ALTUS ALLIANCE 2016How to Wake Up from Business Process NightmaresPresented by:
Michael Brenneman, ImageTagAlecia Lantz, Bruce Grey Catholic District School Board
ImageTag, Inc.
•Founded in 1997•9 U.S. Patents•Headquartered in Tempe, AZ•Started as Document Imaging•Moved to Dynamics Capture•Added Workflow Automation
9
ImageTag, Inc. Background
•Dynamics Integration • Since 2004• First fully embedded Dynamics solution
•Organizational Solutions• 120,000+ Users Worldwide•>98% Support Renewal
• Workflow & Business Rules Engine• ONE system for
everything document-related• Any department• Any document• Any touch point
05/01/2023
KwikTag Product Family
ImageTag Family Snapshot
ASLS.org
• About BGCDSB – Our Mission• Committed to a vibrant Catholic education, we
ensure quality learning experiences through community partnerships that nurture each student in body, mind and spirit and embrace the teachings of Christ, giving witness to Gospel values.
• KwikTag Partnership• Started in 2009• Upgraded to NAV 2013 and new KT platform in
2013• Continued to expand automation wherever
possible
BGCDSB: Introduction
BGCDSB: Challenges• Across school district• 13 school locations • 1 district board office • 400+ employees• 3,800+ students
• Manual, disparate systems and processes• Hours or manual invoice filing• Hundreds of vendor files• Painful financial analysis and year-
end audits• Time consuming manual processes
Staff spent too much time chasing paper instead of managing
student education
No visibility into a decentralized process that spanned all school and
office locations in the district.
• Integrated accounting system solution • Navision• Altus Portal• KwikTag
• Nearly eliminated administrative burden of prior manual processes
• Financial analysis and visibility accessible by anyone who needs it
• Quick, simple audit procedures
BGCDSB: Solution
BGCDSB: Then and NowThen• 2009 started with automating
accounts payable; accounts receivable and journal entries• 2015 started automating
payroll and human resources with more to do as time and attendance comes on board• Working toward other areas
that needed the same type of automation – e.g. Contract Management; Records Retention; etc.
Now• Accounts Payable is scanning
invoices as they are processed• Cheque runs are filed by batch
vs. by vendor• HR/Payroll - time sheets and
absentee vouchers are scanned as they are entered by vendor• Vouchers are filed by batch
rather than by each individual employee
• Accounts Receivable is scanning back up• Journal Entries backup is
scanned• Drive towards a paperless
process
• Staff productivity increased
• Centralized, web-based access to financial data
• Invoice process visibility
• Payback of going paperless: time, money, efficiency
BGCDSB: Benefits & Results
KwikTag & Dynamics NAVCapture via 82 NAV Forms• Purchase Order
Processing• Sales Order Processing• Order History• Accounts Payable• Accounts Receivable• General Ledger• Bank Reconciliation• Cash Management• Fixed Asset
Management
Demonstration
KwikTag = ONE System
KwikTag is ONE SYSTEM that delivers
• 80% of the feature/function at
• 20% of the price within• 10% of the deployment time
05/01/2023
14 ways to capture documents, here are our customers’ favorites
Scan now or index & scan later
EDI, Other 3rd Party Systems, Portals
Tag from ERP or Browse/Drag and DropKwikTag Client Upload or KwikDocs Send from MS Office, Adobe, or Desktop files
05/01/2023
KwikTag Capture Platform
Commercial KwikApps
Tailored KwikApps
KwikApp Examples & Process Integration
KwikPayablesKwikExpenseKwikForms
Sales Operations
Onboarding
Contract Management
05/01/2023
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