Zetadocs Express for
Microsoft Dynamics NAV
Ryan Pollyniak – Zetadocs Channel Manager
rpollyniak@usa.equisys.com
678-942-7213
Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Where USERS Make the Difference!
AGENDA
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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!
Introduction to Zetadocs
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
Where USERS Make the Difference!
Introduction to Zetadocs
NAV User benefits
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150
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100
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50
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Where USERS Make the Difference!
Introduction to Zetadocs
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
Where USERS Make the Difference!
Introduction to Zetadocs
How it works
Link
Email, fax
SharePoint
NAV
NAV
user
MFP
Where USERS Make the Difference!
AGENDA
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•
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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!
Zetadocs Express
Demo
• Zetadocs Express
– Save & Send
– Drag and Drop Archiving
– Workflow
Where USERS Make the Difference!
Zetadocs Express
Save & Send
Where USERS Make the Difference!
Zetadocs Express
Simple to deploy
• Install, test, rollout
Install client software
Set up SharePoint
Configure NAV RTC
Test
Rollout to other users
Where USERS Make the Difference!
Zetadocs Express
Summary
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!
Upgrading Zetadocs Express
Upgrades
Automate,
customize
Foundation
level
Delivery Plus
Capture Essentials
Delivery Essentials
Investment
Configurable,
for batches
Capture Plus
Zetadocs Express
Where USERS Make the Difference!
Upgrading Zetadocs Express
Upgrades
†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
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!
Typical solutions
Zetadocs solutions
• Sales
• Purchasing
– Electronic Invoicing
– Proof of Delivery
Tracking
– Collections Management
– Customer Service
– Compliance
– Issuing Purchase Orders
– Supplier Invoice
Processing
– Document Approval†
– Remittance Advice
†Feature
planned for future release of Zetadocs for NAV
Where USERS Make the Difference!
Typical solutions
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”
Where USERS Make the Difference!
Typical solutions
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.
Where USERS Make the Difference!
Typical solutions
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”
Where USERS Make the Difference!
Typical solutions
Customer benefits
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150
$
100
$
50
0
1
2
3
4
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6
Where USERS Make the Difference!
Typical solutions
Training
certificates
Contracts of
employment
Document management examples
Payroll
notifications
Goods
received
note
capture
Job sheets
Maintenance
contracts
Credit
extension
agreements
Picking
lists
Leasing
agreements
Statements
&
reminders
Return
merchandise
authorisations
Goods
received
notes
Credit
application
forms
Payment
approvals
Electronic
invoicing
Expense
claims
Order
amendments
Purchase
invoice
capture
Remittance
advices
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!
What to do next
Upcoming Webinars
May 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.
Where USERS Make the Difference!
What to do next
Better Way Workshop
We 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
Where USERS Make the Difference!
What to do next
Talk to your NAV partner about how Zetadocs
Express and SharePoint can cut costs,
streamline processes and enhance your NAV
system!
Where USERS Make the Difference!
Q&A
Ryan Pollyniak
rpollyniak@usa.equisys.com
678-942-7213
Peer to Peer | Greater Scale | More Voices | Faster
www.navug.com
Where USERS Make the Difference!