DocLink Document Management for Sage: What’s My Return on Investment

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Welcome!

2. www.altec-inc.com @DocLinkbyAltec
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3. www.altec-inc.com @DocLinkbyAltec
Today’s Presenters
Kelly Hummel | Net@Work
Sage Practice Director
Peri Lynn Silkwood| Altec
Sales Director

4. 180+ Business
Technology
Architects and
Consultants
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& Strategic
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Process Review
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BI, Analytics
& Reporting
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Services
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Accounting
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e-Commerce
Sister Company
Payment
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SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. any document - any process - anywhere
DocLink Document Management for Sage:
What’s My Return on Investment?
PRESENTED BY PERI LYNN SILKWOOD, SALES DIRECTOR

6. We live in a world of
instant access...

7. …so why is it hard to find
anything at your office?

8. www.altec-inc.com @DocLinkbyAltec
HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

9. www.altec-inc.com @DocLinkbyAltec
Silos of
business
data
Inability to
maximize
profits
Inefficient
workflow
Operational
inefficiency
Lack of
visibility,
security, &
compliance
BUSINESS PROBLEMS WE ALL FACE

10. Does your current system require a lot of
touching, moving, & filing of documents?
Are your approval processes
manual and inefficient?
Do you spend a lot of time
doing data entry?

11. www.altec-inc.com @DocLinkbyAltec
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

12. www.altec-inc.com @DocLinkbyAltec
SAGE ERP
INTEGRATIONS
Seamless integrations make for a robust
experience between DocLink & Sage
Sage PFW
Sage 100
Sage 300Sage 500
Sage X3

13. www.altec-inc.com @DocLinkbyAltec
DIRECT ACCESS TO
DOCUMENTS
WITHIN YOUR ERP
WINDOWS

14. www.altec-inc.com @DocLinkbyAltec
SELF-SERVICE
DOCUMENT ACCESS
THROUGH
MULTIPLE DEVICES

15. WORKFLOW

16. www.altec-inc.com @DocLinkbyAltec
APPROVALS
FROM YOUR
MOBILE DEVICE
AND EMAIL

17. www.altec-inc.com @DocLinkbyAltec
DELEGATE
WORKFLOW
AUTHORITY
WHILE AWAY

18. CAPTURE
DATA
ANYWHERE

19. Return on Investment

20. www.altec-inc.com @DocLinkbyAltec
HIGHER VALUE ADD
to file a
document
to retrieve a
document
to re-create
a document
$20 $120 $220
*data from PricewaterhouseCoopers

21. Did You Know…
60% of organizations see ROI on their
paper-free projects within 12 months
77% achieve ROI within 18 months

22. www.altec-inc.com @DocLinkbyAltec
Square
Footage
Paper &
Filing
Supplies
Off-Site
Storage
Fees
STORAGE COSTS

23. Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in
storage/retrieval charges

24. www.altec-inc.com @DocLinkbyAltec
Understanding the ROIUNDERSTANDING THE ROI
Offsite Storage Fees + Paper Costs + Printer Maintenance Costs +
Filing Supplies + Office Rental Fees/Sq. Ft. = $$
Storing Paper is Expensive
How much is spent on off-site
storage?
Paper, filing supplies & office
space?

25. www.altec-inc.com @DocLinkbyAltec
Paper Supplies
• 24 boxes of paper/year x $35/box x 50% reduction = $420 annually
Copy Machine Contract/Maintenance
• $4,000/year contracts x 20% savings (reduced volume) = $800 annually
Filing Cabinets
• $15/year/sq ft x 7 sq ft/cabinet x 10 cabinets = $1,050 annually
Time to Reproduce Documents
• 2 AP clerks ($18/hour x 30 min/day) x 20 days/month = $4,320 annually
Off-site Storage Fee
• $425 monthly fee = $5,100 annually
Annual Savings:
Printing & Storing
$11,690
CONSIDER THE SAVINGS: PRINTING & STORING

26. www.altec-inc.com @DocLinkbyAltec
Copying
Searching
Filing
RETRIEVAL COSTS

27. Government & education
software developer
$11,000 annually
in postage only
Customer Evidence: Delivery Savings

28. Construction Services
Contractor
2+ million
documents in DocLink
Customer Evidence: Immediate Access

29. www.altec-inc.com @DocLinkbyAltec
UNDERSTANDING THE ROI
Time Spent x Number of Employees x Avg. Hourly Salary = $$
Time is Money
How much time is spent each day
searching for lost documents?
Copying, matching, filing?

