sage erp document management by altec
TRANSCRIPT
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
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
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Sean Munzert Client Care ExecutivePhone: [email protected]