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Manage the Process, Not the Paper – Document Imaging Solutions Presenter: Jonathan Morgan

Sage MAS 90 with Doc-Link

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As a Sage-endorsed solution by Altec, Doc-link electronically captures, routes and archives business documents and reports to help reduce handling costs and improve communication.In this presentation we demonstrate how Doc-link helps businesses decrease cycle times for monthly closes, reduces filing, faxing and searching for information and helps protect our environment.

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Page 1: Sage MAS 90 with Doc-Link

Manage the Process, Not the Paper – Document Imaging Solutions

Presenter: Jonathan Morgan

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Introduction

Jonathan Morgan• Sales Director – Southwest & Midwest Regions

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Agenda

Introductions Who is Altec? What is Doc-Link? Doc-Link Overview Q&A

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Who is Altec?Altec Products, Inc. publishes an Integrated Document Management solution called doc-link.

Founded as a division of Epicor in 1985 and taken private in 1994

Over 16,000 Print/MICR customers today

Over 1,400 doc-link installations today

Sage Exclusive Endorsed Solution for document management

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What is doc-link?CaptureWorkflowDistributeRetrieve …

doc-link extends the functionality of your accounting application

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Documents captured into doc-link

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Enterprise Report Management (ERM)

Print capture technology eliminates print and scan routines Used anywhere with any software that generates a print file Administrator training allows user to deploy technology

throughout the enterprise

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Documents Routed & Approved Through Workflow

!!

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Date

TimeAuthorization

OK!

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AP WORKFLOW

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CFO WORKFLOW

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Examples of Annotations

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AUDIT AND TRACKING

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Documents Distributed

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SENT ACCORDING TO RECIPIENTS’ PREFERENCE

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doc-link Overview

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Bundled Packages

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Document Management Benefits

ROI < 9 monthsEnsure business continuity through redundant electronic document repository

Reduce costs related to moving, storing and accessing documents

Reduce data entry by leveraging integration with ERP applications

Provide immediate access to documents and supporting detail

Streamline business processes by eliminating the paper

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Real Life Examples (Paper Movement)

National restaurant company (46 locations)

$150,000 in shipping/courier charges

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Real Life Examples (Paper Storage)

NYC Company

$118,000 infile cabinet square footage

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Real Life Examples (Paper Storage)

MidwestManufacturer

$85,000 instorage/retrieval costs

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Real Life Examples (Cost Reduction)

Southern California non-profit company

25% reduction in annual audit bill

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Real Life Examples (Increased Efficiencies)

Southwestern investment firmexpanded operations

Saved $48,000 salary

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Real Life Examples (“Going Paperless”)

UK based travel company eliminated paper from their business processes

“Going green”

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June Webinar

Topic: KnowledgeSync Day: June 21, 2011 Registration: www.bkdtechnologies.com/events

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BKD Technologies Help Desk

Sage Software – [email protected]

Monday – Friday, 8 a.m. – 5 p.m.Support Center toll free

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Contact Information

Robin Reeder

417.624.1065

[email protected]