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TABLE OF CONTENTS - Paperless Environments...to create paperless solutions specific to the construction industry, which enables you to achieve maximum efficiency and profitability

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Page 1: TABLE OF CONTENTS - Paperless Environments...to create paperless solutions specific to the construction industry, which enables you to achieve maximum efficiency and profitability
Page 2: TABLE OF CONTENTS - Paperless Environments...to create paperless solutions specific to the construction industry, which enables you to achieve maximum efficiency and profitability

TA B L E O F CO N T E N T S

3 About Paperless Environments

5 Why Paperless Environments?

7 Our Products

9 pVault™ Enterprise Content Manager

12 AP Flow™ Accounts Payable Workflow Module

14 Doc Route™ Document Routing Module

17 Additional Services

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A B O U T PA P E R L E S S E N V I R O N M E N T S

Paperless Environments is a content management and workflow automation solutions provider to the construction industry. Our products integrate electronic versions of paper documents and other digital information with your existing business applications and infrastructure. Paperless Environments offers a wide range of products that will help in the productivity of your office. Recent emphasis on regulatory compliance, cost containment and productivity enhancement has caused construction companies

to seek ways to automate traditional labor-intensive, paper-based processes electronically. We utilize custom-built technology to create paperless solutions specific to the construction industry, which enables you to achieve maximum efficiency and profitability. In addition, our paperless solutions are backed by expert engineering and training, as well as support from people who “know” the construction industry and stay in tune with customer functionality requirements.

#1 Content Management and Workflow Automation

Solutions Provider to the Construction Industry

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W H Y PA P E R L E S S E N V I R O N M E N T S ?

We realize that you have a choice. We separate ourselves from the competition by offering paperless solutions that feature automated workflows, which fully integrate and leverage your existing business applications. Our products are flexible, scalable and easy to use and maintain. Join our growing list of satisfied customers who are realizing the cost savings and efficiency of a paperless environment.

COMPANIES THAT UT IL IZE OUR PRODUCTS:

• Experience increased efficiency and a significant reduction in the cost of handling paper – instantly• Enjoy the simple user interface, expert engineering services and utilization of open architecture design for enterprise functionality• Realize immediate improvement in profitability.• Appreciate our ability to integrate seamlessly with their construction applications

INCREASE ORGANIZATIONAL SECURITY AND MINIMIZE RISK

INCREASE EFFICIENCY AND PRODUCTIVITY

REDUCE COST OF PRINTING, SHIPPING AND STORAGE

IMPROVE CUSTOMER SERVICE

INCREASE AMOUNT OF PROMPT-PAYMENT DISCOUNTS

REDUCE USE OF PAPER AND SUPPORT “GOING GREEN”

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O U R P R O D U C T S

We offer a variety of solutions that will help you and your business excel, expanding your ability and access to files at anytime and from anywhere. We are confident that we have a product that will meet your needs. pVault™ is the foundation for all of Paperless Environments’ solutions. With the purchase of pVault™, we can provide you with a variety of add-on module solutions to meet all of your business needs.

PVAULT™ Enterprise Content Manager

AP FLOW™ Accounts Payable Workflow Module DOC ROUTE™ Document Routing Module ADDITIONAL SERVICES

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P VAU LT ™ ENTERPRISE CONTENT MANAGER

pVault™ Enterprise Content Manager captures and organizes all electronic business records that are created or received during normal business transactions for fast, easy, multi-user access and distribution. This program centralizes your vital business content in one secure location. Eliminate duplicate file storage, inconsistent file naming and placement, lost files and limited or

no life-cycle management. pVault™ not only provides structured controls on how your company manages paperless files and documents but also acts as a tool to secure and manage electronic content so that your organization complies with federal, state and local electronic information requirements.

PV

AU

LT

Page 7: TABLE OF CONTENTS - Paperless Environments...to create paperless solutions specific to the construction industry, which enables you to achieve maximum efficiency and profitability

PVAULT™ ENABLES YOUR ORGANIZAT ION TO:

CAPTURE

pVault™ can capture any type of document, from any location.

• Scan• Drag-n-Drop• Print capture from any program• Import from network file location• Remote upload• Microsoft Office™ Send-to functionality• XML or CSV import

RETRIEVE

• Retrieve images via any combination of index fields or by keyword search• Restrict users to view only allowed content with document type and/or index-level security• Retrieve using index search criteria or user defined templates with “folder views”• Web portals allow remote users, customers and subcontractors to access documents assigned to them from anywhere in the globe • View integrated reports that link documents to business data via Crystal Reports™

INDEX & STORE

• User definable document types and indexes• Standardize document naming and information input• Look up and backfill index values from external databases• Securely store documents on any network drive or device• Maintain history of document revisions• Audit trail of all actions taken on document• Annotate your document images with stamps, notes, lines and signatures

DISTRIBUTE

• Distribute documents via email, print and “save to file”• Route documents to other users via Doc Route™ module• State-of-the-art Accounts Payable invoice routing/review

with the AP Flow™ module• With a built-in viewer, export images and related index

information to external users utilizing the CD Plus™ module

PVAULT™ ALSO:

