Altus Alliance 2016 - Improve Business Processes with KwikTag
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Presentation by Mike Brenneman on February 5th, 2016. Bring your worst nightmare, your most challenging business process, to the KwikTag demonstration and see how we can help reduce steps, eliminate paper and save money. From quick and easy document tagging and capture, to workflow and approval routing that literally gives you hours, days and weeks back in your work life, KwikTag integrates directly with your Microsoft Dynamics NAV system. Come see the demo and challenge us to put it to work for you!
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Altus Alliance 2016 - Improve Business Processes with KwikTag
- 1. ALTUS ALLIANCE 2016 How to Wake Up from Business Process Nightmares Presented by: Michael Brenneman, ImageTag Alecia Lantz, Bruce Grey Catholic District School Board
- 2. ImageTag,Inc. •Founded in 1997 •9 U.S. Patents •Headquartered in Tempe, AZ •Started as Document Imaging •Moved to Dynamics Capture •Added Workflow Automation 9
- 3. ImageTag,Inc.Background • Dynamics Integration • Since 2004 • First fully embedded Dynamics solution • Organizational Solutions • 120,000+ Users Worldwide • >98% Support Renewal
- 4. • Workflow & Business Rules Engine • ONE system for everything document-related • Any department • Any document • Any touch point 2/8/2016 KwikTagProductFamily
- 6. • About BGCDSB – Our Mission • Committed to a vibrant Catholic education, we ensure quality learning experiences through community partnerships that nurture each student in body, mind and spirit and embrace the teachings of Christ, giving witness to Gospel values. • KwikTag Partnership • Started in 2009 • Upgraded to NAV 2013 and new KT platform in 2013 • Continued to expand automation wherever possible BGCDSB:Introduction
- 7. BGCDSB:Challenges • Across school district • 13 school locations • 1 district board office • 400+ employees • 3,800+ students • Manual, disparate systems and processes • Hours or manual invoice filing • Hundreds of vendor files • Painful financial analysis and year-end audits • Time consuming manual processes Staff spent too much time chasing paper instead of managing student education
- 8. No visibility into a decentralized process that spanned all school and office locations in the district. • Integrated accounting system solution • Navision • Altus Portal • KwikTag • Nearly eliminated administrative burden of prior manual processes • Financial analysis and visibility accessible by anyone who needs it • Quick, simple audit procedures BGCDSB:Solution
- 9. BGCDSB:ThenandNow Then • 2009 started with automating accounts payable; accounts receivable and journal entries • 2015 started automating payroll and human resources with more to do as time and attendance comes on board • Working toward other areas that needed the same type of automation – e.g. Contract Management; Records Retention; etc. Now • Accounts Payable is scanning invoices as they are processed • Cheque runs are filed by batch vs. by vendor • HR/Payroll - time sheets and absentee vouchers are scanned as they are entered by vendor • Vouchers are filed by batch rather than by each individual employee • Accounts Receivable is scanning back up • Journal Entries backup is scanned • Drive towards a paperless process
- 10. • Staff productivity increased • Centralized, web-based access to financial data • Invoice process visibility • Payback of going paperless: time, money, efficiency BGCDSB:Benefits&Results
- 11. KwikTag&DynamicsNAV Capturevia82NAVForms • Purchase Order Processing • Sales Order Processing • Order History • Accounts Payable • Accounts Receivable • General Ledger • Bank Reconciliation • Cash Management • Fixed Asset Management
- 12. Demonstration
- 13. KwikTag = ONE System KwikTag is ONE SYSTEM that delivers • 80% of the feature/function at • 20% of the price within • 10% of the deployment time 2/8/2016
- 14. • 14 ways to capture documents, here are our customers’ favorites Email Scan now or index & scan later EDI, Other 3rd Party Systems, Portals Tag from ERP or Browse/Drag and Drop KwikTag Client Upload or KwikDocs Send from MS Office, Adobe, or Desktop files 2/8/2016 KwikTagCapturePlatform
- 17. ALTUS ALLIANCE 2016 Altus Ideas Thenewwayforyoutosubmitfeature requeststous.
- 18. ALTUS ALLIANCE 2016 Altus Advocates Membershiphasitrewards. Enrolltoday.
- 19. ALTUS ALLIANCE 2016 Submit your evaluations to win!