GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Document Management Round Up Facilitated By: Zubin Gidwani | Dynamic Budgets

GPUG Summit 2011– Las Vegas Your Facilitator  Zubin Gidwani GP Customer for past 6 years  Maui Land & Pineapple Company, Maui HI – Outsourced filing cabinets scanning job to a partner Kofax stand-alone lookup system – Implemented EMC for ongoing manual indexing  Performance Building Services – Denver, CO – Implemented Altec doc-link advanced deployment for Wennsoft Service and Project  Established Altec-Wennsoft User Group  Exploring a Document Management SIG with GPUG

GPUG Summit 2011– Las Vegas Panel Participants

GPUG Summit 2011– Las Vegas Who’s in our Audience?  Wishing you had Document Management  Feeling you have outgrown your first approach  Actively Identifying Options  Final Due Diligence  Implementing  Round 1 complete, now what can else we do with our Investment

GPUG Summit 2011– Las Vegas Agenda  Overview of Document Management Offerings  Questions for the Panel  Q&A

GPUG Summit 2011– Las Vegas Broad Spectrum of Capabilities  Make It Searchable Outsourced Scanning Services - Archiving the filing cabinets  Lets Keep Doing This Internal Manual Indexing AP(Vendor, Date, $)  Lets Find It Easier Integrating with GP to minimize manual data entry & automagically retrieve numerous tags from the system  Lets Send it Around Workflows and Automations  Lets Simplify this Again… Streamlining with Barcoding, Fax Receiving, OCR…

GPUG Summit 2011– Las Vegas We simply print the invoices to document management. The System tags the document with the invoice number and looks up other invoice attributes. The documents route to a sales manager for review if they meet our watch criteria or queue up to be ed to the customers if they don’t need to be reviewed. Sample Workflow – Auto Routing

GPUG Summit 2011– Las Vegas We digitally print the AR statements to the document mgmt system. The system automatically tags the statements with the $ outstanding per aging bracket. We can query the document archive, sort the search results by highest dollars in oldest aging bucket. And then drill down to see the associated invoices and supporting service call details. Now the document archive empowers the customer service / billing inquiry staff Interactive AR Statement with drill down to supplemental Documents

GPUG Summit 2011– Las Vegas Users can drill-down from the AR statement to see a list of supporting documents, and pull up individual work orders and their supporting invoices and svc call/work order details to better respond to customer billing inquiries Interactive AR Statement with drill down to supplemental Documents

GPUG Summit 2011– Las Vegas Panel Participants / Subject Matter Experts CompanyPanelist AltecDoug Tanner ImageTagTara Jones MetafileBob Hawley PaperSaveTammy Bower Interactive Document Solutions (PN3) Derrick Hicks 5280 SolutionsTroy Kloberdanz

GPUG Summit 2011– Las Vegas Panel Question # 1  Product Information: – Product Name – Year Brought to Market – GP Install Base …

GPUG Summit 2011– Las Vegas Panel Question # 2  What do you us want to remember about you (in 3 minutes OR less)?

GPUG Summit 2011– Las Vegas Panel Question # 3  Industries Using Solution Today – – Sweet Spots – – Not Such Sweet Spots

GPUG Summit 2011– Las Vegas Thanks for joining us!  Please fill out your evaluation  CPE credit is available for GPUG Summit 2011  Follow-up questions?  See you in Houston at Convergence 2012 next March  See you in Seattle for Summit 2012  Browse out to for more information

GPUG Summit 2011– Las Vegas Feel Free to Contact Us!  Zubin Gidwani Dynamic Budgets