Going Green & Saving Green With DocLink THE LEADER IN MID-MARKET ENTERPRISE DOCUMENT MANAGEMENT SOLUTIONS Presented by Tiffany Campbell, Altec

~ Altec Background ~ What is Document Management & Why is it Needed? ~Doc-Link Overview/ 4 Pillars ~Enterprise Solution ~ Next Steps Agenda

Celebrating our 30 year anniversary Entered integrated document management market in 2000 Exclusive Endorsed Sage Solution for document management (X3) Over 3000 customers to date About Altec

What is document management? File CabinetNetwork File Share Software

What is DocLink?  Imaging System  Workflow Engine  Output Automation Tool  Advanced Business Tool

INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

Capture

Capture Tools External Documents INDEX

Capture Process – Internal Documents ERM Save to Repository

Access & Share Output

Demo Distribution Company

DISTRIBUTION AND DELIVERY Ad hoc retrieval and routing Automatically schedule and route documents Multiple/varied delivery methods and formats

REPORTS AND DOCUMENTS CAPTURED/INDEXED FROM DYNAMICS

SENT ACCORDING TO RECIPIENTS’ PREFERENCE

Workflow

CENTRALIZED AP WORKFLOW

CFO APPROVER

Approvals

AP Processor Dynamics AX SIDE BY SIDE A/P INTEGRATION

GL DISTIBUTION STAMP SMART FORM FOR AX

GL DISTRIBUTION STAMP SMART FORM FOR DYNAMICS

SAMPLE OF ANNOTATION S

AUDIT AND TRACKING

Configurable & Scalable

doc-linkAdvanced Business Tools

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

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!! SMART FORMS CAN HELP YOU…..

SMART FORM EXAMPLES Credit Card Expenses Expense Report Processing Check Request Purchase Requisition AP Check Review Human Resources New Employee Onboarding

Create Documents for Approvals and Storage

Requesting a check is a time consuming process….

Check Request Document Creation

Purchase Requisition Document Creation

I dread the 15 th of every month when I get that massive credit card bill…

Interested? Preliminary Pricing Deep Dive – FlowChart Your Process POC SOW THANK YOU!