Kwiktag

What is kwikTag?

• Document management system
• Business process automation solution
• Any department, any process, any document

Who is a prospect?

• Any company which has document-intensive processes or business activities, and would like to streamline how these processes are managed in a specific department or across the entire organization.

Departments to target

• Finance (especially AP)
• Human Resources
• Customer Service/Sales
• Legal

People to target

• CFOs
• Controllers
• Accounting Managers
• CIOs/CTOs/IT Managers
• Records and Office Managers
• Human Resource Managers
• Other Dept Managers

Who is NOT a prospect?

• Don’t perceive a problem with documents/business processes
• Don’t want to spend $20K+ on a solution
• View process improvement & automation as a “nice to have”
• Do not have enough document volume to generate a solid ROI
• Not enough users (

why automate manual processes?

• Too much time spent filing documents
• Can’t resolve process bottlenecks
• More process visibility needed
• Can’t keep up with AP invoices
• Documents frequently lost or misfiled
• Customer inquiries take too much effort
• Compliance mandates accurate records
• No disaster recovery plan

What will KwikTag do for your customer?

Improve the quality of work life

• Radically reduce data entry
• Automate payables transaction entries
• Enable simultaneous, shared access to documents
• Extend visibility to ERP data and related documents via the Web to non-ERP users
• Recover valuable office space by eliminating file cabinets

save time and money

• Improve EBITDA by reducing costs related to headcount and process inefficiency
• Minimize inquiry response time and effort
• Simplify and streamline document routing and approval
• Simplify processes for compliance requirements

deliver greater control

• Prevent unauthorized access to documents
• Provide for safe-keeping of documents in the event of a disaster
• Solve the problem of lost and/or misfiled documents

What's So Different About KwikTag?

A Solution that fits

• No other solution is as easy to use, or fits as seamlessly into existing processes
• Deploys more rapidly than any other solution in the mid-market
• Automatically associates related documents like purchase quotes, purchase orders, invoices and check images

powerful document capture

• KwikTag separates the paper scanning and filing process; scanning is done when it’s convenient
• Scan large stacks of disparate documents all at the same time – KwikTag will sort it out

Kwikapps!

• KwikApps offer a configurable, fast process automation
• Route documents for review and Web or email based approval
• Review and approve documents from computer or smart phone

Dynamics integration

• Retrieve documents within Microsoft Dynamics or KwikTag (via a Web client)
• Does not slow down or impact performance of MS Dynamics in any way
• Document capture THROUGHOUT the ERP (not just AP)

Thank you