July 2014 Share it! AUTOMATION ROADMAP: 5 STEPS FOR NAVIGATING COMPLEX BUSINESS PROCESSES

5 Steps for Navigating Complex Business Processes With a Unique SaaS Solution MISSION & VISION Collaborative Business

5 Steps for Navigating Complex Business Processes BUILDING A BUSINESS CASE FOR AUTOMATION

5 Steps for Navigating Complex Business Processes STEP 1: ASSESS YOUR SITUATION How do you measure your KPIs? What are the details of your current process? What are your pain points/bottlenecks? What is your company’s vision for the future? What are your expected outcomes from automation? What is your desired ROI? How quickly are you ready to implement a solution? What information/resources do you need to get top-down buy-in?

5 Steps for Navigating Complex Business Processes STEP 2: CHOOSE THE RIGHT VENDOR How will your solution work with NAV? What is your budget? Do you need a solution on-premises or in the cloud? What is your solution provider’s project methodology? What is the security measure for your documents handling and storage? What is the start-up time? Training? Usability? Customization?

5 Steps for Navigating Complex Business Processes STEP 3: MAKE THE SOLUTION YOUR OWN Solution delivery method – best option for employee adoption and change management Address the priority pains found in step 1- Adjust the plan as the project unfolds Integrate with NAV to maximize your existing infrastructure

5 Steps for Navigating Complex Business Processes STEP 4: CONSIDER THE BIGGER PICTURE Get the competitive advantage across multiple departments utilizing the same solution.

5 Steps for Navigating Complex Business Processes STEP 5: REAP THE BENEFITS Visibility into the process through reports Track and analyze goals set in Step 1 Take your department from a cost center to productivity engine Transition your solution with your needs

5 Steps for Navigating Complex Business Processes Automate any process as needed in multiple formats and through multiple channels. Eliminate the need for various products or costly separate components. A web browser is all that is required. Unify customer and supplier communications, and free up IT and CS departments. Simplify user adoption with a similar user interface for all processes. ONE SOLUTION FOR ALL BUSINESS PROCESSES

5 Steps for Navigating Complex Business Processes AUTOMATION RECOMMENDATIONS BY BUSINESS PROCESS

5 Steps for Navigating Complex Business Processes Submit NAV MS Office Biz App Print Driver OUR CUSTOMERS Retrieve Archive Esker MAIL SERVICES FAX SERVICES Retrieve Archive Print 7 Mail Facilities WW Fold & Stuff 7 Mail Facilities WW Stamp & Deliver Delivery to postal service in 24 hours Track Send WW Fax Infra Track 60 % SAVINGS MAIL SERVICES FAX SERVICES -90 % SAVINGS OVER MANUAL FNAVING Track EACH INDIVIDUAL FNAV & MAIL PIECE Numbers based on Esker customer results DOCUMENT DELIVERY

5 Steps for Navigating Complex Business Processes DOCUMENT DELIVERY  Sales orders  Vendor invoices  Medical reports  Prescriptions  Claims  RFPs and RFQs  Contracts  etc.  Purchase orders  Customer invoices  Statements  Acknowledgements  Confirmations  Collection letters  Quotes and proposals  etc. Inbound DocumentsOutbound Documents

5 Steps for Navigating Complex Business Processes PURCHASING OUR CUSTOMERS Receive Approval workflow Archive ECM Track & E-Collaboration LESS TIME PROCESSING INVOICES More CAPTURE EARLY PAYMENT DISCOUNTS +++ BUDGET CONTROL Order goods/ services Purchase requisition

5 Steps for Navigating Complex Business Processes ACCOUNTS PAYABLE OUR CUSTOMERS ExtractVerifyFollowReceive & Scan PAPER - SCAN – Archive & Track NAV E-Collaboration +65 % FREE UP STAFF TIME 60 % SAVINGS Visibility GAIN FULL CONTROL & VISIBILITY

5 Steps for Navigating Complex Business Processes SALES ORDER PROCESSING OUR CUSTOMERS Fax – - EDI ReceiveExtractVerifyFollowArchive NAV Track & E-Collaboration +80 % PROCESS ORDERS UP TO 80% FASTER -50 % CUT PROCESSING COSTS IN HALF +65 % FREE UP STAFF TIME

5 Steps for Navigating Complex Business Processes Capture Content Analysis Validation Workflow Data Integration Audit & Reporting Customer Name Order Number Part Numbers Ship To, etc. Data Extraction Approval and exception handling XML conversion ABC % John Validated Data order 12.6 GL Act Validated Data Document & data Document is created in the ERP system Document is automatically archived User notification and KPIs Document image is available for customer service and audits Customer Order Extracted Data Customer order ABC % Smith Automated DB Lookup Operator checks data using web interface AUTOMATE ORDERS WITH ESKER Adding notes, documents. Information exchange NAV

5 Steps for Navigating Complex Business Processes ACCOUNTS RECEIVABLE Archive & Track OUR CUSTOMERS Validate & Transmit ESKER NAV Extract & Format XML UBL EDIFACT Deliver EDI POSTAL MAIL PORTAL Follow & Retrieve Payment & E-Collaboration +80 % CUT PROCESSING COSTS UP TO 80% -7 DAYS REDUCE DSO AS MUCH AS 7 DAYS 100 % COMPLIANCE

5 Steps for Navigating Complex Business Processes Invoicing Application Customer Invoices Customer Preferred Media Routing FAX / EDI Postal Mail or 3 rd Party Archiving Esker Archiving Postal Service Delivery Distribution Customers Esker Production Facility PrintingFolding, stuffing in envelope Stamping or 3 rd Party Archiving Esker Archiving Distribution Customers + link to the document on Web Portal or with attachment / Web Customers Prep for Routing InvoiceArchiving Esker Data Center Distribution or PDF PDF with e-signature Interoperability with other systems FAX ACCOUNTS RECEIVABLE – SOLUTION OVERVIEW Internet NAV

5 Steps for Navigating Complex Business Processes YOUR AUTOMATION POSSIBILITIES  Do you have any “paper heavy” processes? Is there a paper form that gets routed to different process participants as part of the process?  Do your process workers waste time looking for forms or documents they need to complete a specific step?  Does the process require manual duplication of data? Where maybe an address has to be manually copied from one system to another?  Do your processes “hang” because one of the process workers didn’t receive an that tells them to proceed with the next step?  Are there other “routine” tasks that are very time consuming or can halt the process in its tracks if the task owner is out of the office or simply forgets one day?

5 Steps for Navigating Complex Business Processes THANK YOU! Steve Smith Vice President of Sales Americas Tel FNAV Diana Eagen Sales Director Esker, Inc.  1212 Deming Way  Suite 350  Madison, WI Phone   For more information on Esker’s document automation solutions:

5 Steps for Navigating Complex Business Processes