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Today's Agenda. eAlliance Company OverviewBottomline Technologies Company OverviewA Closer Look At FormScape V3Accounts Payable AutomationClosing ThoughtsQ
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2. Todays Agenda eAlliance Company Overview
Bottomline Technologies Company Overview
A Closer Look At FormScape V3
Accounts Payable Automation
Closing Thoughts
Q & A (Business Partner presenting):
Good morning everyone, thank you for joining us in our webinar today to present Document Process Automation.
Todays presentation we will begin with brief introductions to who we are here at <partner> and who FormScape is. We will then share with you what Document Process Automation is, and explore how the Document Process Automation value proposition affects your company. We will have a closer look at the FormScape solution with screen shots to demonstrate how the solution would work within your environment. At the end, we will present our closing thoughts and take your questions.
Id like to start by introducing my company
(Business Partner presenting):
Good morning everyone, thank you for joining us in our webinar today to present Document Process Automation.
Todays presentation we will begin with brief introductions to who we are here at <partner> and who FormScape is. We will then share with you what Document Process Automation is, and explore how the Document Process Automation value proposition affects your company. We will have a closer look at the FormScape solution with screen shots to demonstrate how the solution would work within your environment. At the end, we will present our closing thoughts and take your questions.
Id like to start by introducing my company
4. eAlliances Relationship with Bottomline Technologies
5. About Bottomline Get new slide that shows additional locationsGet new slide that shows additional locations
6. Market-Leading Customer Base Sony BMG Music Entertainment, Lexmark, Exel, and Thames Water are four Case Studies at the end of this presentation you can reference to get more detail about these four particular Sprinter deals. Well look to assemble more as well as update what the others on this slide do in case asked in a meetingSony BMG Music Entertainment, Lexmark, Exel, and Thames Water are four Case Studies at the end of this presentation you can reference to get more detail about these four particular Sprinter deals. Well look to assemble more as well as update what the others on this slide do in case asked in a meeting
7. ERP Partners Optional slide determine if it has value to the presentation. Caution most of these certifications were obtained via FormScape acquisition and/or pertaining to Document Output Solutions.Optional slide determine if it has value to the presentation. Caution most of these certifications were obtained via FormScape acquisition and/or pertaining to Document Output Solutions.
8.
Outbound Document Management
9. Before / After Invoice
10. Traditional Document Printing Explain the architectureExplain the architecture
11. FormScape V3 Document Process Automation Explain the architectureExplain the architecture
12. V3 Components/Modules
13. FormScape V3 Repository Fast online web access
Secure, Integrated archive
Index, link, search all related documents You have probably experienced this yourself, that people in your organization waste time hunting misfiled or misplaced documents. This slows the process, slows the business, and frustrates employees, users, customers, and suppliers, alike. Many organizations are making a strategic and concerted move to self service, internally for employees and externally to their customers and suppliers
The FormScape V3 repository enables self-service across the value chain, providing huge productivity benefits and even improving user morale, typically through empowerment and ease of use. The documents are easily accessible via web browser for viewing, printing, and emailing.
You have probably experienced this yourself, that people in your organization waste time hunting misfiled or misplaced documents. This slows the process, slows the business, and frustrates employees, users, customers, and suppliers, alike. Many organizations are making a strategic and concerted move to self service, internally for employees and externally to their customers and suppliers
The FormScape V3 repository enables self-service across the value chain, providing huge productivity benefits and even improving user morale, typically through empowerment and ease of use. The documents are easily accessible via web browser for viewing, printing, and emailing.
14. The repositorys web interface allows the user to pick a document category. In this case, we select the Invoice category.The repositorys web interface allows the user to pick a document category. In this case, we select the Invoice category.
15. The invoice category can be searched by any criteria that has been established by the owner of this category. For this demo, we will limit our search to those invoices whose invoice number falls within 23000 and 24000.The invoice category can be searched by any criteria that has been established by the owner of this category. For this demo, we will limit our search to those invoices whose invoice number falls within 23000 and 24000.
16. The resulting list of documents can be sorted on any of the available columns, and to view the document, you simply click the document icon.The resulting list of documents can be sorted on any of the available columns, and to view the document, you simply click the document icon.
