How to become paperless and achieve a fast ROI Agenda - PowerPoint PPT Presentation

How to become paperless and achieve a fast ROI

Agenda • Introduction • The problem with paper • How document management solutions can help • Solution overview • Summary and next steps equisys.com/products/zetadocs

Introduction Offices in London, UK and Alpharetta, GA Founded 1987, over 60,000 customers worldwide History of product leadership Zetafax, Zetadocs for NAV, Zetadocs Expenses Special focus on Microsoft Dynamics Over 5000 companies use Zetadocs Partnership with Microsoft (Zetadocs Express) equisys.com/products/zetadocs

Question of the day equisys.com/products/zetadocs

equisys.com/products/zetadocs

Paper – what is it costing your business? 1.5 hours per week wasted by 68% of paper workers looking for used in an documents and information office is misplaced or lost** wasted* That equates to 20% of workers hundreds of millions’ recreate worth of time wasted documents they a week can’t find* * * * Source: ORS Group * * Source: EDM * * * Source: Workfront equisys.com/products/zetadocs

equisys.com/products/zetadocs

The Paper Challenges: Purchase Order Cycle equisys.com/products/zetadocs

Typical document flow Your Vendors Custom ers RFQ Com pany Quote Quote Purchase Purchase Order Order Order Order Confirmation Confirmation Signed Confirmation Back Order Shipping Shipping info info Invoices Invoices Remittance Remittance Payment Payment Purchase Operations Sales Side Side equisys.com/products/zetadocs

Paper-based document flow for purchase order equisys.com/products/zetadocs

Paper-based document flow for purchase order Order Purchase Request Shipm ent Quote Confirm ation for Order & Received Received Quote Sent to Packing and Vendor Received Slip Approved Received I nvoice Received Departm ent A Microsoft Dynam ics Billing I nquiries Paym ent Departm ent B Accounting Paym ent Sent Approved equisys.com/products/zetadocs

equisys.com/products/zetadocs

How document management changes everything • Easy access • Quick search and retrieval • Better collaboration • Increased security • Less physical space required • Disaster recovery equisys.com/products/zetadocs

Document management enabled purchase order cycle flow Order Purchase Request Quote Confirm ation Order for Quote Received Received Delivered Delivered Shipm ent & and Packing Slip Approved Received I nvoice Received Docum ent Archive Paym ent Paym ent Entered Approved Billing I nquiries equisys.com/products/zetadocs

Document Management Enabled Purchase Order Cycle Flow Order Purchase Request Quote Confirm ation Order for Quote Received Received Delivered Delivered Shipm ent & and Packing Slip Approved Received I nvoice Received Docum ent Archive Paym ent Paym ent Entered Approved Billing I nquiries equisys.com/products/zetadocs

Typical Scenarios Sales Purchasing Electronic Invoicing Issuing Purchase Orders Proof of Delivery Tracking Supplier Invoice Processing Collections Management Supplier Invoice Approval Customer Service Remittance Advice Compliance Notification Expense Management equisys.com/products/zetadocs

What to look for in a document management solution • File structure • Searching • Ease of use • Anywhere access • Integration with NAV • Scanning • Security equisys.com/products/zetadocs

Demo equisys.com/products/zetadocs

Mistakes to avoid • Not clearly defining goals • Confusing document storage with document management • Focusing on one department or process • Not taking into consideration the user experience and how users will be accessing the system • Review your requirements for the present and the future. • Overlooking the total cost of ownership equisys.com/products/zetadocs

Document management examples Statements Proof of Fund and Leasing Goods and reminders Delivery donation agreements received tracking Management note capture Credit Return Credit Contracts of extension merchandise application Job employment agreements authorisations forms sheets Compliance Maintenance Order Payment Picking Documents contracts amendments approvals lists Goods Electronic Expense Remittance Order received Invoicing claims advices confirmations notes equisys.com/products/zetadocs

equisys.com/products/zetadocs

Tips for a successful implementation • Identify the type of document management system you are looking for • Which departments can benefit • Determine who will need access to the system and how they will be retrieving information • How many paper documents will you be scanning on a monthly basis • Start with one department • Test, test and test again equisys.com/products/zetadocs

Zetadocs for NAV Compatibility: • Microsoft Dynamics NAV 2009 RTC • Microsoft Dynamics NAV 2013 • Microsoft Dynamics NAV 2015 • Microsoft Dynamics NAV 2016 • Microsoft Dynamics NAV 2017 • NAV Tablet client • NAV Web client • NAV Windows client (ClickOnce) Archive: • • • equisys.com/products/zetadocs

What to do next Get Zetadocs Express! •Download Zetadocs Express - www.zetadocs.com/express •Work with your ArcherPoint rep to install Zetadocs Express •Determine which, if any, upgrades are needed equisys.com/products/zetadocs

Calculate your ROI Zetadocs Delivery ROI calculator bit.ly/zetadocsroi equisys.com/products/zetadocs

A better way… Handling paper is time consuming and costly Can your business profit from document management? Visit zetadocs.com Watch the short videos and other webinars Speak to your ArcherPoint rep or contact us equisys.com/products/zetadocs

equisys.com/products/zetadocs

Contact me Sandra Cummins Equisys Inc www.equisys.com info@archerpoint.com scummins@usa.equisys.com 678-942-7218 equisys.com/products/zetadocs

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