1 Intelligent Document Delivery: The Ins and Outs of Business Process ROI with Oracle ERP ESKER DELIVERYWARE SOLUTIONS Invoicing, Sales Order Processing, Purchasing, and Cash Collection
2 1 Table of Contents Executive Summary Redefining Delivery Introduction to Esker DeliveryWare Business Process Solutions E-invoicing Sales Order Processing Purchasing Cash Collection Conclusion About Esker
3 2 EXECUTIVE SUMMARY Executive Summary Many of today's most profitable businesses run enterprise resource planning (ERP) solutions from Oracle. Considering the significant investment in Oracle ERP systems, along with the increasingly demanding and competitive business environment, organizations need to achieve return on the investment. Oracle ERP solutions take businesses a long way toward standardizing bringing together interrelated business processes under a standard architecture that helps the enterprise become more efficient, productive and agile in response to changing business conditions. Within the enterprise, Oracle ERP solutions do an excellent job of automating and integrating many aspects of business processes. What complicates matters is the simple fact that business processes require information to be delivered into and out of Oracle ERP systems, which are not as good at universal communication between an organization and its customers and suppliers. Business processes extend beyond the enterprise, but the automation and integration often does not. Manual processing and delivery of business documents, with all its obvious disadvantages, is a part of the enterprise unchanged by implementation of Oracle ERP solutions. Friction is still present within key business processes, and it costs time and money. Return on Oracle ERP investments will not be fully achieved by a business until its invoices, purchase orders, reminders and other documents can be delivered directly from the Oracle system, and incoming documents (such as sales orders) enter the Oracle ERP system and automatically flow through the enterprise. Because they are such a vital part of business processes, these documents will ultimately determine the investment return on Oracle ERP solutions. Even some of the largest companies running Oracle solutions maintain manual document delivery methods, for a variety of reasons. "Built-in" document delivery capabilities are limited in Oracle ERP systems, and the cost and complexity of automating document delivery at the Oracle application level with support for a full range of file formats and transports makes it impractical. Yet, the increasing demand for information to satisfy the needs of customers and suppliers makes it a business necessity. In addition, it is not always possible to dictate how customers and suppliers send and receive information. Varying sizes, cultures, requirements, expectations and established processes of trading partners all figure into the mix. Accommodating all partners requires customization, which generally means added expense. The goal is to meet these varying needs while controlling costs.
4 3 EXECUTIVE SUMMARY Businesses that remain mired in sub-optimal document delivery methods are limited in their ability to achieve objectives such as reducing Days Sales Outstanding (a measure of the average time to collect receivables), shortening transaction cycles, improving overall operating efficiency, cutting overall business communication costs and increasing profitability. As illustrated by the following diagram, Oracle ERP solutions condense business processes so they become more efficient, which translates to improved profitability. But for many organizations, manual document delivery remains after Oracle ERP implementation. Addressing this situation further condenses business processes, yielding significant additional value that is directly attributable to putting automated document delivery into the system. As the need to exchange business information with customers and suppliers through multiple media increases, organizations are recognizing that the most practical way to automate information exchange for all business processes and all business partners is through a single, centrally managed information exchange platform that requires no custom programming to implement. Intelligent document delivery technology, which recognizes and processes document content, makes this possible and feasible by automating document delivery based on business rules and user preferences through logic residing outside the Oracle system. So, Oracle applications require no modifications. This solution extends the ERP standardization model to the exchange of information that supports business processes, eliminating the cost and inefficiency of manual document delivery.
5 4 EXECUTIVE SUMMARY Communicating with all customers and suppliers through the most appropriate media translates into better service and stronger business relationships. By increasing the speed and accuracy of business information exchange through document automation, organizations can shorten procurement time for raw materials, fulfill orders for finished goods more rapidly, reduce data entry errors and collect cash earlier when invoices and sales documents are received sooner. The solution comes in the form of an intelligent document delivery platform that automates and centralizes capture, formatting, conversion, routing and storage of information flowing into, through and out of the enterprise. This platform enables businesses to: Capture the necessary information from documents Integrate the information into the Oracle ERP system Distribute documents to the right places in the right ways Provide ready access to documents and document content The intelligent document delivery platform supports Oracle communication and connection architectures, enabling delivery of documents directly into and out of the Oracle system. To the Oracle system, the intelligent document delivery platform looks like a print destination, making integration simple. When input or output reaches the platform, business rules determine disposition based on content and corresponding preferences for transformation and delivery of the document. Users can manage documents through standard desktop interfaces. This white paper describes the value of Esker DeliveryWare Platform as a comprehensive and practical way to achieve full ROI by automating the delivery of documents directly to and from the Oracle ERP system within key business processes: invoicing, sales order processing, purchasing and cash collection.
6 5 REDEFINING DELIVERY Redefining Delivery As it relates to documents in business processes, the definition of delivery has evolved with advancements in automation technology. You may not think of using a delivery tool for data capture, workflow and archiving, for example. But document delivery defined in terms of the intelligent platform goes beyond physical mail or courier distribution, and is not limited to point-to-point sending of faxes and . It is an end-to-end common denominator connecting all aspects of business processes that rely on the exchange of documents, and every phase of the document lifecycle. The transcending definition of delivery encompasses: Document content entering the enterprise Document flow through the enterprise Document distribution to customers and suppliers Document archiving, storage and retrieval Intelligent document delivery for Oracle ERP has three essential characteristics, including: 1. Unlimited flexibility in both what information can be delivered and how it can be delivered 2. Non-intrusive integration into the Oracle ERP system with a seamless interface and external residence 3. Fast implementation without the need for custom programming The goal of intelligent document delivery is to improve business process efficiency through information exchange with Oracle ERP systems, which have the ability to interact with technologies such as XML (Extensible Markup Language). Intelligent document delivery achieves this communication by enabling Oracle ERP systems to use data contained in the documents both electronic and paper that drive business processes. Information becomes transparently available, whether it is in data form or document form.
