CERTIFIED SALES PROFESSIONAL 01-DOCSTAR and DOCSTAR ECM Overview CERTIFIED SALES PROFESSIONAL Thank you for participating in this online training session. Welcome to Chapter 1 – the docSTAR and docSTAR ECM OVERVIEW. This is the first Chapter of the docSTAR Certified Sales Professional course. The objective of this chapter is to provide you with an overview of docSTAR and our products and services. This session is meant to lay the foundation for the remaining chapters of this course and other certification courses that are available to you.

What is “ECM”? Enterprise Content Management is the technology used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ... ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists. http://www.aiim.org/What-is-ECM-Enterprise-Content-Management We should probably start with a definition of Enterprise Content Management. Enterprise Content Management is the systematic collection and organization of information that is to be used by a designated audience – business executives, customers, etc. ECM is a suite of tools used to capture, manage, store, preserve, and deliver information supporting key organizational processes through its entire lifecycle. Capture boils down to entering content into the system. Manage is what you do next to it, so it can be found and used by whomever it is intended for. Storing it means finding it an appropriate home in your infrastructure, be it a formal content management system or other information solution. Preserve refers to long-term care – archiving, if you will – the practice of protecting it so it can be utilized however far into the future the organization needs it to be available. And deliver is all about putting the information in the right people’s hands right when they need it to be there.

What are the benefits of ECM? 1) Lowering costs and improving efficiency is the main driver for ECM 2) Compliance and Risk second Business Drivers Easier access to information Improving decision making Eliminating lost or mis-filed documents Increasing process automation and reduce transaction cycle times Enhancing customer service More Security, visibility and control In a recent AIIM Industry Watch Report for ECM Decisions, the most significant Drivers for implementing ECM were lowering cost and improving efficiency. Our Customers tell us that the most compelling Business Drivers are: Easier access to information Improve decision making Eliminate lost or mis-filed documents Increase process automation and reduce transaction cycle times Enhance customer service More Security, visibility and control

What is docSTAR ECM? Web-based Enterprise Content Management (ECM) and Process Automation solution Software – Cloud – Application Hosting Industry leading, comprehensive ECM features Powerful yet flexible Workflow Packages Reporting Forms APIs and Integration Tool Kits docSTAR ECM is an Enterprise Content Management (ECM) and Process Automation solution that can be deployed either in the Cloud or as a software license installed on-site. The solution is completely browser UI based making docSTAR a natural extension for the Epicor enterprise resource planning (ERP) suite to help digitize (electronic/scanning) and automate back office paper-based processes across multiple departments such as sales, operations, production, finance, and human resources. The docSTAR ECM solution suite contains industry leading Enterprise Content Management features such as scanning, indexing, barcode recognition, OCR, batch importing, document storage, searching, viewing, annotations, versioning, record retention and security). Optional modules include: Graphical rules-based Workflow to automate processes, Packages (a document checklist designed to gather and track a set of documents necessary to complete a business workflow), Reporting for visibility and APIs/integration toolkits for ease of integration with any complementary business application. Additionally, docSTAR offers online electronic forms as an option of its suite that automates forms processing for HR onboarding, internal employee and vendor forms, requisitions, expense reports and more—enabling faster processing, reduced cost and better data and workflow visibility.

Who is DocSTAR? Enterprise Content Management and Process Automation software company founded in 1996 Previously HQ’d in Schenectady, New York; Operations across U.S. 2,000 customers; Users in all industries docSTAR is an enterprise content management and process automation software company founded in 1996. We help organizations manage their documents electronically and automate their business processes for greater efficiency resulting in a quick ROI. We also provide the infrastructure for enterprise-wide compliance and risk mitigation. docSTAR is a growing and profitable organization who proudly serves over 2,000 organizations in virtually every industry. We are very proud of the fact that ~95% of customers surveyed say that our support is better than any other vendor that they use.

