Leveraging the Oracle Investment to Move Away from...

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Leveraging the Oracle Investment to Move Away from Manual, Paper-Intensive Commerce


About Optio Software •  Software development and professional services organization

with 2 arenas of concentration; –  DOM – human readable documents –  B2B – machine readable data (XML, other data files)

•  Pioneered the Document Output Management (DOM) industry •  Partner certification from leading application vendors such as

•  Compatible with nearly every available

ERP system (i.e. BAAN, Lawson, SAP, QAD, PeopleSoft, etc.)

•  Compatible with nearly every type of legacy system

•  4000+ Customers; 100 OEM, VARs & resellers

•  200+ Employees worldwide –  Headquarters in Atlanta, GA –  Remote offices in San Francisco; Paris, France;

Brisbane, Australia; London, UK


#1) Learn How Your Organization Can:

• Substantially lower document customization and delivery costs

• Improve response time for Oracle form and report customization requests of critical vendors and clients without customizing the Oracle application (invoice, purchase order, checks, statements, bill of lading, thermal labels and more)

• Turn standard Oracle output into custom e-documents for laser print, fax, email, web delivery without customizing the Oracle applications

• Be up and running in a matter of days


Gap Expectation Reality

Static

•  Wrong format

•  Single destination

•  Single device

•  Incomplete

•  Excess detail

•  Not e-commerce enabled

Tailored

Partner

Supplier

Customer

Employees

E-mail

Fax

Printers

EDI/XML

Browsers

The Problem


Key Issues 1.  Document Appearance. Do your business documents require a certain look that reflects on

your brand, corporate culture, and or the needs of the recipient?

2.  Document Distribution/Routing of Info. Are there people in your organization who spend a lot of time manually faxing documents? Collating documents? Re-keying information to build bar-code labels? Building or attaching document sets? What are the soft costs associated with these “sneaker-netting” tasks?

3.  Satisfying Strategic Partner Requests. Is your IT organization able to satisfy the requests of key clients and vendors who need custom business documents formatted and delivered differently from a single batch?

4.  Web Presentment. Does the low overhead and ROI of delivering information and documents via the Web appeal to you and your organization?

5.  Transactions. How would it help your organization if a paper-process, was truly a spring-board toward e-commerce and more cost effective, digital transactions (XML, EFT)?


•  How do I e-mail or fax documents from my Oracle application? •  Can I produce PostNet and 2D bar-codes from Oracle? •  Can I print Oracle output to thermal printers? Barcodes? •  Can I duplex my terms and conditions? •  Can I support Oracle Blobs? •  How do I apply my business rules to document layout and

distribution? •  How do I keep my look and feel the same transitioning from

Oracle x.X to 11i •  How do I do document sets? (Import/Export, HAZMAT, etc.) •  Can I print checks to laser printer and send a copy also to the

web? •  How can I create a Positive Pay File? •  1099s and W2s?

Ever Heard This One?


So You Can Turn This…


Into This…


Code 39

UPC-A

To Include…


By Email…


Your order has shipped. Check www.orders.com for status

Wireless Device


Publishing to Portals…


As Well as XML to Exchange


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Customer receives Emailed Sales Order Acknowledgement.

Accounts Receivable gets printed Sales Order Acknowledgement.

Remote sales rep receives pager notification of published Acknowledgement on the web.

Shipping receives labels via Thermal Printer.

Product goes from order to shipment faster than before.

Shipping receives Pick List/PackingSlip via Warehouse Printer.

Oracle Runs a Subsystem Process for SOA and Pick Lists which is sent to DOM as spool files.

Process Automation


Modify to MICR font

Add signature line

Add corporate logo

Add corporate address

Improve font and typeface throughout

Oracle Payables Output


Added signature line with rules-based auto-signature

Logo added

Added corporate address

Added soft MICR font

Added boiler plate text

Reformat without Programming


Produce and Issue Positive Pay File

Deliver laser check to secure printer on TCP/IP network

Deliver Electronic Funds Transfer (EFT/ACH) for Direct Deposit to vendors based on vendor_id

Routing, Reporting, & E-Pay


Need to add Customer FAX # to Invoice

Issue invoice in a foreign language based on country of destination

Email VP of Sales with copy of invoice for deals over $100k

1.  Deliver *.PDF copy of invoice to secure, self-service web server for strategic clients

2.  Else, FAX

3.  Else, print to laser printer

4.  Format Invoice in portrait for strategic client.

5.  Deliver as cXML to trading partner system

Recipient Requirements


Accounts Receivable Customer Service Marketing Invoice Order Confirmations Promotions Sales order Acknowledgement Advance Ship Notifications Sales Statement Inventory Status Coupons Credit Memo Order Status Debit Memo Maintenance Renewals HR / Payroll Dunning Letter Repair Instructions/Assignments 1099's Terms and Conditions W-2's

Customer Relationship Management Expense Re-Imbursement Purchasing Forecasts Payroll Checks Purchase Order Win/Loss Reporting Benefit Enrollment Documents Request for Proposal Revenue Reports Requests for information Customer Incident Reports Export Documents Requests for Quotes Help Desk Call Logs Customs Documents Terms & Conditions Sales Quotes / Proposals Pro-Forma Invoices

Bar-Code Labels Accounts Payable Manufacturing MSDS/Haz-Mat Documents AP Check Work Orders Shipping & Distribution Expense Check Bills of Materials Remittances Work in Progress Reports General Ledger

Inventory Reports GL Reports Shipping & Distribution CAD Diagrams Annual Reports Packing Slips Assembly Instructions Assets & Liabilities Reports Pick Tickets Engineering Specifications Bills of Lading

Enterprise-Wide Utilization


Benefits Across Departments AR - improved days outstanding/inbound cash, improve invoicing processes to lower costs and get cash in the door quicker. Purchasing - improved vendor relations/management, take advantage of better pricing and terms, and lower the cost of your purchasing expenses. HR/Payroll - cheaper/better expense payments, cheaper/better payroll payments, cheaper/better end-of-year HR doc production and distribution (1099's, w-2's).


Benefits Across Departments Customer Service - endear customers to you through better information/communication with them, improve competitive positioning, lower customer service costs. Distribution - automate shipping, pick, pack, label, etc. processes to drive better efficiencies and lower internal time/costs to get product out the door. Manufacturing - build efficiencies into manual, supply chain processes using business logic.


•  Mid-Size to Large Enterprises with Sophisticated Output and Complex Integration Requirements

•  Multiple-Factors? •  Multiple Locations, Countries, Divisions,

Systems, Brands, Currency, Acquisitions, Subsids

•  Complex Information Distribution Requirements •  Many 1:1 Relationships with Strategic Trading

Partners •  Lots of Manual Document Processes

Companies Who Need DOM


•  Creating & Strengthening Customer and/or Supplier Relationships

•  Customer Satisfaction

•  Migrating to e-Business

•  Shortening A/R Cycles

•  Improving Internal Operations

•  Lowering the IT Cost-of-Ownership

Why?


Matsushita Avionics

Reference-able Customers


Thank You

P A R T N E R

Leveraging the Oracle Investment to Move Away from...

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