17. Sample Customer Forms PURPOSE: This slide explains the business benefits of FormScape V3:
1) Reduce time, material and labour costs by eliminating paper and switching to electronic processing and distribution of documents across multiple channels of communication
2) Increase revenue by generating and delivering premium-branded, personalised customer facing communications faster
3) Improve user productivity and customer service through online document self-service
4) Raise IT service levels by easily creating and rapidly changing documents to meet user and business requirements
5) Conform to government, industry and regulatory mandates by controlling the format, delivery and retrieval of business critical documents
PURPOSE: This slide explains the business benefits of FormScape V3:
1) Reduce time, material and labour costs by eliminating paper and switching to electronic processing and distribution of documents across multiple channels of communication
2) Increase revenue by generating and delivering premium-branded, personalised customer facing communications faster
3) Improve user productivity and customer service through online document self-service
4) Raise IT service levels by easily creating and rapidly changing documents to meet user and business requirements
5) Conform to government, industry and regulatory mandates by controlling the format, delivery and retrieval of business critical documents
18. Sample Packing List
19. Bill of Lading
20. Sample VICS Bill Of Lading
21. Homeowner Insurance Policy
22. Barcode Samples
23. The latest batch run would be displayed to the payroll manager. Before actually reprinting a check, he can view a copy of the check by simply clicking the PDF icon for the check
The latest batch run would be displayed to the payroll manager. Before actually reprinting a check, he can view a copy of the check by simply clicking the PDF icon for the check
24. MAPI Email Integration Supports the following Mail Servers:
Microsoft Exchange (Outlook)
Lotus Domino (Notes)
Any MAPI-compatible Mail Server
Email to Groups from the Address Book
Set Email Priority
Use Read Receipts
Have a dedicated FormScape Email Account
Audit Trail of Sent Emails in the Sent Mail Folder on Mail Server
25. Messaging systems allow business applications to manage processes via message queues (MQ), in order to:
Address customers CRITICAL business processes
Enable suppliers and customers to collaborate securely and reliably
FormScape can receive message queues as input, and can output to message queues, for the following systems:
IBM WebSphere MQ
Microsoft MQ (MSMQ) Messaging Support
26. FormScape Design Tool PURPOSE: This slide explains the business benefits of FormScape V3:
1) Reduce time, material and labour costs by eliminating paper and switching to electronic processing and distribution of documents across multiple channels of communication
2) Increase revenue by generating and delivering premium-branded, personalised customer facing communications faster
3) Improve user productivity and customer service through online document self-service
4) Raise IT service levels by easily creating and rapidly changing documents to meet user and business requirements
5) Conform to government, industry and regulatory mandates by controlling the format, delivery and retrieval of business critical documents
PURPOSE: This slide explains the business benefits of FormScape V3:
1) Reduce time, material and labour costs by eliminating paper and switching to electronic processing and distribution of documents across multiple channels of communication
2) Increase revenue by generating and delivering premium-branded, personalised customer facing communications faster
3) Improve user productivity and customer service through online document self-service
4) Raise IT service levels by easily creating and rapidly changing documents to meet user and business requirements
5) Conform to government, industry and regulatory mandates by controlling the format, delivery and retrieval of business critical documents
27. The mechanism that is used by the FormScape form designer is a simple drag-n-drop of the data from the original report you see in the left panel onto the form in the right panel. And then, the designer proceeds to add logos, barcodes, and boxes, selects fonts and colors for the text, adds a watermark, etc.
If the designer prefers to establish the layout of the form first, thats fine too; he can drag-n-drop the data onto the form at any point of the design process.
The designer can even embed conditional logic into the form that will dynamically determine the proper branding and content when the form is about to print.The mechanism that is used by the FormScape form designer is a simple drag-n-drop of the data from the original report you see in the left panel onto the form in the right panel. And then, the designer proceeds to add logos, barcodes, and boxes, selects fonts and colors for the text, adds a watermark, etc.
If the designer prefers to establish the layout of the form first, thats fine too; he can drag-n-drop the data onto the form at any point of the design process.
The designer can even embed conditional logic into the form that will dynamically determine the proper branding and content when the form is about to print.
28. When the designer selects the Barcode object, he would then simply drag the zip code field from the right panel and onto the form. The zip code will automatically display as a barcode.When the designer selects the Barcode object, he would then simply drag the zip code field from the right panel and onto the form. The zip code will automatically display as a barcode.
29. The menu bar at the top of the developer interface provides all the tools the designer would need to complete the form layout.
For instance, the designer selects the Picture object to add company logos and signatures.The menu bar at the top of the developer interface provides all the tools the designer would need to complete the form layout.
For instance, the designer selects the Picture object to add company logos and signatures.
30. As an add-on option to the base V3 product, the Charts And Graphs pack can enhance FormScape documents by adding simple pie, bar, and line charts to enhance the information depicted in the report.
The developer can control the pixel height, font color, and font style for the labels and legends on the chart, and as you can see in the screenshot, the pie chart and bar chart can have a three-dimensional look to it.As an add-on option to the base V3 product, the Charts And Graphs pack can enhance FormScape documents by adding simple pie, bar, and line charts to enhance the information depicted in the report.
The developer can control the pixel height, font color, and font style for the labels and legends on the chart, and as you can see in the screenshot, the pie chart and bar chart can have a three-dimensional look to it.
31. Output Management Benefits Reduced forms and other output management development costs and overhead
Enhanced company/organization image
Increased output flexibility
Improved customer service by providing better communication and information
32. Purchase-to-Pay Bottomlines Core Business
33. Purchase Management Issues
34. Bottomline Purchase Manager Overview Requisitions
Decision made to buy goods or services
Raise a requisition request Capex or Budgetary
Selecting & validating suppliers against contracts
Pricing validation& pre-negotiated discounts applied correctly
Routing requisition for Manager Approval(s)
Purchase Orders
Approved Requisition automatically generates PO
Or PO manually keyed into Accounting System
PO has separate/additional approval process
Based on coding
Spend type
Deliver Supplier POs
Requirement for Paper or Electronic delivery
Receipting
Acknowledgement of goods/services received
Can occur centrally and/or at remote locations
Full or Partial receipt
Entry onto finance system
Matched & Validated against PORequisitions
Decision made to buy goods or services
Raise a requisition request Capex or Budgetary
Selecting & validating suppliers against contracts
Pricing validation& pre-negotiated discounts applied correctly
Routing requisition for Manager Approval(s)
Purchase Orders
Approved Requisition automatically generates PO
Or PO manually keyed into Accounting System
PO has separate/additional approval process
Based on coding
Spend type
Deliver Supplier POs
Requirement for Paper or Electronic delivery
Receipting
Acknowledgement of goods/services received
Can occur centrally and/or at remote locations
Full or Partial receipt
Entry onto finance system
Matched & Validated against PO
35. Approval Routing
36. Purchase Management Solution
37. Case Study
38. Invoice Receipt and Capture Issues Bullets can be customized based on discovery feedbackBullets can be customized based on discovery feedback
39. Invoice Data Capture No vendor on-boardingNo vendor on-boarding
40. Invoice Data Capture Service
41. Invoice Receipt and Capture Solution 100% electronic data from Day One
Data extraction down to the line-item level
4 Global Transaction Centers
3 in US: NH, CA, NY
24-hour SLA
No impact on vendors
No costly hardware, software installation
Standard or custom service
42. Case Study
43. Invoice Management Issues Bullets can be customized based on discovery feedbackBullets can be customized based on discovery feedback
44. Bottomline Invoice Manager Overview Validate and Match
Invoice checked against business rules
Invoice can be 2 or 3-way matched
Rejected invoices returned to supplier
Matched invoices routed for payment
Non purchase order and miss-matched invoices raised as exceptions into workflow
Approval Workflow
An invoice exception is raised and line items are coded against the general ledger
A sophisticated decision matrix determines who the most appropriate user for approval is
The approving user is prompted to log-in and review the invoice for approval or rejection
Approved invoices returned to finance for posting
Invoices are filed for later archiveValidate and Match
Invoice checked against business rules
Invoice can be 2 or 3-way matched
Rejected invoices returned to supplier
Matched invoices routed for payment
Non purchase order and miss-matched invoices raised as exceptions into workflow
Approval Workflow
An invoice exception is raised and line items are coded against the general ledger
A sophisticated decision matrix determines who the most appropriate user for approval is
The approving user is prompted to log-in and review the invoice for approval or rejection
Approved invoices returned to finance for posting
Invoices are filed for later archive
45. Approval Routing
46. Full Visibility of Invoice Data
47. Audit History Will update slide with better user informationWill update slide with better user information
48. Invoice Management Solution Bottomline Invoice Manager
49. Case Study
50. Why Bottomline? Consider arranging in a fashion that states the differentiators and then highlights the benefits/valueConsider arranging in a fashion that states the differentiators and then highlights the benefits/value