What Does docSTAR Do? docSTAR helps global enterprises automate document driven business processes resulting in a reduction in operational costs, increased productivity and a rapid ROI The need for document management is typically driven by one or more of these corporate objectives: Efficiency and cost reduction goals to improve competitiveness Need to be more responsive and improve customer service Need to be more compliant with better record retention policies Need to automate a business process to create greater operational efficiency Need to “Do more with less” by increasing productivity Our mission is to help our customers automate their paper-driven business processes to achieve efficiencies and improve business effectiveness. We serve customers in virtually every industry including: Insurance Financial Services Manufacturing Real Estate Retail Government Healthcare and Legal, to name a few. For example, many manufacturing organizations like Saint Gobain, a $40B manufacturer of building materials uses docSTAR to automate their accounting and sales order entry processes to improve efficiency, increase payment cycle time and increase productivity. Galpin Motors, the largest Ford dealer in the world, uses docSTAR to manage their deal jackets and repair orders to improve the overall car buying experience for customers. Governmental agencies use docSTAR to manage vital records and historical documents so they can better serve their constituents and achieve state required certification for Archive and Records Management. A large number of insurance organizations and agencies, uses docSTAR to manage policy applications and associated client documents to improve turnaround time, increase efficiency and reduce costs. These are just a few examples of how docSTAR assists organizations in meeting their objectives. Customers are willing to invest significant dollars because of the value that docSTAR ECM offers. As an example, for AP Automation, the average deal size starts at about $25,000 but can quickly grow given customer requirements – especially if Intelligent Data Capture is needed. AP Automation solutions with IDC are typically $50,000 or higher. docSTAR has closed approximately 15 6-figure deals in recent history. This clearly demonstrates the high value that docSTAR ECM brings to the marketplace.

What is docSTAR ECM? Capture Classify Store and Retrieve Collaborate Dispose docSTAR ECM is a powerful, easy-to-use, comprehensive enterprise content management & process automation solution Designed to help manage and process documents and associated content in a secure environment Document Life Cycle docSTAR ECM is a powerful, easy-to-use, comprehensive enterprise content management & process automation solution designed to help manage and process documents and associated content in a secure environment throughout their document life cycle. docSTAR ECM provides the ability to easily capture content either by scanning, importing, pushing documents from Office or electronically saving documents into the solution. Once captured, documents can be managed by Content Type and the solution automates the classification process by recognizing barcodes, using zonal OCR and data linking into other application to eliminate duplicate data entry and keystrokes. With the powerful searching methods provided with docSTAR ECM, it is easy and quick to find information in a variety of ways using either Quick Search, metadata searches or by searching folders. Once content is managed by docSTAR ECM, users can collaborate in workflows reducing cycle times and increasing the accuracy of transactions. And finally, you can define Retention Policies to determine how documents should be disposed at the end of their defined life cycle.

docSTAR ECM Architecture Designed for the Web Thin client – all major browsers supported Mobility; All major tablets and smartphones supported Capture, Store, Retrieve, Collaborate Scanning and importing of any content type Automated distributed or centralized capture Intelligent Data Capture (OCR, Forms recognition and classification) Securely store documents with retention policies and automated filing instructions Rapid Searching (keywords, folders, full-text and “Google”-like) Content Viewer w/annotations Rules-based, graphical Workflow for process automation Packages Versioning (Check-in, Check-out) “print to eclipse” electronically Electronic Forms (E-Forms) First and foremost, docSTAR ECM is designed for the Web. All major browsers, tablets and smartphones are supported – We realize that your mobile workforce needs to stay connected. docSTAR ECM can manage any type of content – scanned documents, PDFs, Office files, faxes, emails, voice messages, photographs, etc. The docSTAR ECM Content Viewer let’s you view and handle digital files much like you would with paper. You can easily view, annotate, print and email documents. Searching in docSTAR ECM is very FAST. You can search by index values, keywords and even the content of documents. We use the same search engine as many of the most popular, high-traffic websites like Netflix, Stubhub!, Ticketmaster, eBay, eTrade, Best Buy, Zappos and Travelocity. Your content needs to be secure with the ability to place retention policies by document type so your documents can be managed and disposed of appropriately. The most valuable capability of docSTAR ECM is the ability to automate business processes. docSTAR ECM features rules-based workflow that can be configured graphically without requiring scripting or coding. Any administrator of the solution can create workflow processes. You simply drag event types onto the palette, connect them in sequence that you desire and then define the business rules for each event type. With docSTAR ECM Workflow, you can reduce errors and prevent tasks from falling through the cracks, create an environment where employees are more efficient and effective in completing their tasks and make processes more efficient by identifying and removing unnecessary steps. The most recently delivered module of docSTAR ECM is the Forms Module. With Forms, you can create any variety of business forms – including expense reports, requisitions, applications, work orders, change requests - and mange them electronically without creating and wasting any paper. It is truly eliminating paper at its source!

