+ Newgen Newgen ECM integrates well with MS Dynamics

Pressure from all Sides Workflow - Challenges Problems in manually tracking and filing of the invoices Manual processing of the invoices is error prone Pressure from all Sides Need flexibility in whom to send the invoice for approval Cash-Flow management problems Newgen has been in the business of building world class technology products since 1992. Over the last 23+ years, Newgen has acquired over 1300 + customers across 61+ countries and across almost important industry verticals. Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers. Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs. Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers. We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform. Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us. In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC

How It Helps.. Newgen ECM solution with Built in Linear workflow helps to automate the capture and processing of the invoices. The Invoices from all the scattered locations can be received and scanned using Newgen’s Enterprise level bulk scanning, indexing and search software called OmniScan. The Invoices along with the supporting documents can be exported to a linear workflow within OmniDocs where they can be approved or rejected by the users based on the roles and the rights. During the capture process you can also integrate with the ERP wherein the indexing data for the captured documents is extracted from the database of the ERP based on a unique code.

What might happen in case you are not available with this solution … How It Helps.. What might happen in case you are not available with this solution …

Document Management - Challenges Drowning in Paper Work Endless Filling in File Room Where’s that Invoice? Physical Movement of Invoices from one office to other Challenge in Regulatory Compliance No Visibility on status information related to Invoices

Lets have a look at Newgen ECM Solution for MS Dynamics How It Helps.. Lets have a look at Newgen ECM Solution for MS Dynamics

Purchase Order Entry Screen How It Helps.. Email the PO to the Vendor Purchase Department create PO in MS Dynamic Purchase Order Entry Screen

Invoice Submission Vendor Sends the Invoice at Branch with PO Scanning Operator Operator scans the Invoice at the branch office

Invoices are then converted in electronic form through digitization Invoice Submission Invoices are then converted in electronic form through digitization Invoice Purchase Department Vendor Purchase Order Purchase Department user collects all Invoices and related documents from Vendor and Vendor goes back Goods Received Note

Processing in OmniScan Invoice Captured or Entered Image of Invoice Purchase Department Purchase Department user captures Invoice and related Documents Captured Supporting Documents

Export to Head Office Branch Office User Invoice is now with Receiver at HO to move to approver or finance. After checking the invoice, he will send it to the Approver or can raise an Exception Head Office User Branch Purchase Department user sends the Invoice to Receiver at HO for verification.

Approval Process in Head Office Receiver user Receiver User can add notes to intimate approver user Verification and Modification of data can be done Receiver Approves the Invoice for registration and sends it to the approver of main office Exceptions can also be raised from the links

Linear WorkFlow Receiver User at Main Office Receiver user If there are no exceptions or problems with the Invoice, the Receiver sends it to the Approver for Non PO Invoice and Finance for PO Invoice Exception Resolver resolve the exception raised by Receiver user and sent it to back to office for FINAL APPROVAL Receiver User at Main Office No Approver User at Head Office approves the Invoice based upon parameters and archive documents for compliance. Discrepancies Found Receiver user Yes Verifier user Raise an EXCEPTION Registration Documents are archived for Compliance Exception Resolver

Invoice Details Section Split Window Interface Your window Visibility in a Single Unified Interface Invoice Details Section Invoice Image View Split Window Interface

Customized search for vendor details Document based search Folder based search

Customized Reports on different criterias Generation of reports based on criteria Country wise vendor reports LOB based or category based reports can be generated

Click on OmniDoc to view the documents archived in OmniDocs Image Enablement Image Enablement helps the users to view the documents archived in OmniDocs from within MS dynamics Click on OmniDoc to view the documents archived in OmniDocs

MS Dynamics user can view the document associated with PO Image Enablement Image Enablement helps the users to view the documents archived in OmniDocs from within MS dynamics MS Dynamics user can view the document associated with PO

Manufacturing Organization – Case Study The Group is $760 million diversified conglomerate, which is committed to value for money propositions & credited with several innovations over last 3 decades.   Keeping in line with its expansion programme, the company has established detergent manufacturing units in various locations across India to enable the company to fulfil the demand of its products across the country more effectively. Newgen has been in the business of building world class technology products since 1992. Over the last 23+ years, Newgen has acquired over 1300 + customers across 61+ countries and across almost important industry verticals. Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers. Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs. Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers. We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform. Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us. In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC

Manufacturing Organization – Case Study The problems faced by the customer: The company was facing problems in manually tracking and filing of the invoices. TAT related to the processing of invoice was high which sometimes led to non availment of the vendor discounts There was no visibility in terms of the invoices which were in process for approval and hence cash flow computation was not up to the mark Manual processing of the invoices was error prone and tracking a file for audit / recheck took hours to locate and rectify There was no mechanism to track and monitor crucial reports Newgen has been in the business of building world class technology products since 1992. Over the last 23+ years, Newgen has acquired over 1300 + customers across 61+ countries and across almost important industry verticals. Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers. Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs. Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers. We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform. Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us. In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC

Newgen Solution Newgen ECM solution with Built in Linear workflow helps to automate the capture and processing of the invoices. The Invoices from all the scattered locations can be received and scanned using Newgen’s Enterprise level bulk scanning, indexing and search software called OmniScan. The Invoices along with the supporting documents can be exported to a linear workflow within OmniDocs where they can be approved or rejected by the users based on the roles and the rights. During the capture process you can also integrate with the ERP wherein the indexing data for the captured documents is extracted from the database of the ERP based on a unique code.

Newgen ECM solution for Key Benefits Key Benefits of Newgen ECM solution for MS Dynamics…

Manufacturing Organization – Case Study The following were the benefits of the solution: Integration of the capture solution saved time in entering the data for indexing There was a real time transfer of the invoices to the HO for approval The process of Approving the invoices became more standardized and streamlined with a reduced TAT The invoices could be tracked for their status and there was transparency in the system Better cash flow management as the status of the invoices is easily available online Newgen has been in the business of building world class technology products since 1992. Over the last 23+ years, Newgen has acquired over 1300 + customers across 61+ countries and across almost important industry verticals. Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers. Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs. Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers. We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform. Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us. In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC