Leveraging Self-Service Applications for Operational Efficiency: Case Studies

1. 170 Systems, Inc. Utilizing Self-Service Applications to Achieve Operational Efficiency: Three Case Studies Jeff Colket This material is confidential and proprietaryto 170 Systems, Inc. and may not be disclosed

2. 170 Systems provides products and services that allow organizations: to bring all information on-line, regardless of format or source into integrated web-deployed systems that streamline business processes The 170 Systems Solution

3. 170 Systems has … • Provided business solutions since 1990 • 100+ implementations • Implemented systems in over 40 countries • An Oracle ‘Certified Advantage Partner’ status • Seamless integration to Oracle • Image and document enabling - • Any Oracle Application module • Any Oracle Tool or third party tool • Any Custom built module or legacy system The leading provider for Oracle

4. 170 Systems MarkViewtm solutions … • Help companies reduce costs by streamlining business processes Payables Purchasing HR Receivables Sales Manufacturing Expenses Contracts CRM • Enforce good practice with workflow • Make ‘any source’ documents and images available • Online • Integrated with the business systems • Secure

5. Sample Customers …

6. 170 Systems Generation 2 • Streamlined solution with seamless integration of the document management solution and the ERP application. • Access to corporate information in production databases from the document • Used by the knowledge worker • Granular measurement and control capabilities to continuously improve the process • The introduction of basic workflow • Data redundancy and data integrity issues due to stand alone/silo systems • Not integrated with Business Process Generation 1 • Basic Scan & Retrieve • Stand alone systems • Not leveraged by knowledge workers • Not integrated with business processes or corporate information 170 Systems Solution

7. Email Intranet Paper Multi-Channel Information Access Wireless Extranet Fax Integrated Stand-alone Any Access or Interaction Method

8. Case 1: Corporate Overview • Michael Baker Corporation specializes in: • Engineering design for the transportation • Operation and maintenance of oil and gas production facilities • Architectural and environmental services • Construction management for building and transportation projects. • The company has more than 4,200 employees in over 30 offices around the world.

9. Internet Expense Solution Requirements • A self-service solution that automates our expense reimbursement processes while reducing transaction processing costs and reimbursement cycle times. • A document imaging solution for Oracle 11i ERP’s Expenses, Projects and Accounts Payable modules. • Able to incorporate and integrate all of the necessary information for project re-billing to their clients. • Must integrate seamlessly into Oracle 11i and appear as a single solution. • Able to fit into the corporation’s requirements that this system be hosted external from Baker by AT&T hosting services.

10. Streamlining T&E Processing--Challenges • To significantly reduce expense reimbursement cycle times and associated costs • Issues/costs existed with approving on-line expense reports and paper-based expense receipts • Over 1500 expense report submissions per month and growing • 18,000 of expense receipts annually

11. Internet Expenses-- Solution Benefits • Significantly streamlined T&E processing and reduced costs associated with the reimbursement cycle • Less work/demand on internal resources • Provided a measurable return on investment • Fostered and created highest degree of customer satisfaction • Enhanced Internet Expenses application

12. Case 2: Corporate Overview • General Dynamics Network Systems, headquartered in Needham, MA. • Design and build complex telecommunications networks for nearly 50 years. • Over 4,000 skilled technical personnel provide design, integration, installation and support services for enterprise, wireless and space-based networks. • Pioneered the rapid deployment of wireless communications networks. • Deployed more than 10,000 wireless sites around the globe. • One of four separate business units

13. GD Historical AP Process • Paper was everywhere • Lots of paper handling in the field and in A/P • Expensive to ship documents around the company • Vendor support was difficult • Error prone coding processes for remote locations • Long payment cycles • No visibility into the process

14. GD AP Solution Benefits • Performance information • Real time monitoring • Re-allocation of resources • Reporting via MarkView Reports • Throughput by user • Throughput by organization • Process duration

15. Case 3: Corporate Overview • Cigna Corporation • Healthcare, insurance, retirement and investment management products and services worldwide. • Headquartered in Philadelphia, PA. • 39,000 employees in 100 locations.

16. Cigna Internet Expense Solution Requirements • A self-service solution that automates expense reimbursement processes while reducing transaction processing costs and reimbursement cycle times. • A document management solution integrated with Oracle’s Expenses and Accounts Payable modules. • Seamless integration into existing system to appear as a single solution.

17. Streamlining T&E Processing--Challenges • Issues/costs existed with approving expense reports and paper-based expense receipts. • Approximately 7,000 expense report submissions per month and growing. • 90,000 expense receipts annually.

18. Streamlining T&E Processing—Benefits for Cigna • Reduce the time Accounts Payable staff, management personnel, and employees spend working with paper expense receipts in the approval and reimbursement process. • Reduce long reimbursement cycles, delivering expense checks more quickly to employees. • Ease compliance with company travel and expense policies. • Eliminate the challenge of managing paper-based expense receipt backup.

19. Automated Receipt Handling • Convenient access to receipts any time. • Significant reduction in transport costs (eliminates need to mail or inter-office receipts). • Elimination of costs associated with tracking and storage of hardcopy receipts. • Enhances Oracle Expense and Concur applications. • Streamlines receipt handling. • Reduces costs associated with the reimbursement process. • Fosters and creates a high degree of employee satisfaction.

20. The On-line Expense Document Flow • Receipts handled outside of the on-line process • Very labor intensive to handle the receipts and typically receipts are not viewed except during random sampling • Ineffective management control • Random sampling process is expensive • Receipts are often sent via Fed-ex • No association between documents and transactions • Lots of Filing

21. Enter Expense Detail Automatic Association of Image with Expense Record Print Bar-Coded Cover Sheet Fax Receipts Routing Potential Expense Processing Future State

22. Standard AP Challenges • Invoices arrive at multiple locations in varying states (coded, approved, etc.) • Processes are labor intensive, multiple “touches” • Documents sent multiple times through inter-office mail, Fed-ex, fax, etc. • Information is captured multiple times • Documents sit on desks with little to no visibility • Rework when information is incorrect • Significant work keeping all the information together

23. Demonstration

24. For More Information • Contact 170 Systems at 1-800-788-6170 or 781-743-1900, or email info@170systems.com • Contact Brian Blond at (415) 786-4496, or send email to bblond@170systems.com • Visit the Website of 170 Systems at www.170systems.com