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Advanced Document Capture for The Affordable Paperless Office
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Page 1: Sage ERP, CRM and CRE Document Scanning and Capture

Advanced Document Capturefor

The Affordable Paperless Office

Page 2: Sage ERP, CRM and CRE Document Scanning and Capture

Who is inFORM?• Founded 1994• Document Automation Solutions• IBM iSeries and Open Platform• Forms, Workflow, Capture, Document

Management

Page 3: Sage ERP, CRM and CRE Document Scanning and Capture

Agenda• Presentation overview of the “Paper” problem• Demonstration

Page 4: Sage ERP, CRM and CRE Document Scanning and Capture

Paper Kills Efficiency

Page 5: Sage ERP, CRM and CRE Document Scanning and Capture

The Costs of Paper

•Companies spend $20 to file a document (Time, materials, copy, etc.)

•$120 in labor to find a misfiled document•$220 to reproduce a lost document

Association for Information and Image Management (AIIM)

Page 6: Sage ERP, CRM and CRE Document Scanning and Capture

Accounting = Paper

•The analyst firm Gartner believes that, in the United States, about 75% to 80% of invoices are still paper-based.

Source: Gartner, Accounts Payable Invoice Automation, Gartner RAS

Core Research Note G00163833, December 2008

Page 7: Sage ERP, CRM and CRE Document Scanning and Capture

Payment Cycles

•According to IOMA, 25% of all invoices are paid late•Increased cycle times with paper•Data entry errors can lead to added time to search and find invoices Institute of Management Administration

Page 8: Sage ERP, CRM and CRE Document Scanning and Capture

Shipping and Mail

•Branch to HQ Shipping Costs•Regional offices send all their invoices to HQ for centralized processing•Even those that scan have image management issues•Time delay

Page 9: Sage ERP, CRM and CRE Document Scanning and Capture

Searching and Locating

•Audits and legal issues can cost $$$•Physical file searching is painful•Costs of finding, removing, copying and replacing files•Customer service issue

Page 10: Sage ERP, CRM and CRE Document Scanning and Capture

Archive and Storage

•Long term storage costs•File cabinet space•Disaster recovery

Page 11: Sage ERP, CRM and CRE Document Scanning and Capture

So How Do We Fix It?

Page 12: Sage ERP, CRM and CRE Document Scanning and Capture

Capture is the Key

Page 13: Sage ERP, CRM and CRE Document Scanning and Capture

Adding Capture Process

•Standardization• Repeatable Process• Automated• Validation

•Efficiency• Automation• Extraction• Limit Human Error

•Integration• Tie into corporate systems• Send them where you want them

Page 14: Sage ERP, CRM and CRE Document Scanning and Capture

Protect Your InvestmentASCII

▪ Document Server (Alchemy)▪ eDocs (Hummingbird)▪ Content Server (Live Link)▪ Fax Server (Rightfax )

Page 15: Sage ERP, CRM and CRE Document Scanning and Capture

See It In Action

Page 16: Sage ERP, CRM and CRE Document Scanning and Capture

More Information

• Sage Document Scanning and Capture Webinar

• AP Automation and Invoice Scanning Solutions

• AP Automation and Invoice Scanning Benefits