zetadocs express for microsoft dynamics nav
DESCRIPTION
Zetadocs Express for Microsoft Dynamics NAV. Ryan Pollyniak – Zetadocs Channel Manager [email protected] 678-942-7213. Introduction to Zetadocs Zetadocs Express Upgrading Zetadocs Express Typical Solutions What to do next. Agenda. Introduction to Zetadocs. - PowerPoint PPT PresentationTRANSCRIPT
Where USERS Make the Difference!Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Zetadocs Express for Microsoft Dynamics NAV
Ryan Pollyniak – Zetadocs Channel [email protected]
678-942-7213
Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
Where USERS Make the Difference!
Introduction to Zetadocs
Where USERS Make the Difference!
A proven solution
• Over 300 installations on NAV– US, Canada, Europe
• Broad appeal across vertical markets– Waste management/recycling, hospitality,
wholesale/distribution, manufacturing,services, public sector/government
• Microsoft Gold Partner– Zetadocs Express
Introduction to Zetadocs
Where USERS Make the Difference!
• 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
NAV User benefits
Introduction to Zetadocs
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150$
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Where USERS Make the Difference!
Who Can Use Zetadocs for NAV?Everyone! – Who doesn’t want to better manage documents?But more specifically… - NAV Users that want a better way to invoice electronically - NAV users that have a paper reduction initiative in their organization
- NAV Users that want a better way to handle inbound vendor invoices- NAV Users who want a better way to view supporting documentation for transactions on screen for AP approval or customer service purposes- NAV Users who want a better way to send documents PO’s, statements, quotes, or any other NAV report straight from NAV via fax or email- NAV Users who want a complete transactional history available on screen in NAV- NAV Users who want documentation available directly from NAV as well as from SharePoint for non-NAV users
Introduction to Zetadocs
Where USERS Make the Difference!
SharePoint
MFP
Link
Scan
Email, faxFile
NAV
NAV user
How it works
Introduction to Zetadocs
Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
Where USERS Make the Difference!
Zetadocs Express
Zetadocs Express Available Now!
Where USERS Make the Difference!
Zetadocs Express
Where USERS Make the Difference!
Zetadocs Express
Where USERS Make the Difference!
Zetadocs Express
Where USERS Make the Difference!
Demo• Zetadocs Express– Save & Send–Drag and Drop Archiving–Workflow
Zetadocs Express
Where USERS Make the Difference!
Save & Send
Zetadocs Express
Where USERS Make the Difference!
Simple to deploy
• Install, test, rollout
Zetadocs Express
Install client software
Set up SharePoint
Configure NAV RTC
Test
Rollout to other users
Where USERS Make the Difference!
AvailabilityTerms
Localization
DownloadSupportCompatibility
Available now!No additional costs for customers on a BREPMicrosoft localized version of the Role-Tailored ClientCustomer Source and Partner SourceCommunity site moderated by EquisysMicrosoft Dynamics NAV 2009, NAV ‘7’Microsoft SharePoint Online (Office 365), SharePoint 2010 on-premise
Summary
Zetadocs Express
Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
Where USERS Make the Difference!
Delivery PlusCapture Plus
Upgrades
Upgrading Zetadocs Express
Delivery Essentials
Capture Essentials
Investment
Configurable, for batches
Automate, customize
Zetadocs ExpressFoundation level
Where USERS Make the Difference!
†Feature planned for future release of Zetadocs for NAV‡Zetadocs Document Imaging Automated Filer and Zetadocs OCR & barcode processor options are required for automated filing and batch splitting by Zetadocs Capture Plus*Fax delivery is an optional extra for the Delivery Essentials and Delivery Plus editions
Upgrades
Upgrading Zetadocs Express
Where USERS Make the Difference!
AGENDA
• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
Where USERS Make the Difference!
• Sales– Electronic Invoicing– Proof of Delivery
Tracking– Collections Management– Customer Service– Compliance
• Purchasing– Issuing Purchase Orders– Supplier Invoice
Processing– Document Approval†
– Remittance Advice
Zetadocs solutions
Typical solutions
†Feature planned for future release of Zetadocs for NAV
Where USERS Make the Difference!
Electronic Invoicing
• Reduces costs– Batch delivery by email instead of conventional mail
• Increases efficiency– Saves time– Automated filing prevents lost documents
• Improves customer service– Instant access on screen of all key documents
• Limited carbon footprint– Less paper, fewer “delivery miles”
Typical solutions
Where USERS Make the Difference!
Proof of Delivery Tracking
• Increases efficiency– Automated filing prevents documents getting lost– On-screen access cuts down on the time required to retrieve
documentation.
• Improves customer service– On-screen access to POD’s makes dispute resolution much faster– Filing process is streamlined by enabling batch scanning of all POD’s at
once
• Applies to any document created in NAV that is then signed/stamped/annotated and archived.
Typical solutions
Where USERS Make the Difference!
Supplier Invoice Processing
• Increases efficiency– Automated filing prevents documents getting lost– No need to circulate copies for payment approval
• Improves supplier relationships– On screen access encourages faster resolution of problems and timely
approval for payment
• Limited carbon footprint– Less paper, fewer “delivery miles”
Typical solutions
Where USERS Make the Difference!
Customer benefits
Typical solutions
• 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
1 2 3 4 5 60
50
100
150$
$
Where USERS Make the Difference!
Document management examples
Typical solutions Training certificates Contracts of
employment
Return merchandise authorisation
s
Order amendments
Credit extension
agreements
Leasing agreement
s
Picking lists
Payroll notifications
Goods received
note capture
Maintenance contracts
Purchase invoice capture
Remittance advices
Goods received
notesPayment approvals
Statements &
reminders
Job sheets
Credit application
forms
Electronic invoicing
Expense claims
Order confirmations
Where USERS Make the Difference!
AGENDA• Introduction to Zetadocs• Zetadocs Express• Upgrading Zetadocs Express• Typical Solutions• What to do next
Where USERS Make the Difference!
Upcoming WebinarsMay 16th – Automatically archiving paper documentation to the appropriate NAV record – Zetadocs Capture Plus
May 17th- NAVUG Webinar – Zetadocs Express
June 13th – Automatically archiving signed/marked-up copies of documents created within NAV like delivery notes and work orders m- Zetadocs Capture Plus
Email me and I will get you the invitations.
What to do next
Where USERS Make the Difference!
Better Way WorkshopWe are available to do a Better Way workshop for your company. We are here to help!– 30-60 minute commitment– No obligation to buy– Contact me or your VAR to schedule
What to do next
Where USERS Make the Difference!
Talk to your NAV partner about how Zetadocs Express and SharePoint can cut costs, streamline processes and
enhance your NAV system!
What to do next
Where USERS Make the Difference!Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Q&ARyan Pollyniak