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Electronic document management perspectives
The document discusses the significance of document management in improving efficiency, customer service, and cost-effectiveness within organizations. It outlines the key business drivers for implementing document management solutions, including departmental issues such as delays and lost documents. Additionally, it highlights features of Sage ERP document management, including imaging systems, workflow automation, and advanced search capabilities for better access to critical documents.
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Electronic document management perspectives
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- 2. What does DOCUMENTMANAGEMENTmean? File Cabinet Network File Share Software
- 3. What is SageERP Document Management? •Imaging System •Workflow Engine •Output Automation Tool •Advanced Business Process Tool
- 4. Executive Level –Maximizeefficiencies –Enhance customer service –Cut costs –Maximize use of existing resources –Manage and protect sensitive information –Disaster recovery/business continuity –Costly & intrusive annual audits KEYBUSINESS DRIVERS FOR DOCUMENT MANAGEMENT
- 5. Departmental Level –Highcourier service bills –Approval delays –Transportation delays –Lack of access to mission- critical documents –Lost/misplaced documents –Time consuming document research/retrieval –Lost opportunity of early pay discount KEYBUSINESS DRIVERS FOR DOCUMENT MANAGEMENT
- 6. Where Can DocumentManagement Be Deployed? THROUGHOUT THE ENTIRE ENTERPRISE Sage ERP Document Management Human Resources Accounts Payable Legal Sales Marketing Customer Service
- 9. SEARCH AND RETRIEVAL •Scan and capture into repository •Index for quick and easy search and retrieval •Desktop Ad-hoc viewing and routing •Capture directly other software system
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- 13. •Ad hoc retrievaland routing •Automatically schedule and route documents •Multiple/varied delivery methods and formats
- 17. •Route documents electronicallyto appropriate departments or individuals to expedite the approval process •Automates approval of a paper-based processes •Allows for full visibility to document status and history •Approval stamps indicate by whom and when a document was approved
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- 22. AP ProcessorExcludingSage ERP100 Adv/Prem(MAS 200) SIDE-BY-SIDE
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- 24. AP Processor SageERP 100
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- 27. Sage ERP DocumentManagementAdvanced Business Tools
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- 32. I dread the15thof every month when I get that massive credit card bill…
- 35. …More doc-link AdvancedBusiness Tools •Web App •Electronic Form •OCR Automation
- 36. •Sage Alliance Partner •Enterprise DMS •Unlimited Storage •Tight Security •Integration Tool The Sage ERP Document Management Difference
- 37. •Content Storage •ConcurrentLicense •Fully Expandable •Standard H/W & 3rdParty Software •24/7 Support The Sage ERP Document Management Difference