Day in the Life of a Paperless Office Business Technology...

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



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



EMAIL APPROVALS DELEGATE WORKFLOW AUTHORITYWHILE AWAY

CODING WITHIN GL SMART FORM

AP PROCESSOR –ERPs

SAMPLE OF ANNOTATIONS

KEY BENEFITS: SIDE-BY-SIDEAP Processor



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



“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



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

Day in the Life of a Paperless Office Business Technology...

Documents

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