View
184
Download
4
Category
Preview:
DESCRIPTION
From reduced physical storage to flexible retrieval and indexing, electronic document management can do more for your business than you might know. Learn how companies are controlling and streamlining document distribution, streamlining security and easily archiving data to reduce paper and get precious hours back their work days.
Citation preview
Laura Lechien, Altec
What does DOCUMENT MANAGEMENT mean?
File Cabinet
Network File Share
Software
What is Sage ERP Document Management?
• Imaging System
• Workflow Engine
• Output Automation Tool
• Advanced Business Process Tool
Executive Level
– Maximize efficiencies
– Enhance customer service
– Cut costs
– Maximize use of existing resources
– Manage and protect sensitive information
– Disaster recovery/business continuity
– Costly & intrusive annual audits
KEY BUSINESS DRIVERS FOR
DOCUMENT MANAGEMENT
Departmental Level
– High courier service bills
– Approval delays
– Transportation delays
– Lack of access to mission-
critical documents
– Lost/misplaced documents
– Time consuming document research/retrieval
– Lost opportunity of early pay discount
KEY BUSINESS DRIVERS FOR
DOCUMENT MANAGEMENT
Where Can Document Management Be Deployed?THROUGHOUT THE ENTIRE ENTERPRISE
Sage ERP Document
Management
Human Resources
Accounts Payable
Legal
Sales
Marketing
Customer Service
SEARCH AND RETRIEVAL
• Scan and capture into repository
• Index for quick and easy search and retrieval
• Desktop Ad-hoc viewing and routing
• Capture directly other software system
Demo Distribution Company
• Ad hoc retrieval and routing
• Automatically schedule and route documents
• Multiple/varied delivery methods and formats
• Route documents electronically to appropriate departments or individuals to expedite the approval process
• Automates approval of a paper-based processes
• Allows for full visibility to document status and history
• Approval stamps indicate by whom and when a document was approved
Email Approvals
Email Alerts
CFO
APPROVER
AP ProcessorExcluding Sage ERP 100 Adv/Prem
(MAS 200)
SIDE-BY-SIDE
GL SMART FORM
AP ProcessorSage ERP 100
SAMPLE OF ANNOTATIONS
Sage ERP Document ManagementAdvanced
Business Tools
•––––
•––––
Document Creation
Requisition
I dread the 15th of every month when I get
that massive credit card bill…
…More doc-link Advanced Business Tools
• Web App
• Electronic Form
• OCR Automation
• Sage Alliance Partner
• Enterprise DMS
• Unlimited Storage
• Tight Security
• Integration Tool
The Sage ERP Document Management Difference
• Content Storage
• Concurrent License
• Fully Expandable
• Standard H/W & 3rd Party Software
• 24/7 Support
The Sage ERP Document Management Difference
Recommended