DOCUMENT MANAGEMENT AND WORKFLOW:ENHANCED PRODUCTIVITY AND COST SAVINGS with doc-link™
Presenter: Peri Lynn Silkwood, Altec
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AGENDA
• What is Document Management?
• Key Business Drivers for Document Management
• Where Document Management Can Be Deployed
• doc-link Components Overview
• The doc-link Difference
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WHAT IS DOCUMENT MANAGEMENT?
CaptureWorkflowDistributeRetrieve
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KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT • Macro level
1. Maximize efficiencies
2. Enhance customer service
3. Cut costs
4. Maximize use of existing resources
5. Manage and protect sensitive information
6. Disaster recovery/business continuity
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KEY BUSINESS DRIVERS FOR DOCUMENT MANAGEMENT
• Micro level
1. High courier service bills2. Approval delays3. Document transportation delays 4. Lack of immediate access to mission-critical
documents 5. Lost/misplaced documents
6. Time consuming document research/retrieval
7. Costly & intrusive annual audits
8. Lost opportunity to take advantage of early pay discount
9. Long, laborious closing cycle times
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REAL LIFE EXAMPLES (Paper Movement)
National restaurant company (46 locations)
$150,000 in shipping/courier charges
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REAL LIFE EXAMPLES (Paper Storage)
NYC Company
$118,000 infile cabinet square footage
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REAL LIFE EXAMPLES (Cost Reduction)
Southern California non-profit company
25% reduction in annual audit bill
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REAL LIFE EXAMPLES (Increased Efficiencies)
Southwestern investment firmexpanded operations
Saved $48,000 salary
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WHERE DOCUMENT MANAGEMENT CAN BE DEPLOYED
-- ENTERPRISE
• Accounting• Legal • Human Resources• Sales• Marketing
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WHERE DOCUMENT MANAGEMENT CAN BE DEPLOYED
-- INDUSTRY• Transportation/Distribution
• Invoices, proof of delivery, checks
• Manufacturing • Warranties, QA certifications, shipping docs
• Healthcare • Bills, disclosures, lab results, patient info, HIPAA
• Hospitality • Receipts, invoices, checks
• Public Entities/Municipalities • Agendas, maps, deeds, ordinances
• Education • Resumes, applications, financial aid, transcripts
• Real Estate Services • Loan docs, title records, disclosure, appraisals
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DOCUMENTS CAPTURED INTO doc-link
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ROUTING & DISTRIBUTION
• Ad hoc retrieval and routing
• Automatically schedule and route documents
• Multiple/varied delivery methods and formats
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WORKFLOW
• Route documents electronically to appropriate departments or individuals to expedite the approval process
• Automates approval of a paper-based processes
• Approval stamps indicate by whom and when a document was approved
• Allows for full visibility to document status and history
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SEARCH AND RETRIEVAL
• Scan and capture data into document repository
• Index documents for quick and easy search and retrieval
• Ad-hoc viewing and routing from the desktop
• Integrated systems allow for capture directly from third party software system
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INTEGRATED DOCUMENT MANAGEMENT OVERVIEW
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THANK YOU!
For more information please contact:
1) Gia Lane at RKL
2) Altec
800-997-9921 (x1255)
Next Step:
Arrange for a review of individual company requirements and personalized live product demonstration