morten jammer senior solutions consultant (opentext australia… · sap invoice management and ocr...
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SAP Invoice Management and OCR
Morten Jammer
Senior Solutions Consultant (OpenText Australia)
15 August, 2013
© 2012 SAP AG. All rights reserved. 2
$1.2b+ Global Revenue
1.5 Million Users
#1 in ECM
~5,500 Employees
$1b R&D Investment
20 Years of Innovation
31 Country Offices
141 Countries Supported
Publicly Listed (NASDAQ: OTEX, TSX: OTC.TO)
The Numbers
© 2012 SAP AG. All rights reserved. 3
SAP and OpenText – 20 Years of Partnership
SAP Extended ECM
OpenText
acquires IXOS
SAP Archiving &
Document Access
SAP Invoice Management
SAP Digital Asset Management
SAP Employee File Management
SAP Document Presentment
SAP Travel Receipts Management
SAP Portal Content Management
SAP Portal Site Management
SAP ArchiveLink co-development, IXOS-ARCHIVE for SAP R/3
SAP ITS co-development (Internet Transaction Server)
SAP CRM co-development
First ISV “Powered by SAP NetWeaver”
Co-development of DoD 5015.2
certified Records Management
1992
1997
2000
2003
2007
2008
2009
2010
Co-innovation CMIS interface
2011
2012
2013
© 2012 SAP AG. All rights reserved. 4
• Products are SAP Products
(expectations for support and
reliability)
• Shared long-term roadmaps with
dedicated product teams on each
side
• Product tested against 17 rigorous
architectural standards, upgrade
paths are secured
• SAP supports this product
• Offers deep technology integration
into SAP for flexibility and reuse
• Committed co-development efforts,
with numerous new product
initiatives underway
SAP ECM by OpenText
OpenText is SAP’s Strategic ECM Partner L
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AG
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© 2012 SAP AG. All rights reserved. 5
Manage Enterprise Content in Context of Structured
Business Processes
Old Paradigm
Content Managed Separately from
Core Business Processes
Core Business Processes
Content
Create/Capture
Review/
Collaborate
Access/Distribute
Preserve/Destroy
Store/
Secure
New Paradigm
Content Integrated With
Business Processes
(e.g. CRM, ERP, SharePoint, Microsoft, etc.)
Content –enriched Business Processes
Create/Capture
Review/
Collaborate
Access/Distribute
Preserve/Destroy
Store/
Secure
© 2012 SAP AG. All rights reserved. 6
Process-centric Collaboration without Barriers
MS SharePoint
SAP ECC
SAP Portal
ECM Web
MS Windows
E-mail & MS
Office
Mobile Devices
SAP CRM / SRM
© 2012 SAP AG. All rights reserved. 7
SAP Portfolio of ECM Solutions
Archiving
Secure, compliant, cost-efficient storage of information
Document Access
360 degree information access
Employee File
Management
Automate HR
File
administration
and enable self
service
scenarios
Invoice
Management
and OCR
Minimize data
capture effort
and human
intervention
Streamline
accounts
payable
processes
Extended
ECM
Best-of-breed
ECM with
unique SAP
integration and
process support.
Enterprise
Records
Management
Travel Receipts
Management
and OCR
Automate
receipt handling
and streamline
expense
management
process
Digital Asset
Management
Optimized
management of
rich media
assets
Integrate media
into marketing
communications
Document
Presentment
Automate
document
generation and
personalization
(e.g. billing)
Portal
Content
Management
Document
Management
and
Collaboration
embedded into
SAP NetWeaver
Portal and
Enterprise
Workspaces
Portal Site
Management
Powerful
Intranet/
Extranet
authoring and
publishing
embedded into
SAP NetWeaver
Portal and
Enterprise
Workspaces
Horizontal Platform Products LOB specific Solutions
Document
Presentment
add on
Business
Correspondence
© 2012 SAP AG. All rights reserved. 8
SAP Invoice Management Automated paper-to-post invoice management
* or another SAP ArchiveLink-certified repository
Comment Trigger workflows Post invoices
Invoice Recognition
Collaboration & Monitoring
Invoice Completion
Invoice Verification
OCR Option for
SAP Invoice
Management
ERP (FI/AP)
Payment
SAP Invoice Management
Verify and
Complete
Exception
Handling Approve
Automated reconciliation and posting
Transform
OCR
Validation
Inbox (incoming mail / fax)
SAP Archiving
by OpenText*
Scanning
Archiving
Prepare Pay
© 2012 SAP AG. All rights reserved. 9
Document Processing: OCR Validation
High productivity handling
OCR exceptions using
synchronised
image and data views
© 2012 SAP AG. All rights reserved. 10
Users Focus on Exception Processing
One-click access to supporting information
Intuitive grouping of
invoice problems
Efficient collaboration
© 2012 SAP AG. All rights reserved. 11
Key Process Indicators at a Glance
Total liabilities
Open items
Exception rates
E-Invoicing ratio
Touchless ratio
Top vendors
Filter criteria
© 2012 SAP AG. All rights reserved. 12
Typical Customer Savings
>50% cost-per invoice
decrease; return-on-
investment in <12 months
25%-50% FTE Headcount redeployment
(20-50%) Lower cost per invoice reconciled
(<75%) Lower cost of errors
Reduce Duplicate invoice processing
Improved vendor
relations
50-75% less Vendor hotline traffic
Less follow-up effort On vendor status requests and complaints
Realise Increased cash discounts
Lower cost Through better pricing and terms
Tighter controls
Reduce Non-PO invoices
Reduce Maverick buying
Support SOX compliance
© 2012 SAP AG. All rights reserved. 13
Thank you!
Morten Jammer
Solutions Consultant, Canberra
OpenText Australia
0400 469 406