The document presents an overview of Altec's document management solution, Doc-Link, which enhances accounting applications by managing documents digitally. It highlights benefits such as reduced data entry, cost savings, and streamlined workflows, with real-life examples demonstrating significant savings for various companies. Additionally, it provides information on training, support, and an upcoming webinar.

1. Manage the Process, Not the Paper
– Document Imaging Solutions
Presenter: Jonathan Morgan

2. Introduction
 Jonathan Morgan
• Sales Director – Southwest & Midwest Regions

3. Agenda
 Introductions
 Who is Altec?
 What is Doc-Link?
 Doc-Link Overview
 Q&A

4. Who is Altec?
Altec Products, Inc. publishes an Integrated Document
Management solution called doc-link.
 Founded as a division of Epicor in 1985 and taken private in 1994
 Over 16,000 Print/MICR customers today
 Over 1,400 doc-link installations today
 Sage Exclusive Endorsed Solution for
document management

5. What is doc-link?
Capture
Workflow
Distribute
Retrieve …
doc-link extends the functionality of your accounting application

6. Documents captured into doc-link

7. Enterprise Report Management (ERM)
 Print capture technology eliminates print and scan routines
 Used anywhere with any software that generates a print file
 Administrator training allows user to deploy technology
throughout the enterprise

8. Documents Retrieved, Reviewed &
Routed Via doc-link

11. Documents Routed & Approved
Through Workflow
!
!
! OK! ! Date
Time
Authorization

12. AP
WORKFLOW

13. CFO
WORKFLOW

14. Examples of
Annotations

15. AUDIT AND TRACKING

16. Documents Distributed

17. SENT ACCORDING TO RECIPIENTS’ PREFERENCE

18. doc-link Overview

19. Bundled Packages

20. Document Management Benefits
Reduce data entry by leveraging integration with
ERP applications
Ensure business continuity through redundant
electronic document repository
Reduce costs related to ROI < 9 months
moving, storing and accessing documents
Provide immediate access to
documents and supporting detail
Streamline business processes
by eliminating the paper

21. Real Life Examples
(Paper Movement)
National restaurant
company (46 locations)
$150,000 in
shipping/courier charges

22. Real Life Examples
(Paper Storage)
NYC Company
$118,000 in
file cabinet square footage

23. Real Life Examples
(Paper Storage)
Midwest
Manufacturer
$85,000 in
storage/retrieval costs

24. Real Life Examples
(Cost Reduction)
Southern California non-profit company
25% reduction in
annual audit bill

25. Real Life Examples
(Increased Efficiencies)
Southwestern investment firm
expanded operations
Saved $48,000 salary

26. Real Life Examples
(“Going Paperless”)
UK based travel company
eliminated paper from their
business processes
“Going green”

28. June Webinar
 Topic: KnowledgeSync
 Day: June 21, 2011
 Registration: www.bkdtechnologies.com/events

29. BKD Technologies Help Desk
 Sage Software – 866.832.4253
SageSupport@bkd.com
 Monday – Friday, 8 a.m. – 5 p.m.
Support Center toll free

30. Contact Information
Robin Reeder
417.624.1065
rreeder@bkd.com