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Brian Hinson Account Executive Deni Beale-Cribbs Professional Services Manager K-12 & Local Government Who are we?

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Presentation on theme: "Brian Hinson Account Executive Deni Beale-Cribbs Professional Services Manager K-12 & Local Government Who are we?"— Presentation transcript:

1 Brian Hinson Account Executive Deni Beale-Cribbs Professional Services Manager K-12 & Local Government Who are we?

2 Based in Columbia, SC Focused on the development, implementation and support of enterprise content management and workflow solutions Founded in 1994 Formally incorporated as a separate entity in 1998 Privately held software developer that redefine business processes and workflow, eliminating the need for paper and improving productivity Who is Softdocs?

3 Currently serve approximately 610 customers across 39 states 30% have been customers for over 10 years 52% for over five years 76% are in the education marketplace Education customers range in size from approximately 500 to over 60,000 students average annual customer retention rate 99.7 %

4 Document Imaging Options: Hugging trees to meet your needs… Implementing a Paperless Business Office Doc e Serve Doc e ScanDoc e Fill

5 Finance Payroll Student Services Transportation HR

6 Requisitions & Purchase Orders Pending PO Copy of Requisition sent to Doc e Scan and files in vendor drawer Copy of PO sent to assigned printer PO data received & processed in Doc e Serve Job sent to eDelivery for fax & email Existing ERP Pending Req

7 Receiving & Invoice Approval Pending Invoice Copy of Invoice and AP Approval form sent to Doc e Scan and files in vendor drawer Existing ERP PDF

8 Existing ERP Run AP Check Proof Report Run AP Proof Report AP Check Proof with Matching AP Checks printed on network printer Print AP Checks to Doc e Serve using ERP Print Checks Process Now sit back, relax and watch… Copy of AP check sent to Doc e Scan and filed in vendor drawer

9 Within Doc e Scan Vendor Drawer AP check folder Requisiti on Purchase Order Invoice AP Check Cabinet Auto-Magically Check-Matchery

10 Paperless Audit Anyone? Journal Entries Reports Check Packets Cash Receipt

11 Clic k Prin t Softdocs On Demand School/Work Home ERP Payroll Process “Print” Payroll.PDF per employee Index info Your Doc e Fill website

12 “I love Softdocs. I love being able to say ‘this is what I need to do’ and [they] come up with a solution.” Alicia Fitzpatrick System Bookkeeper Madison County Schools, GA “The system is working great and we went through our first audit with it. The auditors loved it and so did I. I didn’t have to pull anything for them!!” Nathalie Brunell, Director of Accounting Bentonville School District, AR www.softdocs.com Need More Info?

13 AP Approval Paperles s POs Travel Requests Teacher Contracts Requisition s FINANCEFINANCE Expense Reports Fund Transfer Req


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