are you seeing half the picture? more speed, more accuracy, less filing: using zetadocs to...
DESCRIPTION
Equisys and K3 Partnership since 2008 Zetadocs trained and certified 42 successful implementationsTRANSCRIPT
Are you seeing half the picture? More speed, more accuracy, less filing: Using Zetadocs to optimise your sales order process
Customer Day: September 18th 2014
About Equisys• Founded 1987 • Offices in London, UK and Alpharetta, GA• Over 600 installations on NAV • Zetadocs available in 20 countries in 11
languages– English, Dutch, Danish, French, German, Italian, Spanish,
etc• Chosen by Microsoft
– Zetadocs Express
Introduction to Zetadocs
Equisys and K3
• Partnership since 2008• Zetadocs trained and certified• 42 successful implementations
Agenda• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action
Document management for NAV: a better way
Is paper on top of your accounts team?
Or are your accounts team on top of your paper?
Zetadocs can help you• Get your documents on screen…
– Sales quotes, contracts, orders– Sales invoices, delivery advice, proof of delivery– Purchase orders, goods received notes– Supplier invoices, payment advices
• …to improve document-based processes– Invoicing, collections, supplier invoice processing,
approvals etc.
• Automated sending and storage of documents
• Enhanced business processes
Reduced costs
• Easy storage of original documents
• Fast retrieval on screen
Improved service
• Reduced use of paperand postal services
• Helps customer achieve sustainability targets
Eco friendly
Customer benefits
1 2 3 4 5 60
50100150 £
£
Agenda• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action
Zetadocs for NAV product family
Product Themes
Delivery
Distribution of documents
On-screen document
authorization
Approval
Capture
Document imaging &
filing
Product Family
Delivery Essentials
Capture Plus
Capture Essentials
Payables Approval
Zetadocs Express
Email NAV reports as
PDFsBatch
sending
Automated filing using barcodes
1 day to implement 2 days to implement 3 days to implement
Zetadocs Express
Essentials editions
Purchase order and invoice authorization
Email NAV reports as
PDFsBatch
sending
Automated attaching of
related documents
Drag and drop
archiving
Batch capture/ scanning to queues for processing
Automated filing using barcodes
DeliveryPDF emailing
CaptureArchiving
documents
Payables ApprovalWeb-based approval
Foundation level at no extra cost
Configurable without
programming
Customizable with C/AL
programming
Plus editions
Batch sending
Automated attaching of
related documents
Batch capture/ scanning to queues for processing
Automated filing using barcodes
Purchase order and invoice authorization
Demo
Zetadocs Express
DownloadTerms
Compatibility
www.zetadocs.com No additional costs for customers on a Business Ready Enhancement PlanMicrosoft Dynamics NAV 2009Microsoft Dynamics NAV 2013Microsoft Dynamics NAV 2013 R2SharePoint Online (Office 365)SharePoint 2010 & 2013Network folder archive option
Zetadocs Express
Agenda• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action
Electronic Invoicing• Reduces costs
– Batch delivery by email instead of conventional mail• Increases efficiency
– Saves time– Automated filing stops documents getting lost
• Improves customer service– Instant access on screen of relevant documents
Requests for quotation
Order acknowledge-
ments
Sales quotesGoods
received notes
Statements
Dispatch notes
Sales orders
Sales invoices
Credit applicatio
ns
Order amendme
nts
SOP documents
Outbound
Inbound
• Quick and easy capture of inbound documents
• On-screen retrieval of inbound documents– Stored alongside outbound documents
• Multiple users can retrieve documents from desktop in seconds– Via NAV or Web Browser
Sales Order Processing
DemoSales Order Processing
SharePoint
MFP
Link
Scan
Email, fax
FileNAV
NAV user
How it works
Zetadocs Express &Zetadocs for NAV users
Greater efficiencies and reduced costs
70-75% cost savings (HMRC)
Improved customer service
Paper invoices cost between £1 and £1.50 (Cap Gemini)
Reduces likelihood of lost documents
Carbon footprint - fewer delivery miles
Employee time savings
…half the picture?
Summary• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action
Hard truths• Sending invoices incurs costs
– Paper invoices cost between £1 and £1.50*– Electronic invoices cost between £0.25 and
£0.40*• Using paper is time consuming, resulting
in poorer customer response times
Typical solutions
*Source: Cap Gemini
• Calculates savings for customer– Electronic delivery of documents– Electronic storage of documents– Based on document volumes
ROI calculator
Return on Investment
Available from the Zetadocs for NAV pages in the Products section of equisys.com
Promotion: Don’t see half the picture
• Half price Capture Essentials– When purchased with Delivery Essentials– For purchases 1st September – 31st December
• Discount does not apply to Software Assurance
• User count must match • Typical implementation 2 days
recommended
Promotion: Don’t see half the picture
• Example– 5 user Delivery Essentials
• Starter system (5 users) £1,250• NAV connector (NAV2009) £1,000• Software Assurance @ 20% - £500• Total £2,750
– Add Capture Essentials• 5 users (promo price) £500• Software Assurance £600
A better way…• Handling paper is time consuming
and costly• Can your business profit from
document imaging?– Visit zetadocs.com– Watch the short videos and other webinars– Speak to your K3 Account Manager or contact
us
Conclusions
Twitter @equisysplc
Linked In linkedin.com/company/Equisys
You Tube youtube.com/user/equisysplc
documentdynamics.equisys.com
Social Media