DOCUMENT MANAGEMENT AND WORKFLOW:ENHANCED PRODUCTIVITY AND COST SAVINGS with doc-link™

Presenter: Peri Lynn Silkwood, Altec

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AGENDA

• What is Document Management?

• Key Business Drivers for Document Management

• Where Document Management Can Be Deployed

• doc-link Components Overview

• The doc-link Difference

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WHAT IS DOCUMENT MANAGEMENT?

CaptureWorkflowDistributeRetrieve

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KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT • Macro level

1. Maximize efficiencies

2. Enhance customer service

3. Cut costs

4. Maximize use of existing resources

5. Manage and protect sensitive information

6. Disaster recovery/business continuity

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KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT

• Micro level

1. High courier service bills2. Approval delays3. Document transportation delays 4. Lack of immediate access to mission-critical

documents 5. Lost/misplaced documents

6. Time consuming document research/retrieval

7. Costly & intrusive annual audits

8. Lost opportunity to take advantage of early pay discount

9. Long, laborious closing cycle times

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REAL LIFE EXAMPLES (Paper Movement)

National restaurant company (46 locations)

$150,000 in shipping/courier charges

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REAL LIFE EXAMPLES (Paper Storage)

NYC Company

$118,000 infile cabinet square footage

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REAL LIFE EXAMPLES (Cost Reduction)

Southern California non-profit company

25% reduction in annual audit bill

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REAL LIFE EXAMPLES (Increased Efficiencies)

Southwestern investment firmexpanded operations

Saved $48,000 salary

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WHERE DOCUMENT MANAGEMENT CAN BE DEPLOYED

-- ENTERPRISE

• Accounting• Legal • Human Resources• Sales• Marketing

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WHERE DOCUMENT MANAGEMENT CAN BE DEPLOYED

-- INDUSTRY• Transportation/Distribution

• Invoices, proof of delivery, checks

• Manufacturing • Warranties, QA certifications, shipping docs

• Healthcare • Bills, disclosures, lab results, patient info, HIPAA

• Hospitality • Receipts, invoices, checks

• Public Entities/Municipalities • Agendas, maps, deeds, ordinances

• Education • Resumes, applications, financial aid, transcripts

• Real Estate Services • Loan docs, title records, disclosure, appraisals

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DOCUMENTS CAPTURED INTO doc-link

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ROUTING & DISTRIBUTION

• Ad hoc retrieval and routing

• Automatically schedule and route documents

• Multiple/varied delivery methods and formats

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WORKFLOW

• Route documents electronically to appropriate departments or individuals to expedite the approval process

• Automates approval of a paper-based processes

• Approval stamps indicate by whom and when a document was approved

• Allows for full visibility to document status and history

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SEARCH AND RETRIEVAL

• Scan and capture data into document repository

• Index documents for quick and easy search and retrieval

• Ad-hoc viewing and routing from the desktop

• Integrated systems allow for capture directly from third party software system

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INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

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THANK YOU!

For more information please contact:

1) Gia Lane at RKL

2) Altec

800-997-9921 (x1255)

doclinksales@altec-inc.com

Next Step:

Arrange for a review of individual company requirements and personalized live product demonstration