KwikTag Transactional Content Management for Microsoft Dynamics AX

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1 AX KwikTag Transactional Content Management for Microsoft Dynamics AX Optimize Processes, Improve Productivity and Reduce Costs You re using Microsoft Dynamics AX to help run your business, yet you re still shuffling paper, printing s, filing documents and searching for them in giant metal cabinets Fact is, handling documents is slowing down your business; KwikTag is the solution. KwikTag is Transactional Content Management Documents on demand, in context and in step with your critical business processes. Improve productivity and streamline operations by automating your document workflow and processes. Reduce costs by eliminating your paper clutter and decreasing cycle times. Improve service and relationships internally and externally. Scan this QR code with your smartphone for more information on our website

2 With KwikTag, we are now able to store our A/P and A/R documentation directly in our ERP system, Microsoft Dynamics. Because we no longer have to send an accountant to each of our 75 locations to do yearly audits, we are saving a tremendous amount of time, money and resources. Bill Blyth, Chief Information Officer With KwikTag you will: Streamline Your Business Process Connect paper and electronic documents to your Microsoft Dynamics transactions and automate document processes Instantly Access Key Supporting Documentation Provides ultimate visibility of key supporting evidence by maintaining documents electronically Simplify Audit, Compliance and Control Develop instant, customizable views of document sets and verify the integrity of your ERP processes with 1 click Eliminate Your Paper Burden Remove the need for filing cabinets, storage facilities and the costs to manage them because content is stored in KwikTag s secure, backed-up repository Extend Efficiency Throughout the Enterprise KwikTag s enterprise architecture enables all departments to realize its benefits, including remote locations Achieve a Quick Return on Investment Implements in days and users train in an hour for immediate productivity gains and cost savings For many companies, managing documents is more than a struggle; it is a costly burden, a source of frustration, a barrier to process efficiency, and a waste of time. KwikTag links your content with your document-driven processes and your business systems, ensuring that employees, customers and partners have access to the information they need, when they need it. Powerful Functionality. KwikTag provides instant visibility to business critical documents and information. KwikTag delivers efficient electronic and paper document capture, access, management and storage, using a patented process that makes it easy to capture documents and critical information with minimal effort. Powerful content-based search capabilities put all documents related to a transaction at your fingertips. KwikTag s platform flexibility enables anyone in your organization to capture paper and electronic documents, search and access them instantly, or manage document-driven workflows and multi-document case folders. Perfect for both centralized and distributed environments, KwikTag combines ease-of-use and implementation with powerful features that no other provider can match. Document management for the way you do business. KwikTag interacts with the hardware, software and business systems you rely on today to manage your business without forcing you to change processes that already work. KwikTag works with scanning/multi-function copier hardware you already have so you don t have to change your business processes or supplier relationships. KwikTag s flexible approach allows you to choose the most efficient method for document-enabling your business processes. Scan documents whenever it is convenient in your streamlined process KwikTag does the work to match the document or route it to the

3 KwikTag and KwikApps make virtually any process more efficient, including: Accounts Payable and Receivable Management Purchase Requisitions and Purchase Order Processing Sales Order Processing Order Fulfillment Expense Reimbursement Project Time & Expense Entry The KwikTag embedded client provides access to transaction-related documents instantly from within your AX records. Access a document from the transaction, or use KwikTag search to find any document within your KwikTag system (without ever leaving AX). appropriate party for indexing information, and can automate the indexing of data based on the origin of inbound documents or other available transaction data. Available Anywhere within AX, MS Office, SharePoint or the Web For organizations leveraging Dynamics AX, KwikTag can document-enable your existing systems to provide single-screen access to data and documents in context. Leverage KwikTag s unique embedded approach to eliminate duplicate data entry; scan and populate Dynamics forms automatically from your indexed KwikTag document data, or index and associate KwikTag documents with Dynamics forms. Critical data such as vendors and GL codes are built right in to the KwikTag web client so you can point and click your way through workflow assignment. With KwikTag, your documents become instantly and intelligently retrievable from within Dynamics, making it easy to track all documents related to a transaction from a single interface. KwikTag efficiently handles document processing and storage, relieving that burden from your Dynamics system and ensuring optimal performance, security and ease of maintenance. Human Resources Automation Materials Forms Every KwikTag implementation also includes KwikTag Anywhere for Web-based access to KwikTag documents, workflow and reports. You don t have to have a AX license to access KwikTag, and if you are a KwikTag for AX user, you also enjoy Anywhere access, whether online or offline. For companies looking to get more out of SharePoint to manage content, KwikTag extends document access to SharePoint users, or provides an essential link between transactional documents in your Dynamics system and your SharePoint portal. KwikTag s SharePoint Connector provides the flexibility to manage an audit trail of documents as they are changed or modified, while publishing the latest versions for access to users through SharePoint. KwikTag Workflow Reporting. Get an instant audit trail for any document in your KwikTag system that has been reviewed/approved via KwikTag s automated workflow.