7 6 INTRODUCTION TO ESKER DELIVERYWARE Introduction to Esker DeliveryWare Esker DeliveryWare satisfies the three key criteria to simplify processes of communicating in and out of Oracle ERP solutions with customers and suppliers. Using patented rules-based automation technology, Esker DeliveryWare integrates seamlessly to provide full document delivery capability including status notification returned to the Oracle system. Esker DeliveryWare automates every phase and every type of document delivery, from data capture to document formatting and distribution. With Esker DeliveryWare, Oracle customers can overcome constraints on document content and format, and attachment handling, and document merges and revisions particularly when dealing with raw data formats. Esker DeliveryWare recognizes and processes any Oracle document format, which reduces form development time. And Esker DeliveryWare allows the use of any common document transport to meet the varying expectations and requirements of trading partners. Minimizing the risk of system and data corruption, Esker DeliveryWare resides on a server, connects as an independent device, and requires no custom programming. In addition to facilitating quick implementation, its external residence allows for higher server performance and scalability to support system upgrades. Results with Esker DeliveryWare include reduced IT complexity, shorter cash collection cycles, more timely ordering and receipt of goods, improved quality assurance due to less manual data entry, and lower overall business communication costs. Customers worldwide have achieved rapid efficiency gains for improved ROI and immediate additional value from their ERP implementations with Esker DeliveryWare.
8 7 INTRODUCTION TO ESKER DELIVERYWARE The Intelligent Outsourcing Option As organizations seek to reduce costs and streamline processes, interest in outsourcing is increasing. IT market research has noted that widespread adoption of infrastructure outsourcing to increase focus and competitiveness has paved the way for organizations to consider using hosted document delivery services. Esker on Demand document delivery services combine the intelligence of Esker DeliveryWare with a worldwide network, built by Esker and monitored 24/7/365, for sending documents via fax, physical mail, and SMS from enterprise and desktop applications. Esker on Demand enables enterprises to benefit from Esker DeliveryWare automation technology without investing in and maintaining in-house mailrooms, telephony, printers and fax server hardware. With these services, fax and postal mail jobs are sent to a hosted Esker DeliveryWare server for formatting and delivery. Esker on Demand services include Fax on Demand, Mail on Demand and Esker on Demand for Office an online service for sending fax and postal mail directly from desktop applications. Because the services integrate with Esker DeliveryWare, Esker on Demand can be a valuable component of a central solution for all high-volume transaction output. Esker on Demand is purchased in a pay-as-you-go model based on the actual number of documents transmitted, which is ideal for companies whose fax and mail requirements fluctuate monthly or seasonally. With Esker on Demand, peaks in document delivery volume do not require additional personnel or infrastructure. Esker on Demand also provides tracking status and delivery notification capabilities usually expected only from a large enterprise mailroom or fax infrastructure. As an intelligent document delivery platform integrated with Oracle applications, Esker DeliveryWare functionality encompasses: Output management for a full range of document transports Web publishing to support Web services and Web-based applications Esker on Demand hosted postal mail and fax services to offload document volume Workflow capabilities for validation and approval of inbound documents Archiving for native document storage and retrieval Form processing features, including powerful formatting tools XML transports for efficient communication between applications Data capture capabilities, including image recognition Digital signature and encryption mechanisms to secure document transmissions and safeguard enterprise content Proof of delivery capabilities to verify that documents have been received and opened Esker DeliveryWare also allows incremental automation of business processes as time and needs dictate. In fact, many organizations initially implement Esker DeliveryWare to address one specific process; then begin tapping into its full potential as a solutions development platform that can be applied to any number of existing and future process automation initiatives. Esker DeliveryWare offers organizations significant financial advantages with the ability to: Eliminate the high cost and wasted time associated with manual delivery of documents into and out of Oracle systems Achieve higher return on investment in Oracle solutions Shorten transaction cycles, reduce days sales outstanding, and improve cash flow Boost productivity by freeing staff for more valuable activities Improve response time, enhance communication, and strengthen loyalty among customers and business partners
9 8 INTRODUCTION TO ESKER DELIVERYWARE, BUSINESS PROCESS SOLUTIONS Achieve lower operating costs to improve profitability and competitiveness Generate high-usability, presentation-quality documents to support corporate identity Eliminate expensive customization and programming efforts By automating the delivery of documents previously tied to manual distribution methods, businesses reduce the cost of communicating with customers and suppliers. The savings translate directly to increased efficiency for improved profitability and return on the Oracle ERP investment. In addition, the capability to make document transport specific to the receiver translates into better service and stronger business relationships. Esker DeliveryWare transforms enterprise application output into new electronic formats HTML, XML, PDF, TIFF, and text and delivers them via Web, , fax, EDI, print, wireless message, archive, or hosted/outsourced delivery services. Business Process Solutions Business processes run on input to and output from Oracle ERP solutions. Each step in a process involving a manual touch point causes friction that costs time and money. Esker DeliveryWare reduces this friction, helping companies maximize profits by automating and streamlining document-intensive business processes from beginning to end. Research by a leading IT analyst has found that companies with the fastest-growing profits in their industry sectors are addressing document processes and achieving real benefits. Businesses with effective document processes are more likely to be leaders in profit growth, and more responsive to changing market conditions. As a result, the recommendation is for organizations to examine key business processes for opportunities to achieve ROI. Purchasing n Sales Order Processing n Shipping n Corporate Issues n Accounts Receivable n Accounts Payable n CONNECTING PEOPLE, DOCUMENTS AND PROCESSES n Purchase Orders, RFQ, RFP n Sales Orders, Order Acknowledgment n Shipping Reports, Shipping Confirmations, Bill of Material n SEC Filings, Investor Relations, Executive Development n Financial Report, Invoice & Statement, Account Summaries, Collections, Credit References, Dunning Letters n Remittance Advice, Electronic Fund Transfer Sheet, Payment Request Approval
