Post on 21-Mar-2018
Day in the Life of a Paperless Office Business Technology User Group 2017
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any document - any process - anywhere
Day in the Life of a Paperless Office Document Management and Workflow Automation
LAURA LECHIEN, ALTEC SALES DIRECTOR
We live in a world of instant access...
…so why is it hard to findanything at your office?
File Cabinet
Network File Share Software
HOW DO YOU STORE YOUR DOCUMENTS TODAY?
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery
SEAMLESS INTEGRATIONS
Uninterrupted, deep integration between DocLink and your ERP allows data flow side-by-side
DocLink ERP
Day in the Life of a Paperless Office Business Technology User Group 2017
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Property ManagementCompany – Tornado Hit
Zero data lost & nodelays for 100+ offices
Customer Evidence: Disaster Recovery
Firm expanded withoutadding new staff
$48,000 salary
Customer Evidence: Increased Efficiencies
Document Management Through the Eyes of Your Team
ACCOUNTS PAYABLE
Self Service Document Access
Timely Approvals
Eliminating Paper Filing
Minimizing Data Entry
DocLink
APPROVALSFROM YOURMOBILE DEVICEWEB AND EMAIL
Day in the Life of a Paperless Office Business Technology User Group 2017
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EMAIL APPROVALS DELEGATE WORKFLOW AUTHORITYWHILE AWAY
CODING WITHIN GL SMART FORM
AP PROCESSOR –ERPs
SAMPLE OF ANNOTATIONS
KEY BENEFITS: SIDE-BY-SIDEAP Processor
Day in the Life of a Paperless Office Business Technology User Group 2017
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ERM Capture Instead of walking to a file cabinet
or calling the AP Clerk…
Employees can search for documents from their desktops!
Demo Distribution Company
Construction ServicesContractor
4+ milliondocuments in DocLink
Customer Evidence: Immediate Access
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“I dread the 15th of every month when I get that massive credit card bill…”
SALES ORDER TO AR INVOICING
Processing and Tracking of Orders
Quick Invoice Delivery with Supplemental Document
Improved Customer Service
OUTBOUND DOCUMENTS CAPTURED- QUOTE
• Multiple data elements captured
• Can search any element
• Can link documents on common data elements
INBOUND DOCUMENTS CAPTURED-FT & BOL
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Government & educationsoftware developer
$11,000 annuallyin postage only
Customer Evidence: Delivery Savings
CHIEF FINANCIAL OFFICER
Drive Down Cost
Manage Compliance & Risk
Enterprise-Wide Solution
Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in storage/retrieval charges
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Give auditors access to: • Documents for review• Sophisticated activity reports
No more hunting down documents.
COMPLIANCE