This educational webinar will cover the costs benefits and reduced processing time associated with cloud-based accounts payable processing. John Meersman, the CIO of National Frozen Foods Corporation (NFFC) will share his experience implementing a web-based Enterprise Content Management solution, starting with Accounts Payable. This webinar is intended for clients who wish to reduce costs and improve productivity in their accounts payable and other mission-critical work processes.

1. Managing AP Processes in the Cloud
National Frozen Foods Case Study

2. Agenda
› Welcome & Introductions – John Littler / AIIM NW
› John Meersman – CIO National Frozen Foods
› John Smetana – VP ImageSource
› Presentation – Accounts Payable Processing in the Cloud
› Wrap‐up / Q & A
› Surveys

3. National Frozen Foods Corp. (NFFC)
› Producer of frozen foods
› Headquarters: Seattle, WA
› 4 Disparate Processing Plants
› Annual Production: 300 million pounds
› Corporate Goals:
› Produce highest quality frozen vegetables
› Consistently
› On‐time
› Competitively Priced

4. Cutting Edge
› Always at the forefront of technology
1912
1912 1928
1928 1958 2009-2010
Company Packaging
Packaging Recognized the
Developed
founded frozen
frozen need for
quick freeze
strawberries.
strawberries. technology for process
individual automation
First frozen
First frozen
vegetables. beyond food.
retail food
retail food
anywhere.
anywhere. Among other Extending
process automation to
modernizations include core
. business
processes.

5. Need for ECM System
› Goal to improve business processes
› Top Priority: Accounts Payable
› Process 2,500 invoices & checks monthly
› Disparate Operations
› File Cabinets, Paper‐based and Manual Processes
› Integration with ERP (Infor’s Adage)
› Identified the benefits of an ECM system

6. Barriers to Implementing Traditional ECM
› Investment vs. Need Payoff
› Expensive Licensing
› Complex Deployment
› Significant Professional Services Hours
› Distributed Operations
› Headquarters
› 4 Processing Plants
› Traditional “Production Capture” not practical

7. Challenges with Manual AP Process
› Multiple approvers
› Lengthy routing times – too long!
› Early payment deadlines missed
› Invoices paid late
› Documents in file cabinets

8. Challenges with Manual AP Process (continued)
› Files physically retrieved
› Lost/misfiled documents
› Documents difficult to track in workflow
› Data keyed in from paper documents
into ERP

9. Technology Requirements
› Scalable and Extensible beyond just AP
› Ability to integrate with ERP & other line‐of‐
business systems
› ECM investment aligned with NFFC size
› Concerns about “Traditional ECM”
› Adoption
› Training
› Self‐sufficiency: NFFC’s IT dept.

10. One Platform to
Capture, Connect, Share.
Capture Content
Integrate Store

11. Capture
Browser‐based Software

12. Capture Software
› Web‐based – secure access within a browser
› Ideal for companies with distributed operations
› Automated – eliminates manual intervention
› Document Separation via bar codes or patch codes
› Indexing via bar codes, database linking and pick lists
› Extensible
› Easy‐to‐manage workflows
› Image‐enables Lines‐of‐Business (LOBs)
› Delivers data to Content Store

14. Streamlining the AP Process at NFFC
› All invoices are scanned & indexed
› Invoice automatically travels through two levels of
approval
› Once invoice is approved:
› Sent to AP
› Data is imported into Adage
› Documents are released into Content Store

15. Expanding the Scope
› Added workflow
› Workflow = complex functionality
› Simple to build & modify

16. Simple Workflow ‐ Example

17. Complex Workflow ‐ NFFC

18. Connect
Image‐enables Any Application
with Content in ECM System

19. ERP Integration – Technical Requirements
› Integrates any source, any target
› Automates data extraction, conversion &
population of any desktop application
› Allows LOBs to pass data to & from other
applications
› User simply trigger transfer of information using:
› floating tool bar
› a hot key
› a macro
› a change of data

20. Integration With Adage – How it works
› With click of button in Adage, user can view all
associated documentation
› Images of docs available without opening
ECM software
› Once approved, metadata assigned &
pushed to Content Store

21. Integration With Adage – How it works (cont’d)
› Metadata pulled from Adage to print checks
› An image of check is pre‐pended to the original
invoice package in Content Store
› Maintains original file structure that
NFFC employees are used to

22. Integration With Adage – Step 1

23. Integration With Adage – Step 2

24. Integration With Adage – Step 3

25. Share
Flexible & Affordable Storage for Content
Generated or Exported from Another System

26. Retrieval from Content Store (1)

27. Retrieval from Content Store (2)

28. Retrieval from Content Store (3)

29. Retrieval from Content Store (4)

30. Extensible Solution
› NFFC plans to expand ECM infrastructure
› Variety of business processes
› Across multiple departments
› Ad hoc & transactional capture extended
› Built Custom Dashboard (Business Intelligence)
› AP—Days in Queue

31. Leveraging Data for Business Intelligence

32. Hybrid ECM Technology
Workflow Browser
Access
LOB
Integration Access on
Any Device
Global Search Operate
on Cloud
Multiple Viewing Simple User
Options Interface
Indexing & Simple User
Validation Interface

33. Non‐Traditional ECM Benefits for AP
› Scalable, thin‐ › Supports
client, web app distributed
› Easy to use environments
interface › Integration with
› Rapid deployment ERP application(s)
› Users trained in › Business Processes
minutes Streamlined &
Automated
› Low cost of
ownership › Roadmap for the
Future

34. Sponsored by AIIM Northwest Chapter
Nexus ‘11 ECM Solutions Conference
November 3‐4 | Bellevue, Washington
ECM in the CLOUD | MOBILE ECM | SHAREPOINT | SOCIAL ECM
MOBILE REVOLUTION | BPM | ENTERPRISE CAPTURE | COLLABORATION
PLATFORM COMPARISON | ELECTRONIC RECORDS MANAGEMENT | eFORMS
$100 off for AIIM members (AIIMNW100) +
Early bird Registration through August 19
NexusECM.com

35. Q & A
John Smetana
(612) 940‐3355
JohnS@imagesourceinc.com

36. John Smetana
(612) 940‐3355
JohnS@imagesourceinc.com