10 9 E-INVOICING E-Invoicing According to industry estimates, the cost of mailing an invoice can be as much as $15 USD or more. Even with state-of-the-art ERP software, the best efforts of accounting departments are limited by inefficient manual fax or mail delivery of invoices. IT analyst research has found that the average U.S. company can save millions of dollars annually by sending invoices electronically. The percentage of electronically delivered business-to-business invoices is rapidly increasing because businesses want to reduce costs, improve customer service and enhance Oracle solution ROI; customers want to move money faster and reduce accounts-payable overhead; and the investment needed to achieve savings is relatively low. E-invoicing with Esker DeliveryWare solution simplifies billing operations and resource management at minimal cost, helping businesses eliminate manual handling and reduce Days Sales Outstanding (DSO). Users simply "print" to a business rule to send an with a PDF invoice attached, and gain instant access to invoices online for viewing and resending. Businesses maintain visibility over the entire invoicing process using integrated monitoring and tracking tools. This solution effectively removes direct paper invoice and manual handling costs, helping businesses improve financial metrics and gain control over the process by automating workflow. Invoicing process cost comparison Intelligent e-invoicing benefits Less average time to collect payment, less outstanding debt Errors and returns reduced by as much as 90% Lower billing costs and higher productivity as a resulting of reducing paper invoice handling Increased process control with automated invoice approval Improved service to customers Increased competitiveness as other companies adopt e-invoicing
11 10 E-INVOICING Intelligent e-invoicing process example Invoice Preparation from Enterprise Software Application Automated Archiving Customer n Certified n text n Invoice in PDF format Sender recognized and security certificate attached Electronic Signature Case Study A leading maker of digital circuits sends,000 invoices annually to customers around the world. These invoices are printed and sent each day. Prior to Esker DeliveryWare, the company used old green bar forms and sent the invoices via FedEx worldwide. Invoices to Asia were manually batched, and invoices for Europe had to be manually archived for Valued Added Tax (VAT) audits. Total annual cost of the process was estimated to be $98,000 per year; the company quickly recognized the need to route European, Asian and U.S. invoices in daily batches according to the distributor, and either send a single with multiple secure PDF attachments, or send all the invoices as one secure PDF attachment. Today with Esker DeliveryWare, the company has shortened its invoicing cycle while gaining automated archiving for storage and retrieval complete with an audit trail. Invoices go directly from the ERP system via print spool to Esker DeliveryWare, which applies formatting specific to U.S., European or Asian invoices. Asia invoices are batched, converted to a PDF and submitted to a secure Web site. Then a notification is sent to the receiving customer with a link to the batched invoices. Europe invoices are converted to PDFs that are ed (as attachments or with a secure Web link) and electronically archived for searching and retrieval. This ability to merge PDFs into a single PDF and route the document was a key factor in the company's decision to implement Esker DeliveryWare. Initial annual savings totaled $68,000 with ROI in three months.
12 11 SALES ORDER PROCESSING Sales Order Processing Sales order processing time can be dramatically shortened with Esker DeliveryWare. By reducing or even eliminating up-front data entry, customer service and cash collection improve as a result of realtime response to inquiries, fewer processing errors and incorrect shipments, and faster delivery of orders. Businesses gain the benefits of full order confirmation and processing notification capability, easy extraction of rich order data directly into the Oracle system and immediate access to inbound sales orders without custom programming or workstation software deployment. Typical paper-based sales order fulfillment can be a tedious process with many steps. A customer places a sales order, which is manually verified and entered into the Oracle system (creating the potential for errors). A hard copy of the sales order is filed by hand, both chronologically and in the sales order archive, and another copy is manually printed and sent to the sales department. Then an order confirmation is printed and manually faxed to the customer, and multiple copies of a delivery bill are printed for the accounting and production departments, and for manual archiving in the sales order archive and the chronological archive. A packing slip is manually printed for inclusion with the goods that are sent to the customer, and an invoice is also manually printed, folded, stuffed into an envelope, metered and mailed to the customer. Copies of the invoice are sent to the sales department and manually stored in the document archive. Intelligently automated order fulfillment is faster and significantly more accurate than the manual, paper-based alternative. Sales orders are captured by Esker DeliveryWare using image recognition, validated through a Web interface, and automatically entered into the Oracle system. Esker DeliveryWare sends a fax confirmation to the customer. A sales order is automatically archived, and a delivery bill is automatically sent to both the shipping and accounting departments. A packing slip is automatically printed for inclusion with the goods, and an invoice is automatically generated and sent electronically or mailed through an outsourced Esker on Demand facility. Copies of the sales order and the invoice are automatically sent by to the sales department, and are automatically stored. Sales order process cost comparison
13 12 SALES ORDER PROCESSING Intelligent sales order processing benefits Fewer order processing errors and delays caused by manual data entry Elimination of expensive and slow manual data entry processes Less time to cash payment Process cost reductions leading to improved profitability Increased customer satisfaction resulting from fast, accurate order fulfillment Lower labor costs of order entry: $5 $15 per order before and $1 $3 per order after Ready access to information orders can be stored and made searchable on indices such as order number, date, and customer number Intelligent sales order processing example Case Study A leading manufacturer of respiratory monitoring devices had customer service representatives (CSRs) manually organizing sales orders, delivering them and keying them in. CSRs walked to a fax machine and picked up as many as 700 incoming faxed sales orders a day, then entered data manually. Labor to perform this task was costing them approximately $,000 per year. Paper, toner, and leases on fax machines were costing them $38,000 per year. This time-consuming process was slow and cumbersome. Orders were piling up, waiting to be gathered, collated and handed off to available CSRs. The company implemented Esker DeliveryWare to automate inbound orders into the ERP system by using image recognition to process the TIFF image from the fax, putting it through an approval process, and then converting it to EDI for processing into the system. CSRs are eliminated from the process, resulting in total savings of $134,000 per year and ROI in less than six months.
