Download - Zetadocs Express for Microsoft Dynamics NAV
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Where USERS Make the Difference!Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Zetadocs Express for Microsoft Dynamics NAV
Ryan Pollyniak – Zetadocs Channel [email protected]
678-942-7213
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Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
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Where USERS Make the Difference!
Introduction to Zetadocs
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Where USERS Make the Difference!
A proven solution
• Over 300 installations on NAV– US, Canada, Europe
• Broad appeal across vertical markets– Waste management/recycling, hospitality,
wholesale/distribution, manufacturing,services, public sector/government
• Microsoft Gold Partner– Zetadocs Express
Introduction to Zetadocs
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Where USERS Make the Difference!
• Automated sending and storage of documents
• Enhanced business processes
Reduced costs
• Easy storage of original documents
• Fast retrieval on screen
Improved service
• Reduced use of paperand postal services
• Helps customer achieve sustainability targets
Eco friendly
NAV User benefits
Introduction to Zetadocs
1 2 3 4 5 60
50
100
150$
$
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Where USERS Make the Difference!
Who Can Use Zetadocs for NAV?Everyone! – Who doesn’t want to better manage documents?But more specifically… - NAV Users that want a better way to invoice electronically - NAV users that have a paper reduction initiative in their organization
- NAV Users that want a better way to handle inbound vendor invoices- NAV Users who want a better way to view supporting documentation for transactions on screen for AP approval or customer service purposes- NAV Users who want a better way to send documents PO’s, statements, quotes, or any other NAV report straight from NAV via fax or email- NAV Users who want a complete transactional history available on screen in NAV- NAV Users who want documentation available directly from NAV as well as from SharePoint for non-NAV users
Introduction to Zetadocs
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Where USERS Make the Difference!
SharePoint
MFP
Link
Scan
Email, faxFile
NAV
NAV user
How it works
Introduction to Zetadocs
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Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
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Where USERS Make the Difference!
Zetadocs Express
Zetadocs Express Available Now!
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Where USERS Make the Difference!
Zetadocs Express
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Where USERS Make the Difference!
Zetadocs Express
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Where USERS Make the Difference!
Zetadocs Express
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Where USERS Make the Difference!
Demo• Zetadocs Express– Save & Send–Drag and Drop Archiving–Workflow
Zetadocs Express
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Where USERS Make the Difference!
Save & Send
Zetadocs Express
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Where USERS Make the Difference!
Simple to deploy
• Install, test, rollout
Zetadocs Express
Install client software
Set up SharePoint
Configure NAV RTC
Test
Rollout to other users
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Where USERS Make the Difference!
AvailabilityTerms
Localization
DownloadSupportCompatibility
Available now!No additional costs for customers on a BREPMicrosoft localized version of the Role-Tailored ClientCustomer Source and Partner SourceCommunity site moderated by EquisysMicrosoft Dynamics NAV 2009, NAV ‘7’Microsoft SharePoint Online (Office 365), SharePoint 2010 on-premise
Summary
Zetadocs Express
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Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
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Where USERS Make the Difference!
Delivery PlusCapture Plus
Upgrades
Upgrading Zetadocs Express
Delivery Essentials
Capture Essentials
Investment
Configurable, for batches
Automate, customize
Zetadocs ExpressFoundation level
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Where USERS Make the Difference!
†Feature planned for future release of Zetadocs for NAV‡Zetadocs Document Imaging Automated Filer and Zetadocs OCR & barcode processor options are required for automated filing and batch splitting by Zetadocs Capture Plus*Fax delivery is an optional extra for the Delivery Essentials and Delivery Plus editions
Upgrades
Upgrading Zetadocs Express
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Where USERS Make the Difference!
AGENDA
• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
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Where USERS Make the Difference!
• Sales– Electronic Invoicing– Proof of Delivery
Tracking– Collections Management– Customer Service– Compliance
• Purchasing– Issuing Purchase Orders– Supplier Invoice
Processing– Document Approval†
– Remittance Advice
Zetadocs solutions
Typical solutions
†Feature planned for future release of Zetadocs for NAV
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Where USERS Make the Difference!
Electronic Invoicing
• Reduces costs– Batch delivery by email instead of conventional mail
• Increases efficiency– Saves time– Automated filing prevents lost documents
• Improves customer service– Instant access on screen of all key documents
• Limited carbon footprint– Less paper, fewer “delivery miles”
Typical solutions
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Where USERS Make the Difference!
Proof of Delivery Tracking
• Increases efficiency– Automated filing prevents documents getting lost– On-screen access cuts down on the time required to retrieve
documentation.
• Improves customer service– On-screen access to POD’s makes dispute resolution much faster– Filing process is streamlined by enabling batch scanning of all POD’s at
once
• Applies to any document created in NAV that is then signed/stamped/annotated and archived.
Typical solutions
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Where USERS Make the Difference!
Supplier Invoice Processing
• Increases efficiency– Automated filing prevents documents getting lost– No need to circulate copies for payment approval
• Improves supplier relationships– On screen access encourages faster resolution of problems and timely
approval for payment
• Limited carbon footprint– Less paper, fewer “delivery miles”
Typical solutions
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Where USERS Make the Difference!
Customer benefits
Typical solutions
• Automated sending and storage of documents
• Enhanced business processes
Reduced costs
• Easy storage of original documents
• Fast retrieval on screen
Improved service
• Reduced use of paperand postal services
• Helps customer achieve sustainability targets
Eco friendly
1 2 3 4 5 60
50
100
150$
$
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Where USERS Make the Difference!
Document management examples
Typical solutions Training certificates Contracts of
employment
Return merchandise authorisation
s
Order amendments
Credit extension
agreements
Leasing agreement
s
Picking lists
Payroll notifications
Goods received
note capture
Maintenance contracts
Purchase invoice capture
Remittance advices
Goods received
notesPayment approvals
Statements &
reminders
Job sheets
Credit application
forms
Electronic invoicing
Expense claims
Order confirmations
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Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
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Where USERS Make the Difference!
Upcoming WebinarsMay 16th – Automatically archiving paper documentation to the appropriate NAV record – Zetadocs Capture Plus
May 17th- NAVUG Webinar – Zetadocs Express
June 13th – Automatically archiving signed/marked-up copies of documents created within NAV like delivery notes and work orders m- Zetadocs Capture Plus
Email me and I will get you the invitations.
What to do next
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Where USERS Make the Difference!
Better Way WorkshopWe are available to do a Better Way workshop for your company. We are here to help!– 30-60 minute commitment– No obligation to buy– Contact me or your VAR to schedule
What to do next
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Where USERS Make the Difference!
Talk to your NAV partner about how Zetadocs Express and SharePoint can cut costs, streamline processes and
enhance your NAV system!
What to do next
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Where USERS Make the Difference!Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Q&ARyan Pollyniak