Sage Insights 2015 Electronic Document Management for Sage ERP X3 Presenters:Sarah Acton-Hughes Richard King

Introducing V1

► V1 is a global provider of business automation software that enables both public and private sector organisations to streamline their business processes. ► Our product suite includes solutions for document management, expenses management, electronic payments, professional services automation and learning and training management.

Strong Partnership with Sage

Strong Partnership with Sage and the Sage Channel ► Have been working with Sage and Sage business partners for over 20 years ► Currently 1,000+ Sage customers are using V1 Document Management software ► Including 200+ Sage ERP X3 sites globally ► Working with 60+ Sage business partners + Op Co’s ► Tight integration with Sage 300, Sage 1000 and Sage ERP X3 (and many other Sage products globally) ► First third-party product approved by Sage for the new Sage ERP X3 Certified Solution Programme

A selection of Sage customers

Our Solutions

V1 Document Management Portfolio Electronic Document Management (EDM) Automatic Data Capture Document Authorisation Output Management

V1 Purchase Invoice Automation Electronic Document Management (EDM) Automatic Data Capture Document Authorisation Output Management Scan paper invoices Import PDF invoices Read invoices with OCR Route queries for approval Update Sage

► Manual invoice data entry is expensive ► Paper approvals are protracted and time consuming ► AP spend a lot of time chasing approvers and sending copies ► Paper filing is labour-intensive and error prone ► AP bear the burden of managing this process Purchase Invoices - Challenges

Typical Paper Based Process ReceiveDistributeRegisterApprovalPostFile Paper invoices ed invoices Invoices shared in AP Invoices printed Invoice data entry into invoice register Invoices photocopied Invoices physically sent Approved, coded, and returned to AP Transaction updated in finance system and posted for payment Invoices filed physically AP staff retrieve and re-file invoices when required

Automated Solution Process ReceiveCaptureRecogniseMatch / ApproveArchivePost Paper invoices ed invoices Scan paper invoices Invoice data automatically recognised and validated Invoices matched to orders or approved Invoice images archived Invoices posted

Customer Service Excellence

V1 Customer Service Excellence ► V1 employs six support staff including a manager, liaison officer and consultants ► Backed up by development and Professional Services teams trained in Sage technology (Sage ERP X3, Sage 1000, Sage Line 500, Sage 300, Sage 200, Sage 50) ► Customer Service Excellence ► Service Handbook published to all partners ► SLA monitoring ► Continuous improvement process ► In 2014 the support team received 6,170 calls, resolving 6,163

Customer Service Excellence Case Study SMEG - Société Monégasque de l'Electricité et du Gaz Sage ERP X3 V7 early adopter with EDM ► The problem ► New requirements for barcode printing – essential for customer ► What we did ► Sage engineer on site contacted V1 directly and through the channel of escalation the issue was identified and resolved in the same day. ► New barcode solution implemented and tested on test environment prior to being deployed on customer site. ► The outcome ► Customer now prints barcodes with additional information from any work station through Sage ERP X3 V7 ► Barcode printing is an essential part of the EDM solution ► The same EDM solution works for both V6 and V7 as standard

Customer Service Excellence Case Study Penn Union Sage ERP X3 V6 customer in USA with EDD ► The problem ► New requirements for several BCC addresses when sending s through EDD and enhanced logging – essential for customer ► What we did ► V1 responded to Sage partner’s request and contacted the customer with the Sage partner to collect the requirements ► Solution deployed within 48 hours to customer test environment ► The outcome ► 48 hour turn around, makes EDD a better product ► The enhancements delivered to Penn Union are now in the standard EDD product

Software Demonstration

Summary of Benefits Gained Efficiency - Cost and time savings Effectiveness - Streamline processes and provide better information Employees – Improved working experience for end users Information – Increased visibility of approval process and liabilities

Q & A

► See us in the Exhibition Area ► Partner Agreement ► Training ► Demo Software ► Collateral ► Support ► Webinar ► Localisation assistance Next Steps

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