14 13 PURCHASING Purchasing The purchasing department generates added value and profitability for the entire organization by communicating with suppliers to procure high-quality goods and services at the lowest cost and at the right time. This value is restricted by archaic and inefficient working methods involving paper documents and time-consuming tasks. Businesses improve purchasing by outlining each step in the process, identifying document-dependent manual touch points, prioritizing based on cost/return, and automating the top priorities first. A typical manual purchasing process requires handling of multiple documents, such as requisition orders, purchase orders and confirmations, all of which are copied, distributed and filed by various internal and external groups involved in the process. A purchasing department is typically in contact with the accounting/finance department, production planning department or other groups that require goods or services, external suppliers, and warehousing. Each purchasing document must be printed, retrieved from the printer, faxed, sometimes sent via postal mail, photocopied (perhaps several times) and filed. The process is duplicated with each supplier's purchase order. Departments requiring goods or services use Oracle applications to create and print a purchase requisition. A purchase validation request is created and manually printed and distributed. The purchase details are confirmed by hand with a stamp or other manual means. The purchasing department creates a purchase order, which is printed and manually faxed to the supplier. A copy of the purchase order is printed and sent to the warehouse to ensure that it is ready to receive the goods and confirm correct delivery. Additional copies are manually printed for the accounting department and the paper-based archive. Suppliers fax order confirmations to the purchasing department, which manually collects and files the documents and manually sends confirmation s to the departments requiring the goods or services. The intelligently automated purchasing process includes the same basic steps. This is important to note because Esker DeliveryWare does not disrupt established procedures; it simply automates them. The department requiring goods or services creates a purchase requisition in the Oracle system. A purchase validation request is automatically created and ed by Esker DeliveryWare to confirm purchase details and approval. The purchasing department creates a purchase order, which sends an automated fax to the supplier. A copy of the purchase order is automatically ed to the warehouse to ensure that it is ready to receive the goods and confirm correct delivery. An automated is also sent to the accounting department. The supplier faxes an order confirmation to the purchasing department, which is automatically received and archived, and an automated confirmation is sent to the department requiring the goods or services. Each step is handled electronically, with no manual touch points.
15 14 PURCHASING Purchasing process cost comparison Intelligent purchasing benefits Faster procurement materials and goods received days earlier versus postal mail Faster fulfillment of customer orders Simpler processes and fewer errors More efficient inventory control Improved responsiveness and customer satisfaction Improved relations with suppliers Lower administrative costs, less time to cash payment, improved bottom line Intelligent purchasing example Purchasing Department Automated Archiving Purchase order Fax Suppliers Purchase order copy Warehouse Purchase order copy Production Plan Accounting Department Purchasing Manager Validation process form
16 15 PURCHASING, CASH COLLECTION Case Study A leading healthcare products manufacturer implemented the Esker DeliveryWare solution to deliver documents throughout its worldwide supply chain. The company saw payback in less than six months, achieved significant productivity gains and improved communication with suppliers and customers. To supply its facilities in the United States and Europe, the company buys materials from suppliers on both continents and sells its products through a network of distributors and retailers in more than 90 countries. Before implementing Esker DeliveryWare, the company delivered its transaction documents via manual fax paper-intensive, laborintensive and costly. According to the company's estimates, the total cost of manually faxing a purchase order was $1.25. Delivering these same documents via automated fax, the company has reduced this cost to $.25 saving $1.00 on each purchase order. With an annual volume of 250,000 procurement/fulfillment documents, they are saving $250,000 per year. In addition, the company has been able to reassign more than one full-time employee and avoid any increase in administrator or programmer workloads. Equally valuable, the manufacturer is now able to communicate with its supply chain more rapidly and responsively. Cash Collection Each of the three processes outlined above lead to cash collection. Companies purchase goods and services to fulfill orders, and they want their money. Customers do not pay until they receive acknowledgements of and invoices for their orders. Inefficient cash collection directly impacts profitability by creating debt and restricting cash flow, resulting in high DSO. When cash collection is driven by paper statements, reminders, notices and other documents, recovery of unpaid invoices is often a costly manual process that takes too much time. Automating the process with Esker DeliveryWare reduces DSO, yielding significant savings in terms of additional cash available and cost-of-cash savings. For example, a company with $1,000,000,000 in annual revenues can generate $4,000,000 in additional cash for each day it reduces DSO. That same company can reduce its cost of cash by $,000 per day of DSO reduction, based on a 5% interest rate. Average DSO can be reduced by seven days, which means $28,000,000 extra cash in the bank with a $1,0,000 cost savings. In a typical enterprise, the cash process is usually a complex, multi-step process involving communication between the accounts receivable department, the sales department and customers through a variety of transaction documents such as invoices, statements, dunning letters, reminders and notices. Each document must be printed, retrieved from the printer, faxed or mailed, photocopied (perhaps several times) and filed. After a customer places a sales order, which is verified and manually entered into the Oracle system, a copy of the sales order is manually filed and the cash collection process is initiated to ensure payment. An invoice is manually printed and mailed to the customer, typically with 30 days net payment terms. An invoice copy is manually printed and chronologically archived.