Smart AP Automation Expense and Invoice process automation Rules-based workflow for routing and matching Integration with ERP or Accounting systems Intelligent Data Capture Accounts Payable automation is docSTAR’s most popular user case. We offer solutions to automate the processing of invoices and expenses – depending on the level of automation desired. You can start with a simple ECM for AP solution that helps you route and manage approvals using the docSTAR ECM Workflow, based on how you match and approve these items today. You can add an integration to your accounting or ERP system to pull and push data as necessary. Finally, you can fully automate by adding intelligent data capture to classify documents and automatically capture data items from those documents (including line item details) that can be used to populate both your accounting or ERP system and docSTAR - eliminating costly errors associated with redundant data entry.

Benefits of automating A/P Increase productivity Reduce redundant coding and data entry Streamline invoice approval, coding, and matching Reduce or eliminate late payments Provide invoice inquiry self-service capability Improve vendor setup and management Reduce Field Sales time spent processing and managing invoices Enhance visibility and control of the entire process Provide an Enterprise Content Management (ECM) platform capable of handling growth requirements for the future Provide the ability to streamline current operations resulting in operational efficiency and cost-saving improvements There are numerous benefits to automating accounts payable processing – most notably to reduce costs and increase efficiency. Some of these benefits include: Lowering processing payments costs Improving cash flow Centralizing and streamlining processes to improve efficiency of invoice payment Improving overall health of the AP department through better control of cash flow and posting processes Accounts Payable managers love AP Automation because they can enjoy better visibility and control of their AP processes allowing them to better proactively manager their business.

HR – Employee Records Quickly process new applicants Route documents to the appropriate managers with electronic forms Easily onboard new employees with secure, built in workflows Securely store and manage employee files with digital folders that ensure separation of key HR documents Human resources creates dozens of pieces of paper for every employee. We have all gone through the new hire process – think of all the applications, background checks, insurance, employment and benefits forms – not to mention post-separation forms – that are created and managed manually. HR creates a lot of paper! With docSTAR ECM, you can quickly process new applicants and route documents through to the appropriate managers with electronic forms – ensuring the best applicants get the attention they deserve. Easily onboard new employees with secure, built in workflows to make sure the right people have the right information at the right time – and identify anything that’s missing. And maybe most importantly, securely store and manage employee files with digital folders that ensure separation of key HR documents like I-9s, medical records and other employee documents and manuals, making stressful audits a thing of the past.

Operational Areas that Benefit HR Service Employee Records: I-9 Compliance; (FMLA) Family Medical Leave Act ; (ADA) Americans with Disabilities; Compliance, Auditing Service Tickets: Repair Orders & Associated documentation; Customer Responsiveness Accounting (AP/AR) Sales Approvals: Purchase Requisitions/Orders; Vendor Invoices; Shipping/Receiving documents; Payment Information; Supporting Documentation Contracts and Sales Agreements; Supporting customer documentation Operations Legal Documents: Corporate Leases; Reports; Minutes; Public Relations; Space savings, Audits, Subpoenaed Records Manufacturing Order processing; Change orders; QC and Procedure documents It is important to note that docSTAR ECM is a robust, automation platform that can benefit any operational area in an organization. The solution is highly scalable and extensible. You can start in one operational area demonstrating business value quickly and then extend the solution to other departmental areas as needed leveraging the initial investment immediately. For example…[Read a couple of examples…]

** docSTAR Integration with Epicor ERP 10.1 and P21 coming Integrations Goal: Reduce Keystrokes; Optimize Business Processes; Enable Users to Make Informed Decisions ** docSTAR Integration with Epicor ERP 10.1 and P21 coming docSTAR provides integrations with various ERP, Accounting, other system of records. Most of our implementations include an integration with some business system. The goal of any integration is to: reduce keystrokes, optimize business processes and enable users to make informed decisions. We will be working hard in the coming months to bring to market an integration with Epicor ERP10.1 and P21. Watch for announcements soon!

Summary docSTAR ECM In summary, we offer robust and comprehensive enterprise content management and process automation software that is affordably priced for any size enterprise. docSTAR is easy to use and can be rapidly deployed either as a software license purchase on-Premises or in the Cloud. We thank you for your interest in docSTAR and we look forward to working with you to solve your document management and content productivity requirements.

Thank You docSTAR Astria Solutions Group 2165 Technology Dr. Schenectady, NY 12308 www.docstar.com The powerful, easy-to-use, comprehensive enterprise content management & process automation solution for any organization This concludes the docSTAR company and product overview presentation. Thank you for your participation! -------------------------------------------- Should you have any questions, please contact us.