altus alliance 2016 - improve business processes with kwiktag

ALTUS ALLIANCE 2016How to Wake Up from Business Process NightmaresPresented by:

Michael Brenneman, ImageTagAlecia Lantz, Bruce Grey Catholic District School Board

ImageTag, Inc.

•Founded in 1997•9 U.S. Patents•Headquartered in Tempe, AZ•Started as Document Imaging•Moved to Dynamics Capture•Added Workflow Automation

9

ImageTag, Inc. Background

•Dynamics Integration • Since 2004• First fully embedded Dynamics solution

•Organizational Solutions• 120,000+ Users Worldwide•>98% Support Renewal

• Workflow & Business Rules Engine• ONE system for

everything document-related• Any department• Any document• Any touch point

05/01/2023

KwikTag Product Family

ImageTag Family Snapshot

ASLS.org

• About BGCDSB – Our Mission• Committed to a vibrant Catholic education, we

ensure quality learning experiences through community partnerships that nurture each student in body, mind and spirit and embrace the teachings of Christ, giving witness to Gospel values.

• KwikTag Partnership• Started in 2009• Upgraded to NAV 2013 and new KT platform in

2013• Continued to expand automation wherever

possible

BGCDSB: Introduction

BGCDSB: Challenges• Across school district• 13 school locations • 1 district board office • 400+ employees• 3,800+ students

• Manual, disparate systems and processes• Hours or manual invoice filing• Hundreds of vendor files• Painful financial analysis and year-

end audits• Time consuming manual processes

Staff spent too much time chasing paper instead of managing

student education

No visibility into a decentralized process that spanned all school and

office locations in the district.

• Integrated accounting system solution • Navision• Altus Portal• KwikTag

• Nearly eliminated administrative burden of prior manual processes

• Financial analysis and visibility accessible by anyone who needs it

• Quick, simple audit procedures

BGCDSB: Solution

BGCDSB: Then and NowThen• 2009 started with automating

accounts payable; accounts receivable and journal entries• 2015 started automating

payroll and human resources with more to do as time and attendance comes on board• Working toward other areas

that needed the same type of automation – e.g. Contract Management; Records Retention; etc.

Now• Accounts Payable is scanning

invoices as they are processed• Cheque runs are filed by batch

vs. by vendor• HR/Payroll - time sheets and

absentee vouchers are scanned as they are entered by vendor• Vouchers are filed by batch

rather than by each individual employee

• Accounts Receivable is scanning back up• Journal Entries backup is

scanned• Drive towards a paperless

process

• Staff productivity increased

• Centralized, web-based access to financial data

• Invoice process visibility

• Payback of going paperless: time, money, efficiency

BGCDSB: Benefits & Results

KwikTag & Dynamics NAVCapture via 82 NAV Forms• Purchase Order

Processing• Sales Order Processing• Order History• Accounts Payable• Accounts Receivable• General Ledger• Bank Reconciliation• Cash Management• Fixed Asset

Management

Demonstration

KwikTag = ONE System

KwikTag is ONE SYSTEM that delivers

• 80% of the feature/function at

• 20% of the price within• 10% of the deployment time

05/01/2023

14 ways to capture documents, here are our customers’ favorites

Email

Scan now or index & scan later

EDI, Other 3rd Party Systems, Portals

Tag from ERP or Browse/Drag and DropKwikTag Client Upload or KwikDocs Send from MS Office, Adobe, or Desktop files

05/01/2023

KwikTag Capture Platform

Commercial KwikApps

Tailored KwikApps

KwikApp Examples & Process Integration

KwikPayablesKwikExpenseKwikForms

Sales Operations

Onboarding

Contract Management

05/01/2023

Michael Brennemanmbrenneman@imagetag.comwww.kwiktag.com

QUESTIONS & DISCUSSION

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Thanks for coming!@altusdynamics

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