THE LEADER IN MID-MARKET ENTERPRISE DOCUMENT MANAGEMENT SOLUTIONS A Day in the Life of a Paperless Office Presented by: NAME Sales Director, ______ Region

How do you store documents today? File CabinetNetwork File Share Software

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

INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

Document Management Through the Eyes of Your Team Document Management Through the Eyes of Your Team

Self Service Document Access Timely Approvals Eliminating Paper Filing Minimizing Data Entry AP Clerk – Key Concerns

Instead of walking to a file cabinet or calling the AP Clerk… Employees can search for documents from their desktops. “How can you help me… Give everyone access to the documents they need?”

Demo Distribution Company

“How can you help me… Get approvals faster?”

“How can you help me… minimize data entry?”

Getting Invoices Out Quickly & Easily Accessing Backup Documentation Improved Customer Service Accounts Receivable – Key Concerns

AR Automation Automatically send documents with backup Automatically bring documents together and send to printer, customer or vendor “How can you help me… Automate invoice delivery?”

SENT ACCORDING TO RECIPIENTS’ PREFERENCE

Visibility Managing to the Exception Making Better Use of Staff’s Time Improved Accuracy Accounting Manager – Key Concerns

“How can you help me… Gain better visibility?”

“How can you help me… Make better use of my staff’s time?” Copy Route Manually File Search for Paper Print Paper Process

“How can you help me… Make better use of my staff’s time?” Paperless Process Route Automatically Search from Desktop Electronically Capture

Acknowledgement Purchase Order AP Check Packing Slip Vendor Invoice Open Order File Paper-Based Accounts Payable Process Closed Order File Copy 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy File original Manually route for approval File original 5 Copy 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy Invoice Approver AP Processor Receiver

Decreasing Costs Productivity Gains Lower DSO (Days sales outstanding) Simplified Auditing CFO/Controller – Key Concerns

“How can you help me… Cut costs? Improve productivity?” Cut paper, copying & filing costs Eliminate off-site storage and retrieval fees Grow without adding headcount Reallocate time for strategic initiatives

Give auditors access from a desktop to: Documents for review Documents for review Sophisticated activity reports Sophisticated activity reports No more hunting down documents. “How can you help me… Simplify audits?”

Better Security of Confidential Employee Documents Streamlined On- boarding/Termination process Certification Expiration Human Resources – Key Concerns

User-based Security Filters by Company Document Type Property Values “How can you help me… Improve Document Security?”

Configurable Security

“How can you help me… with New Employee On- Boarding?”

IT Project with Strong ROI Built on Microsoft Standards Disaster Recovery Workflow Delegation Minimal Support Required Director of IT – Key Concerns

“How can you help me… with Workflow Delegation?”

Document Management Document Management For Your Industry Document Management Document Management For Your Industry

Purchase Order Delivery Receipt Traveler Lot Tracking QA Finished Product Electronic Review, Approval, Tracking and Delivery Manufacturing

Distribution Tracking Supporting Documents Quick Access to Documents Self-Service via Web and Smart Client Creation of Shipping or Invoice Packet

Field Services Better Communication with Geographically Dispersed Teams Expedited Billing Process Compliance Requirements

Document Access from Your Mobile Device

Electronic Forms From the Field

INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

Thank you! For more information please contact: Altec x1224