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2016 Amtech User Conference

GoPaperlesswithDocLinkforAmtechLauraLechien,Altec &DarrenArtillio

Weliveinaworldofinstantaccess...

…sowhyisithardtofindanythingatyouroffice?

ChallengesAmtech UsersExperience

Silosofbusinessdata

Inabilitytomaximizeprofits

Manualdocumentdistribution

Customerservice

satisfactionLackofvisibility,security,&compliance

WhatisDocLink?

DocLink SMARTFORMS

capture search&retrieve workflow automateddelivery

ConstructionServicesContractor

2+milliondocumentsinDocLink

CustomerEvidence:ImmediateAccess

CustomerEvidence:PaperStorage

MidwestManufacturer

$85,000 instorage/retrievalcharges

Government&educationsoftwaredeveloper

$11,000 annuallyinpostageonly

CustomerEvidence:DeliverySavings

CustomerSuccesses

DocLink userswhoalsouseAmtech haveexperiencedmultiplebenefitsovertheyears

CustomerStory:PacificSouthwestContainer

• WhatmadePacificSouthwestContainerlookintodocumentmanagement?• WhereareyouusingDocLinkandhowhasitimpactedyourbusiness?• WhatareyourfutureplanswithDocLink?


Silosofbusinessdata



Customerservice


RobustCaptureCapabilities

Automatecapture(email,fax,scan,barcode,OCR)&indexing

LeverageexistingAmtech data

Reducehumanerrorbyminimizingdataentry

Supportmulti-locationworkforce

StandardDocumentsCaptured

• OutboundDocuments• Quotes• Estimates• OrderAcknowledgments• Invoices&Credits• PurchaseOrders

• InboundDocuments• ScannedFactoryTickets(backfromproduction)• ScannedDeliveryReceipts• APInvoices

StandardDocumentsCaptured

• Printcapturetechnologyeliminatesprintandscanroutinesforoutbounddocuments

• In-bounddocuments(SignedDeliveryReceipt)canbebar-codedforscanning

• Usedanywherewithanysoftwarethatgeneratesaprintfile• Predefinedstoredprocedures&SQLstatementsembeddedinthe

documentwillfetchdatafromImaginertoindexdocuments

OutboundDocumentsCaptured- Quote

• Multipledataelementscaptured

• Cansearchanyelement

• Canlinkdocumentsoncommondataelements

InboundDocumentsCaptured-FT&BOL

Self-ServiceDocumentAccessthroughMultipleDevices

RetrieveDocuments

SeamlessintegrationbetweenDocLink andAmtech allowsdataflowside-by-side

DocLink ERP

EnterpriseIntegration

APApproval&WorkflowProcess

•WhenopeningupAP- InvoicesareautomaticallypresentedforVouchering• APEntryinImaginera willupdatedisplayedInvoiceswithAPtransactioninformation• Documentwillbemovedtoa“Invoiced”Status• RetroIndex'scanbeappliedtoupdatetheInvoicew/CheckInformation

EnhanceAPInvoiceProcessing


• OptionalApprovalWorkflowscanbeimplemented• Invoicesflaggedwithadiscrepancycanberoutedforapprovaltothebuyers• Rulescanbecreatedtoroute“high-value”invoicestoexecutivesforapprovalandpayment

ApprovalsfromYourMobileDeviceandEmail

EasyExecutiveApproval


Silosofbusinessdata



Customerservice


AutomatedDelivery

Automatethroughpreconfiguredroutingrules

Attachallbackupdocumentationforonesend

Customizemethodofpreferreddistribution

Specifydeliveryschedule

AutomatedDocumentDistribution-Invoice

• Storageonly,• Print• Faxed• Emailed• Linked

Documents• Leveragecontacts,types,andemailaddressedfromImaginera


Silosofbusinessdata



Customerservice


Company

Department

DocumentType

PropertyValues

SECURITY

COMPLIANCE

Giveauditorsaccessto:• Documentsforreview• Sophisticatedactivityreports

Nomorehuntingdowndocuments.


Silosofbusinessdata



Customerservice


CustomerServiceSatisfaction

Electronically“staple”documentstogether

Viewaggregateddocumentsinasingleview

Indexandretrievesignedbillsoflading

Trackandsendcrucialdocumentstocustomers

Imaginera Integration

Quotes

Invoices

AcctPayables

AcctReceivable

CustomerServiceSatisfaction-LinkedDocuments


Silosofbusinessdata



Customerservice


Cutpaper&officesupply

costs

Eliminateoff-site

storageandretrievalfees

Growwithoutadding

headcount

Reallocatetimeforstrategicinitiatives

WhyDocLink?

world-classproducts

rapidimplementations

outstandingcustomersupport

Question & Answer

ThankyouforyourtimeLauraLechien& DarrenArtillio