DOCUMENT MANAGEMENT AND WORKFLOW: ENHANCED PRODUCTIVITY AND COST SAVINGS with doc-link™ Presenter: Peri Lynn Silkwood, Altec

2 AGENDA What is Document Management? Key Business Drivers for Document Management Where Document Management Can Be Deployed doc-link Components Overview The doc-link Difference

3 WHAT IS DOCUMENT MANAGEMENT? Capture Workflow Distribute Retrieve

4 KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT Macro level 1.Maximize efficiencies 2.Enhance customer service 3.Cut costs 4.Maximize use of existing resources 5.Manage and protect sensitive information 6.Disaster recovery/business continuity

5 KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT Micro level 1.High courier service bills 2.Approval delays 3.Document transportation delays 4.Lack of immediate access to mission-critical documents 5.Lost/misplaced documents 6.Time consuming document research/retrieval 7.Costly & intrusive annual audits 8.Lost opportunity to take advantage of early pay discount 9.Long, laborious closing cycle times

6 REAL LIFE EXAMPLES (Paper Movement) National restaurant company (46 locations) $150,000 in shipping/courier charges

7 REAL LIFE EXAMPLES (Paper Storage) NYC Company $118,000 in file cabinet square footage

8 REAL LIFE EXAMPLES (Cost Reduction) Southern California non-profit company 25% reduction in annual audit bill

9 REAL LIFE EXAMPLES (Increased Efficiencies) Southwestern investment firm expanded operations Saved $48,000 salary

10 WHERE DOCUMENT MANAGEMENT CAN BE DEPLOYED -- ENTERPRISE Accounting Legal Human Resources Sales Marketing

11 WHERE DOCUMENT MANAGEMENT CAN BE DEPLOYED -- INDUSTRY Transportation/Distribution Invoices, proof of delivery, checks Manufacturing Warranties, QA certifications, shipping docs Healthcare Bills, disclosures, lab results, patient info, HIPAA Hospitality Receipts, invoices, checks Public Entities/Municipalities Agendas, maps, deeds, ordinances Education Resumes, applications, financial aid, transcripts Real Estate Services Loan docs, title records, disclosure, appraisals

12 DOCUMENTS CAPTURED INTO doc-link

13 ROUTING & DISTRIBUTION Ad hoc retrieval and routing Automatically schedule and route documents Multiple/varied delivery methods and formats

14 WORKFLOW Route documents electronically to appropriate departments or individuals to expedite the approval process Automates approval of a paper-based processes Approval stamps indicate by whom and when a document was approved Allows for full visibility to document status and history

15 SEARCH AND RETRIEVAL Scan and capture data into document repository Index documents for quick and easy search and retrieval Ad-hoc viewing and routing from the desktop Integrated systems allow for capture directly from third party software system

16 INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

17 THANK YOU! For more information please contact: 1)Gia Lane at RKL 2)Altec (x1255) Next Step: Arrange for a review of individual company requirements and personalized live product demonstration