Zetadocs for NAV. Mitch Brown Channel Manager Equisys, Inc.
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1 Zetadocs for NAV Mitch Brown Channel Manager Equisys, Inc.
2 AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next / Q & A
3 About Equisys Offices in London, UK and Alpharetta, GA Founded 1987, over 60,000 customers worldwide History of product leadership Zetafax, Zetadocs, Timemaster Special focus on Microsoft Dynamics
4 Zetadocs - A Proven Solution Partnership with Microsoft (Zetadocs Express) Part of NAV 2009, NAV 2013 and NAV 2015 Over 5,000 downloads Leadership in document management for NAV A modular family of products Available in 17 countries in 7 languages Broad vertical footprint Waste management & recycling, hospitality, wholesale, distribution, manufacturing, services, government
5 Document management for NAV: a better way
6 Zetadocs can help you Get your customers documents on screen Sales quotes, contracts, orders Sales invoices, delivery advice, proof of delivery Purchase orders, goods received notes Supplier invoices, payment advice to improve document-based processes Invoicing, collections, customer service Filing, approvals, supplier relationships
7 Introduction to Zetadocs Document Management Benefits $ $
8 Introduction to Zetadocs How it works , fax NAV NAV user Electronic Archive MFP scan Zetadocs Express and Zetadocs for NAV users
9 Zetadocs Express Zetadocs Express Included with NAV 2009 R2, 2013 and NAV 2015!
10 Announcing: Zetadocs Express for NAV 2015 Microsoft Dynamics NAV 2009 R2 RTC Microsoft Dynamics NAV 2013 & 2013 R2 Microsoft Dynamics NAV 2015 NAV Tablet client NAV Web client NAV Windows client (ClickOnce)
11 Demo
12 AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next / Q & A
13 Product Themes Zetadocs for NAV product family Delivery Capture Approval Distribution of documents Document imaging & filing On-screen document authorization
14 Product Family Delivery PDF ing Zetadocs Express Foundation level at no extra cost 1 day to implement 2 days to implement 3 days to implement NAV reports NAV as PDFs reports as PDFs Essentials editions Configurable without programming Batch sending Batch sending Capture Plus Plus editions Customizable with C/AL programming Automated attaching of related documents Capture Archiving documents Drag and drop archiving Batch capture/ scanning to queues for processing Delivery Essentials Capture Essentials Automated filing Automated using barcodes filing using Payables Approval barcodes Payables Approval Web-based approval Zetadocs Express Purchase order and invoice authorization
15 Upgrading Zetadocs Express Upgrades Feature planned for future release of Zetadocs for NAV Zetadocs Document Imaging Automated Filer and Zetadocs OCR & barcode processor options are required for automated filing and batch splitting by Zetadocs Capture Plus *Fax delivery is an optional extra for the Delivery Essentials and Delivery Plus editions
16 AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next / Q & A
17 Typical solutions Typical Zetadocs Solutions Sales Electronic Invoicing Proof of Delivery Tracking Collections Management Customer Service Compliance Purchasing Issuing Purchase Orders Supplier Invoice Processing AP Approval Remittance Advice
18 Typical solutions Training certificates Contracts of employment Job sheets Document management examples Goods received note capture Payroll notifications Credit extension agreements Order amendments Statements & reminders Maintenance contracts Return merchandise authorisations Leasing agreements Payment approvals Goods received notes Credit application forms Picking lists Electronic invoicing Expense claims Purchase invoice capture Remittance advices Order confirmations
19 As well as making our life easier, we have reduced our delivery costs and fine tuned our order to cash process. Zetadocs does all of the hard work and my team doesn t need to exit from NAV. Zetadocs is saving us a lot of time, will save us money and has made communications for our users a lot easier. Zetadocs easily integrates with NAV. The two products really do sit alongside each other seamlessly. Every day we are saving at least 2 working hours with Zetadocs. This equates to 1 week in every month. Zetadocs appeared to address the issues for the credit control department head on. We can easily identify the invoices that need to be sent, and keep on top of customer accounts at all times. I now have more time to chase the debts, sort out any finance issues and support the rest of the finance team. Most customers took up the option of having documents delivered electronically and saw it as a positive step forward.
20 AGENDA Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next / Q & A
21 Return on Investment ROI calculator Calculates savings for customer Electronic delivery of documents Electronic storage of documents Based on document volumes Available from the Zetadocs for NAV pages in the Products section of equisys.com
22 What to do next Get Zetadocs Express! - Upgrade to NAV 2009 R2 (RTC) or NAV 2013 (R2) - Download Zetadocs Express - - Have your partner install Zetadocs Express - Determine which if any upgrades are needed
23 Conclusions A better way Handling paper is time consuming and costly Can your business profit from document imaging? Visit zetadocs.com Watch the short videos and other webinars Speak to your NAV Partner or contact us
24 Follow us on social media
25 Thank you! Mitch Brown
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