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DOCUMENT & REPORTING SOLUTIONS

DOCUMENT & REPORTING SOLUTIONS. ABOUT US. Document & reporting solutions. Founded in 1989. We transform ERP document workflows to improve productivity for digital and cloud environments. We provide customizable document solutions that match your company’s workflow needs. Who We ARE.

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DOCUMENT & REPORTING SOLUTIONS

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  1. DOCUMENT & REPORTING SOLUTIONS

  2. ABOUT US Document & reporting solutions • Founded in 1989 • We transform ERP document workflows to improve productivity for digital and cloud environments • We provide customizable document solutions that match your company’s workflow needs.

  3. Who We ARE + 3000 CUSTOMERS across all sectors 12+ YEARS averagecustomer loyalty 7 OFFICES with 70 employees

  4. Our comprehensive document solutions Distribution Document Creation Print Management • Easy-to-use drag-and-drop interface • All tasks managed using customized templates • No programming required • Quick implementation • One-stop solution for document output management needs • SAP & IBM certified connectors for ERP Output Management • ERP independent • Compatible with Oracle, JD Edwards, Infor, Navision, etc. Archiving Cloud Access Digital Signature

  5. Compleo SUITE Traceability Benefits Time-saving automation • Simplified accessibility and functionality Streamlined processes • ERP support for easyintegrationwith SAP, IBMi, Microsoft, and more • Complete document lifecycle management, fromcreation to digital signature to storage Convert data to and from Excel, XML, or PDF files Reduced risk of errors

  6. Our Partnerships • 10+ years of partnership • 30 years of partnership • Certified for 13+ years • Active ASUG member • Recognized for impact on market technologies • IBM Server Proven certification for Output Management and Business Intelligence Solutions • Find us on the SAP App Center • Web connectors for Dynamics 365 and Microsoft Cloud • PartnerWorld Industry Network and IBM COMMON member

  7. Sample Customer Solution 1.1 million lines of data Architecture: One report to many multiple locations/people Format & distribute invoices

  8. Solutions: Challenges: • Data-intensive reporting process • Formatted manually, taking up valuable time • Needed to improve invoice format • SAP background reporting • Streamlined reporting and distribution • Custom automated invoices

  9. Benefits – By Department Sales HR • Sales/customer/inventory reports shared without any manual intervention • Automate business process: PO to SO • Integration with CRM for approval processes • Approve and access documents from anywhere with any device • Accommodate your Multilingual CustomerBase with Custom Business documents • Digitally sign Form 16/Payslips/offer letters etc. • Easy and Secured Storage and access for documents • Formatted reports in Excel Emailed automatically to users • Design workflows for leave/expense management etc. Finance Distribution • Web sign for real time acknowledgement of goods delivered • Consolidate Delivery notes with relevant documents • Dynamic content for global business • Centralized print management • Digitization of Delivery notes • Digitally sign Invoices/CN/DN • E-Invoicing - XML sent via SOAP, ChorusPro, Peppol • PO approval using workflow • AR/AP Dunning Reports • Digitization of documents for storage • Extend Business Document Access via On-premise or Cloud Repository

  10. Schedule your free consultation • Evaluate current processes and needs sales@symtrax.com • Scope proof of concept and get quick results Boston: 617-391-5800 Los Angeles: 310-216-9536 • Become familiar with our solution before investing Chat with us at www.symtrax.com

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