Case Study – Therefore™ Invoice Processing Automation

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Transcription de la présentation:

Case Study – Therefore™ Invoice Processing Automation

Therefore video

Each departement has specific issues linked to their document management IT Departement Security of the information Memory limitation Emails archiving Integration of different applications General Services Misused space Archives management Quality Procedures and conformity Processes history Sales Departement Limit tidious tasks Reduce management Quick access to information Mail room Secure manual processes Garantee of confidentiality Accounting Limit human interventions Reduce to a minimum mis typing and errors Reduce invoice management time Marketing Better reactivity Better target messages Better sharing odf information HR Employee file management Application management Les process sont liés aux différents département de l’entreprise. Il y a des process dans tous les départements de l’entreprise donc dans tous les départements il y a des opportunités d’amélioration pour augmenter les capacités de traitements. Lorsque je m’adresse à une personne de l’entreprise, en fonction du département auquel elle appartient, quand je vais lui parler de GED, ses attentes seront différentes. D’où la nécessité de bien les connaître. Vous avez ici quelques clefs de ce qui est attendu. 22/09/2018

What is Therefore™ ? It is a document solution for storing, managing and processing information. From small business to systems users. Therefore™ is a robust and reliable system stemming from our commitment to quality. It is up-to-date and future orientated. Development is customer & market driven.

Who is Therefore™? Therefore™ is people Our multi-national team 9/22/2018 Who is Therefore™? Therefore™ is people Our multi-national team Our worldwide community Our customers

Therefore™ the facts: R&D company based in Moedling, Austria. 9/22/2018 Therefore™ the facts: R&D company based in Moedling, Austria. Information Management Software since early 1992.

Document Management INFORMATION MANAGEMENT OUTPUT INPUT SCAN SHARE & ARCHIVE SCAN SHARE & CAPTURE MANAGE Toutes les étapes de la GED sur lesquelles Canon est présent. En entrée, les documents papiers numérisés ou tous types de documents électroniques créés en interne, via des messageries electroniques, des ERP. En parallèle de ces étapes, on a l’Editique qui assure la mise en page simple & complexe. Il y a des liens entre les deux « chaînes » (Ex un bon de commande joint à la facture) En sortie, soit on imprime, soit on envoie vers messagerie, soit on archive. Legitimité de Canon dans le traitement des documents, au centre ce son cycle de vie. Le marché de la GED est en pleine croissance sur tous ces segments : Capture, Traitement, Distribution/Sortie. Les ERP, SAP, SAGE, …. se trouvent aussi en Gestion. C’est sur le segment Capture qu’Infotrends prévoit la plus forte croissance de chiffre d’affaires pour les années à venir (+36% 2007/2012) Sur ce segment, nous avons déjà une offre MFP et surtout Scanner de Production ainsi que la solution logicielle eCopy. TRANSACTIONAL PRINTING 22/09/2018

La Gestion Documentaire chez Canon 6 key issues FINANCIAL - Lack of productivity - Indirect costs : external archiving, uncesserry printing, postal fees, m² used unefficiently ORGANISATIONAL - Lack of integration of paper document into IT - Lack of fluidity in processes No control over processes Lack of security of the information HUMAN Time looking for documents Frustration of employees Duplication of efforts COMPETITIVITY Slow access to information No reactivity Customer satisfaction affected Les Problèmes de GED peuvent être résumés en 5 piliers (4 internes / 1 externe) principaux qui mettent en évidence un enjeu Coût considérable d’autant plus qu’il y a une grande part « cachée » ainsi que la notion de risque. Les exemples ici sont les maximum si on n’arrive pas à mettre en avant les pièces justificatives Matière civile et commerciale : sanction pénale, jusqu’à 375 Keuros d’amende, et exclusion des marchés publics pour 5 ans au plus Matière comptable et fiscale : comptabilité considérée irrégulière ou non probante par défaut de pièce justificative présentation, 1500 euros d’amende, redressement fiscal Contradictoire • Comptabilité considérée irrégulière ou non probante, redressement fiscal contradictoire, 1500 euros d’amende • Opposition au contrôle fiscal, majoration de 100%, 25000 euros d’amende, 6 mois de prison (pour entrave) NORMS and REGULATIONS Fines and penal punition for not showing the documents requested or not prooving correct accounting ENVIRONMENT Unnecessary copies No control over printing 22/09/2018 La Gestion Documentaire chez Canon

La Gestion Documentaire chez Canon 6 key solutions FINANCIAL Reduction of indirect costs Increasing productivity ORGANISATIONAL Process optimisation Control over process fluidity Value employees’ roles Management of information Better sharing of information HUMAN Value of employees Better team work More space: better environment COMPETITIVITY Good reactivity and better image Quick decision making NORMS and REGULATIONS Insurance of being in conformity Les Problèmes de GED peuvent être résumés en 5 piliers (4 internes / 1 externe) principaux qui mettent en évidence un enjeu Coût considérable d’autant plus qu’il y a une grande part « cachée » ainsi que la notion de risque. Les exemples ici sont les maximum si on n’arrive pas à mettre en avant les pièces justificatives Matière civile et commerciale : sanction pénale, jusqu’à 375 Keuros d’amende, et exclusion des marchés publics pour 5 ans au plus Matière comptable et fiscale : comptabilité considérée irrégulière ou non probante par défaut de pièce justificative présentation, 1500 euros d’amende, redressement fiscal Contradictoire • Comptabilité considérée irrégulière ou non probante, redressement fiscal contradictoire, 1500 euros d’amende • Opposition au contrôle fiscal, majoration de 100%, 25000 euros d’amende, 6 mois de prison (pour entrave) ENVIRONMENT Less printing with better sharing 22/09/2018 La Gestion Documentaire chez Canon

Joining forces between I.R.I.S. IDR and Therefore™ I.R.I.S. Intelligent Document Recognition (IDR) technology provides powerful classification, data capture and document compression Correct document classification and indexing is essential for any DMS: Consolidation of correct information! Ensures easy retrieval of documents Workflows based on control and/or index fields Synergy between I.R.I.S. and Therefore™ ensures complete and state-of-the-art document processing flow

Joining forces between I.R.I.S. IDR and Therefore™ : Case study City hall of Dudelange (Luxemburg) Has been using Therefore™ since two years for archival of administrative and other documents ("actes civil" , identity cards, citizen forms…) Tax property forms and invoices however required data capture and indexation before archival… and as automated as possible! To ensure this I.R.I.S. proposed IRISPowerscan™ 9 for scanning and IRISCapture™ Pro 8.5 for processing the invoices and tax forms and automatic archival to Therefore™ Benefits are clear! Dramatically reduced document treatment time No longer manual keying of index information Automatic validation of captured data ensuring index integrity

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