Altec Document Management for Sage

Document Management Webcast - Altec

To Join the Audio: 1-650-479-3207

Access Code: 662 673 319

Walt GoodfieldSeptember 16th 2015

Focused. On you.

2

Tiffany CampbellSales DirectorAltec

Terry is an accomplished sales executive specializing in document management solutions and paperless office environments.

About Our Team

Rachel RoselliCustomer Account Manager – West RKL eSolutions

Rachel is your dedicated point-of-contact at RKL eSolutions for your Sage and complimentary software licenses.

Gia LaneCustomer Account Manager – East RKL eSolutions

Gia is your dedicated point-of-contact at RKL eSolutions for your Sage and complimentary software licenses.

Altec Background

• Serve more than 2,800 firms in the Americas, EMEA, & Asia-Pacific

• 30+ years & based in Laguna Hills, CA with Development & Support Teams in Tacoma, WA

• Leading provider of integrated document management & workflow solutions

• Strong, collaborative partnerships with Microsoft Dynamics, Epicor, Sage, & SAP B1

File Cabinet Network File Share Software

How do you store your documents today?

ERM scan barcode import OCRemail & faxca

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search &

retrievemobilestore web

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integrationworkflow smart form toolkit

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Document Management Through the Eyes of Your Team

• Self-service document access

• Timely approvals

• Eliminating paper filing

• Minimizing data entry

AP Clerk – Key Concerns

“How can you help me…

Give everyone access to the documents they

need?”

Instead of walking to a file cabinet or calling the AP Clerk…

Employees can search for documents from their desktops.

Demo Distribution Company

“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

Accounts Receivable – Key Concerns

“How can you help me…

Automate invoice delivery?”

AR Automation

• Automatically send documents with backup• Automatically bring documents together and send to

printer, customer or vendor

• Visibility

• Managing to the exception

• Making better use of staff’s time

• Improved accuracy

Accounting Manager – Key Concerns

“How can you help me…

Gain better visibility?”

Copy

RouteManually

File

Search for Paper

Print

Paper Process

“How can you help me…

Make better use of my staff’s time?”

Route Automatically

Search from Desktop

Electronically Capture

Paperless Process

“How can you help me…

Make better use of my staff’s time?”

• Decreasing costs

• Productivity gains

• Lower DSO (Days Sales Outstanding)

• Simplified auditing

CFO/Controller – Key Concerns

Cut paper, copying & filing

costs

Eliminate off-site storage and

retrieval fees

Grow without adding

headcount

Reallocate time for strategic

initiatives

“How can you help me…

Cut costs? Improve productivity?”

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

All Emloyees – Key Concerns

Capture Costsonto YourMobile Device

• Built on up-to-date standards

• Disaster recovery

• Workflow delegation

• Minimal support required

• Strong security

Director of IT – Key Concerns

“How can you help me…

with workflow delegation?”

User-based Security Filters by

• Company• Document Type• Property Values

“How can you help me…

improve document security?”

• Expediting sales process

• Management of contractual agreements

Director of Sales – Key Concerns

“How can you help me…

expedite the sales process?”

Automatic Email Import Using Import Manager

doc-link

doc-link

doc-link

Import EmailAttachments from 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

Manufacturing

Purchase Order

Delivery Receipt

Traveler Lot Tracking

QA

Finished ProductElectronic Review, Approval, Tracking & Delivery

Version Control

Version Control

Customer Example:

Version Control

• Contracts passed between facilities and vendors as Word documents are modified along the way.

• Version control tracks all versions and editors.

Distribution

• Tracking supporting documents

• Quick access to documents

• Self-service via Weband Smart Client

• Creation of shipping or invoice packet

Document AccessthroughWeb Client

Field Services

• Better communication with geographically dispersed teams

• Expedited billing process

• Compliance requirements

Document Access from Your Mobile Device

Pre-populated lists

Required fields

Auto calculations

Electronic Forms From the Field

ERM scan barcode import OCRemail & faxca

ptur

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search &

retrievemobilestore web

acce

ss

integrationworkflow smart form toolkit

data managerpr

oces

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output supplemental docssend

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

For more information, please contact:

Phone: 800.997.9921 x1462Email: TiffanyCampbell@altec-inc.com

Or your RKL representative!

Thank You!

Contact RKL eSolutions for pricing, compatibility and consulting review for your assets and depreciation needs.

East Coast West CoastGLane@rklesolutions.com RRoselli@rklesolutions.com

717.735.1492 717.735.9131