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2016 Amtech User Conference
GoPaperlesswithDocLinkforAmtechLauraLechien,Altec &DarrenArtillio
Weliveinaworldofinstantaccess...
…sowhyisithardtofindanythingatyouroffice?
ChallengesAmtech UsersExperience
Silosofbusinessdata
Inabilitytomaximizeprofits
Manualdocumentdistribution
Customerservice
satisfactionLackofvisibility,security,&compliance
WhatisDocLink?
DocLink SMARTFORMS
capture search&retrieve workflow automateddelivery
ConstructionServicesContractor
2+milliondocumentsinDocLink
CustomerEvidence:ImmediateAccess
CustomerEvidence:PaperStorage
MidwestManufacturer
$85,000 instorage/retrievalcharges
Government&educationsoftwaredeveloper
$11,000 annuallyinpostageonly
CustomerEvidence:DeliverySavings
CustomerSuccesses
DocLink userswhoalsouseAmtech haveexperiencedmultiplebenefitsovertheyears
CustomerStory:PacificSouthwestContainer
• WhatmadePacificSouthwestContainerlookintodocumentmanagement?• WhereareyouusingDocLinkandhowhasitimpactedyourbusiness?• WhatareyourfutureplanswithDocLink?
ChallengesAmtech UsersExperience
Silosofbusinessdata
Inabilitytomaximizeprofits
Manualdocumentdistribution
Customerservice
satisfactionLackofvisibility,security,&compliance
RobustCaptureCapabilities
Automatecapture(email,fax,scan,barcode,OCR)&indexing
LeverageexistingAmtech data
Reducehumanerrorbyminimizingdataentry
Supportmulti-locationworkforce
StandardDocumentsCaptured
• OutboundDocuments• Quotes• Estimates• OrderAcknowledgments• Invoices&Credits• PurchaseOrders
• InboundDocuments• ScannedFactoryTickets(backfromproduction)• ScannedDeliveryReceipts• APInvoices
StandardDocumentsCaptured
• Printcapturetechnologyeliminatesprintandscanroutinesforoutbounddocuments
• In-bounddocuments(SignedDeliveryReceipt)canbebar-codedforscanning
• Usedanywherewithanysoftwarethatgeneratesaprintfile• Predefinedstoredprocedures&SQLstatementsembeddedinthe
documentwillfetchdatafromImaginertoindexdocuments
OutboundDocumentsCaptured- Quote
• Multipledataelementscaptured
• Cansearchanyelement
• Canlinkdocumentsoncommondataelements
InboundDocumentsCaptured-FT&BOL
Self-ServiceDocumentAccessthroughMultipleDevices
RetrieveDocuments
SeamlessintegrationbetweenDocLink andAmtech allowsdataflowside-by-side
DocLink ERP
EnterpriseIntegration
APApproval&WorkflowProcess
•WhenopeningupAP- InvoicesareautomaticallypresentedforVouchering• APEntryinImaginera willupdatedisplayedInvoiceswithAPtransactioninformation• Documentwillbemovedtoa“Invoiced”Status• RetroIndex'scanbeappliedtoupdatetheInvoicew/CheckInformation
EnhanceAPInvoiceProcessing
APApproval&WorkflowProcess
• OptionalApprovalWorkflowscanbeimplemented• Invoicesflaggedwithadiscrepancycanberoutedforapprovaltothebuyers• Rulescanbecreatedtoroute“high-value”invoicestoexecutivesforapprovalandpayment
APApproval&WorkflowProcess
ApprovalsfromYourMobileDeviceandEmail
EasyExecutiveApproval
ChallengesAmtech UsersExperience
Silosofbusinessdata
Inabilitytomaximizeprofits
Manualdocumentdistribution
Customerservice
satisfactionLackofvisibility,security,&compliance
AutomatedDelivery
Automatethroughpreconfiguredroutingrules
Attachallbackupdocumentationforonesend
Customizemethodofpreferreddistribution
Specifydeliveryschedule
AutomatedDocumentDistribution-Invoice
• Storageonly,• Print• Faxed• Emailed• Linked
Documents• Leveragecontacts,types,andemailaddressedfromImaginera
ChallengesAmtech UsersExperience
Silosofbusinessdata
Inabilitytomaximizeprofits
Manualdocumentdistribution
Customerservice
satisfactionLackofvisibility,security,&compliance
Company
Department
DocumentType
PropertyValues
SECURITY
COMPLIANCE
Giveauditorsaccessto:• Documentsforreview• Sophisticatedactivityreports
Nomorehuntingdowndocuments.
ChallengesAmtech UsersExperience
Silosofbusinessdata
Inabilitytomaximizeprofits
Manualdocumentdistribution
Customerservice
satisfactionLackofvisibility,security,&compliance
CustomerServiceSatisfaction
Electronically“staple”documentstogether
Viewaggregateddocumentsinasingleview
Indexandretrievesignedbillsoflading
Trackandsendcrucialdocumentstocustomers
Imaginera Integration
Quotes
Invoices
AcctPayables
AcctReceivable
CustomerServiceSatisfaction-LinkedDocuments
ChallengesAmtech UsersExperience
Silosofbusinessdata
Inabilitytomaximizeprofits
Manualdocumentdistribution
Customerservice
satisfactionLackofvisibility,security,&compliance
Cutpaper&officesupply
costs
Eliminateoff-site
storageandretrievalfees
Growwithoutadding
headcount
Reallocatetimeforstrategicinitiatives
WhyDocLink?
world-classproducts
rapidimplementations
outstandingcustomersupport
Question & Answer
ThankyouforyourtimeLauraLechien& DarrenArtillio