MANAGES DOCUMENT LIFE CYCLES

• Establish automatic archive policies• Purge documents based upon company specific

retention policies• Place documents on litigation hold for added security

REDUCES OPERATING COSTS

• Eliminates the costs of printing, shipping and storing paper

• Improves productivity by providing instant access to content and processes from anywhere

• Speeds up processes by automating the route of documents by customer defined rules based on document type and/or index values

MINIMIZES RISK

• Enables easy enforcement of company security policies and tracks all access and activities performed on the document

• Facilitates reporting and auditing on information you do and do not have

IMPROVES CUSTOMER SERVICE

• Eliminates the time spent searching for documents in multiple locations and waiting for files to be pulled and delivered

• Provides real-time visibility into status of documents residing in a company process

• Automate the collection of documents from external users/clients via remote upload applications or XML based imports

PV

AU

LT

Page 8: TABLE OF CONTENTS - Paperless Environments...to create paperless solutions specific to the construction industry, which enables you to achieve maximum efficiency and profitability

A P F LOW ™ ACCOUNTS PAYABLE WORKFLOW MODULE

The AP Flow™ Accounts Payable Workflow Module replaces the manual invoice approval and coding systems — found in most construction companies — with a paperless process that instantly reduces the cost of accounts payable invoice processing and improves invoice approval turnaround time by over 50%. AP Flow™ links to your ERP database to ensure high-speed validation and single-entry, single-touch invoice capture, entry and approval. Our customers find that implementing AP Flow™ makes such an impact on their accounts payable process that within a few months the system returns their initial investment.

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AP FLOW™ ENABLES YOUR ORGANIZAT ION TO:

INCREASES IN EFF IC IENCY AND PROFITABIL IT Y COME FROM:

• Higher A/P invoice processing production• The ability to take advantage of quick-pay discount opportunities

offered by vendors• Instant access to accounts payable information and documents

• Reduction in handling/courier cost • Electronic capture of accounts payable invoice/

credit card information• Elimination of paper storage costs

• Process invoices and support documents at point of receipt• Eliminate manual pre-sorting of documents prior to scanning• Utilize an integrated invoice entry screen for single-entry point

of invoice data• Enter user defined invoice data fields for complete data capture

and search capability• Import credit card or electronic invoice information for

“hands-free” data entry• Automatically match and index supporting documents

with invoices• Manually route invoices or build automatic, sequential route

rules based on GL account, vendor, job, phase, equipment, dollar amount, etc.

• Allow approvers to annotate and comment on invoice documents and track comments for later review

• Provide full-function, single-screen, point-and-click approval dashboard with all the necessary integration and information to process and code invoices accurately

• Provide A/P processors instant status information on all pending invoices with intuitive dashboards

• Electronically export all A/P transactions to accounts payable module for payment processing

• Link electronic A/P documents with accounting transactions using Crystal Reports™ drill down functionality to provide custom enterprise level reports

• Automatically link scanned checks with electronic invoices and support documents for multidimensional, multi-index search and retrieval

• Provide check signers with a check review tool to view all invoice/support documents and review information electronically

AP

FL

OW

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D O C R O U T E ™ DOCUMENT ROUTING MODULE

Doc Route™ extends the pVault™ Enterprise Content Manager’s distribution functionality. Content received by your company or stored in the pVault™ can be distributed to members of the organization electronically using either pre-defined or ad-hoc routing rules.

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DOC ROUTE™ ENABLES YOUR ORGANIZAT ION TO:

• Scan and distribute mail• Route via pre-defined routing rules or route “on-the-fly”• Route electronic documents and files using linear, looped or index-based routing sequences• Gather additional documents for collaboration• Store audit information with each routed document• Reply, reroute or recall routed content• Receive email notification of items routed to your inbox• Review status of items routed with dashboard or custom reports• Establish hard route-return dates and monitor route progress

CUSTOMERS USE DOC ROUTE™ TO:

• Electronically route project management documents like contracts, job pictures and change orders around the company for review and approval• Enter and route human resource forms and documents• Build a paperless purchase requisition process• Review and approve service work orders• Review and approve timesheets• Electronically distribute plans and drawings to estimators for take-off• Electronically route and approve general ledger adjustment entries

DO

C R

OU

TE

VIRTUAL FILE ACCESS

ACCOUNTING SERVICES

PROJECT MANAGEMENT

PROPERTY MANAGEMENT

EQUIPMENT MANAGEMENT

HUMAN RESOURCES

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A D D I T I O N A L S E R V I C E S

Paperless Environments also offers a range of additional products and services to make your business even more resourceful. As part of our list of modules, we can include our distribution module, CD Plus™, to your pVault™ program. We also can extend any package to include electronic forms among other add-ons.

AD

DIT

ION

AL

OTHER PRODUCTS + SERVICES:

Paperless Environments is committed to increasing the profit and productivity of our construction clients by enhancing our products with specialized engineering/training services and customized applications. Our goal is to reduce construction burden cost and risk by re-engineering electronic filing policies and procedures and automating routine/repetitive tasks with advanced business process tools. OTHER SERVICES INCLUDE:

• Engineering services to rewrite policies and procedures• Training services to ensure complete implementation

CUSTOMIZAT ION SERVICES TO:

• Design enterprise reports• Create customized workflow processes• Build OCR/ICR templates and bridges• Customize Bridge™ applications for almost any application

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