automated invoice processing january 21, 2008 ipm i.r.i.s. partner conference docutec ag tiedt@
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Automated Invoice Processing January 21, 2008 IPM I.R.I.S. Partner Conference Docutec AG email@example.com Slide 2 Agenda Introducing of Docutec Company, Markets, Philosophy Why Docutec in automated invoice processing Strategy, Partners, References Join us Xtract Live Getting in Contact AGENDA | COMPANY | SOLUTION | JOIN US Slide 3 3 CompanyDocutec AG, Aachen Business activitiesSoftware products and solutions for business process optimization through intelligent document processing and information capturing Document recognition, information extraction, bridging of media gaps Company history1993: market entry December 1997: founded November 2007: acquisition by I.R.I.S. Group (business unit Products & Technologies) Core productDocutec X4D (Xtract for Documents) Target marketsOver 50 VARs for: Industry, Retail, Finance, Insurance, Healthcare Service bureaus OEM partners in the area of scanning & imaging 350 Customers in Germany and Europe Docutec at a Glance AGENDA | COMPANY | SOLUTION | JOIN US Slide 4 Docutec IRIS integration Invoice Processing Digital Mailroom AGENDA | COMPANY | SOLUTION | JOIN US Slide 5 Automated Invoice Processing: Why Docutec ? Leading market position of Docutec due to > 10 years of successful solution realization in invoice processing Profound business-process knowhow Different Solution Packages for Retail (centralized invoice clearing for co-operations) Accounts payable (SAP, Navision, other ERP systems) Dedicated applications (e.g.Dutch healthcare invoices, TAX invoice processing) Complete, integrated solutions Scanning - Archiving - Workflow (SAP / non-SAP) ERP / back-office integration AGENDA | COMPANY | SOLUTION | JOIN US Slide 6 Consequently Indirect Widespread value added reseller network Easy to integrate Solution Driven Product modules no project efforts Ad hoc fully automated recognition Focus International Country specific rulesets in one system Individual country settings control the user interface Automated Invoice Processing: The Docutec Philosophy AGENDA | COMPANY | SOLUTION | JOIN US Slide 7 Consequently Indirect Xtract as a part of VAR Business Solutions Automated Invoice processing in SAP environments Individual ERP/financial accounting System solutions MS Navision/Sharepoint based AGENDA | COMPANY | SOLUTION | JOIN US Only the solution counts ! Slide 8 Docutec Xtract module integration Automatic classification and information extraction Workflow document processing Forwarding via e-mail to the receiver Verifying and accounting within the ERP System Web-based verifying and accounting HR-Document classification Data management within Database Document reader Fax server Tiff-image + document related information Archives E-mail Applications, Letters, Orders, Forms, Invoices PDF, Word, Excel, TIFF, HTML, AGENDA | COMPANY | SOLUTION | JOIN US Slide 9 Solution Driven AGENDA | COMPANY | SOLUTION | JOIN US Flexibility.... Ad hoc fully automated recognition of electronic and paper-based invoices and credit notes (no individual creditor learning mechanism Xtract knows how an invoice looks like Easy customizing of pre-defined parameters within the solution package accounts payable reduced the adaption to individual customer environments to a few hours Save time... Matching of invoice line items with corresponding order line items to realize blind booking rates Deterministically training ensures the continuous improvement of automation Safe investment... Easily upgradeable for different documents types up to a fully automated digital mailroom solution. Slide 10 Focus International Automatically oriented to local legal compliance rules International invoices could be processed easily without any additional effort, because of not using keywords Support of country individual invoice specifics: Tax Rates, Currency symbols Individual invoice amount fields taken into account Island, Switzerland, Spain UNICODE-Support: Non ASCII-Character sets supported Individual country configuration in one Xtract system Dependent from country code analyze/extraction is adapted Xtract verify dialog Country settings of the operating systems controls the language of the verify view (Dialogs, error messages, functions). AGENDA | COMPANY | SOLUTION | JOIN US Slide 11 Docutec Customers AGENDA | COMPANY | SOLUTION | JOIN US Slide 12 Part of the European partner network of Docutec AGENDA | COMPANY | SOLUTION | JOIN US Slide 13 Join us ! Visit us at the exhibition Automated invoice processing Digital Mailroom classification Visit our VARs WMD GmbH: Carl Elmer Henrichsen AG: Alois Piendl Easy AG (separate booth): Andreas Nowottka Portal Systems Consulting GmbH: Andre Hoseas and more AGENDA | COMPANY | SOLUTION | JOIN US Get in contact Docutec AG: Frank Tiedt Thank you for your attention !