DocLink Document Management for Sage - What’s My Return on Investment (ROI)

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Welcome!

www.altec-inc.com @DocLinkbyAltec

Webinar Details

• Presentation is roughly 1 hour

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Today’s Presenters

Sean Munzert | Net@WorkSage Client Care Executive

Tony Choquehuanca| AltecSales Director


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

any document - any process - anywhere

DocLink Document Management for Sage:What’s My Return on Investment?

PRESENTED BY TONY CHOQUEHUANCA, SALES DIRECTOR

We live in a world of instant access...

…so why is it hard to findanything at your office?


HOW ARE YOU STORING DOCUMENTS TODAY?

file cabinet networkfile share

software


Silos of business

data

Inability to maximize

profits

Inefficient workflow

Operational inefficiency

Lack of visibility,

security, & compliance

BUSINESS PROBLEMS WE ALL FACE

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?


WHAT IS DOCLINK?

DocLink SMART FORMS

capture search & retrieve workflow automated delivery


SAGE ERPINTEGRATIONS

Seamless integrations make for a robust experience between DocLink & Sage

Sage PFW

Sage 100

Sage 300Sage 500

Sage X3


DIRECT ACCESS TO DOCUMENTS WITHIN YOUR ERP WINDOWS


SELF-SERVICEDOCUMENT ACCESSTHROUGHMULTIPLE DEVICES

WORKFLOW


APPROVALSFROM YOURMOBILE DEVICEAND EMAIL


DELEGATE WORKFLOW AUTHORITYWHILE AWAY

CAPTURE DATA

ANYWHERE


SOLVE OPERATIONAL INEFFICIENCY

Automate capture & indexing

Reduce manual processing & human error

Leverage existing ERP data

Support mobile workforce

Return on Investment

Did You Know…

60% of organizations see ROI on

their paper-free projects within 12 months

77% achieve ROI within 18 months


Square Footage

Paper & Filing

Supplies

Off-Site Storage

Fees

STORAGE COSTS

Customer Evidence: Paper Storage

Midwest Manufacturer

$85,000 in

storage/retrieval charges


• 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


Copying

Searching

Filing

RETRIEVAL COSTS

Government & educationsoftware developer

$11,000 annually

in postage only

Customer Evidence: Delivery Savings

Construction ServicesContractor

2+ milliondocuments in DocLink

Customer Evidence: Immediate Access


• $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

Customer Evidence: Audit Savings

Publishing Network

$100,000 audit fine

before DocLink


Routing for Approval

Bringing Documents

Together

WORKFLOW COSTS

Firm expanded withoutadding new staff

$48,000 salary

Customer Evidence: Increased Efficiencies

Customer Evidence: Expedited Billing

Commercial HVAC &Refrigeration Servicer

45% time saved from

field to office in billing


• $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


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

Cut paper & office supply costs

Eliminate off-site

storage and retrieval

fees

Grow without adding

headcount

Reallocate time for strategic initiatives


Silos of business

data

Inability to maximize

profits

Inefficient workflow

Operational inefficiency

Lack of visibility,

security, & compliance

BUSINESS PROBLEMS WE ALL FACE


Please type in

your questions

Any Questions?


Thank You For Attending!

Sean Munzert | Net@WorkSage Client Care Executive(P) 800-719-3307 (E) [email protected]

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DocLink Document Management for Sage - What’s My Return on Investment (ROI)