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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
ptur
e
search &
retrievemobilestore web
acce
ss
integrationworkflow smart form toolkit
data managerpr
oces
s
output supplemental docssend
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
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
e
search &
retrievemobilestore web
acce
ss
integrationworkflow smart form toolkit
data managerpr
oces
s
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: [email protected]
Or your RKL representative!
Thank You!
Contact RKL eSolutions for pricing, compatibility and consulting review for your assets and depreciation needs.
East Coast West [email protected] [email protected]
717.735.1492 717.735.9131
