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How to Improve Operational Efficiencies with an Enterprise Document Management Solution

How to Improve Operational Efficiencies with an Enterprise Document Management Solution

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How to Improve Operational Efficiencies with an Enterprise Document Management Solution. Agenda. Introductions Document Management Overview Document Management & Business Process Management BPM (Automation) Demo - Win Prizes! Q&A. What is Document Management?. - PowerPoint PPT Presentation

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Page 1: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

How to Improve Operational Efficiencies with an

Enterprise Document Management Solution

Page 2: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

Introductions Document Management Overview Document Management & Business Process

Management BPM (Automation) Demo - Win Prizes! Q&A

Page 3: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

AIIM (Association for Information and Image Management)

“Document management, often referred to as Document Management Systems (DMS), is the use of a computer system and software to store, manage and track electronic documents and electronic images of paper based information captured through the use of a document scanner”

Page 4: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

AIIM (Association for Information and Image Management)

“BPM is a way of looking at and then controlling the processes that are present in an organization. It is an effective methodology to make certain that the processes are efficient and effective, as this will result in a better and more cost efficient organization.”

Page 5: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

A software solution that provides centralized access to documents across the enterprise

All documents are stored in a secured centralized database with version control and security

Documents are tagged and indexed so they can be found quickly by keyword or full text search

Provides workflow tools to automate processes, route documents for approval and control change

Designed for global companies operating multiple sites across the different countries

Page 6: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

Retrieve and View Documents from within the ERP application

Save any ERP document or report directly to the Document Management Database - No export or scanning required

Data is validated and pulled directly from ERP reducing the number of fields that need to be scanned from a document

Data Capture Engine: Automates transactions within the ERP System

Page 7: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

Purchasing/Accounts Payable Customer Order Processing Accounts Receivable/Customer Service Shipping & Logistics Engineering Legal HR Quality (ISO Documents) And others

Page 8: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

DocLib is an Enterprise Document Management (EDM) solution DocLib is a Complementary Solution to QAD Developed with Progress for companies using Progress based

ERP solutions such as QAD An EDM Solution offering business process automation through

workflow, data capture and ERP Integration ERP Integration provides business process automation for

Purchasing & Accounts Payable, Sales Orders and Accounts Receivable

Provides a complete view of the documents related to a full life cycle: PO, Receiver, Packing List, AP Voucher, AP Check

Page 9: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

Email Alerts

Audit History

Version Control

WorkflowAutomation

Rapid ROI $

Database Security

ERPIntegration

Page 10: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

Create PO Purchase Approved

Order Received

Three-Way MatchPayment Approved

Archived

Payment Sent

Order Placed

WorkflowWorkflow

WorkflowWorkflow

Workflow

Workflow

Workflow

Workflow

Page 11: How to Improve Operational Efficiencies with an Enterprise Document Management Solution
Page 12: How to Improve Operational Efficiencies with an Enterprise Document Management Solution

For more information:◦ On the web: www.doclib.net

Contact us:◦ Steve Eisenberg, Product Sales Manager ◦ Phone: 609-583-4811

e-Mail: [email protected]◦ Rich Rosenthal, DocLib Product Manager

Phone: 609-534-4830 e-Mail: [email protected]