The webinar summarized the DocLink document management system. It highlighted how DocLink can minimize data entry, improve workflow and approvals, provide self-service document access across devices, and seamlessly integrate with Sage X3 ERP software. The presentation provided examples of how DocLink has helped various departments and roles like AP, AR, CFO, and CIO by increasing productivity, compliance, security, and disaster recovery. It concluded with a demo of DocLink's features and a Q&A.

1. Live Webinar Demo:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
Welcome!

2. 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. Today’s Presenters
Randall Glenn | Altec
Senior Sales Engineer
Tom Dieterle | Net@Work
Sr. Account Manager

4. 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. WE LIVE IN A DATA-DRIVEN WORLD…

6. HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

7. WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

8. The Impact on Your Team

9. ACCOUNTS
PAYABLE
Minimizing Data Entry
Access & Timely Approvals
Seamless Sage X3 ERP Integration

10. MINIMIZING DATA ENTRY
Automate capture & indexing
Reduce manual reconciliations and matching
Leverage existing Sage X3 ERP data & reduce human error

11. CAPTURE
DATA
ANYWHERE

12. SELF-SERVICE
DOCUMENT ACCESS
THROUGH
MULTIPLE DEVICES

13. Construction Services
Contractor
2+ million
documents in DocLink
Customer Evidence: Immediate Access

14. APPROVALS
FROM YOUR
MOBILE DEVICE
AND EMAIL

15. DELEGATE
WORKFLOW
AUTHORITY
WHILE AWAY

16. SEAMLESS
INTEGRATIONS
Uninterrupted, deep integration
between DocLink and your Sage X3
allows data flow side-by-side
DocLink Sage X3

17. INTERNAL BUSINESS PROCESSES
New vendor setups
Miscellaneous check requests
Expense reports
Credit card processing
Telephone/Utility bills for different locations & departments

18. ACCOUNTING
MANAGER /
CONTROLLER
Visibility & Reporting
Improved Accuracy
Higher Value Add

19. VISIBILITY & REPORTING
Monitor workflow statuses
Manage audit trails
Improve financial reporting
Streamline inter-company accounting

20. IMPROVED
ACCURACY

21. HIGHER VALUE ADD
to file a
document
to retrieve a
document
to re-create
a document
$20 $120 $220
*data from PricewaterhouseCoopers

22. Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in
storage/retrieval charges

23. ACCOUNTS
RECEIVABLE
Quick Invoice Delivery
Supplemental Documentation
Improved Customer Service

24. AUTOMATED DELIVERY
Automate through preconfigured routing rules
Attach all backup documentation for one send
Customize method of preferred distribution
Specify delivery schedule

25. Government & education
software developer
$11,000 annually
in postage only
Customer Evidence: Delivery Savings

26. CHIEF
FINANCIAL
OFFICER
Increase Productivity
Manage Compliance & Risk
Enterprise-Wide Solution

27. Firm expanded without
adding new staff
$48,000 salary
Customer Evidence: Increased Productivity

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

29. 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)

30. CHIEF
INFORMATION
OFFICER
Security
Disaster Recovery
Industry Standards

31. Company
Department
Document Type
Property Values
SECURITY

32. Property Management
Company – Tornado Hit
Zero data lost & no
delays for 100+ offices
Customer Evidence: Disaster Recovery

33. DEMO:
• Sage X3 Integration
• PO functions
• Create a PO
• Capture Requisition
• AP Functions
• Capture Packing Slip
• Create Receiving Transaction and Invoice, Compare
• Process Invoice
• Exception Routing for Approval
• Web
• Mobile
• SmartForm

34. WHY DOCLINK?
world-class
products
rapid
implementations
outstanding
customer
support

35. Questions?
Please type in
your questions

36. Thank You For Attending!
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
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Tom Dieterle, Net@Work
Sr. Account Manager - ERP Solutions
Phone: 646-293-1786
Email: tdieterle@netatwork.com
For More Information Contact: