Brian Hinson Account Executive Deni Beale-Cribbs Professional Services Manager K-12 & Local Government Who are we?

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Presentation transcript:

Brian Hinson Account Executive Deni Beale-Cribbs Professional Services Manager K-12 & Local Government Who are we?

Based in Columbia, SC Focused on the development, implementation and support of enterprise content management and workflow solutions Founded in 1994 Formally incorporated as a separate entity in 1998 Privately held software developer that redefine business processes and workflow, eliminating the need for paper and improving productivity Who is Softdocs?

Currently serve approximately 610 customers across 39 states 30% have been customers for over 10 years 52% for over five years 76% are in the education marketplace Education customers range in size from approximately 500 to over 60,000 students average annual customer retention rate 99.7 %

Document Imaging Options: Hugging trees to meet your needs… Implementing a Paperless Business Office Doc e Serve Doc e ScanDoc e Fill

Finance Payroll Student Services Transportation HR

Requisitions & Purchase Orders Pending PO Copy of Requisition sent to Doc e Scan and files in vendor drawer Copy of PO sent to assigned printer PO data received & processed in Doc e Serve Job sent to eDelivery for fax & Existing ERP Pending Req

Receiving & Invoice Approval Pending Invoice Copy of Invoice and AP Approval form sent to Doc e Scan and files in vendor drawer Existing ERP PDF

Existing ERP Run AP Check Proof Report Run AP Proof Report AP Check Proof with Matching AP Checks printed on network printer Print AP Checks to Doc e Serve using ERP Print Checks Process Now sit back, relax and watch… Copy of AP check sent to Doc e Scan and filed in vendor drawer

Within Doc e Scan Vendor Drawer AP check folder Requisiti on Purchase Order Invoice AP Check Cabinet Auto-Magically Check-Matchery

Paperless Audit Anyone? Journal Entries Reports Check Packets Cash Receipt

Clic k Prin t Softdocs On Demand School/Work Home ERP Payroll Process “Print” Payroll.PDF per employee Index info Your Doc e Fill website

“I love Softdocs. I love being able to say ‘this is what I need to do’ and [they] come up with a solution.” Alicia Fitzpatrick System Bookkeeper Madison County Schools, GA “The system is working great and we went through our first audit with it. The auditors loved it and so did I. I didn’t have to pull anything for them!!” Nathalie Brunell, Director of Accounting Bentonville School District, AR Need More Info?

AP Approval Paperles s POs Travel Requests Teacher Contracts Requisition s FINANCEFINANCE Expense Reports Fund Transfer Req