Electronic document management perspectives
-
Upload
sociuspartner -
Category
Technology
-
view
181 -
download
4
description
Transcript of Electronic document management perspectives
![Page 1: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/1.jpg)
Laura Lechien, Altec
![Page 2: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/2.jpg)
What does DOCUMENT MANAGEMENT mean?
File Cabinet
Network File Share
Software
![Page 3: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/3.jpg)
What is Sage ERP Document Management?
• Imaging System
• Workflow Engine
• Output Automation Tool
• Advanced Business Process Tool
![Page 4: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/4.jpg)
Executive Level
– Maximize efficiencies
– Enhance customer service
– Cut costs
– Maximize use of existing resources
– Manage and protect sensitive information
– Disaster recovery/business continuity
– Costly & intrusive annual audits
KEY BUSINESS DRIVERS FOR
DOCUMENT MANAGEMENT
![Page 5: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/5.jpg)
Departmental Level
– High courier service bills
– Approval delays
– Transportation delays
– Lack of access to mission-
critical documents
– Lost/misplaced documents
– Time consuming document research/retrieval
– Lost opportunity of early pay discount
KEY BUSINESS DRIVERS FOR
DOCUMENT MANAGEMENT
![Page 6: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/6.jpg)
Where Can Document Management Be Deployed?THROUGHOUT THE ENTIRE ENTERPRISE
Sage ERP Document
Management
Human Resources
Accounts Payable
Legal
Sales
Marketing
Customer Service
![Page 7: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/7.jpg)
![Page 8: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/8.jpg)
![Page 9: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/9.jpg)
SEARCH AND RETRIEVAL
• Scan and capture into repository
• Index for quick and easy search and retrieval
• Desktop Ad-hoc viewing and routing
• Capture directly other software system
![Page 10: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/10.jpg)
Demo Distribution Company
![Page 11: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/11.jpg)
![Page 12: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/12.jpg)
![Page 13: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/13.jpg)
• Ad hoc retrieval and routing
• Automatically schedule and route documents
• Multiple/varied delivery methods and formats
![Page 14: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/14.jpg)
![Page 15: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/15.jpg)
![Page 16: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/16.jpg)
![Page 17: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/17.jpg)
• Route documents electronically to appropriate departments or individuals to expedite the approval process
• Automates approval of a paper-based processes
• Allows for full visibility to document status and history
• Approval stamps indicate by whom and when a document was approved
![Page 18: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/18.jpg)
![Page 19: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/19.jpg)
Email Approvals
![Page 20: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/20.jpg)
Email Alerts
![Page 21: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/21.jpg)
CFO
APPROVER
![Page 22: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/22.jpg)
AP ProcessorExcluding Sage ERP 100 Adv/Prem
(MAS 200)
SIDE-BY-SIDE
![Page 23: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/23.jpg)
GL SMART FORM
![Page 24: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/24.jpg)
AP ProcessorSage ERP 100
![Page 25: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/25.jpg)
SAMPLE OF ANNOTATIONS
![Page 26: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/26.jpg)
![Page 27: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/27.jpg)
Sage ERP Document ManagementAdvanced
Business Tools
![Page 28: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/28.jpg)
•––––
•––––
![Page 29: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/29.jpg)
Document Creation
Requisition
![Page 30: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/30.jpg)
![Page 31: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/31.jpg)
![Page 32: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/32.jpg)
I dread the 15th of every month when I get
that massive credit card bill…
![Page 33: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/33.jpg)
![Page 34: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/34.jpg)
![Page 35: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/35.jpg)
…More doc-link Advanced Business Tools
• Web App
• Electronic Form
• OCR Automation
![Page 36: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/36.jpg)
• Sage Alliance Partner
• Enterprise DMS
• Unlimited Storage
• Tight Security
• Integration Tool
The Sage ERP Document Management Difference
![Page 37: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/37.jpg)
• Content Storage
• Concurrent License
• Fully Expandable
• Standard H/W & 3rd Party Software
• 24/7 Support
The Sage ERP Document Management Difference
![Page 38: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/38.jpg)
![Page 39: Electronic document management perspectives](https://reader030.fdocuments.in/reader030/viewer/2022020206/5488f63eb47959dd0c8b588e/html5/thumbnails/39.jpg)