1. Best Practices: AP Automation for GP Dan Thomson
Territory Manager –Southeast and Caribbean

2. em•pow•er verb | əmˈpou(ə)r | Give your team the AP Automation tools they need to work smarter.

3. Agenda Who is DocStar What is AP Automation
DocStar: Best Practices in AP Automation
What Makes a Successful Implementation
Questions

4. Who is DocStar

5. DocStar in the GP Community
GPUG Summit Platinum Sponsor
GPUG Amplify Platinum Sponsor
GPUG Annual Chapter Sponsor
GPUG ISV Partner
MSDynamicsWorld Sponsor
Microsoft Partner
DocStar is tightly integrated with GP
We are invested in and committed to the Dynamics communities into the future
Visit us at GPUG Summit. Attend our Partner Solutions Showcase on Wednesday at 10 AM and our private event Wednesday evening at Copper Blues.

6. DocStar
Leading Enterprise Content Management and Process Automation software company founded in 1996
VERY senior in the process automation space
Flexible deployment model
Software License purchase (on-premises)
Cloud or Application Hosting
Feature rich solution configured to your organization

7. DocStar
Thousands customers across all industries

8. DocStar Primary Use Case Focus Enterprise Content Management needs
AP Automation
HR/Employee Records
Corporate Governance Documents
Sales Order Entry
Forms Automation

9. First question ($50 gift card)………… What year was DocStar formed?

10. What is AP Automation

11. So Many Terms!!! Document Scanning
Enterprise Content/Document Management
AP Automation (Document Automation)
Electronic Forms and Data

12. What is Enterprise Content Management
Capture
Classify
Store & Retrieve
Rules Based Workflow
Dispose
Manages Complete Document Life Cycle
Rules-based Process Automation
Single location for all documents

13. Top Challenges for AP Departments

14. "Beware of monotony; it's the mother of all deadly sins
"Beware of monotony; it's the mother of all deadly sins." -Edith Wharton

15. What is AP Automation Streamline the AP Invoice processing workflow
How it helps
Increase productivity, accuracy, and timeliness
Greater Visibility and Control
Control Costs
Where it impacts
AP Invoice Capture and Data Extraction
Validation and Exception Handling
Routing and Approval
GP Data Population
Reclaim Early Pay Discounts

16. Best in Class Metrics

17. Components of AP Automation - Capture
Various invoice sources & formats
Copier
Scanner
Input quality
PDF
Clean Mail
Multi-part NCR
Vendor cooperation
Individual vs. Batch Capture

18. Components of AP Automation - Indexing
Data entry moved to front of the process
What data points are needed?
Manual vs. Automatic (IDC)
Retrieve data from other sources
The “Trade Offs”: Time, Accuracy and Cost

19. Components of AP Automation - Workflow
Rules based branch logic
Business rules
Oversight/load balancing
Automatic escalation
Audit Trails for allow process evaluation
Retention monitoring

20. Components of AP Automation - Integration
Print from GP to DocStar
Validate Data
Perform 2 & 3 way matching using data in GP
Eliminate redundant data entry by sharing data with GP
Retrieve documents directly from your GP system

21. Second question ($50 gift card)………… What is the number one challenge for AP departments?

22. DocStar: Best Practices in AP Automation

23. Non-PO Based AP Workflow

24. PO Based Workflow

25. Simple Interface

26. GP data mismatch alerts

27. Quick and powerful searches

28. Reports

29. GP Integration

30. What makes a successful implementation?

31. Strategies for success
Make the business case for AP automation
Collaborate with all affected stakeholders
Follow the lead of the Best-in-Class on processing
Examine scan-and-capture & document management as a first step toward full automation
AP metrics matter – identify and track the key financial, operational, and supplier indicators

32. Select a vendor
“We never had a problem. In fact, DocStar has been there to answer every question. They have certainly become a solid partner in our ongoing growth.”
— Sterling Energy Company

33. Questions

34. Contact us for a personalized consultation and demo for your company
Dan Thomson

35. Third question ($50 gift card)………… What is my email address?