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doc-link for SAP Business. Solution & Partnership Review. Lee Triebwasser Director, New Business Development. Agenda. Altec organizational review ERP market trends Vertical document examples Value proposition Doc-link for SAP solution examples

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doc-link for SAP Business

Solution & Partnership Review

Lee TriebwasserDirector, New Business Development


  • Altec organizational review

  • ERP market trends

  • Vertical document examples

  • Value proposition

  • Doc-link for SAP solution examples

  • GRC (Governance, Risk and Compliance) approaches

  • Four sample doc-link for SAP solution configurations

  • Engagement model/contact information

Mission Statement and Vision

Altec enables organizations to unleash the power of their Accounting Systems to enhance productivity and communication among customers, suppliers, partners, and employees.

Company History

  • Started as a division of a large ERP software corporation in 1985 with a focus on business forms.

  • MICR check printing solutions added in 1994, Altec taken private in 1995.

  • IDM division evolved in 2000.

  • Primary focus on mid-market sector.

  • High level of commitment to the marketplace (client base of 13,000+)

  • CPA influencer focus.

  • Reseller program options reflect high level of commitment.

Trends-best revenue upside in many years

Potential ERP customers are buying the following:

  • Business Analytics

  • Paperless (document imaging)

  • Business Process Improvement (workflow)

  • Quality Improvement

  • Control and Governance (auditing)

  • Customer Portals

Used with permission from 2006 K2 Accounting Software SelectionCopyright K2 Enterprises

Reseller best practices to address these trends

  • Become a vertical expert

  • Customization for business control is driving many deals

  • Integrated workflow and one database/portal are key leverage points

  • Expanding solutions areas through innovation

  • Leveraging third party ROI to drive sales process

  • Leveraging third party functionality to differentiate solution

Used with permission from 2006 K2 Accounting Software SelectionCopyright K2 Enterprises

Verticals and document examples

  • Oil and Gas

  • Distribution

  • Healthcare

  • Manufacturing

  • Retail

  • Construction

  • Global Trading


  • Accounts Receivable invoices, POD, packing slips, receivers, checks and internal reports.

  • Accounts Payable invoices, checks, supporting documents and reports.

  • Sales orders, purchase orders, quotations, project specifications, change orders, SOPs.

  • Patient records, insurance claims, test results.

  • Import/export documentation, shipping manifests, airbills.

Value Proposition

  • High FedEx/UPS bills

  • Delay in getting documents from multiple locations

  • Delays in approvals for “paper intensive” workflows (A/P)

  • Lack of immediate access to mission-critical documents (Sales Order Processing)

  • High prices for lost/misplaced documents

  • Compliance Issues (Sarbanes, HIPAA, GLB, 21CFR)

  • Where do the documents have value?

Complete integration for A/P

True documentation visibility

Complete integration for order processing

Governance, Risk and Compliance

  • Audit - provides complete document history; who viewed which document when and what did they do with the document

  • doc-link Web Client- browser based for mobility and secure access to image repository. Users can search, retrieve, view, save to file, email and print documents

  • Access controlled through multiple layers of doc-link security configurations

Audit Overview (Select Document/Report)

Review Your Audit Results

“Drill Down” into Detail

Further Refine the Audit Results

Web Client for Mobile and Secure Access

“Accounting-specific” functionality positioning

STANDARD Edition (Compliance)

  • ERM capture of pre-configured reports with full audit capability

    PROFESSIONAL Edition (Visibility and Access)

  • Addition of Scan-link and indexing to STANDARD Bundle for capture and management of external documents

    ADVANCED Edition (Transaction-based workflow)

  • Addition of pre-configured workflow (AP, etc) to PROFESSIONAL Bundle. Also introduces integration to accounting application.

    ENTERPRISE Edition (Scalable and Customizable)

  • Functionality of all bundles, (STANDARD, PROFESSIONAL and ADVANCED) as well as full workflow and administrative configurability

Compliance Repository for Internal Reports

Repository Benefits for External (Paper) Documents

“Transaction-based” BPM

Expand Benefits Across the Organization

Process and Distribute

Altec/SAP Engagement model

Altec demos integrated doc-link /SAP Business One IDM solution, generates and presents formal proposal.

Altec provides content and participates in local marketing with partner.

Altec implements and supports doc-link solution

Altec actively participates in prospect identification

Altec provides domain knowledge, prospect qualification and discovery call to define initial project requirements.

Partner manages sales process.

Altec actively participates in prospect identification and qualification.

Partner determines desired level of participation in the sale

Partner implements Business One.

Partner demos Business One.

Contact Information

SAP Business Development Team

German Macedo

Business Development

Tel: (800) 997-9921 Ext 1235

Karyn Howes

Business Development

Tel: (800) 997-9921 Ext 1278

Lee Triebwasser

Director, New Business Development

Tel: (800) 997-9921 Ext 1264

Mobile: (949) 887-1226

This concludes our presentation.Thank you for your attendance!

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