Image Source Aiim Nffc Webinar Cloud Based Ap July 21 2011 Final

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This educational webinar will cover the costs benefits and reduced processing time associated with cloud-based accounts payable processing. John Meersman, the CIO of National Frozen Foods Corporation (NFFC) will share his experience implementing a web-based Enterprise Content Management solution, starting with Accounts Payable. This webinar is intended for clients who wish to reduce costs and improve productivity in their accounts payable and other mission-critical work processes.

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Image Source Aiim Nffc Webinar Cloud Based Ap July 21 2011 Final

  1. 1. Managing AP Processes in the Cloud National Frozen Foods Case Study 
  2. 2. Agenda › Welcome & Introductions – John Littler / AIIM NW › John Meersman – CIO National Frozen Foods › John Smetana – VP ImageSource › Presentation – Accounts Payable Processing in the Cloud › Wrap‐up / Q & A › Surveys
  3. 3. National Frozen Foods Corp. (NFFC) › Producer of frozen foods › Headquarters:  Seattle, WA › 4 Disparate Processing Plants › Annual Production:  300 million pounds › Corporate Goals: › Produce highest quality frozen vegetables › Consistently › On‐time › Competitively Priced
  4. 4. Cutting Edge› Always at the forefront of technology 1912 1912 1928 1928 1958 2009-2010Company Packaging Packaging Recognized the Developedfounded frozen frozen need for quick freeze strawberries. strawberries. technology for process individual automation First frozen First frozen vegetables. beyond food. retail food retail food anywhere. anywhere. Among other Extending process automation to modernizations include core . business processes.
  5. 5. Need for ECM System› Goal to improve business processes › Top Priority:  Accounts Payable › Process 2,500 invoices & checks monthly › Disparate Operations › File Cabinets, Paper‐based and Manual Processes › Integration with ERP (Infor’s Adage)› Identified the benefits of an ECM system
  6. 6. Barriers to Implementing Traditional ECM› Investment vs. Need Payoff  › Expensive Licensing › Complex Deployment › Significant Professional Services Hours› Distributed Operations › Headquarters › 4 Processing Plants› Traditional “Production Capture” not practical
  7. 7. Challenges with Manual AP Process› Multiple approvers› Lengthy routing times – too long!› Early payment deadlines missed› Invoices paid late› Documents in file cabinets
  8. 8. Challenges with Manual AP Process (continued)› Files physically retrieved› Lost/misfiled documents› Documents difficult to track in workflow› Data keyed in from paper documents  into ERP
  9. 9. Technology Requirements› Scalable and Extensible beyond just AP› Ability to integrate with ERP & other line‐of‐ business systems› ECM investment aligned with NFFC size› Concerns about “Traditional ECM” › Adoption › Training  › Self‐sufficiency:  NFFC’s IT dept.
  10. 10. One Platform to Capture, Connect, Share.Capture Content Integrate Store
  11. 11. CaptureBrowser‐based Software
  12. 12. Capture Software› Web‐based – secure access within a browser › Ideal for companies with distributed operations› Automated – eliminates manual intervention › Document Separation via bar codes or patch codes › Indexing via bar codes, database linking and pick lists› Extensible › Easy‐to‐manage workflows › Image‐enables Lines‐of‐Business (LOBs) › Delivers data to Content Store
  13. 13. Streamlining the AP Process at NFFC› All invoices are scanned & indexed› Invoice automatically travels through two levels of  approval › Once invoice is approved: › Sent to AP › Data is imported into Adage › Documents are released  into Content Store
  14. 14. Expanding the Scope› Added workflow › Workflow = complex functionality › Simple to build & modify
  15. 15. Simple Workflow ‐ Example
  16. 16. Complex Workflow ‐ NFFC
  17. 17. ConnectImage‐enables Any Application with Content in ECM System
  18. 18. ERP Integration – Technical Requirements› Integrates any source, any target› Automates data extraction, conversion  &  population of any desktop application › Allows LOBs to pass data to & from other  applications › User simply trigger transfer of information using: › floating tool bar › a hot key › a macro › a change of data  
  19. 19. Integration With Adage – How it works › With click of button in Adage, user can view all  associated documentation › Images of docs available without opening  ECM software › Once approved, metadata assigned &  pushed to Content Store
  20. 20. Integration With Adage – How it works (cont’d)› Metadata pulled from Adage to print checks › An image of check is pre‐pended to the original  invoice package in Content Store› Maintains original file structure that  NFFC employees are used to
  21. 21. Integration With Adage – Step 1
  22. 22. Integration With Adage – Step 2
  23. 23. Integration With Adage – Step 3
  24. 24. Share Flexible & Affordable Storage for Content Generated or Exported from Another System
  25. 25. Retrieval from Content Store (1)
  26. 26. Retrieval from Content Store (2)
  27. 27. Retrieval from Content Store (3)
  28. 28. Retrieval from Content Store (4)
  29. 29. Extensible Solution› NFFC plans to expand ECM infrastructure › Variety of business processes › Across multiple departments› Ad hoc & transactional capture extended› Built Custom Dashboard (Business Intelligence) › AP—Days in Queue
  30. 30. Leveraging Data for Business Intelligence
  31. 31. Hybrid ECM Technology Workflow Browser Access LOB  Integration Access on  Any Device Global Search Operate  on CloudMultiple Viewing  Simple User  Options Interface Indexing &  Simple User  Validation Interface
  32. 32. Non‐Traditional ECM Benefits for AP › Scalable, thin‐ › Supports  client, web app distributed › Easy to use  environments interface › Integration with  › Rapid deployment ERP application(s) › Users trained in  › Business Processes  minutes Streamlined &  Automated › Low cost of  ownership › Roadmap for the  Future
  33. 33. Sponsored by AIIM Northwest Chapter Nexus  ‘11 ECM Solutions Conference November 3‐4 | Bellevue, Washington ECM in the CLOUD | MOBILE ECM | SHAREPOINT  | SOCIAL ECM MOBILE REVOLUTION  | BPM  | ENTERPRISE CAPTURE | COLLABORATIONPLATFORM COMPARISON | ELECTRONIC RECORDS MANAGEMENT | eFORMS $100 off for AIIM members (AIIMNW100) + Early bird Registration through August 19 NexusECM.com
  34. 34. Q & A John Smetana (612) 940‐3355JohnS@imagesourceinc.com
  35. 35. John Smetana (612) 940‐3355JohnS@imagesourceinc.com

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