2016 Amtech User Conference. Go Paperless with DocLink for Amtech Laura Lechien, Altec & Darren Artillio

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Sharlene Bennett
5 years ago
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1 2016 Amtech User Conference Go Paperless with DocLink for Amtech Laura Lechien, Altec & Darren Artillio

2 We live in a world of instant access...

3 so why is it hard to find anything at your office?

4 Challenges Amtech Users Experience Silos of business data Manual document distribution Lack of visibility, security, & compliance Customer service satisfaction Inability to maximize profits

5 What is DocLink? capture search & retrieve workflow automated delivery DocLink SMART FORMS

6 Customer Evidence: Immediate Access Construction Services Contractor 2+ million documents in DocLink

7 Customer Evidence: Paper Storage Midwest Manufacturer $85,000 in storage/retrieval charges

8 Customer Evidence: Delivery Savings Government & education software developer $11,000 annually in postage only

9 Customer Successes DocLink users who also use Amtech have experienced multiple benefits over the years

10 Customer Story: Pacific Southwest Container What made Pacific Southwest Container look into document management? Where are you using DocLink and how has it impacted your business? What are your future plans with DocLink?

11 Challenges Amtech Users Experience Silos of business data Manual document distribution Lack of visibility, security, & compliance Customer service satisfaction Inability to maximize profits

12 Robust Capture Capabilities Automate capture ( , fax, scan, barcode, OCR) & indexing Leverage existing Amtech data Reduce human error by minimizing data entry Support multi-location workforce

13 Standard Documents Captured Outbound Documents Quotes Estimates Order Acknowledgments Invoices & Credits Purchase Orders Inbound Documents Scanned Factory Tickets (back from production) Scanned Delivery Receipts AP Invoices

14 Standard Documents Captured Print capture technology eliminates print and scan routines for outbound documents In-bound documents (Signed Delivery Receipt) can be bar-coded for scanning Used anywhere with any software that generates a print file Predefined stored procedures & SQL statements embedded in the document will fetch data from Imaginer to index documents

15 Outbound Documents Captured- Quote Multiple data elements captured Can search any element Can link documents on common data elements

16 Inbound Documents Captured-FT & BOL

17 Retrieve Documents Self-Service Document Access through Multiple Devices

18 Enterprise Integration Seamless integration between DocLink and Amtech allows data flow side-by-side DocLink ERP

19 AP Approval & Workflow Process When opening up AP- Invoices are automatically presented for Vouchering AP Entry in Imaginera will update displayed Invoices with AP transaction information Document will be moved to a Invoiced Status Retro Index's can be applied to update the Invoice w/ Check Information

20 Enhance AP Invoice Processing

21 AP Approval & Workflow Process Optional Approval Workflows can be implemented Invoices flagged with a discrepancy can be routed for approval to the buyers Rules can be created to route high-value invoices to executives for approval and payment

22 AP Approval & Workflow Process

23 Easy Executive Approval Approvals from Your Mobile Device and

24 Challenges Amtech Users Experience Silos of business data Manual document distribution Lack of visibility, security, & compliance Customer service satisfaction Inability to maximize profits

25 Automated Delivery Automate through preconfigured routing rules Attach all backup documentation for one send Customize method of preferred distribution Specify delivery schedule

Automated Document Distribution-Invoice Storage only, Print Faxed Emailed

26 Automated Document Distribution-Invoice Storage only, Print Faxed ed Linked Documents Leverage contacts, types, and addressed from Imaginera

27 Challenges Amtech Users Experience Silos of business data Manual document distribution Lack of visibility, security, & compliance Customer service satisfaction Inability to maximize profits

28 Company Department Document Type Property Values SECURITY

29 Give auditors access to: Documents for review Sophisticated activity reports No more hunting down documents. COMPLIANCE

30 Challenges Amtech Users Experience Silos of business data Manual document distribution Lack of visibility, security, & compliance Customer service satisfaction Inability to maximize profits

31 Customer Service Satisfaction Electronically staple documents together View aggregated documents in a single view Index and retrieve signed bills of lading Track and send crucial documents to customers

32 Imaginera Integration Quotes Invoices Acct Payables Acct Receivable

33 Customer Service Satisfaction-Linked Documents

34 Challenges Amtech Users Experience Silos of business data Manual document distribution Lack of visibility, security, & compliance Customer service satisfaction Inability to maximize profits

35 Reallocate time for strategic initiatives Cut paper & office supply costs Eliminate off-site storage and retrieval fees Grow without adding headcount

36 Why DocLink? world-class products rapid implementations outstanding customer support

37 Question & Answer

38 Thank you for your time Laura Lechien & Darren Artillio

Enterprise Efficiency Go Paperless with doc-link

THE LEADER IN MID-MARKET ENTERPRISE DOCUMENT MANAGEMENT SOLUTIONS Enterprise Efficiency Go Paperless with doc-link Presented by: Scott M Hall What is doc link? Imaging System Workflow Engine Output Automation