1. Going Green & Saving Green With DocLink THE LEADER IN MID-MARKET ENTERPRISE DOCUMENT MANAGEMENT SOLUTIONS Presented by Tiffany Campbell, Altec

2. ~ Altec Background ~ What is Document Management & Why is it Needed? ~Doc-Link Overview/ 4 Pillars ~Enterprise Solution ~ Next Steps Agenda

3. Celebrating our 30 year anniversary Entered integrated document management market in 2000 Exclusive Endorsed Sage Solution for document management (X3) Over 3000 customers to date About Altec

4. What is document management? File CabinetNetwork File Share Software

5. What is DocLink?  Imaging System  Workflow Engine  Output Automation Tool  Advanced Business Tool

6. INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

7. Capture

8. Capture Tools External Documents INDEX

9. Capture Process – Internal Documents ERM Save to Repository

10. Access & Share Output

11. Demo Distribution Company

14. DISTRIBUTION AND DELIVERY Ad hoc retrieval and routing Automatically schedule and route documents Multiple/varied delivery methods and formats

16. REPORTS AND DOCUMENTS CAPTURED/INDEXED FROM DYNAMICS

17. SENT ACCORDING TO RECIPIENTS’ PREFERENCE

18. Workflow

20. CENTRALIZED AP WORKFLOW

21. CFO APPROVER

22. Email Approvals

23. AP Processor Dynamics AX SIDE BY SIDE A/P INTEGRATION

24. GL DISTIBUTION STAMP SMART FORM FOR AX

25. GL DISTRIBUTION STAMP SMART FORM FOR DYNAMICS

26. SAMPLE OF ANNOTATION S

27. AUDIT AND TRACKING

28. Configurable & Scalable

31. doc-linkAdvanced Business Tools

32. Start with a blank canvas What’s Your Process?? Business Process Improvements

33. Streamline and structure business processes Easily create sophisticated forms Minimize data entry Gain visibility to documents throughout the process Execute a process without needing an ERP license Any Department…..Any Process!! SMART FORMS CAN HELP YOU…..

34. SMART FORM EXAMPLES Credit Card Expenses Expense Report Processing Check Request Purchase Requisition AP Check Review Human Resources New Employee Onboarding

35. Create Documents for Approvals and Storage

36. Requesting a check is a time consuming process….

37. Check Request Document Creation

38. Purchase Requisition Document Creation

41. I dread the 15 th of every month when I get that massive credit card bill…

46. Interested? Preliminary Pricing Deep Dive – FlowChart Your Process POC SOW THANK YOU!