“Remember to leave a paper trail,” although a known saying, it’s a very old way of thinking. With the increase in technology, mobile reporting, SharePoint, electronic invoices, and many other sorts of paperless, maybe leaving a paper trail isn’t the smartest thing to do. In this session, let us make sure your documents are managed and organized for easy accessibility with reporting and effective communication. One of our very own consultants will present a more technical approach of how your solution is affected on the backend without a document management system. We then pass the torch to a trusted vendor who specializes in saving paper. Let us help you eliminate bottlenecks and gain faster approvals within your processes, seamlessly capture the data you want to design, and create workflows you want to improve your internal and external communications.

1. Let the Trees Live!
Go Paperless
Speaker Names: Andrew Fraser, KTL Solutions & Holly Condon, PaperSave

2. • What does it mean to go Paperless
• The Paperless Environment
• Document Management
Go Paperless!

3. • Drop Points
• Email
• File Folder
• Workflow Drag and Drop
• Scanner
Capture Electronic Data

4. • Code Data
• OCR
• Reviews and Approvals
• Parameters in Workflows
• Workflow within workflow
Workflows

5. • Email Notification
• Out of Office
• Delay Activity
• Conditions
• Scripting
Bottlenecks and Efficiencies

6. • Phone
• Tablet
• Web
• Desktop
Review Tools

7. • Associate to an ERP Transaction
• AP Invoice
• Expense Report
• Auto Entry
ERP Integration

8. • Reporting
• Associated Transaction
• Filtering Documents
• View Document History
Retrieve Electronic Data

9. • ERP Integration
• Configurable Workflows
• Email Submissions and Notifications
• Historical Tracking
• Security
• Backups
Considerations for a Paperless System

10. Look Familiar?
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11. • The average document gets copies 19 times in its life
• According to the EPA, the average worker goes through 10,000 sheets of
paper in a year. That is over 20 pounds of paper.
• According to The Nature Conservancy, each year over 36 million acres of
forests are cut down which accounts for 20-25% of greenhouse gas
emissions.
Startling Statistics
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12. • Become More Efficient
• Eliminate the 20-30% of your day spent filing, searching and retrieving documents
• Eliminate the 1 our of 10 Lost or Misfiled documents
• Information is just a click away
• Improve Customer Service
• Reduce Audit Preparation Time
• Cost Considerations
o Question – How much does it take to file a document? $20
o Question – How much does it cost to fill a 4 drawer lateral file cabinet? $25,000
Reason #1 to Save the Trees
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13. • Streamline & Automate Paper Based Processes
• Automate the 2 and 3 way paper matching process
• Automate workflow processes
o Streamline process
o Insight to document in workflow
• Automate “filing” with Scan First Capture Method
• Automate Transaction Entry, Reduce Keystrokes!
Reason #2 to Save the Trees
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14. • Connect and Collaborate
• Connect Employee and Remote Offices
• Distributed capture, employees can scan documents from remote locations,
eliminating shipping costs and transportation delays.
• Approval of documents across locations is made simple with PaperSave’s
electronic workflow process.
Reason #3 to Save the Trees
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15. Obvious Starting Point is AP. Why?

16. Operational Areas for Consideration
•

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19. Electronic Workflow Process
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20. • Distributed Capture
• Scan
• Insert Documents Electronically
• Approvers
• Access Documents from Email Alert
• Workflow Queue Explorer
• Approve from Mobile Device
• Process Management
• Address bottlenecks before they become bottlenecks
Workflow Roles
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21. • Key Benefits
• Reduce procurement to pay cycles
• Insight to documents in process
• Eliminate transportation cost from remote locations
• Works off on native HTML browser versus underlying technology like
Silverlight (easy deployment)
o IT loves this
Electronic Workflow
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22. Capture
Sales Order Processing

23. • Other Flexible Capture Methods
• Scan Now
• Scan Later
• Office Integration
• Outlook Integration
• Drag and Drop
• Attach a File
• File Manager Integration
Financial, HR, Legal and Beyond!
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24. • 9 Capture Methods Key Benefits
• Flexibility allowing users across operations to work with the system
based on their process and preferences
• No supplies or additional materials needed
• User Defined Meta-Data to ensure system is used consistently across
users
Document Management
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25. • 6 Ways to Search & Retrieve Documents
• Drill Down from a Record
• Query Integration
• PaperSave Search on User Defined Meta-Data
• Content Search (OCR)
• PaperSave Web
Document Retrieval
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26. • Key Benefits
• Instant Access
• Flexible Search and Retrieval Methods
• Manage individual and groups of documents efficiently
• Ensure Regulatory Compliance (HIPPA, PCI, FMLA, etc
Document Retrieval
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27. • Considering Going Paperless?
• Why stop with a solution that only focuses on a fraction
of organizational documents and processes?
• Increase Efficiency, Collaboration and Cost Reduction across your operations!
Conclusion
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