sage erp document management by altec

THE LEADER IN

MID-MARKET

ENTERPRISE

DOCUMENT

MANAGEMENT

SOLUTIONS

Go Paperless with

Sage Document Management

Live Webinar:

We will begin shortly.

Today’s

Presenters

Mark UranzaSales Engineer

Altec

Sean Munzert Client Care ExecutiveNet@Work

Webinar Details

• Presentation is roughly 1 hour

• All phone lines are muted

• If anyone has any questions during this webcast –please type them in your question box located at the bottom of your webinar panel

180+ Business Technology Architects

and Consultants

IT Road Mapping

& Strategic Planning

Business Process Review

Ecosystem

BI, Analytics & Reporting

Cloud & IT

Managed Services

ERP/Accounting

Web Development & e-Commerce

Sister Company

Payment Processing

SWYPESister Company

CRM & Marketing

Automation

HRMS/Employer Solutions

Document Management

NonprofitSolutions

Managed Print Services

Sister Company

THE LEADER IN

MID-MARKET

ENTERPRISE

DOCUMENT

MANAGEMENT

SOLUTIONS

Go Paperless with

Sage Document Management

Presented by:

Mark Uranza, Sales Engineer

File CabinetNetwork File Share

Software

How do you store your documents today?

erm (print) scan barcode import ocremail &

fax

cap

ture

search &

retrievemobilestore web

access

integrationworkflow smart form toolkit data manager

pro

ces

s

outputsupplemental

documentssen

d

Document Management Through the Eyes of Your Team

• Self Service Document Access

• Timely Approvals

• Eliminating of Paper Filing

• Minimizing Data Entry

Key Concerns – AP Clerk

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?”

“How can you help me…

Get approvals faster?”

“How can you help me…

Minimize data entry?”

• Getting invoices out quickly & easily

• Accessing backup documentation

• Improved customer service

Key Concerns – Accounts Receivable

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?”

• Visibility

• Managing to the exception

• Making better use of staff’s time

• Improved accuracy

Key Concerns – Accounting Manager

“How can you help me…

Gain better visibility?”

“How can you help me…

Make better use of my staff’s time?”

Copy

Route

Manually

File

Search for Paper

Print

Paper

Process

Route Automatically

Search from

Desktop

Electronically Capture

“How can you help me…

Make better use of my staff’s time?”

Paperless

Process

• Decreasing costs

• Productivity gains

• Lower DSO (Days Sales Outstanding)

• Simplified auditing

Key Concerns – CFO

“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

Give auditors access from a desktop to: • Documents for review• Sophisticated activity reports

No more hunting down documents.

“How can you help me…Simplify audits?”

• Easier expense report submission

Key Concerns – All Employees

Capture Costsonto YourMobile Device

Capture Costsonto YourMobile Device

• Built on up-to-date standards

• Disaster recovery

• Workflow delegation

• Minimal support required

• Strong security

Key Concerns – IT Director

“How can you help me…

with Workflow Delegation?”

“How can you help me…

Improve document security?”

User-based Security Filters by

• Company• Department• Document Type• Property Values

• Expediting sales process

• Management of contractual agreements

Key Concerns – Sales Director

“How can you help me…

Expedite the sales process?”

Automatic Email Import Using Import Manager

doc-link

doc-link

doc-link

Import EmailAttachmentsfrom YourMobile Device

Store contracts and SOWs that are searchable and accessible across departments.

Assign to approval workflows.

“How can you help me…Manage contractual agreements?”

Document Management For Your Industry

Finished ProductElectronic Review, Approval, Tracking & Delivery

Version Control

Manufacturing

Version Control

Customer Example

• Contracts passed between facilities and vendors as Word documents are modified along the way.

• Version control tracks all versions and editors.

• Tracking supporting documents

• Quick access to documents

• Self-service via Web and Smart Client

• Creation of shipping or invoice packet

Distribution

Document AccessthroughWeb Client

Field Services

• Better communication with geographically dispersed teams

• Expedited billing process

• Compliance requirements

Document Accessfrom YourMobile Device

Electronic FormsFrom the Field

Pre-populated lists

Required fields

Auto calculations

erm (print) scan barcode import ocremail &

fax

cap

ture

search &

retrievemobilestore web

access

integrationworkflow smart form toolkit data manager

pro

ces

s

outputsupplemental

documentssen

d

Will You Take the Initiative?

Reach out to Altec toGo Paperless

Don’t forget to connect with Altec socially:

• Follow us on Twitter: @doclinkbyaltec

• Use #GoPaperless in your Tweets

• Linkedin.com/company/altec_553190

• Youtube.com/doclinkbyaltec

• http://blog.altec-inc.com

Any Questions?

Please type in your questions

Thank You!

800-719-3307

www.netatwork.com

netatwork.com/blog

Net@Work YouTube

Follow us on Twitter: @netatwork_corp

Follow Net@Work on LinkedIn

Follow Net@Work on Google+

Follow Net@Work on Facebook

Sean Munzert Client Care ExecutivePhone: 646.293.1781smunzert@netatwork.com