A Paperless Solution for ANY Department

When you get into a conversation about going paperless, your mind likely goes straight to the Accounts Payable department because of the concentration of excess paper there. Today we’d like you to take a step back and look at the business as a whole. You might decide to start in AP to take care of your immediate needs, but make sure the solution you choose can address all the other departments too when you are ready.

doc-link by Altec is unique in that it has many integration points within the full line of Dynamics products, but it is also a stand-alone solution. This distinction is important because it allows for greater flexibility in who can work with documents and where the solution can be used. Anyone with a doc-link user license and the proper security rights can access the documents they need electronically, streamline and structure workflows, and automate the process of sending documents out. Here are a couple examples of how different departments might use a document management solution:

Human Resources
Electronic document storage would be useful for the HR department because of the private nature of all the paperwork they process. Employee documents must be kept for a particular amount of time before being destroyed, but keeping track of that can be pretty challenging. And the number of employee records being stored likely increases year by year. Having the ability to access these records electronically saves on storage space and filing while increasing security. With Altec’s Smart Form Toolkit, the HR department can also manage the new employee on-boarding process by routing a form that picks up documents and check marks as each step in the process gets completed.

Sales and Customer Service
Being able to quickly respond to a customer inquiry while on the phone with them (without having to search through a file cabinet) could be a huge benefit for your company. The sales department can use document management to decrease order entry time, provide greater customer service, and gain back hours in their day to increase sales.

The pattern you’ll see in these examples is that everyone, regardless of their role in the organization, uses paper. Anyone who touches paper, searches for paper or moves documents around would benefit from being able to immediately access them and retain visibility to them. Those who are using Dynamics each day will have the added benefits of minimized data entry and visibility to their documents from within the ERP screens.

Integration is extremely important, but so is the ability to scale the solution up to meet all of your document management needs throughout the enterprise.

To see a white paper on the 10 key considerations when looking at document management solution providers, send us an email at doclinksales@altec-inc.com.

About Altec

Altec is a leading provider of Integrated Document Management solutions for Microsoft Dynamics AX, GP, SL and NAV. For more than 25 years, Altec has provided a wide range of  paper to paperless solutions including its flagship product, doc-link™, which allows companies to go paperless to improve productivity. doc-link stores documents electronically where they can be easily accessed, routed through workflow and automatically delivered based on the recipient’s preference. Altec delivers its solutions through a global network of authorized partners in more than 60 countries. For more information visit www.altec-inc.com.

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