17 16 CASH COLLECTION A number of days after the due date, a first reminder is manually printed and mailed to the customer. A copy of the first reminder is manually printed and chronologically archived. If delinquency continues, a second reminder is manually printed and mailed to the customer a number of days after the first reminder (typically 15 days, plus or minus seven days). A copy of the second reminder is also manually printed and chronologically archived. At this point, a phone call may be made to the customer, who might request a copy of the invoice, which means manually printing and faxing the document yet again. Ultimately, a final notice is manually printed, mailed and filed. One final copy of the invoice is then printed to inform the appropriate sales representative of non-payment. Intelligently automated cash collection with Esker DeliveryWare has a much shorter time span than the typical manual process. By eliminating manual printing, sending, and filing of documents, the process is shortened and all correspondence is delivered at the appropriate time. An invoice is automatically ed to the customer and sent to the appropriate sales representative via any method, including populating a database or printing a hard copy. After the due date, Esker DeliveryWare extracts the appropriate information from the invoice to generate reminder notifications, such as customer name, fax number, and product details. Reminders are formatted, automatically ed or faxed to the customer and stored in the Esker DeliveryWare archiving database and can be ed to the appropriate sales representative. When a customer requests a copy of the invoice, it can be automatically faxed. If payment is not received, a final notice is automatically sent by postal mail through the hosted Esker on Demand delivery service. Cash collection process cost comparison Intelligent cash collection benefits Faster, less expensive cash collection cycle Lower DSO (Days Sales Outstanding) More cash available Lower cost of cash Higher productivity with fewer manual tasks in accounts receivable Rapid return on investment with immediate impact on the bottom line Improved customer relations through timely, personalized communication
18 17 CASH COLLECTION Intelligent cash collection example Send to Mail on Demand service Preparation of invoices and account statements Automated archiving E S K E R O N D E M A N D Traditional mail or Fax Registered mail Credit Control Software Document analysis automatic recognition of names, fax numbers, addresses, and postal addresses Case Study Days Sales Outstanding had become an issue for a leading manufacturer of veterinary medical devices. Their accounts receivable collection department needed the ability to fax past due invoices and dunning letters on demand rather than batch printing and mailing on a monthly basis. To address the situation, the company implemented Esker DeliveryWare as part of their collection solution for 6,000 active customers and 3 4,000 dunning letters per month. The accounting department also automated the resending of 50 invoices a day by fax. Prior to Esker DeliveryWare they were spending hours printing and manually faxing the invoices. They are also routing incoming faxes to employee desktops via Microsoft Exchange. The implementation also includes inbound fax integration with their document management system, a roll-out of fax capability to additional departments within the company, including sales order confirmations, shipping notifications, delivery confirmations, quotes and purchase orders.
19 18 CONCLUSION Conclusion Organizations using Oracle ERP solutions have made a major investment in standardizing business processes. Because documents play such a vital role in achieving return on the investment, businesses will only achieve full ROI when document processes are automated. Despite the revolutionary impact of Oracle ERP solutions on business processes, many essential documents invoices, sales orders, purchase orders, dunning letters and others remain bound to manual delivery. Significant cost and time savings, as well as increased customer satisfaction, can be directly attributed to automating delivery (which encompasses both input and output) of these documents through a central information exchange platform. Intelligent rules-based technology has made it possible to automate every phase of document delivery with no modification of the Oracle system. Using this patented technology, Esker DeliveryWare enables paper-based processes to be modeled and automated based on content analysis and multiple electronic media delivery options. This automation generates significant financial gains while shortening business process cycles and enhancing customer service. IT analysts recommend that organizations take a close look at their document processes because valuable opportunities exist for cost reduction, efficiency improvement and competitive advantages. Research has shown that organizations with effective document processes are more likely to be profit growth leaders able to respond effectively to a changing business environment. With Esker DeliveryWare, businesses running Oracle ERP solutions are able to: Automate document delivery with minimal implementation time, risk and cost Transform manual processes into faster and more efficient information exchange Reduce average time for billing, order processing, procurement and cash collection Reduce (or eliminate) manual data entry and associated errors Reduce overhead and paper handling for printing and faxing or folding, stuffing, stamping and physically mailing documents Improve customer satisfaction and increase competitiveness Achieve immediate additional ROI for Oracle ERP investments Beyond improving communication, making business documents more accessible, and reducing demand on administrative resources, Esker DeliveryWare is a useful initiative in terms of dollars saved alone.
