How to Improve Operational Efficiencies with an Enterprise Document Management Solution

1. How to Improve Operational Efficiencies with an Enterprise Document Management Solution

2. Agenda • Introductions • Document Management Overview • Document Management & Business Process Management BPM (Automation) • Demo - Win Prizes! • Q&A

3. What is Document Management? AIIM (Association for Information and Image Management) “Document management, often referred to as Document Management Systems (DMS), is the use of a computer system and software to store, manage and track electronic documents and electronic images of paper based information captured through the use of a document scanner”

4. What is Business Process Management? AIIM (Association for Information and Image Management) “BPM is a way of looking at and then controlling the processes that are present in an organization. It is an effective methodology to make certain that the processes are efficient and effective, as this will result in a better and more cost efficient organization.”

5. What is Enterprise Document Management? • A software solution that provides centralized access to documents across the enterprise • All documents are stored in a secured centralized database with version control and security • Documents are tagged and indexed so they can be found quickly by keyword or full text search • Provides workflow tools to automate processes, route documents for approval and control change • Designed for global companies operating multiple sites across the different countries

6. Integration to ERP System • Retrieve and View Documents from within the ERP application • Save any ERP document or report directly to the Document Management Database - No export or scanning required • Data is validated and pulled directly from ERP reducing the number of fields that need to be scanned from a document • Data Capture Engine: Automates transactions within the ERP System

7. An Enterprise View • Purchasing/Accounts Payable • Customer Order Processing • Accounts Receivable/Customer Service • Shipping & Logistics • Engineering • Legal • HR • Quality (ISO Documents) • And others

8. What is DocLib? • DocLib is an Enterprise Document Management (EDM) solution • DocLib is a Complementary Solution to QAD • Developed with Progress for companies using Progress based ERP solutions such as QAD • An EDM Solution offering business process automation through workflow, data capture and ERP Integration • ERP Integration provides business process automation for Purchasing & Accounts Payable, Sales Orders and Accounts Receivable • Provides a complete view of the documents related to a full life cycle: PO, Receiver, Packing List, AP Voucher, AP Check

9. Workflow Automation Version Control Email Alerts Audit History ERP Integration Database Security Rapid ROI $

10. Accounts Payable Automation Purchase Approved Create PO Order Placed Workflow Workflow Workflow Workflow Archived Order Received Workflow Workflow Three-Way Match Payment Sent Payment Approved Workflow Workflow

11. AP Automation Demo

12. Questions? • For more information: • On the web: www.doclib.net • Contact us: • Steve Eisenberg, Product Sales Manager • Phone: 609-583-4811 • e-Mail: sae@pics.com • Rich Rosenthal, DocLib Product Manager • Phone: 609-534-4830 • e-Mail: rjr@pics.com