gpug ® summit 2011 november 8-11 caesars palace – las vegas, nv document management round up...
TRANSCRIPT
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Document Management Round Up
Facilitated By:Zubin Gidwani | Dynamic Budgets
GPUG Summit 2011– Las Vegas www.gpug.com
Your Facilitator Zubin Gidwani
GP Customer for past 6 years
Maui Land & Pineapple Company, Maui HI– Outsourced filing cabinets scanning job to a partner
Kofax stand-alone lookup system– Implemented EMC for ongoing manual indexing
Performance Building Services – Denver, CO– Implemented Altec doc-link
advanced deployment for Wennsoft Service and Project
Established Altec-Wennsoft User Group
Exploring a Document Management SIG with GPUG
GPUG Summit 2011– Las Vegas www.gpug.com
Panel Participants
GPUG Summit 2011– Las Vegas www.gpug.com
Who’s in our Audience?
Wishing you had Document Management
Feeling you have outgrown your first approach
Actively Identifying Options
Final Due Diligence
Implementing
Round 1 complete, now what can else we do with our Investment
GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
Overview of Document Management Offerings
Questions for the Panel
Q&A
GPUG Summit 2011– Las Vegas www.gpug.com
Broad Spectrum of Capabilities
Make It SearchableOutsourced Scanning Services - Archiving the filing cabinets
Lets Keep Doing ThisInternal Manual Indexing AP(Vendor, Date, $)
Lets Find It EasierIntegrating with GP to minimize manual data entry & automagically retrieve numerous tags from the system
Lets Send it AroundWorkflows and Automations
Lets Simplify this Again…Streamlining with Barcoding, Fax Receiving, OCR…
GPUG Summit 2011– Las Vegas www.gpug.com
We simply print the invoices to document management.
The System tags the document with the invoice number and looks up other invoice attributes.
The documents route to a sales manager for review if they meet our watch criteria or queue up to be emailed to the customers if they don’t need to be reviewed.
Sample Workflow – Auto Routing
GPUG Summit 2011– Las Vegas www.gpug.com
We digitally print the AR statements to the document mgmt system.
The system automatically tags the statements with the $ outstanding per aging bracket.
We can query the document archive, sort the search results by highest dollars in oldest aging bucket.
And then drill down to see the associated invoices and supporting service call details.
Now the document archive empowers the customer service / billing inquiry staff
Interactive AR Statement with drill down to supplemental Documents
GPUG Summit 2011– Las Vegas www.gpug.com
Users can drill-down from the AR statement to see a list of supporting documents, and pull up individual work orders and their supporting invoices and svc call/work order details to better respond to customer billing inquiries
Interactive AR Statement with drill down to supplemental Documents
GPUG Summit 2011– Las Vegas www.gpug.com
Panel Participants / Subject Matter Experts
Company Panelist Email
Altec Doug Tanner [email protected]
ImageTag Tara Jones [email protected]
Metafile Bob Hawley [email protected]
PaperSave Tammy Bower [email protected]
Interactive Document Solutions (PN3)
Derrick Hicks [email protected]
5280 Solutions Troy Kloberdanz [email protected]
GPUG Summit 2011– Las Vegas www.gpug.com
Panel Question # 1
Product Information:– Product Name– Year Brought to Market– GP Install Base …
GPUG Summit 2011– Las Vegas www.gpug.com
Panel Question # 2
What do you us want to remember about you (in 3 minutes OR less)?
GPUG Summit 2011– Las Vegas www.gpug.com
Panel Question # 3
Industries Using Solution Today– – Sweet Spots– – Not Such Sweet Spots
GPUG Summit 2011– Las Vegas www.gpug.com
Thanks for joining us!
Please fill out your evaluation
CPE credit is available for GPUG Summit 2011
Follow-up questions?
See you in Houston at Convergence 2012 next March
See you in Seattle for Summit 2012
Browse out to www.gpug.com for more information
GPUG Summit 2011– Las Vegas www.gpug.com
Feel Free to Contact Us!
Zubin Gidwani Dynamic Budgets