Case Study Improving AP Processing at Continental Structural Plastics (CSP) MaxCapture/MaxRecall Presented by Eric M. Whitener and Rochelle Muckle

Case Study Objective To review the MaxRecall and MaxCapture deployment at CSP Gain insight selection of a document management and data capture solution suite. Learn from an existing customer the best approach to managing an implementation of MaxRecall and MaxCapture

CSP

CSP Metrics Established in 1996 Number of employees - 3400 Number of locations - 13 Manufacturing location in North America, 1 JV Manufacturing location in China, R&D Tech Center in France, Corporate office and R&D Tech Center in North America 2015 Sales - $630M

CSP and QAD QAD deployed in 2006, Upgraded in 2012 150 Concurrent Users QAD Version 2011SE

What CSP was looking for Integration with QAD Easy of use/understanding Automatic indexing of documents Ability to link documents Work as a team/partner – excellent customer service Document security Ability to establish extraneous projects Scan from e-mail, fax, Excel, Word, etc Ability to add notes, comments, etc.

We chose MaxRecall for several reasons: Integration with QAD MaxCapture possibility – 3 way match Issue routing instead of “parking” invoices Easier user interface Felt more comfortable with the team

HOW ARE WE USING MAXRECALL AND MAXCAPTURE: MXR - Purchase Cycle documents & Issue Routing to Plants MXC – AP Invoice automation

THE GOTCHA ISSUES WE RAN INTO Invoices from suppliers in proper form and containing packing slip number Invoices being received prior to good receipt Overall EDI setup being rock solid and fully tested Ensuring errors are caught in both MaxCapture and QAD EDI Dealing with memo items

RECOMMENDATIONS FOR IMPLEMENTATION: Take the time to understand the system in more detail upfront so you can be a better partner in the process to enable you to ask the right questions. If you can, have EDI implemented and buttoned down before implementing MaxCapture. Initially, implement one vendor at a time Audit QAD to ensure the manufacturers item # field populated – supplier item cross reference setup

OUR NEXT STEPS Implement MaxCapture for expense invoices with approval routing and processing Implement sales cycle documents in MaxRecall

Invoice Process Flow - Manual Data Entry Vendor ERP PO PO receipt Vendor Invoice Packing List Shipment Match Complete Workflow AP processor Data Entry Match Failed Problem Resolution

Invoice Process Flow - MaxCapture Vendor ERP PO PO receipt Vendor Invoice Packing List Shipment Match Complete Workflow AP EDI EDI formatted file Match Failed Data Entry Problem Resolution

MaxCapture/MaxRecall Demo CSP

Thank You