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doc-link for SAP Business

doc-link for SAP Business. Solution & Partnership Review. Lee Triebwasser Director, New Business Development. Agenda. Altec organizational review ERP market trends Vertical document examples Value proposition Doc-link for SAP solution examples

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doc-link for SAP Business

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  1. doc-link for SAP Business Solution & Partnership Review Lee TriebwasserDirector, New Business Development

  2. Agenda • Altec organizational review • ERP market trends • Vertical document examples • Value proposition • Doc-link for SAP solution examples • GRC (Governance, Risk and Compliance) approaches • Four sample doc-link for SAP solution configurations • Engagement model/contact information

  3. Mission Statement and Vision Altec enables organizations to unleash the power of their Accounting Systems to enhance productivity and communication among customers, suppliers, partners, and employees.

  4. Company History • Started as a division of a large ERP software corporation in 1985 with a focus on business forms. • MICR check printing solutions added in 1994, Altec taken private in 1995. • IDM division evolved in 2000. • Primary focus on mid-market sector. • High level of commitment to the marketplace (client base of 13,000+) • CPA influencer focus. • Reseller program options reflect high level of commitment.

  5. Trends-best revenue upside in many years Potential ERP customers are buying the following: • Business Analytics • Paperless (document imaging) • Business Process Improvement (workflow) • Quality Improvement • Control and Governance (auditing) • Customer Portals Used with permission from 2006 K2 Accounting Software SelectionCopyright K2 Enterprises

  6. Reseller best practices to address these trends • Become a vertical expert • Customization for business control is driving many deals • Integrated workflow and one database/portal are key leverage points • Expanding solutions areas through innovation • Leveraging third party ROI to drive sales process • Leveraging third party functionality to differentiate solution Used with permission from 2006 K2 Accounting Software SelectionCopyright K2 Enterprises

  7. Verticals and document examples • Oil and Gas • Distribution • Healthcare • Manufacturing • Retail • Construction • Global Trading • EXAMPLES • Accounts Receivable invoices, POD, packing slips, receivers, checks and internal reports. • Accounts Payable invoices, checks, supporting documents and reports. • Sales orders, purchase orders, quotations, project specifications, change orders, SOPs. • Patient records, insurance claims, test results. • Import/export documentation, shipping manifests, airbills.

  8. Value Proposition • High FedEx/UPS bills • Delay in getting documents from multiple locations • Delays in approvals for “paper intensive” workflows (A/P) • Lack of immediate access to mission-critical documents (Sales Order Processing) • High prices for lost/misplaced documents • Compliance Issues (Sarbanes, HIPAA, GLB, 21CFR) • Where do the documents have value?

  9. Complete integration for A/P

  10. True documentation visibility

  11. Complete integration for order processing

  12. Governance, Risk and Compliance • Audit - provides complete document history; who viewed which document when and what did they do with the document • doc-link Web Client- browser based for mobility and secure access to image repository. Users can search, retrieve, view, save to file, email and print documents • Access controlled through multiple layers of doc-link security configurations

  13. Audit Overview (Select Document/Report)

  14. Review Your Audit Results

  15. “Drill Down” into Detail

  16. Further Refine the Audit Results

  17. Web Client for Mobile and Secure Access

  18. “Accounting-specific” functionality positioning STANDARD Edition (Compliance) • ERM capture of pre-configured reports with full audit capability PROFESSIONAL Edition (Visibility and Access) • Addition of Scan-link and indexing to STANDARD Bundle for capture and management of external documents ADVANCED Edition (Transaction-based workflow) • Addition of pre-configured workflow (AP, etc) to PROFESSIONAL Bundle. Also introduces integration to accounting application. ENTERPRISE Edition (Scalable and Customizable) • Functionality of all bundles, (STANDARD, PROFESSIONAL and ADVANCED) as well as full workflow and administrative configurability

  19. Compliance Repository for Internal Reports

  20. Repository Benefits for External (Paper) Documents

  21. “Transaction-based” BPM

  22. Expand Benefits Across the Organization

  23. Process and Distribute

  24. Altec/SAP Engagement model Altec demos integrated doc-link /SAP Business One IDM solution, generates and presents formal proposal. Altec provides content and participates in local marketing with partner. Altec implements and supports doc-link solution Altec actively participates in prospect identification Altec provides domain knowledge, prospect qualification and discovery call to define initial project requirements. Partner manages sales process. Altec actively participates in prospect identification and qualification. Partner determines desired level of participation in the sale Partner implements Business One. Partner demos Business One.

  25. Contact Information SAP Business Development Team German Macedo Business Development Tel: (800) 997-9921 Ext 1235 germanmacedo@altec-inc.com Karyn Howes Business Development Tel: (800) 997-9921 Ext 1278 karynhowes@altec-inc.com Lee Triebwasser Director, New Business Development Tel: (800) 997-9921 Ext 1264 Mobile: (949) 887-1226 leetriebwasser@altec-inc.com

  26. This concludes our presentation.Thank you for your attendance!

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