A unique approach: Document as the „Trojan horse” of selling ERP

Krisztian Taivainen Elastoffice AG / Elastoffice Hungary – General Manager

Invoice processing with Elastoffice’s docMONITOR module

Today ERP & DMS are two different worlds

Elastoffice analyzed the ERP world

What are the functions where an ERP is excellent? In transactions management, where it needs to handle

complex relationships among small data content in high transaction numbers.

What functions are missing from an ERP system? Handling documents (large binary objects) and version controls of documents plus supporting complex, sophisticated access rights. A communication that is

archived, visible to management and in itself independent from the individuals.

Why an ERP does not provide enough control over the enterprise? ERP normally handles financial consequences but business processes are mainly handled by DMS. These documents are mostly invisible from ERP,

although they contain critical information.

Elastoffice created the smart solution

The native integration of Elastoffice and OpenERP

solves the problem!

The result is a new:

“All-in-one Business

Application Framework”

Switzerland – Elastoffice HQ 11:05 - 02 December 2011

A new document (supplier invoice from OpenERP SA) is received by traditional postal service in D4 Business Center in Luzern, located in Switzerland, the HQ of Elastoffice AG. Daniela digitizes the document using the Elastoffice Scan&Go! software. The digital image of the document is sent to the Inbox of docMONITOR, using Elastoffice Sign&Send.

SSL

Romania – Tirgu Mures 13:25 - 02 December 2011

Iren, member of the Elastoffice Filing Team, files the document based on the scanned PDF image. Enters all meta-data such as category, partner, dates, amount, etc. The system automatically sets the next responsible person according to the preset work-flow, who – in this case – is a member of Elastoffice AG Management.

Filing

process

1601 km

Hungary – Budapest 22:54 - 14 December 2011

Laszlo, a member of Elastoffice AG Management, conditionally accepts the invoice

with the comment: “Please check the agreement before payment”.

With the acceptance a Draft Supplier Invoice in OpenERP is automatically

generated.

Approves

with a

condition

as comment

1037 km 1037 km

Romania – Tirgu Mures 09:44 - 15 December 2011 1601 km

Checks invoice,

initiates

wire payment

Attila, a member of Elastoffice Management, receives a notification from the

eoServer. He double-checks the invoice and the current agreement, then initiates

the payment process by wire with a short comment to document the transaction.

Next: Finance and Accounting department gets notified by the eoServer for final

disposition.

Hungary – Budapest 15:05 - 16 December 2011

Krisztian, a member of Elastoffice Finance and Accounting, is notified by the

eoServer. He creates the accounting transactions, handles the bank reconciliation

and archives the document.

Supplier Invoice processing has been completed accurately and on-time.

1037 km 1037 km

Creating the

accounting

transactions

in OpenERP

Document as the „Trojan horse” of selling ERP

• By putting documents in focus we can offer a much more understandable system

• Visible and immediate results at the beginning of the implementation

• First step implementation is in days

• Sales benefit for partners:

• Elastoffice can support OpenERP Partners directly

• Easy-to-learn methodology

• Can support individual needs

Thank you!