30. www.altec-inc.com @DocLinkbyAltec
AP Clerk
• $18/hour x 8 hours saved/week x 3 employees = $20,736 annually
Department Manager
• $30/hour x 1 hour saved/week x 10 employees = $14,400 annually
Vice President
• $40/hour x ¼ hour saved/week x 2 employees = $960 annually
Cost of an Audit
• $5,000 flat fee for 1 week audit x 25% time savings = $1,250 annually
Annual Savings:
Accessing & Sharing
$37,346
CONSIDER THE SAVINGS: ACCESSING &
SHARING (RETRIEVAL COSTS)

31. Customer Evidence: Audit Savings
Publishing Network
$100,000 audit fine
before DocLink

32. www.altec-inc.com @DocLinkbyAltec
Routing for
Approval
Bringing
Documents
Together
WORKFLOW COSTS

33. Firm expanded without
adding new staff
$48,000 salary
Customer Evidence: Increased Efficiencies

34. Customer Evidence: Expedited Billing
Commercial HVAC &
Refrigeration Servicer
45% time saved from
field to office in billing

35. www.altec-inc.com @DocLinkbyAltec
Routing Documents Between Office Locations:
3 offices x 2 shipments/week x $8/shipment x 4 weeks/month
=
$192 monthly ($2,304 annually)
COST OF MANUAL WORKFLOW
$33,812 Annual Savings From Workflow Automation

36. www.altec-inc.com @DocLinkbyAltec
$33,812 Annual Savings From Workflow Automation
Employees
Involved in
Workflow
Average Salary
per Hour
Hours Saved
per Week
48 Working
Weeks # of Employees Annual Savings
AP Clerk $18 5 48 3 $ 12,960
Department
Manager $30 .5 48 10 $7,200
VP $40 0.25 48 2 $ 960
Total Savings Annually $21,120
Routing documents between office locations
3 offices x 2 shipments/week x $8/shipment x 4 weeks/month = $192 monthly
($2,304 annually)
Early Pay Discounts
$500k in payables x 50% can negotiate 5% discount paid net 15 = $12,500
COST OF MANUAL WORKFLOW

37. www.altec-inc.com @DocLinkbyAltec
AP Clerk
• $18/hour x 5 hours saved/week x 3 employees = $12,960 annually
Department Manager
• $30/hour x ½ hour saved/week x 10 employees = $7,200 annually
Vice President
• $40/hour x ¼ hour saved/week x 2 employees = $960 annually
Routing Between Offices
• 3 offices x 2 shipments/week x $8/shipment = $2,304 annually
Early Pay Discounts
• $500k in payables x ½ can negotiate 5% discount if paid net 15= $12,500 annually
Annual Savings from
Workflow Automation
$35, 924
CONSIDER THE SAVINGS: MANUAL WORKFLOW

38. www.altec-inc.com @DocLinkbyAltec
Cost of Printing &
Storing
$11,690
Costs of Accessing &
Sharing Documents
$37,346
Costs of a Manual
Workflow
$35,924
Annual Savings $84,960
SUMMARY OF SAVINGS

39. www.altec-inc.com @DocLinkbyAltec
Understanding the ROIUNDERSTANDING THE ROI
Amount spent on courier fees = $$
Save Money & Time
How much money is spent
routing documents?
How much time is wasted
while documents are in
transit?

40. Customer Evidence: Paper Movement
National restaurant
company (46 locations)
$150,000 in
shipping/courier charges

41. www.altec-inc.com @DocLinkbyAltec

42. www.altec-inc.com @DocLinkbyAltec

43. Cut paper &
office
supply
costs
Eliminate
off-site
storage and
retrieval
fees
Grow
without
adding
headcount
Reallocate
time for
strategic
initiatives

44. www.altec-inc.com @DocLinkbyAltec
Silos of
business
data
Inability to
maximize
profits
Inefficient
workflow
Operational
inefficiency
Lack of
visibility,
security, &
compliance
BUSINESS PROBLEMS WE ALL FACE

45. www.altec-inc.com @DocLinkbyAltec
Please type in
your questions
Any Questions?

46. www.altec-inc.com @DocLinkbyAltec
Thank You For Attending!
Kelly Hummel | Net@Work
Sage Practice Director
(P) 800-719-3307
(E) khummel@netatwork.com
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