The document outlines a live webinar focused on document management solutions, particularly highlighting the DocLink system's features such as smart forms and seamless ERP integrations. It discusses disaster recovery benefits illustrated through a customer success story involving a property management company that efficiently operated post-tornado due to their use of DocLink. The presentation emphasizes the importance of data security and compliance in managing business processes across various sectors.

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. www.altec-inc.com @DocLinkbyAltec
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. www.altec-inc.com @DocLinkbyAltec
Today’s Presenters
Kelly Hummel | Net@Work
Sage Practice Director
Tony Choquehuanca| Altec
Sales Director

4. www.altec-inc.com @DocLinkbyAltec
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. any document - any process - anywhere
DocLink Document Management for Sage:
Disaster Recovery
PRESENTED BY TONY CHOQUEHUANCA, SALES DIRECTOR

6. We live in a world of
instant access...

7. …so why is it hard to find
anything at your office?

8. www.altec-inc.com @DocLinkbyAltec
HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

9. Does your current system require a lot of
touching, moving, & filing of documents?
Are your approval processes
manual and inefficient?
Do you spend a lot of time
doing data entry?

10. What is DocLink?

11. www.altec-inc.com @DocLinkbyAltec
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

12. www.altec-inc.com @DocLinkbyAltec
SAGE ERP
INTEGRATIONS
Seamless integrations make for a robust
experience between DocLink & Sage
Sage 100
Sage 300
Sage 500
Sage X3

13. www.altec-inc.com @DocLinkbyAltec
DIRECT ACCESS TO
DOCUMENTS
WITHIN YOUR ERP
WINDOWS

14. Why Care About Disaster Recovery?

16. www.altec-inc.com @DocLinkbyAltec
PROTECT YOUR DATA!
Media failure
User error
Permanent loss of a server
Virus/malware
Natural disaster

17. www.altec-inc.com @DocLinkbyAltec
NO DOCUMENT CASUALTIES FOR
PROPERTY MANAGEMENT CO.
WHEN DISASTER STRIKES
CUSTOMER SUCCESS: TORNADO RECOVERY

18. www.altec-inc.com @DocLinkbyAltec
• Property Management company
• Hit with Category-3 Tornado; worst storm in area’s history
• Reported $1.5+ million in damages for company
• 60+ vehicles destroyed
• NO interruption in business operations
• Continued supporting 100+ remote offices
• Because 9+ years of documents stored in DocLink
CUSTOMER SUCCESS: TORNADO RECOVERY

19. “When we purchased DocLink back
in 2002, we created a long list of
reasons why we needed to buy this
solution. Surviving a Cat-3 tornado
was NOT one of them.”

20. DocLink Keeps Data Secure

21. www.altec-inc.com @DocLinkbyAltec
Visibility &
Reporting
Improved Accuracy

22. www.altec-inc.com @DocLinkbyAltec
INTERNAL BUSINESS PROCESSES
New vendor setups
Miscellaneous check requests
Expense reports
Credit card processing
Telephone/Utility bills for different locations & departments

23. www.altec-inc.com @DocLinkbyAltec
VISIBILITY & REPORTING
Monitor workflow statuses
Manage audit trails
Improve financial reporting
Streamline inter-company accounting

24. IMPROVED
ACCURACY

25. www.altec-inc.com @DocLinkbyAltec
Manage Compliance
& Risk
Enterprise-Wide
Solution

26. Give auditors access to:
• Documents for review
• Sophisticated activity reports
No more hunting down documents.
COMPLIANCE

27. www.altec-inc.com @DocLinkbyAltec
ENTERPRISE-WIDE SOLUTION
Human Resources (onboarding, certificates, etc)
Contract Management (internal, external, etc)
Facilities Management (service requests, builds, etc)
Field Services (mobile capture, service calls, etc)

28. www.altec-inc.com @DocLinkbyAltec
Security
Disaster Recovery
Industry Standards

29. Company
Department
Document Type
Property Values
SECURITY

30. www.altec-inc.com @DocLinkbyAltec
INDUSTRY STANDARDS
Build Support Web Mobile

31. www.altec-inc.com @DocLinkbyAltec
KEEP DATA MAINTAINED
• Best practices . . .
• Database maintenance
• Back up critical data (database/SQL back-ups)
• File system maintenance
• There are different backup strategies and tools that Altec can share
with you
• A disaster recovery plan requires continuous testing

32. www.altec-inc.com @DocLinkbyAltec
WE LIVE IN A DATA-DRIVEN WORLD…

33. www.altec-inc.com @DocLinkbyAltec
Please type in
your questions
Any Questions?

34. www.altec-inc.com @DocLinkbyAltec
Thank You For Attending!
Connect with
800-719-3307
www.netatwork.com
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Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Kelly Hummel| Net@Work
Sage ERP Practice Director
(P) 800-719-3307 x 6621
(E) khummel@netatwork.com