Solutions 101 Making Sense of the Document Solutions Business

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Solutions 101Making Sense of the Document
Solutions Business

• Darrell Amy
• Dealer Marketing Systems
• www.dealermarketingsystems.com

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Document Solutions 101

• What is a Solution?
• Key Business Problems
• Document Solutions Overview
• Transaction Printing
• Document Routing
• Document Capture
• Document Management
• Workflow Automation

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What is a Solution?
Software
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Solutions Definition

• The Application
• of Knowledge Technology to solve a
  Business Problem creating a Positive Return
  on Investment
• Software Hardware Knowledge

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The Key to Selling Solutions
Broker
BusinessProblem
TechnologySolution
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Key Business Problems

• Increase Profit
• Improve Competitive Advantage
• Enhance Customer Service
• Ensure Regulatory Compliance
• Reduce Risk

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Solutions Technologies
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BACK OFFICE

• ERP
• OMD
• eAutomate
• Reynolds
• Medical Manager
• SAP
• Oracle

ERP Packages Line of Business Applications Critica
l to Key Business Processes Generate Critical
Business Documents
Legacy Systems AS-400UNIX/LINUX
ERP Enterprise Resource Planning
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Customer Copy
BACK OFFICE

• ERP
• OMD
• eAutomate
• Reynolds
• Medical Manager
• SAP
• Oracle

Warehouse
Accounting
ERP Enterprise Resource Planning
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Customer Copy
BACK OFFICE

• ERP
• OMD
• eAutomate
• Reynolds
• Medical Manager
• SAP
• Oracle

eForms Server
Warehouse
Accounting
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eForms Sample
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Customer Copy
BACK OFFICE

• ERP
• OMD
• eAutomate
• Reynolds
• Medical Manager
• SAP
• Oracle

Coupon Promotion Color Printer
eForms Server
Warehouse
Accounting
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Customer Copy
BACK OFFICE

• ERP
• OMD
• eAutomate
• Reynolds
• Medical Manager
• SAP
• Oracle

Coupon Promotion Color Printer
eForms Server
Warehouse
Pick Ticket Format Barcoded MFP
Accounting
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Customer Copy
BACK OFFICE

• ERP
• OMD
• eAutomate
• Reynolds
• Medical Manager
• SAP
• Oracle

Coupon Promotion Color Printer
eForms Server
Warehouse
Delivery Ticket Format Barcoded Scan Signed Forms
Accounting
PDF/TIFF
CUSTOMER FOLDER Customer Order Signed Delivery
Ticket Invoice Check
Invoice
PDF/TIFF
Remit Stub Check
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Making Sense of Solutions
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Transaction Printing

• Print Business Documents
• Replace Pre-Printed Forms
• Intelligent Distribution
• Technologies
• Variable Data Printing
• Electronic Forms

ITEX Power Hour Uncovering Opportunities in
Transactional Printing Mike Beard Thurs 800 am
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Document Routing

• Automatically Route Documents to the Correct
  Location(s)
• From Printing
• From Scanning
• From Faxing

ITEX Power Hour Document Routing Mike
Kirkpatrick Wed 1100 am
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Document Capture

• Structured vs. Unstructured Documents
• Zone OCR
• Barcode Recognition
• Database Integration

ITEX Power Hour Document Capture Darin
Dempsey Wed 345 am
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Document Management

• Search and Retrieve
• Security
• Web-Based Access

ITEX Power Hour Document Management Kevin
Gullickson Wed 1100 am
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Workflow Automation

• Automate Processes
• Combination of Multiple Technologies
• May Involve Integration with the Clients
  Existing Systems

ITEX Power Hour Workflow Automation Arthur
Vasseylyev Thurs 1000 am
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Summary

• Ask Clients About Their Business
• Focus On Business Problems
• See Software as a Tool