AUTOMATION ROADMAP 5 STEPS FOR NAVIGATING COMPLEX BUSINESS

AUTOMATION ROADMAP: 5 STEPS FOR NAVIGATING COMPLEX BUSINESS PROCESSES June 2014 Share it!

STEP 1: ASSESS YOUR SITUATION • How do you measure your KPIs? • What are the details of your current process? • What are your pain points/bottlenecks? • What is your company’s vision for the future? • What are your expected outcomes from automation? • What is your desired ROI? • How quickly are you ready to implement a solution? • What information/resources do you need to get top-down buy-in? 5 Steps for Navigating Complex Business Processes

5 Steps for Navigating Complex Business Processes

STEP 2: CHOOSE THE RIGHT VENDOR • How will your solution work with AX? • What is your budget? • Do you need a solution on-premises or in the cloud? • What is your solution provider’s project methodology? • What is the security measure for your documents handling and storage? • What is the start-up time? Training? Usability? Customization? 5 Steps for Navigating Complex Business Processes

STEP 3: MAKE THE SOLUTION YOUR OWN • Solution delivery method – best option for employee adoption and change management • Address the priority pains found in step 1 - Adjust the plan as the project unfolds • Integrate with AX to maximize your existing infrastructure 5 Steps for Navigating Complex Business Processes

STEP 4: CONSIDER THE BIGGER PICTURE • Get the competitive advantage across multiple departments utilizing the same solution. 5 Steps for Navigating Complex Business Processes

STEP 5: REAP THE BENEFITS • Visibility into the process through reports • Track and analyze goals set in Step 1 • Take your department from a cost center to productivity engine • Transition your solution with your needs 5 Steps for Navigating Complex Business Processes

ONE SOLUTION FOR ALL BUSINESS PROCESSES Automate any process as needed in multiple formats and through multiple channels. Eliminate the need for various products or costly separate components. A web browser is all that is required. 5 Steps for Navigating Complex Business Processes Unify customer and supplier communications, and free up IT and CS departments. Simplify user adoption with a similar user interface for all processes.

AUTOMATION RECOMMENDATIONS BY BUSINESS PROCESS 5 Steps for Navigating Complex Business Processes

DOCUMENT DELIVERY MAIL SERVICES AX Biz App Print Driver MS Office Esker Print Fold & Stuff 7 Mail Facilities WW Stamp & Deliver Track Retrieve Archive Delivery to postal service in 24 hours Submit WW Fax Infra Send Track Retrieve Archive Track 60% EACH INDIVIDUAL FAX & MAIL PIECE SAVINGS Numbers based on Esker customer results OUR CUSTOMERS 5 Steps for Navigating Complex Business Processes -90% SAVINGS OVER MANUAL FAXING FAX SERVICES MAIL SERVICES FAX SERVICES

DOCUMENT DELIVERY Inbound Documents Sales orders Vendor invoices Medical reports Prescriptions Claims RFPs and RFQs Contracts etc. 5 Steps for Navigating Complex Business Processes Outbound Documents Purchase orders Customer invoices Statements Acknowledgements Confirmations Collection letters Quotes and proposals etc.

PURCHASING ECM Purchase requisition Approval workflow Order goods/ services Receive More LESS TIME PROCESSING INVOICES CAPTURE EARLY PAYMENT DISCOUNTS OUR CUSTOMERS 5 Steps for Navigating Complex Business Processes Track & E-Collaboration Archive +++ BUDGET CONTROL

PAPER - SCAN – Email ACCOUNTS PAYABLE AX Receive & Scan Extract Verify 60% Follow Visibility GAIN FULL CONTROL & VISIBILITY SAVINGS OUR CUSTOMERS 5 Steps for Navigating Complex Business Processes Archive & Track E-Collaboration +65% FREE UP STAFF TIME

Fax – Email - EDI SALES ORDER PROCESSING Receive ERP Extract Verify +80% Follow -50% PROCESS ORDERS UP TO 80% FASTER CUT PROCESSING COSTS IN HALF OUR CUSTOMERS 5 Steps for Navigating Complex Business Processes Archive Track & E-Collaboration +65% FREE UP STAFF TIME

ACCOUNTS RECEIVABLE Validate & Transmit Extract & Format Deliver +80% PORTAL ESKER @ Email EDIFACT EDI XML UBL POSTAL MAIL AX Follow & Retrieve -7 DAYS CUT PROCESSING COSTS UP TO 80% REDUCE DSO AS MUCH AS 7 DAYS OUR CUSTOMERS 5 Steps for Navigating Complex Business Processes Archive & Track Payment & E-Collaboration 100% COMPLIANCE

THANK YOU! Steve Smith Vice President of Sales Americas Tel Fax 608 -828 -6110 608 -828 -0100 Diana Eagen Sales Director steve. smith@esker. com Phone Email 608. 828. 6000 info@esker. com Esker, Inc. § 1212 Deming Way § Suite 350 § Madison, WI 53717 For more information on Esker’s document automation solutions: http: //www. esker. com 1 -800 -368 -5283 5 Steps for Navigating Complex Business Processes

5 Steps for Navigating Complex Business Processes