20 19 ABOUT ESKER About Esker Esker is the intelligent document delivery leader. With software and hosted delivery services to automate every phase and every type of document delivery, Esker helps organizations streamline manual, paper-intensive business processes and automate the flow of documents into, within and outside the organization. Customers gain significant and immediate operational efficiencies, cost savings and measurable ROI in as little as three to six months. Esker intelligent document delivery solutions include Esker DeliveryWare a single and universal information exchange platform that captures, formats, converts, routes and stores documents using patented, content-based delivery technology; and Esker on Demand document delivery services enabling physical mail, fax, and SMS delivery from enterprise and desktop applications with no printers, mailroom equipment, fax machines, office supplies, or similar infrastructure. Founded in 1985, Esker operates globally and has more than 70,000 customers and millions of licensed users worldwide. Esker has global headquarters in Lyon, France and U.S. headquarters in Madison, Wisconsin. For more information about Esker or other Esker product lines, or visit: or
21 Contact Information For more information: Madison, WI Lake Forest, CA World Headquarters Lyon, France Other locations Germany Italy Spain United Kingdom Australia 5 Esker S.A. All rights reserved. Esker and the Esker logo are registered trademarks of Esker S.A. in the U.S. and other countries. Oracle is a registered trademark of Oracle Corporation. All other trademarks are the property of their respective owners. WP_Oracle-ERP_BP_050914
Best-Practice Automation of Invoice Delivery from ERP Systems Keeping Customers Satisfied While Making the Move www.esker.com Table of Contents Introduction...3 Inefficiencies of Manual Invoicing...4 Document
How to Quit Paper in Order-to-Cash and Procure-to-Pay Bringing New ROI to SAP Solutions www.esker.com Table of Contents Executive Summary...3 Document Process Automation...4 Leveraging the Esker Platform...6
Accounts Receivable Order-to-Cash Best Practices for Billing Documents Automated Access and Delivery www.esker.com DELIVERYWARE Introduction A critical component of any business s order-to-cash cycle is
Services Automation as a Cloud Service Integrated with Solutions www.esker.com ESKER ON DEMAND Why is Moving to the Cloud as a service Adoption of cloud services for fax communication has steadily increased
WHITE PAPER MAIL SERVICES CHOOSING BETWEEN A MAIL SERVICE AND A MAIL HOUSE www.esker.com CHOOSING BETWEEN A MAIL SERVICE AND A MAIL HOUSE TABLE OF CONTENTS Introduction... 3 Process Automation versus Process
MINUTE READ TIME WHITE PAPER ACCOUNTS PAYABLE BEST PRACTICES IN AP AUTOMATION Consolidating Workflow Outside ERP Systems www.esker.com BEST PRACTICES IN AP AUTOMATION Consolidating Workflow Outside ERP
ebook: Accounts Payable ACCOUNTS PAYABLE AUTOMATION FOR SAP How Adding AP Workflow Automation to Vendor Invoice Processing Can Make Your AP Operation Best-in-Class Accounts Payable Automation for SAP 2
WHITE PAPER CLOUD FAX SERVICES THE CLOUD FAX ADVANTAGE Boosting Efficiency and Lowering Costs with Automated Fax Operations www.esker.com THE CLOUD FAX ADVANTAGE TABLE OF CONTENTS About the Author... 3
Leveraging Accounts Payable Automation as a Service www.esker.com Table of Contents Introduction...3 Executive Summary...4 Challenges in Accounts Payable...5 What is the problem...5 How big is the problem...6
Automated Sales Order Processing for Order-to-Cash Performance with SAP Solutions www.esker.com Table of Contents Introduction...3 Streamlining the Order-to-Cash Cycle...4 Automated Order Processing...7
WHITE PAPER Esker ACCOUNTS RECEIVABLE HOW TO ACHIEVE 100% ELECTRONIC AR INVOICING Realistic Steps to Quit Paper www.esker.co.uk HOW TO ACHIEVE 100% ELECTRONIC AR INVOICING Realistic Steps to Quit Paper
Onward and Upward With Document Process Automation As a Cloud Service www.esker.com ESKER ON DEMAND Assessing the Strategic Value of Cloud Services Cloud and SaaS appeal Quitting paper Most companies today
Reduce Costs and Improve Efficiency by Automating Oracle Document Distribution Open Text Fax and Document Distribution Group October 2009 2 White Paper Contents Introduction...3 The Challenge: Efficiently
15 FAX QUESTIONS SERVICES BUYER S GUIDE Questions to ask before choosing a cloud fax services provider www.cloud-fax-services.com Looking to automate fax, but not sure which solution provider has the most
Sales Order Processing Automating Fax and Email Orders into to Complete Your E-Vision www.esker.com ESKER Introduction EDI In a perfect world, every sales order your company receives would be electronic.
Buyer s Guide: Accounts Payable ACCOUNTS PAYABLE BUYER S GUIDE 15 Questions to Differentiate Vendor Invoicing Automation Solutions Accounts Payable Buyer s Guide 2 Purpose of this Buyer s Guide Looking
Making Automated Accounts Payable a Reality www.esker.com Table of Contents Introduction...3 Executive Summary...4 Challenges in Accounts Payable...5 What is the problem?...5 How big is the problem?...6
Guidebook: Cloud Fax Services ADVANTAGES of Moving Fax to the Cloud 7 Advantages of Moving Fax to the Cloud 2 WELCOME TO THE FUTURE OF FAX Traditional faxing methods leave businesses vulnerable to higher
Optimizing Your Accounting Process with Electronic Invoicing for the Active Business Competitive pressures continue to force companies worldwide to seek further cost efficiencies and to improve visibility
Build Connections Enabling a business in manufacturing Building High-Value Connections with Partners and Suppliers Build Connections Is your supply chain responsive, adaptive, agile, and efficient? How
Accounts Payable Consolidating AP Workflow Outside the SAP System www.esker.co.uk ESKER ON DEMAND Table of contents Introduction... 3 Impact on IT infrastructure and operations... 3 Why businesses automate
ebook: Order Processing THE GREAT ERP ORDER PROCESSING PREDICAMENT How Fax and Email Orders Hold Your Business Back and Why Automation Is the Best Way Forward The Great ERP Order Processing Predicament
Accounts Receivable How to Achieve 100% Electronic AR Invoicing Realistic Steps to Quit Paper www.esker.com ESKER ON DEMAND Table of Contents Introduction... 3 Manual Invoicing Challenges... 4 Beyond ERP...