4 Powerful workflow approval for single documents or multi-document case management KwikTag streamlines the entire life cycle of a document-driven transaction by automating document routing and approval, while facilitating the creation of related transactions in Microsoft Dynamics. From single-document approvals, to complex, multi-document cases that require multiple reviewers, KwikTag makes it easy to enforce approval policies and quickly view all documents within a single case view. Flexible workflow tools allow you to route documents for approval based on your business rules, while providing an audit trail of all transactions from the creation or receipt of a document, all the way through to the creation of an entry in Microsoft Dynamics. KwikTag s simple, intuitive workflow tracking tools make it easy to monitor pending transactions, completed approvals, in addition to rejected requests. Flexible rules for automatically delegating documents when approvers are unavailable, or automatic escalation rules for documents that remain in queue, allow you to instantly identify and resolve process bottlenecks. Case management delivers multi-document process transparency KwikTag s case management functionality works to support complex multi-document processes that may cross departments. KwikTag can be configured to recognize relationships among multiple documents that are specific to a particular transaction, or type of transaction, aggregating them for routing, review, approval or audit. An example of KwikTag case management in action is AP payment approval, in which a single check pays multiple invoices. Each payment has documentation such as s or an invoice approval trail, and may have related information like vendor contracts. KwikTag case management functionality allows stakeholders to aggregate documents based upon a payment/check view, with all associated invoices, packing slips, s or other documents linked for detailed review prior to payment approval. KwikTag provides the whole picture, and a structure to automate complex or simple processes. KwikTag for AX allows users to submit data and documents for approval. Workflow status is visible from the AX form, with detailed reports available from the KwikTag Web interface. KwikTag for AX manages invoice approval workflows, attaching documents and kicking off a business rules-based approval flow from within the AX payables transaction form line item. Once submitted to KwikTag, the transaction assumes a KwikTag hold status until all approvals are gained through KwikTag. The integration between the systems includes the releasing of the transaction hold after KwikTag approvals are complete. Alternately, documents can be entered in KwikTag first, routed through approval or matching rules automation logic, and result in the creation of an AX transaction, or the attachment of the document(s) in KwikTag to existing AX transactions. KwikTag s Webbased work queue makes it easy to review data and documents for fast, reliable approval.

5 KwikTag Case Management. Quickly review complex, multi-document cases and submit approvals online. Powerful platform technology, flexible KwikApps to automate any departmental process The KwikTag platform is scalable enough to support even the most demanding document management needs, based either on the size of document files or the volume of transactions. KwikTag supports open standards for extensibility to other applications, ensuring that it can fit into your existing automated processes to document or workflow-enable other systems, or share data/documents with existing employee, customer or vendor portals. With proven connectivity to dozens of applications from leading Microsoft Dynamics Independent Software Vendors (ISVs) means that you ll save time, money and effort when implementing KwikTag. To efficiently meet the needs of your departmental processes, from AP to AR, HR and more, KwikTag has introduced KwikApps. KwikApps solutions include pre-configured AX form mapping, workflow templates and exportable online reports to support the documents and processes that are specific to each department within your organization. KwikApps automatically create associations between the documents that are relevant to your process, so that invoices, packing slips and purchase orders are instantly matched or so that all documents related to an employee are associated for quick reference from within AX, or from the KwikTag Web interface. KwikTag s native links to Dynamics are intuitive to the user and easy to deploy we will continue to invite our customers to experience the benefits. Brian Keel, Keel & Company, LLC (Partner)

6 Practical Solutions. No solution deploys easier or faster. KwikTag is a turnkey solution delivered on a pre-configured appliance which automatically updates and, in the physical version, doubles as a storage server, so there is no need for additional IT infrastructure or maintenance. Typical deployments are up and running in only a few days with an integrated, easy to learn, and easy to use application. KwikTag accommodates any department. KwikTag provides tools for creating custom document repositories on the fly, allowing non- Dynamics users, departments and business processes to alleviate their document burden as well. Adoption is quick, training is easy, and ROI is faster than all other enterprisewide software systems we ve implemented. Brad Ricca, Vice President, Information Management KwikTag delivers value. The power of a solution isn t practical if the cost is out of reach. KwikTag balances comprehensive, feature-rich Transactional Content Management with affordability, fast implementation, ease of use and maintenance, and low cost of ownership. ImageTag ImageTag 1400 E Southern Avenue, 1400 E Suite Southern 800 Avenue Proven Results. Tempe, AZ Suite 800 Tempe, AZ As compared to an industry study, 53% more KwikTag customers achieve return on their tel investment in one year or less. Let us prove to you that KwikTag is the fastest, most convenient tel fax fax and cost-effective way to capture and view documents and automate process workflows throughout your organization KWIKTAG KWIKTAG sales@kwiktag.com sales@kwiktag.com Capturing Potential. Unleashing Productivity. Contact your KwikTag Reseller or ImageTag to get started today! KwikTag by ImageTag is the market-leading powerful, practical and proven ERP-embedded transactional content management application and platform solution. KwikTag is fully embedded in Microsoft Dynamics GP, AX, NAV, SharePoint, and a number of leading ISV applications, or can be used Web-based anywhere throughout the enterprise. Easy to implement pre-configured applications KwikApps provide a complete business solution for processes including purchase-to-pay, order-to-cash, human resources and more. KwikTag streamlines processes and increases productivity while supporting disaster recovery. Years of experience creating comprehensive, yet cost-effective, solutions ensures KwikTag delivers value with a fast ROI and low cost of ownership. Copyright 2012, ImageTag, Inc. Business Confidential. All rights reserved. KwikTag, the KwikTag logo and the ImageTag logo are registered trademarks of ImageTag, Inc. Microsoft Office, Dynamics and SharePoint are the registered trademarks of Microsoft Corporation. Other product and service names mentioned herein are the trademarks of their respective owners.