Chad Seefeld, VAR Business Development Manager

1. Type less, save more – leveraging
technology to eliminate data entry

2. Today’s Goal

3. Today’s Goal

4. A Little About Us
• Founded In 1995 - TOTAL Focus On Advanced Document
Capture
• More than 800 reseller locations worldwide and more than
35,000 installs
• Strong relationship with Marco spanning years and many
successful implementations

5. Product Introduction
• Reduce Or Eliminate Keystrokes And Mouse Clicks
– Boost Efficiency
– Reduce Payback Period
– Increase Return On Investment
• Ingestion Point Agnostic
– Existing electronic documents in a network folder
– Scanners
– MFP’s
• Publish Data To Nearly Anywhere
– Seamless Integration To M-files, SharePoint and 50+ other applications
– Also Publish Data Into Line Of Business Applications

6. MIRIAH CASSIDY
Director of Order Management
American Solutions for Business

7. The Business Challenge
• American Solutions for Business strategic goal of double digit sales increase with
minimal payroll additions…
Holding ASB Back
• Too much paper!
• Maintained large amounts of floor space for filing cabinets
• Too many touches and opportunity for errors
• Lack of visibility into processes
• Constantly asking, "Where is this invoice in the process? What is the status of this review?“
We needed:
• Solution that can handle large volume of invoice processing
• Nearly 1.6 million documents/year
• Integration with ERP platform (PeopleSoft)

8. Before
SortingRecords Department Piles

10. After

11. Benefits from PSIGEN
• Gained Efficiencies
• Three day reduction in order processing time
• Reduction in over five touches per document
• Near elimination of “lost invoices”
• Peoplesoft voucher staging automation
• Stronger Supplier/Customer Relationships
• Faster supplier turn around time- lost of prompt pay discount reduced by 50%
• Partnership with suppliers to reduce paper USPS invoice receipt from 50% of overall invoicing
to under 5%, savings of $$ for both
• Customer invoicing turned around 3 days faster
• Sales Associate order processing 3 days faster

12. Benefits from PSIGEN
• Employee Opportunities
• 7 entry level FTE elimination
• Employee opportunities for higher level positions
• Repurposing of staff inline with ASB’s objectives of double digit growth
• Ease of Use
• Single FTE manages process
• Hundreds of templates created
• 2 day training for application owner back up

13. How Other Customers use PSIGEN

14. Invoices Insurance Claims Clinical Trial Results
Financial Records Insurance Policies Lab Notebooks
Banking Records Hospital Files Environmental Documents
Mortgage Files (CFPB) Credentialing Files Mail Room
Lease Files Medicare / Medicaid Open Enrollment Oil & Gas Documents
Student Transcripts Merger & Acquisition Documents Bound Books
Medical Files Corporate Meeting Minutes Checks
Personnel Files Board Meeting Records Expense Reports
HR Records Energy Documents Engineering Drawings
Microfilm Microfiche Aperture Cards
Speech Cigarette Packages Crime Photos
Royalty Files Well Logs Land / Lease Files
File Types – “Process-based”

17. 3:00 – 3:45 PM BREAKOUT SESSIONS
KONICA MINOLTA
Breakout Room: Guest Locker Room
“What is your Print Transformation
Strategy?”
Emil Enstrom, Vice President of Enterprise
Accounts
BARRACUDA
Breakout Room: Delta 360 Club
“Protecting Data Everywhere”
Rod Mathews, Senior Vice President and
General Manager
Marco
Breakout Room: Main Field
“Uncovering the Cloud: Is it Right for You?”
Steve Knutson, Chief Technology Officer
and Vice President of Service
MITEL
Breakout Room: Interview Room
“Deliver a Flexible, Engaging Customer
Contact Center Experience”
Brian Spencer, General Manager – Contact
Center