Buyer s Guide: Accounts Receivable ACCOUNTS RECEIVABLE BUYER S GUIDE 18 Questions to Ask When Choosing an AR Automation Solution Provider Accounts Receivable Buyer s Guide 2 PURPOSE OF THIS BUYER S GUIDE
Buyer s Guide: Accounts Payable ACCOUNTS PAYABLE BUYER S GUIDE 15 Questions to Differentiate Vendor Invoicing Automation Solutions Accounts Payable Buyer s Guide 2 PURPOSE OF THIS BUYER S GUIDE Looking
Making Automated Accounts Payable a Reality www.merkur.com (800) 637-1704 Table of Contents Introduction...3 Executive Summary...4 Challenges in Accounts Payable...5 What is the problem?...5 How big is
EDI 101 An Introduction to EDI NewEDI 1 Table of Contents Introduction...3 What is EDI?...4 How EDI Works...7 Why Use EDI...9 What EDI Solutions are Available?...11 Need More Help?...13 Glossary of EDI
WHITE PAPER Esker ACCOUNTS PAYABLE OVERCOMING THE CHALLENGES OF VENDOR INVOICE PROCESSING How to Increase Profit & Productivity via AP Automation in an SAP Environment www.esker.com OVERCOMING THE CHALLENGES
Operations and Distribution Management Brochure See your business in a new way. Realize the future of your business today. See your business in a new way. Realize the future of your business today. Distribution
TRANSFORM YOUR FINANCIAL PROCESSES Efficiently capture, share and communicate information seamlessly across the business. Meeting today s Information Management challenges Today, information can be your
How Cisco Enables Electronic Interactions with Sales, Manufacturing, and Service Partners Business-to-business drives productivity, growth, and an improved customer experience. Cisco IT Case Study/Business
Master Complexity with Apparel and Textile for Microsoft Dynamics AX 2012 White Paper This paper discusses how the makers and distributors of apparel and textiles can integrate item and process information,
business communications Enabling business communications Business documents play a central role in the communications between organizations and their clients. Invoices, statements, financial reports; every
Keeping Pace: Accelerate Custom Form Capabilities in Microsoft Dynamics AX 2 Bottomline Technologies You need forms and reports that keep pace with the needs of your customers and suppliers. The days of
OpenText RightFax Your business faces increasing pressure to improve employee and process productivity, and to reduce operational costs. Whether your organization is small, medium or large, OpenText RightFax
MedAct Overview Data Sheet MedAct delivers an integrated solution for your HME/DMEPOS that provides end-to-end coverage of all your business needs. From patient intake and purchasing to inventory management,
OpenText RightFax Your business faces increasing pressure to improve employee and process productivity, and to reduce operational costs. Whether your organization is small, medium or large, OpenText RightFax
Realizing the Full Value of GHX A GHX Education Paper for Healthcare Supply Chain Professionals Realizing the Full Value Realizing the Full of GHX of GHX A GHX Education Paper for Healthcare Supply Chain
Accelerating E-Invoice adoption and roll-out with UK & Ireland User Group Conference 2011 20 th 22 nd November 2011 Frank Ruland, Line of Business Solutions, AG Agenda How E-Invoicing for Compliance Simplifies
Epicor Vantage GLOBAL ENTERPRISE RESOURCE PLANNING EPICOR VANTAGE Next Generation Manufacturing Software Epicor Software Corporation understands that you, like manufacturers worldwide, must identify, consider
document process automation HP and Omtool offer integrated solutions for the capture, conversion, and distribution of business-critical documents. Hewlett Packard is focused on selling solutions to help
15 QUESTIONS FAX SERVICES BUYER S GUIDE Questions to ask before choosing a cloud fax services provider www.docuflow.co.uk Looking to automate fax, but not sure which solution provider has the most comprehensive
Process Pick Slip, Pack Slip, Labels Customer: US Based distribution company Pick slips are generated through their ERP system. These are done either on demand or via a scheduled job that runs every 10
Solutions Remittance Solutions Third-Party, Private-Label Remittance Processing That Helps You Grow Revenue, Increase Deposits and Serve Valued Customers Without the Capital Investment Solutions Offering
ERP s Automated Workflows Deploy Advanced Business Processes Abstract A company s sustainable competitive advantage derives, in part, from its capacity to act on new information quickly. Workflow technology
Introducing Enterprise Content Management Platform Product Overview White Paper November 2012 www.datamark.net The Challenge of Enterprise Content Management Documents arrive every day, by the hundreds
ACCELERATING Business Processes through the use of: Business Process Automation Document Management Imaging and Scanning Data Transformation Paper and eforms Processing Enterprise Faxing ERP Integration
Automating the Order to Cash Process How to deliver a stronger financial performance at lower cost in sales order processing, invoicing, credit management and cash allocation Contents 1 Introduction and
Sage MAS 90 and 200 Extended Enterprise Suite S An End-to-End Approach to Business Software At Sage, we ve been supporting businesses like yours with world-class business software for well over a quarter
The New Data Integration Model The Next Real B2B Integration Opportunity for System Integrators & VARs 2 In this E-book This E-book highlights a new framework called the New Integration Model created to
The Business Case for Automated Solutions from B2B Payment Providers Part I. The ROI of Migrating from Checks and Manual ACH to a B2B Payment Solution Provider White Paper: The Business Case for Automated
Simple. Economical. Powerful. Designed to Deliver Value ENTERPRISE CONTENT MANAGEMENT FOR ORACLE E-BUSINESS SUITE CUSTOMERS IMAGE EXPRESS Simple. The MHC Image Express Enterprise Content Management solution
The power to transform your business Optimus 2020 continues to be the number one choice for litho and packaging printers worldwide. What is the secret of our longevity? Constant research and forward thinking
uplevl Empower data. Improve business ef f iciency. Go Paperless with End-to-End Accounts Payable Automation: An Uplevl White Paper Overwhelmed with piles of paper invoices, purchase orders and contracts?
Service Lifecycle Management Solutions Complete Visibility & Control of Your Service Supply Chain The service landscape is shifting. Customer demands continue to increase. It is no longer enough to just
UltimaX EDM for Microsoft Dynamics AX TM Managing unstructured information in an organization is proving increasingly challenging for employees and colleagues. As many businesses today suffer from document
Workflow The key to streamlining the production printing process Contents Workflow Summary 3 What is a workflow? 4 Workflow Where did it come from and where is it going? 6 What s so important about a Workflow?
