doclink document management for sage - what’s my return on investment (roi)
TRANSCRIPT
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Welcome!
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www.altec-inc.com @DocLinkbyAltec
Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
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www.altec-inc.com @DocLinkbyAltec
Today’s Presenters
Sean Munzert | Net@WorkSage Client Care Executive
Tony Choquehuanca| AltecSales Director
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www.altec-inc.com @DocLinkbyAltec
180+ Business Technology
Architects and Consultants
IT Road Mapping
& Strategic Planning
Business Process Review
Ecosystem
BI, Analytics & Reporting
Cloud & IT
Managed Services
ERP/Accounting
Web Development &
e-Commerce
Sister Company
Payment Processing
SWYPESister Company
CRM & Marketing
Automation
HRMS/Employer Solutions
Document Management
NonprofitSolutions
Managed Print Services
Sister Company
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any document - any process - anywhere
DocLink Document Management for Sage:What’s My Return on Investment?
PRESENTED BY TONY CHOQUEHUANCA, SALES DIRECTOR
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We live in a world of instant access...
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…so why is it hard to findanything at your office?
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www.altec-inc.com @DocLinkbyAltec
HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet networkfile share
software
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www.altec-inc.com @DocLinkbyAltec
Silos of business
data
Inability to maximize
profits
Inefficient workflow
Operational inefficiency
Lack of visibility,
security, & compliance
BUSINESS PROBLEMS WE ALL FACE
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Does your current system require a lot of touching, moving, & filing of documents?
Are your approval processes manual and inefficient?
Do you spend a lot of timedoing data entry?
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www.altec-inc.com @DocLinkbyAltec
WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery
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www.altec-inc.com @DocLinkbyAltec
SAGE ERPINTEGRATIONS
Seamless integrations make for a robust experience between DocLink & Sage
Sage PFW
Sage 100
Sage 300Sage 500
Sage X3
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www.altec-inc.com @DocLinkbyAltec
DIRECT ACCESS TO DOCUMENTS WITHIN YOUR ERP WINDOWS
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www.altec-inc.com @DocLinkbyAltec
SELF-SERVICEDOCUMENT ACCESSTHROUGHMULTIPLE DEVICES
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WORKFLOW
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www.altec-inc.com @DocLinkbyAltec
APPROVALSFROM YOURMOBILE DEVICEAND EMAIL
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www.altec-inc.com @DocLinkbyAltec
DELEGATE WORKFLOW AUTHORITYWHILE AWAY
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CAPTURE DATA
ANYWHERE
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www.altec-inc.com @DocLinkbyAltec
SOLVE OPERATIONAL INEFFICIENCY
Automate capture & indexing
Reduce manual processing & human error
Leverage existing ERP data
Support mobile workforce
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Return on Investment
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Did You Know…
60% of organizations see ROI on
their paper-free projects within 12 months
77% achieve ROI within 18 months
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www.altec-inc.com @DocLinkbyAltec
Square Footage
Paper & Filing
Supplies
Off-Site Storage
Fees
STORAGE COSTS
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Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in
storage/retrieval charges
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www.altec-inc.com @DocLinkbyAltec
• 24 boxes of paper/year x $35/box x 50% reduction = $420 annually
• $4,000/year contracts x 20% savings (reduced volume) = $800 annually
• $15/year/sq ft x 7 sq ft/cabinet x 10 cabinets = $1,050 annually
• 2 AP clerks ($18/hour x 30 min/day) x 20 days/month = $4,320 annually
• $425 monthly fee = $5,100 annually
Annual Savings: Printing & Storing
$11,690
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www.altec-inc.com @DocLinkbyAltec
Copying
Searching
Filing
RETRIEVAL COSTS
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Government & educationsoftware developer
$11,000 annually
in postage only
Customer Evidence: Delivery Savings
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Construction ServicesContractor
2+ milliondocuments in DocLink
Customer Evidence: Immediate Access
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www.altec-inc.com @DocLinkbyAltec
• $18/hour x 8 hours saved/week x 3 employees = $20,736 annually
• $30/hour x 1 hour saved/week x 10 employees = $14,400 annually
• $40/hour x ¼ hour saved/week x 2 employees = $960 annually
• $5,000 flat fee for 1 week audit x 25% time savings = $1,250 annually
Annual Savings: Accessing & Sharing
$37,346
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Customer Evidence: Audit Savings
Publishing Network
$100,000 audit fine
before DocLink
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www.altec-inc.com @DocLinkbyAltec
Routing for Approval
Bringing Documents
Together
WORKFLOW COSTS
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Firm expanded withoutadding new staff
$48,000 salary
Customer Evidence: Increased Efficiencies
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Customer Evidence: Expedited Billing
Commercial HVAC &Refrigeration Servicer
45% time saved from
field to office in billing
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www.altec-inc.com @DocLinkbyAltec
• $18/hour x 5 hours saved/week x 3 employees = $12,960 annually
• $30/hour x ½ hour saved/week x 10 employees = $7,200 annually
• $40/hour x ¼ hour saved/week x 2 employees = $960 annually
• 3 offices x 2 shipments/week x $8/shipment = $2,304 annually
• $500k in payables x ½ can negotiate 5% discount if paid net 15= $12,500 annually
Annual Savings fromWorkflow Automation
$35, 924
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www.altec-inc.com @DocLinkbyAltec
Cost of Printing & Storing
$11,690
Costs of Accessing & Sharing Documents
$37,346
Costs of a Manual Workflow
$35,924
Annual Savings $84,960
SUMMARY OF SAVINGS
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Cut paper & office supply costs
Eliminate off-site
storage and retrieval
fees
Grow without adding
headcount
Reallocate time for strategic initiatives
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www.altec-inc.com @DocLinkbyAltec
Silos of business
data
Inability to maximize
profits
Inefficient workflow
Operational inefficiency
Lack of visibility,
security, & compliance
BUSINESS PROBLEMS WE ALL FACE
![Page 37: DocLink Document Management for Sage - What’s My Return on Investment (ROI)](https://reader031.vdocuments.net/reader031/viewer/2022022410/58e5e2bd1a28ab38148b4aed/html5/thumbnails/37.jpg)
www.altec-inc.com @DocLinkbyAltec
Please type in
your questions
Any Questions?
![Page 38: DocLink Document Management for Sage - What’s My Return on Investment (ROI)](https://reader031.vdocuments.net/reader031/viewer/2022022410/58e5e2bd1a28ab38148b4aed/html5/thumbnails/38.jpg)
www.altec-inc.com @DocLinkbyAltec
Thank You For Attending!
Sean Munzert | Net@WorkSage Client Care Executive(P) 800-719-3307 (E) [email protected]
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