SAP Invoice and OCR Morten Jammer Senior Solutions Consultant (OpenText Australia) 15 August, 2013
The Numbers $1.2b+ Global Revenue 1.5 Million Users #1 in ECM ~5,500 Employees $1b R&D Investment 20 Years of Innovation 31 Country Offices 141 Countries Supported Publicly Listed (NASDAQ: OTEX, TSX: OTC.TO) 2012 SAP AG. All rights reserved. 2
SAP and OpenText 20 Years of Partnership SAP Portal Content SAP Portal Site SAP Travel Receipts SAP Document Presentment SAP Employee File SAP Digital Asset SAP Extended ECM 2013 2012 2011 2010 2009 SAP Invoice SAP Archiving & Document Access 2007 2008 Co-innovation CMIS interface Co-development of DoD 5015.2 certified Records OpenText acquires IXOS 1992 1997 2000 2003 First ISV Powered by SAP NetWeaver SAP CRM co-development SAP ITS co-development (Internet Transaction Server) SAP ArchiveLink co-development, IXOS-ARCHIVE for SAP R/3 2012 SAP AG. All rights reserved. 3
LEVEL OF GTM ENGAGEMENT OpenText is SAP s Strategic ECM Partner SAP ECM by OpenText Products are SAP Products (expectations for support and reliability) Shared long-term roadmaps with dedicated product teams on each side Product tested against 17 rigorous architectural standards, upgrade paths are secured SAP supports this product Offers deep technology integration into SAP for flexibility and reuse Committed co-development efforts, with numerous new product initiatives underway 2012 SAP AG. All rights reserved. 4
Manage Enterprise Content in Context of Structured Business Processes Core Business Processes Content Old Paradigm Content Managed Separately from Core Business Processes Preserve/Destroy New Paradigm Content Integrated With Business Processes (e.g. CRM, ERP, SharePoint, Microsoft, etc.) Content enriched Business Processes Preserve/Destroy Create/Capture Create/Capture Store/ Secure Review/ Collaborate Store/ Secure Review/ Collaborate Access/Distribute Access/Distribute 2012 SAP AG. All rights reserved. 5
Process-centric Collaboration without Barriers MS SharePoint SAP ECC MS Windows SAP CRM / SRM E-mail & MS Office SAP Portal Mobile Devices ECM Web 2012 SAP AG. All rights reserved. 6
SAP Portfolio of ECM Solutions Employee File Travel Receipts and OCR Invoice and OCR Extended ECM Portal Content Portal Site Digital Asset Document Presentment Automate HR File administration and enable self service scenarios Automate receipt handling and streamline expense management process Minimize data capture effort and human intervention Streamline accounts payable processes Best-of-breed ECM with unique SAP integration and process support. Enterprise Records Document and Collaboration embedded into SAP NetWeaver Portal and Enterprise Workspaces Powerful Intranet/ Extranet authoring and publishing embedded into SAP NetWeaver Portal and Enterprise Workspaces Optimized management of rich media assets Integrate media into marketing communications Automate document generation and personalization (e.g. billing) Document Presentment add on Document Access 360 degree information access Business Correspondence Archiving Secure, compliant, cost-efficient storage of information LOB specific Solutions Horizontal Platform Products 2012 SAP AG. All rights reserved. 7
SAP Invoice Automated paper-to-post invoice management Inbox (incoming mail / fax) Invoice Recognition Invoice Verification Collaboration & Monitoring Invoice Completion Payment Prepare Transform Verify and Complete Exception Handling Approve Pay Scanning OCR Trigger workflows Comment Post invoices Archiving Validation Automated reconciliation and posting SAP Archiving by OpenText* OCR Option for SAP Invoice SAP Invoice ERP (FI/AP) * or another SAP ArchiveLink-certified repository 2012 SAP AG. All rights reserved. 8
Document Processing: OCR Validation High productivity handling OCR exceptions using synchronised image and data views 2012 SAP AG. All rights reserved. 9
Users Focus on Exception Processing Efficient collaboration Intuitive grouping of invoice problems One-click access to supporting information 2012 SAP AG. All rights reserved. 10
Key Process Indicators at a Glance Filter criteria Total liabilities E-Invoicing ratio Open items Touchless ratio Exception rates Top vendors 2012 SAP AG. All rights reserved. 11
Typical Customer Savings >50% cost-per invoice decrease; return-oninvestment in <12 months 25%-50% FTE Headcount redeployment (20-50%) Lower cost per invoice reconciled (<75%) Lower cost of errors Reduce Duplicate invoice processing Improved vendor relations 50-75% less Vendor hotline traffic Less follow-up effort On vendor status requests and complaints Realise Increased cash discounts Lower cost Through better pricing and terms Tighter controls Reduce Reduce Support Non-PO invoices Maverick buying SOX compliance 2012 SAP AG. All rights reserved. 12
Thank you! Morten Jammer Solutions Consultant, Canberra OpenText Australia mjammer@opentext.com 0400 469 406 2012 SAP AG. All rights reserved. 13