DocLink Paperless PLUS for Sage 100
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Go Digital with DocLink Paperless PLUS for Sage 100
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DocLink Paperless PLUS for Sage 100
- 1. Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your headphones or computer speakers. Welcome!
- 2. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 3. Today’s Presenters Laura Lechien| Altec Sales Director Rob Bassett | Net@Work Sales Manager
- 4. 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
- 5. Taking Everything Digital Day in the Life of a Paperless Office Sage 100 Integrated Document Management and Workflow Automation LAURA LECHIEN, ALTEC SALES DIRECTOR
- 6. We live in a world of instant access...
- 7. …so why is it hard to find anything at your office?
- 8. File Cabinet Network File Share Software HOW DO YOU STORE YOUR DOCUMENTS TODAY?
- 9. WHAT IS DOCLINK? DocLink SMART FORMS capture search & retrieve workflow automated delivery
- 10. SEAMLESS INTEGRATIONS Uninterrupted, deep integration between DocLink and your ERP allows data flow side-by-side DocLink Sage 100
- 11. Property Management Company – Tornado Hit Zero data lost & no delays for 100+ offices Customer Evidence: Disaster Recovery
- 12. Firm expanded without adding new staff $48,000 salary Customer Evidence: Increased Efficiencies
- 13. Document Management Through the Eyes of Your Team
- 14. ACCOUNTS PAYABLE Self Service Document Access Timely Approvals Eliminating Paper Filing Minimizing Data Entry
- 15. DocLink
- 16. APPROVALS FROM YOUR MOBILE DEVICE WEB AND EMAIL
- 19. ENTERPRISE REPORT MANAGEMENT (ERM) CAPTURE METHODS - DOCUMENTS CAPTURED WITHIN DOCLINK
- 20. ERM Capture
- 21. Instead of walking to a file cabinet or calling the AP Clerk… Employees can search for documents from their desktops!
- 25. “I dread the 15th of every month when I get that massive credit card bill…”
- 28. SALES ORDER TO AR INVOICING Processing and Tracking of Orders Quick Invoice Delivery with Supplemental Document Improved Customer Service
- 29. OUTBOUND DOCUMENTS CAPTURED- QUOTE • Multiple data elements captured • Can search any element • Can link documents on common data elements
- 30. INBOUND DOCUMENTS CAPTURED-FT & BOL
- 32. Government & education software developer $11,000 annually in postage only Customer Evidence: Delivery Savings
- 33. CHIEF FINANCIAL OFFICER Drive Down Cost Manage Compliance & Risk Enterprise-Wide Solution
- 34. Customer Evidence: Paper Storage Midwest Manufacturer $85,000 in storage/retrieval charges
- 35. Give auditors access to: • Documents for review • Sophisticated activity reports No more hunting down documents. COMPLIANCE
- 36. ALL EMPLOYEES Capturing Expense Receipts Easier Expense Report Submission
- 37. CAPTURE COSTS ONTO YOUR MOBILE DEVICE
- 38. CAPTURE COSTS ONTO YOUR MOBILE DEVICE
- 40. HUMAN RESOURCES Security of confidential employee documents Onboarding/termination process Certification expiration
- 42. • Store contracts and SOWs that are searchable and accessible across departments. • Assign to approval workflows. “How can you help me… manage contractual agreements?”
- 43. VERSION CONTROL
- 45. Demonstration
- 46. Please type in your questions Any Questions?
- 47. Thank You For Attending! Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Contact your Net@Work Account Manager for any questions or concerns. Or you can reach out to us via the information below! Rob Bassett Sales Manager, Sage 100 (P) 804-298-3813 (E) rbassett@netatwork.com