For more information about UC4 products please visit www.uc4.com Automation Within, Around, and Beyond Oracle E-Business Suite Content Executive Summary...3 Opportunities for Enhancement: Automation Within,
Analysis January 2014 The Opportunity to Automate Accounts Payable Service Areas Digital Peripherals Solutions Network Document Solutions Professional & Managed Print Services Comments or Questions? Table
Transactional and variable content document printing, output management and automated delivery. FOR INSURANCE Automate your forms assembly process with Suite Decrease your operational costs Increase your
Sage 300 ERP 2014 Get more done. Get more done by connecting your business, providing a better customer experience, and increasing revenue. New web and mobile functionality: driving better customer experiences
Speed, Visibility and Control Best Practice AP Processing in Oracle E-Business Suite Presented by Kevin Ryan, Regional Sales Manager ReadSoft Oracle Solutions Agenda 1. The Dilemma of Manual AP Inefficient
J A N U A R Y 2 0 1 4 ECM for Order-to-Pay Maximize Operational Excellence This paper looks at current order-to-pay challenges and trends; what organizations should consider in an order-to-pay solution;
For TMWSuite SOLUTION OVERVIEW Table of Contents 2 of 34 TMW-Synergize Solution Overview... 3 TMW-Synergize Base Imaging Solution... 4 TMW-Synergize Base Imaging for TMWSuite... 4 Components of TMW-Synergize
Oracle Order Management Oracle Order Management is an order-to-cash solution that provides capabilities for customers, partners and employees to select the right products and services, negotiate the best
5 Ways Senior Finance Executives are Improving Visibility Across the Procure-to-Pay Cycle An IOFM white paper, sponsored by 5 Ways Senior Finance Executives are Improving Visibility Across the Procure-to-Pay
Accelerating Your Cash Flow Invoices On-Line Invoices On-Line (IOL) from Direct Insite delivers on-demand AP, AR and payments capabilities that are deployed fast, with minimal cost and operational impact,
Infor ERP Four distribution strategies for extending ERP to boost business performance How to evaluate your best options to fit today s market pressures Table of contents Executive summary... 3 Distribution
OnBase Integration for Lawson Streamline your processes with the OnBase Integration for Lawson Optimize your Lawson business processes organizationwide with OnBase Seamless integration. That s what you
Automating Accounts Payable Leaving the Paper Jam Behind 1.800.682.2187 www.gexchange.com email@example.com FROM PAPER TO ELECTRONIC THE EVOLUTION OF AP PAYMENT PROCESSING For years now, accounts payable
15QUESTIONS ACCOUNTS PAYABLE BUYER S GUIDE Questions to ask when choosing an AP automation solution provider www.apondemand.com Looking to automate your Accounts Payable (AP) process, but not sure which
NetSuite for Wholesale Distributors Key benefits Built-in support for wholesale distribution business processes Real-time visibility throughout your entire organization, from sales to operations to invoicing
Changing Role of Accounts Payables Accounts Payable Automation and ROI Over the last 5 years the role of the accounts payable department in all levels of enterprises has dramatically changed. Specifically,
OpenText Cloud Fax Services The Market Leader in Cloud Fax Technology For over 25 years, OpenText Cloud Fax Services has helped many companies go paperless with solutions that integrate with both email
Things You Need in AP Automation ME LIKE! Let s Start! Accounts payable processing has long been one of the most document- and laborintensive operations a company undertakes. It s riddled with manual data
Mail Center Services Meeting Today s Mail Management Challenges: Contain Costs, Boost Efficiency and Mitigate Risk MAIL CENTER Introduction The mail center continues to be the organization s hub for information,
SUPPLY CHAIN & DISTRIBUTION EDI SUPPLY CHAIN & DISTRIBUTION EDI EDI - The Business Issues Are your trading partners demanding you trade electronically? Can your business afford poor productivity through
White Paper Applying best practices for secure, automated electronic invoicing Using Intelligent to support compliant einvoicing solutions Table of contents 1 The importance of einvoicing 1 The European
M A R C H 2 0 1 4 B2B Operational Intelligence This white paper describes how B2B Operational Intelligence safeguards your supply chain against non-compliant B2B data in the order lifecycle, ensuring that
E invoicing: Ready for Prime Time How a managed service provides a cost effective and efficient transition to electronic invoicing July 2011 Despite today s digital age, of the 30 billion invoices sent
2011 NASCIO Nomination Business Improvement and Paperless Architecture Initiative Improving State Operations: Kentucky Kevin Moore 6/1/2011 Executive Summary: Accounts Payable was a time consuming, inefficient
Integrating Payables and Receivables to Unlock Working Capital Approved for 1 CTP / CCM recertification credit by the Association of Financial Professionals May 2009 Introductions David Kunz Treasury Management
Simplify and Accelerate e-business Integration EDI Modernization Case Studies and Best Practices EDI Modernization Drivers External Locations, s, and Services Customers Suppliers / Service Providers Cloud/SaaS
Our mission is to help our customers become more successful by delivering products and services that exceed expectations, to focus on excellence, to provide individual consideration, and to create both
Microsoft BizTalk Server: Spotlight on Cost Savings White Paper Published: March 2009 Abstract Faced with tough economic challenges, organizations across all industries need to reduce costs by maximizing
GUIDEBOOK MICROSOFT DYNAMICS GP Corporate Headquarters Nucleus Research Inc. 100 State Street Boston, MA 02109 Phone: +1 617.720.2000 Nucleus Research Inc. THE BOTTOM LINE Microsoft Dynamics GP helps organizations
SAP Brief SAP Business Suite SAP Invoice Management Objectives Transform Invoice Management with a Hybrid of Cloud and On-Premise Software Achieve a higher level of performance Achieve a higher level of
Your guide to an integrated and holistic software solution for a dynamic business environment. Need a good reason to choose Sage Evolution? Here's 10. 1. Accountants recommend Sage Pastel Accounting 2.
ebook 4 Key Tools for Managing Shortened Customer Lead Times & Demand Volatility 4 Key Tools for Managing Shortened Customer Lead Times & Demand Volatility S U P P L Y C H A I N Content Introduction Tool
GlobalScan Workflow Suite Family Capture & Distribution Solution Comprehensive Document Control scalable ersatile powerful Ricoh GlobalScan Workflow Suite Family Maximize simplicity, efficiency and productivity
Intelligent Data Capturing and Indexing Scan Manager Version 4 Intelligent Data Capturing and Indexing Scan Manager seamlessly integrates with Canon s devices and DR-Series scanners for optimal performance