Go Paperless with Sage ERP Document Management

Transcription

1 Go Paperless with Sage ERP Document Management Robert Kramer, Managing Consultant, BKD Technologies Tony Choquehuanca, Sales Director, Midwest Region, Altec

2 How do you manage paper today? File Cabinet Network File Share Software 2

3 What is Sage ERP Document Management? Imaging System Workflow Engine Output Automation Tool Advanced Business Process Engine 3

4 What is Sage ERP Document Management? Imaging System Eliminate Paper Store documents digitally Immediate access to documents from the desktop Security to protect sensitive information 4

5 What is Sage ERP Document Management? Imaging System Workflow Engine Know the exact location of all documents Insure that business processes are followed Full visibility to document status and history 5

6 What is Sage ERP Document Management? Imaging System Workflow Engine Output Automation Tool Automatically deliver documents based on preferences Deliver invoices via , fax as well as mail Eliminate copying, filing and re-filing of support documents 6

7 What is Sage ERP Document Management? Imaging System Workflow Engine Output Automation Tool Advanced Business Process Engine Create and deliver reports Easily create sophisticated forms Data delivery to other business system Ability to alert based on KPI s 7

8 REAL LIFE EXAMPLES (Paper Movement) National restaurant company (46 locations) $150,000 in shipping/courier charges 8

9 REAL LIFE EXAMPLES (Increased Efficiencies) Southwestern investment firm expanded operations Saved $48,000 salary 9

10 WHERE CAN doc-link BE DEPLOYED? 10 Accounting Legal Human Resources Sales Marketing

11 doc-link Components Overview

12 Integrated Document Management 12

13 Capture Process External Documents INDEX Save to Repository 13

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 14

15 Capture Process Internal Documents ERM Save to Repository 15

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17 DOCUMENTS RETRIEVED, REVIEWED & ROUTED 17

18 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

19 Demo Distribution Company 19

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22 Workflow Route documents electronically to appropriate departments or individuals to expedite approval process Automates approval of a paper-based processes Approval stamps indicate by whom and when a document was approved Allows for full visibility to document status and history 22

23 Paperless Process 23

24 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 24 AP Check 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy Open Order File Closed Order File

25 Paperless Accounts Payable Process with Sage ERP Document Management 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 Vendor Invoice Electronically route for approval AP Check AP Processor Automatically captured from your accounting package Print/mail/fax directly to vendor Invoice Approver

26 AP WORKFLOW 26

27 SAMPLE OF ANNOTATIONS 27

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29 Approvals 29

30 Alerts 30

31 CFO WORKFLOW 31

32 AP Processor 32

33 ERM Capture 33

34 AUDIT AND TRACKING 34

35 ROUTING & DISTRIBUTION Ad hoc retrieval and routing Automatically schedule and route documents Multiple/varied delivery methods and formats 35

36 SENT ACCORDING TO RECIPIENTS PREFERENCE 36

37 Sage ERP Document Management Advanced Business Tools

38 Business Process Improvements What s Your Process?? Start with a blank canvas 38

39 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!! 39

40 Smart Form Examples Credit Card Expenses Human Resources New Employee Onboarding Expense Report Processing Check Request Purchase Requisition AP Check Review 40

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45 Check Request 45

46 Check Request Document Creation 46

47 Sage ERP Document Management Difference

48 What makes us different? Affordability Scalability Integration Advanced Tools 49

49 QUESTIONS? 50

50 WHERE TO DOWNLOAD SLIDES & WEBINAR ARCHIVE Today s presentation slides are available at A recorded copy of webinar will be available on SageERPInsights.com later this week You will be receive short survey following webinar For your benefit, complete this survey so we may improve upon future webinars 51

51 BKD TECHNOLOGIES SUPPORT CENTER Sage Support Center Monday - Friday, 8 a.m. - 5 p.m. Central time Support Center toll-free number 52

52 SAGE ERP INSIGHTS BLOG Check out our Sage ERP Insights blog at Follow us on 53

53 THANK YOU! Robert Kramer Managing Consultant BKD Technologies Tony Choquehuanca Sales Director, Midwest Region Altec 54