Lowering Cost of AP and Expenses through Document Automation Doug Todd, Vice President, Keste, LLC [email protected] [email protected].

Lowering Cost of AP and Expenses through Document Automation

Doug Todd, Vice President, Keste, LLC [email protected]

Confidentiality

All materials presented and discussed are the confidential and proprietary intellectual property of Logitech and Keste, LLC. and are subject to the existing non-disclosure/confidentiality agreement.

Copying or capturing screenshots of either the presentation or the demonstration without prior written consent of Logitech and Keste is prohibited.

Who Is Keste?

230 Dedicated Oracle Professionals Solution Centers in Dallas, TX and Hyderabad, India Applications Practice:

– Oracle EBS, Siebel CRM, Agile PLM, ATG eCommerce– Product Configurator (Complex Selling and Ordering Process)

Technology Practice: FMW / WebCenter Specialists– WebCenter (Portal, Content, Sites and Imaging)– Security– SOA / BPM– Oracle ADF Development– Systems (Cloud and Infrastructure)

Engineered Solutions Practice:– Exalogic– Exadata– Exalytics– Oracle Database Appliance

Claims Processing Automation

ClaimsClaims

Custom Forms Recognition screen for extracting claims data and validating against EBS for Invoice # etc.

WC Forms Recognition/

DatabaseClaimsClaims

SOA interface that picks up the extracted claim information and delivers to Salesforce.com for processing

Manual error prone process

Automated process with minimal manual effort

Manual error prone process of manually typing claims data into Salesforce.com

Solution Architecture

5

SOA/BPM

PO Matching

Oracle EBUSBPM (Workflow Automation)

WebCenter Content(Repository)

Administration

Validate

Invoice /Image View

Invoice Validations

Worklist

Resolve Exceptions

Invoice Creation

PO Matching RulesProcess PO

Matching Exceptions Exceptions

Key Custom Workflow Components (Cont.)

PO Matching Exceptions Invoice imported to eBS and standard 2/3 way PO matching

validation rules leveraged

BPM process waits for standard invoice validations to complete After validations complete, BPM process polls for any

price/quantity/receipt matching holds in EBS.

BPM component creates and routes workflow tasks to buyer or requester on purchase order based on the type of invoice hold

Simplified/Expedited Hold Resolution Process As part of task to Buyer/Requester

Details of PO line number causing matching hold Shipment number which caused matching hold eMail notification

Process Overview

8 | Confidential and Proprietary © Keste, LLC 2013

Blind Spot Reporting

http://www.keste.com

Doug ToddVice President

Keste, [email protected]