altec document management for sage
TRANSCRIPT
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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.
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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.
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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
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File Cabinet Network File Share Software
How do you store your documents today?
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ERM scan barcode import OCRemail & faxca
ptur
e
search &
retrievemobilestore web
acce
ss
integrationworkflow smart form toolkit
data managerpr
oces
s
output supplemental docssend
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Document Management Through the Eyes of Your Team
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• Self-service document access
• Timely approvals
• Eliminating paper filing
• Minimizing data entry
AP Clerk – Key Concerns
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“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.
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Demo Distribution Company
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“How can you help me…
Get approvals faster?”
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“How can you help me…
minimize data entry?”
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• Getting invoices out quickly & easily
• Accessing backup documentation
• Improved customer service
Accounts Receivable – Key Concerns
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“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
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• Visibility
• Managing to the exception
• Making better use of staff’s time
• Improved accuracy
Accounting Manager – Key Concerns
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“How can you help me…
Gain better visibility?”
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Copy
RouteManually
File
Search for Paper
Paper Process
“How can you help me…
Make better use of my staff’s time?”
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Route Automatically
Search from Desktop
Electronically Capture
Paperless Process
“How can you help me…
Make better use of my staff’s time?”
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• Decreasing costs
• Productivity gains
• Lower DSO (Days Sales Outstanding)
• Simplified auditing
CFO/Controller – Key Concerns
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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?”
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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?”
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• Easier expense report submission
All Emloyees – Key Concerns
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Capture Costsonto YourMobile Device
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• Built on up-to-date standards
• Disaster recovery
• Workflow delegation
• Minimal support required
• Strong security
Director of IT – Key Concerns
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“How can you help me…
with workflow delegation?”
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User-based Security Filters by
• Company• Document Type• Property Values
“How can you help me…
improve document security?”
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• Expediting sales process
• Management of contractual agreements
Director of Sales – Key Concerns
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“How can you help me…
expedite the sales process?”
Automatic Email Import Using Import Manager
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doc-link
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doc-link
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doc-link
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Import EmailAttachments from YourMobile Device
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Store contracts and SOWs that are searchable and accessible across departments.
Assign to approval workflows.
“How can you help me…Manage contractual agreements?”
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Document Management For Your Industry
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Manufacturing
Purchase Order
Delivery Receipt
Traveler Lot Tracking
QA
Finished ProductElectronic Review, Approval, Tracking & Delivery
Version Control
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Version Control
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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.
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Distribution
• Tracking supporting documents
• Quick access to documents
• Self-service via Weband Smart Client
• Creation of shipping or invoice packet
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Document AccessthroughWeb Client
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Field Services
• Better communication with geographically dispersed teams
• Expedited billing process
• Compliance requirements
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Document Access from Your Mobile Device
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Pre-populated lists
Required fields
Auto calculations
Electronic Forms From the Field
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ERM scan barcode import OCRemail & faxca
ptur
e
search &
retrievemobilestore web
acce
ss
integrationworkflow smart form toolkit
data managerpr
oces
s
output supplemental docssend
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Will You Take the Initiative?
Reach out to Altec toGo Paperless
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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
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For more information, please contact:
Phone: 800.997.9921 x1462Email: [email protected]
Or your RKL representative!
Thank You!
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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