THE LEADER IN MIDMARKET ENTERPRISE DOCUMENT MANAGEMEN T

THE LEADER IN MIDMARKET ENTERPRISE DOCUMENT MANAGEMEN T SOLUTIONS A Day in the Life of a Paperless Office Presented by: NAME Sales Director, ______ Region

How do you store documents today? File Cabinet Network File Share Software

What is Document Management? § Imaging System § Workflow Engine § Output Automation Tool § Advanced Business Tool

INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

Document Management Through the Eyes of Your Team

AP Clerk – Key Concerns • Self Service Document Access • Timely Approvals • Eliminating Paper Filing • Minimizing Data Entry

“How can you help me… Give everyone access to the documents they need? ” Instead of walking to a file cabinet or calling the AP Clerk… Employees can search for documents from their desktops.

Demo Distribution Company

“How can you help me… Get approvals faster? ”

“How can you help me… minimize data entry? ”

Accounts Receivable – Key Concerns • Getting Invoices Out Quickly & Easily • Accessing Backup Documentation • Improved Customer Service

“How can you help me… Automate invoice delivery? ” AR Automation • Automatically send documents with backup • Automatically bring documents together and send to printer, customer or vendor

SENT ACCORDING TO RECIPIENTS’ PREFERENCE

Accounting Manager – Key Concerns • Visibility • Managing to the Exception • Making Better Use of Staff’s Time • Improved Accuracy

“How can you help me… Gain better visibility? ”

“How can you help me… Make better use of my staff’s time? ” Print Search for Paper Copy Paper Process File Route Manually

“How can you help me… Make better use of my staff’s time? ” Electronically Capture Route Automatically Paperless Process Search from Desktop

Paper-Based Accounts Payable Process 1 2 3 4 5 Purchase Order Copy 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy Invoice Approver Acknowledgement File original Packing Slip AP Processor File original Receiver Vendor Invoice Manually route for approval File original AP Check Copy 1 = Mail to vendor Copy 2 = Numerical Copy 3 = File copy Open Order File Closed Order File

CFO/Controller – Key Concerns • Decreasing Costs • Productivity Gains • Lower DSO (Days sales outstanding) • Simplified Auditing

“HOW CAN YOU HELP ME… CUT COSTS? IMPROVE PRODUCTIVITY? ” Cut paper, copying & filing costs Eliminate off-site storage and retrieval fees Grow without adding headcount Reallocate time for strategic initiatives

“HOW CAN YOU HELP ME… SIMPLIFY AUDITS? ” Give auditors access from a desktop to: • Documents for review • Sophisticated activity reports No more hunting down documents.

Human Resources – Key Concerns • Better Security of Confidential Employee Documents • Streamlined Onboarding/Termination process • Certification Expiration

“How can you help me… Improve Document Security? ” User-based Security Filters by • Company • Document Type • Property Values

Configurable Security

“HOW CAN YOU HELP ME… WITH NEW EMPLOYEE ONBOARDING? ”

Director of IT – Key Concerns • IT Project with Strong ROI • Built on Microsoft Standards • Disaster Recovery • Workflow Delegation • Minimal Support Required

“How can you help me… with Workflow Delegation? ”

Document Management For Your Industry

Manufacturing Purchase Order Delivery Receipt Traveler Lot Tracking QA Electronic Review, Approval, Tracking and Delivery Finished Product

Distribution • Tracking Supporting Documents • Quick Access to Documents • Self-Service via Web and Smart Client • Creation of Shipping or Invoice Packet

Field Services • Better Communication with Geographically Dispersed Teams • Expedited Billing Process • Compliance Requirements

Document Access from Your Mobile Device

Document Access from Your Mobile Device

Document Access from Your Mobile Device

Document Access from Your Mobile Device

Document Access from Your Mobile Device

Document Access from Your Mobile Device

Electronic Forms From the Field

INTEGRATED DOCUMENT MANAGEMENT OVERVIEW

Thank you! For more information please contact: Altec 800. 997. 9921 x 1224 doclinksales@altec-inc. com