From reduced physical storage to flexible retrieval and indexing, electronic document management can do more for your business than you might know. Learn how companies are controlling and streamlining document distribution, streamlining security and easily archiving data to reduce paper and get precious hours back their work days.

1. Laura Lechien, Altec

2. What does DOCUMENT MANAGEMENTmean?
File Cabinet
Network File Share
Software

3. What is Sage ERP Document Management?
•Imaging System
•Workflow Engine
•Output Automation Tool
•Advanced Business Process Tool

4. 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
KEYBUSINESS DRIVERS FOR DOCUMENT MANAGEMENT

5. 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
KEYBUSINESS DRIVERS FOR DOCUMENT MANAGEMENT

6. Where Can Document Management Be Deployed? THROUGHOUT THE ENTIRE ENTERPRISE
Sage ERP Document Management
Human Resources
Accounts Payable
Legal
Sales
Marketing
Customer Service

9. 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

10. Demo Distribution Company

13. •Ad hoc retrieval and routing
•Automatically schedule and route documents
•Multiple/varied delivery methods and formats

17. •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

19. Email Approvals

20. Email Alerts

21. CFO APPROVER

22. AP ProcessorExcludingSage ERP 100 Adv/Prem(MAS 200)
SIDE-BY-SIDE

23. GL SMART FORM

24. AP
Processor
Sage ERP 100

25. SAMPLE OF ANNOTATIONS

27. Sage ERP Document ManagementAdvanced Business Tools

28. •
–
–
–
–
•
–
–
–
–

29. Document Creation
Requisition

32. I dread the 15thof every month when I get
that massive credit card bill…

35. …More doc-link Advanced Business Tools
•Web App
•Electronic Form
•OCR Automation

36. •Sage Alliance Partner
•Enterprise DMS
•Unlimited Storage
•Tight Security
•Integration Tool
The Sage ERP Document Management Difference

37. •Content Storage
•Concurrent License
•Fully Expandable
•Standard H/W & 3rdParty Software
•24/7 Support
The Sage ERP Document Management Difference