Solving document management issues for over 30 years Bob Hawley (800) x140 Welcome to Metafile Information Systems

Solving document management issues for over 30 years Bob Hawley (800) x140

Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) x140

Company background Over 30 years of experience in the document management industry A privately held company headquartered in Rochester, MN Over 3,500 installations worldwide

Questions you need to ask… Is it a browser-based solution or client-server? Is Full Text searching of documents offered? Does the system offer document reading technology which can greatly reduce data entry? If so, how much does that add to the solution cost? Are there acquisition options available? - Purchase - Cloud - On Premise Subscription

more Questions you need to ask… Just how much “automation” does the system have? Ask very specific questions about how much human intervention is needed to process a document through workflow. What integration methods are available? How does the system push/pull data to GP? Can the system integrate with other applications like HRIS, SharePoint, etc.? What Dashboards and Reporting does the system come with? Ask to see them.

So… What is MetaViewer? A browser based Enterprise Document Management solution - Zero “footprint” user workstations - Any browser access (IE, Safari, Firefox, Chrome, etc) Fully integrated with Dynamics GP and SharePoint Multiple ways to acquire the solution - Traditional purchase - Cloud - On-premise Subscription Includes Technology no one else has

System Overview (Accounts Payable)

Full Text Indexing Searching for any word …within any document …anywhere in the repository Taken to the exact page you are looking for Automatically capturing documents with this capability Web Based Forms Reports Print Spools s Files & Folders AP Documents

Automated Indexing Automatic text extraction Easy to use Vendor Profile tool Structured or unstructured documents

MetaViewer Workflow MetaViewer workflows for PO invoices –Automated validation –Route to Buyers for discrepancies –Reconciliation view MetaViewer workflows for non PO’s –GL coding – auto distribution –GL coding – approver assist –Approval limits and escalation Upload Data to Dynamics GP –No duplicate data entry –Matching Graphical management views

Notification Links to documents or workflow steps Attach documents Alert multiple people If a time threshold passes without action send an to another person Notify vendors or customers Includes variable data in the body of

Enhanced Notification with Approval Allows recipient to Approve, Reject or have the invoice Re-Assigned directly from the notification Includes variable data in the body of the Built in security prevents invoice status change if the notification has been forwarded

Dynamics GP Integration Many tools to sync systems –eConnect –Data population –Web services –Smart Connect / eConnect –Flat file export / import Bi-directional data handoff –MetaViewer to GP –GP to MetaViewer Automated in real time

Dynamics Integration Image enabled Dynamics GP screens

Visualizations

MetaViewer Reporting (SSRS) Performance metrics Department productivity Approver responsiveness Vendor performance Manage your department Justifies ROI

VendorView Vendor self service Invoice status Invoice upload / posting

Thank You! Bob Hawley (800) x140