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