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Published byArlene Day Modified over 8 years ago
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THE LEADER IN MID-MARKET ENTERPRISE DOCUMENT MANAGEMENT SOLUTIONS A Day in the Life of a Paperless Office Presented by: NAME Sales Director, ______ Region
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How do you store documents today? File CabinetNetwork File Share Software
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What is Document Management? Imaging System Workflow Engine Output Automation Tool Advanced Business Tool
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INTEGRATED DOCUMENT MANAGEMENT OVERVIEW
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Document Management Through the Eyes of Your Team Document Management Through the Eyes of Your Team
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Self Service Document Access Timely Approvals Eliminating Paper Filing Minimizing Data Entry AP Clerk – Key Concerns
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Instead of walking to a file cabinet or calling the AP Clerk… Employees can search for documents from their desktops. “How can you help me… Give everyone access to the documents they need?”
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Demo Distribution Company
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“How can you help me… Get approvals faster?”
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“How can you help me… minimize data entry?”
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Getting Invoices Out Quickly & Easily Accessing Backup Documentation Improved Customer Service Accounts Receivable – Key Concerns
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AR Automation Automatically send documents with backup Automatically bring documents together and send to printer, customer or vendor “How can you help me… Automate invoice delivery?”
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SENT ACCORDING TO RECIPIENTS’ PREFERENCE
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Visibility Managing to the Exception Making Better Use of Staff’s Time Improved Accuracy Accounting Manager – Key Concerns
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“How can you help me… Gain better visibility?”
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“How can you help me… Make better use of my staff’s time?” Copy Route Manually File Search for Paper Print Paper Process
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“How can you help me… Make better use of my staff’s time?” Paperless Process Route Automatically Search from Desktop Electronically Capture
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Acknowledgement Purchase Order AP Check Packing Slip Vendor Invoice Open Order File Paper-Based Accounts Payable Process 2 3 4 1 Closed Order File Copy 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy File original Manually route for approval File original 5 Copy 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy Invoice Approver AP Processor Receiver
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Decreasing Costs Productivity Gains Lower DSO (Days sales outstanding) Simplified Auditing CFO/Controller – Key Concerns
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“How can you help me… Cut costs? Improve productivity?” Cut paper, copying & filing costs Eliminate off-site storage and retrieval fees Grow without adding headcount Reallocate time for strategic initiatives
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Give auditors access from a desktop to: Documents for review Documents for review Sophisticated activity reports Sophisticated activity reports No more hunting down documents. “How can you help me… Simplify audits?”
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Better Security of Confidential Employee Documents Streamlined On- boarding/Termination process Certification Expiration Human Resources – Key Concerns
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User-based Security Filters by Company Document Type Property Values “How can you help me… Improve Document Security?”
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Configurable Security
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“How can you help me… with New Employee On- Boarding?”
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IT Project with Strong ROI Built on Microsoft Standards Disaster Recovery Workflow Delegation Minimal Support Required Director of IT – Key Concerns
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“How can you help me… with Workflow Delegation?”
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Document Management Document Management For Your Industry Document Management Document Management For Your Industry
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Purchase Order Delivery Receipt Traveler Lot Tracking QA Finished Product Electronic Review, Approval, Tracking and Delivery Manufacturing
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Distribution Tracking Supporting Documents Quick Access to Documents Self-Service via Web and Smart Client Creation of Shipping or Invoice Packet
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Field Services Better Communication with Geographically Dispersed Teams Expedited Billing Process Compliance Requirements
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Document Access from Your Mobile Device
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Electronic Forms From the Field
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INTEGRATED DOCUMENT MANAGEMENT OVERVIEW
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Thank you! For more information please contact: Altec 800.997.9921 x1224 doclinksales@altec-inc.com
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