut costs Maximize use of existing resources Manage and protect sensitive information Disaster recovery/business continuity Costly & intrusive annual audits

4 KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT Departmental Level High courier service bills Approval delays Transportation delays Lack of access to missioncritical documents Lost/misplaced documents Time consuming document research/retrieval Lost opportunity of early pay discount

5 REAL LIFE EXAMPLES (Paper Movement) National restaurant company (46 locations) $150,000 in shipping/courier charges

6 REAL LIFE EXAMPLES (Paper Storage) NYC Company $118,000 in file cabinet square footage

7 REAL LIFE EXAMPLES (Paper Storage) Midwest Manufacturer $85,000 in storage/retrieval costs

8 REAL LIFE EXAMPLES (Cost Reduction) Southern California nonprofit company 25% reduction in annual audit bill

9 WHERE CAN doc-link BE DEPLOYED? Accounting Legal Human Resources Sales Marketing

10 doc link Components Overview

11 INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

12 DOCUMENTS CAPTURED INTO doc link

13 Capture Process INDEX Save to Repository

14 How to Capture Documents ENTERPRISE REPORT MANAGEMENT (ERM) Print capture technology eliminates print and scan routines Used anywhere with any software that generates a print file Administrator training allows user to deploy technology throughout the enterprise

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16 DOCUMENTS RETRIEVED, REVIEWED & ROUTED VIA doc-link

17 SEARCH AND RETRIEVAL Scan and capture into repository Index for quick and easy search and retrieval Desktop Ad-hoc viewing and routing Capture directly other software system

18 WORKFLOW Route documents electronically to appropriate departments or individuals to expedite the approval process Automates approval of a paper-based processes Allows for full visibility to document status and history Approval stamps indicate by whom and when a document was approved

19 Paperless Processing

20 1 2 Paper-Based Accounts Payable Process Purchase Order Copy 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy Acknowledgement File original Invoice Approver 3 Packing Slip File original AP Processor Receiver 4 Vendor Invoice Manually route for approval File original 5 Copy AP Check 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy Open Order File Closed Order File

21 Paperless Accounts Payable Process with doc-link 1 2 Purchase Order Automatically captured from your accounting package Print /mail/fax directly to vendor Acknowledgement Scanner/fax machine 3 Packing Slip electronic workflow 4 5 Vendor Invoice Electronically route for approval AP Check Automatically captured from your accounting package Print/mail/fax directly to vendor AP Processor Invoice Approver

22 Typical AP Process Non PO Invoice No approval required Rent, Utility Bills, etc No PO Invoices Approvals required Route to approver PO based Invoices 3 way match

23 ROUTING & DISTRIBUTION Ad hoc retrieval and routing Automatically schedule and route documents Multiple/varied delivery methods and formats

24 Mobility workflow in the web doc-link mobile

25 doc link Advanced Business Tools

26 Smart Forms can help you.. Streamline and structure business processes Easily create sophisticated forms Minimize data entry Gain visibility to documents throughout the process Execute a process without needing an ERP license Any Department..Any Process!!

27 Credit Card Expenses Smart Form Examples Human Resources New Employee Onboarding Expense Report Processing Check Request Purchase Requisition AP Check Review

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29 The doc link Difference

30 WHAT MAKES doc link DIFFERENT? Affordability Scalability Integration Advanced Tools

31 Thank you! For more information please contact: Altec x1255