Type less, save more – leveraging technology to eliminate data entry

Today’s Goal

Today’s Goal

A Little About Us• Founded In 1995 - TOTAL Focus On Advanced

Document Capture• More than 800 reseller locations worldwide and more

than 35,000 installs • Strong relationship with Marco spanning years and

many successful implementations

Product Introduction• Reduce Or Eliminate Keystrokes And Mouse Clicks– Boost Efficiency– Reduce Payback Period– Increase Return On Investment

• Ingestion Point Agnostic– Existing electronic documents in a network folder– Scanners– MFP’s

• Publish Data To Nearly Anywhere– Seamless Integration To M-files, SharePoint and 50+ other applications– Also Publish Data Into Line Of Business Applications

MIRIAH CASSIDY Director of Order Management

American Solutions for Business

The Business Challenge• American Solutions for Business strategic goal of double digit sales increase with

minimal payroll additions…

Holding ASB Back• Too much paper!

• Maintained large amounts of floor space for filing cabinets• Too many touches and opportunity for errors

• Lack of visibility into processes • Constantly asking, "Where is this invoice in the process? What is the status of this review?“

We needed:• Solution that can handle large volume of invoice processing

• Nearly 1.6 million documents/year• Integration with ERP platform (PeopleSoft)

Before

SortingRecords Department Piles

Demonstration Overview

After

Benefits from PSIGEN • Gained Efficiencies

• Three day reduction in order processing time • Reduction in over five touches per document• Near elimination of “lost invoices”• Peoplesoft voucher staging automation

• Stronger Supplier/Customer Relationships• Faster supplier turn around time- lost of prompt pay discount reduced by 50%• Partnership with suppliers to reduce paper USPS invoice receipt from 50% of overall invoicing

to under 5%, savings of $$ for both• Customer invoicing turned around 3 days faster • Sales Associate order processing 3 days faster

Benefits from PSIGEN • Employee Opportunities

• 7 entry level FTE elimination• Employee opportunities for higher level positions• Repurposing of staff inline with ASB’s objectives of double digit growth

• Ease of Use• Single FTE manages process• Hundreds of templates created• 2 day training for application owner back up

How Other Customers use PSIGEN

Invoices Insurance Claims Clinical Trial Results

Financial Records Insurance Policies Lab Notebooks

Banking Records Hospital Files Environmental Documents

Mortgage Files (CFPB) Credentialing Files Mail Room

Lease Files Medicare / Medicaid Open Enrollment Oil & Gas Documents

Student Transcripts Merger & Acquisition Documents Bound Books

Medical Files Corporate Meeting Minutes Checks

Personnel Files Board Meeting Records Expense Reports

HR Records Energy Documents Engineering Drawings

Microfilm Microfiche Aperture Cards

Speech Cigarette Packages Crime Photos

Royalty Files Well Logs Land / Lease Files

File Types – “Process-based”

3:00 – 3:45 PM BREAKOUT SESSIONSKONICA MINOLTABreakout Room: Guest Locker Room “What is your Print Transformation Strategy?”Emil Enstrom, Vice President of Enterprise Accounts

BARRACUDABreakout Room: Delta 360 Club“Protecting Data Everywhere”Rod Mathews, Senior Vice President and General Manager

Marco Breakout Room: Main Field“Uncovering the Cloud: Is it Right for You?”Steve Knutson, Chief Technology Officer and Vice President of Service

MITEL Breakout Room: Interview Room“Deliver a Flexible, Engaging Customer Contact Center Experience”Brian Spencer, General Manager – Contact Center