1. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Content Management… Simply Better Best Practices in AP Automation JIM FLINK SENIOR SALES DIRECTOR Passionate | Responsive | Committed

2. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Quick Poll #1  How many in the room currently have an AP Automation or Document Management solution?  A. AP Automation  B. Document Management  C. Document Imaging/Scanning only  D. None

3. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Quick Poll #2  What is the most important factor to you in selecting an AP Automation solution?  A. Vendor  B. Cost  C. Implementation time  D. Product features

4. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Who is DocSTAR?  An award winning Workflow and Content Productivity software company founded in 1996  HQ in Schenectady, New York; Operations across U.S.  8,000+ customers; 145,000+ users in many industries  Known for robust, scalable, affordable solutions backed by a highly responsive customer support organization  Available either on-premises or in the Cloud

5. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed What we do for our customers  docSTAR helps global enterprises automate document driven business processes resulting in a reduction in operational costs, increased productivity and a rapid ROI

6. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed  We are passionate about and committed to solving your unique challenges.  We leverage a broad set of industry experience and integrated ERP software expertise to make your process easier, faster and better.  We create and deliver innovative and reliable solutions, supported by a highly responsive team.  We ensure immediate benefits and long term success through a proven collaborative process.  We are a Microsoft ISV Partner of more than 15 years. Our Values and Experience

7. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Quick Poll #3  How automated do you believe AP Automation can be?  A. No human interaction  B. Some human interaction  C. Heavy human interaction

8. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Basics of AP Automation  CAPTURE invoices from multiple sources: Scanner, Multi- Function Copier, Import, Email, Fax  INDEX invoices using: Invoice number, Vendor  name, PO number, Line item detail*  INTEGRATION to Dynamics GP for powerful automation  WORKFLOW for Matching, Routing, Review, & Approvals  CENTRAL REPOSITORY for Secure Archiving and Retention

9. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Capture – Best Practices  Various invoice sources & formats  Input quality  Vendor cooperation  Individual vs. Batch Capture  Centralized vs. Distributed Capture  “Intelligent” Data Capture

10. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Indexing – Best Practices  What is the impact of proper indexing?  Manual vs. Automatic (IDC)  The “Trade Offs”: Time, Accuracy and Cost

11. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Integration w/Microsoft Dynamics GP  Perform 2 & 3 way matching using data in Dynamics GP  Eliminate redundant data entry by populate transaction data into Dynamics GP through eConnect  Retrieve documents directly from your Dynamics GP system with embedded buttons

12. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Rules-based Workflow  Rules based branch logic  Business rules  Oversight/load balancing  Automatic Escalation  Simple, yet powerful workflow designer

13. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Matching, Routing, Review, & Approvals  Matching & rules based exception handling  Routing documents to the correct person  Review – can be automated or manual… or both  Securing Approvals in timely fashion  Audit trails help with process improvement and compliance

14. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Central Repository - Where do documents go?  To the Cloud or On-Premises  To a Retention Policy  To a Vendor Portal  To Other Applications/File Formats

15. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Quick Poll #4  What do you think your current processing cost per invoice is?  A. $5.00  B. $15.00  C. $25.00  D. $35.00

16. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed A/P Processing Costs- Where are you?

17. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed A/P Automation Benefits  Faster Invoice Processing / Increased productivity  Lowers Processing Costs  Reduces errors  Improved Vendor Relations  Improved Business Intelligence  Enhanced Security & Invoice Lifecycle Management

18. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Streamline AP Invoice Approvals

19. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Automatically Extract Information

20. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Streamline AP Invoice Review

21. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Retrieve your documents directly from GP

22. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Then View them in docSTAR eclipse

23. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Detailed drill-down reports

24. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Monitor key information with dashboards

25. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Costs and Justification  MS Dynamics GP Integration  Leverage existing equipment  Advanced “Smart Process” Solutions

26. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Where and how should I start?  What are your biggest challenges, bottlenecks and pain points?  What stage are you currently in?  Incremental improvement or complete overhaul?

27. WORK SMARTER www.docstar.com/ap Passionate | Responsive | Committed Contact docSTAR Jim Flink Sr. Sales Director jflink@docstar.com 518-836-2713 docSTAR Corporate www.docstar.com 1-888-362-7827 (1-888-docSTAR) Find docSTAR on LinkedIn, Twitter, Facebook, & Google+