immediate value to your SAP investment through intelligentthe sales order process and increase...

16
ESKER DELIVERYWARE SOLUTIONS Adding immediate value to your SAP investment through intelligent document automation

Transcript of immediate value to your SAP investment through intelligentthe sales order process and increase...

Page 1: immediate value to your SAP investment through intelligentthe sales order process and increase profitability is stronger than ever. To accomplish this, executives are continually looking

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Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Today’s Business Communication Challenges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Where to Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Esker DeliveryWare Leads the Way . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

IT Simplification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Benefits of Effective Business Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Esker DeliveryWare Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

The Cost of Not Acting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

About Esker. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

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OVERVIEW

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In today’s economic climate, the cash conversion cycle must be carefully managed. Why?Because overhead is already cut to the bone, yet the pressure on CEOs and CFOs to shortenthe sales order process and increase profitability is stronger than ever. To accomplish this,executives are continually looking for ways to get paid for goods and services faster.

The answer for success-minded organizations is to extract the enormous potential for cash-flow improvement and cost savings that are locked within conventional business communications. Effective document delivery management enables companies to streamlinedocument-based processes while making communications more efficient.

The more obvious savings provided by automated document delivery are a result of reducedpaper consumption, less equipment maintenance, and more efficient use of labor. However, the biggest benefit —— ffaasstteerr ttiimmee ttoo ccaasshh —— is often overlooked. With a centralized, comprehensive document automation solution, companies can:

� EEnnaabbllee ffaasstteerr iinnffoorrmmaattiioonn eexxcchhaannggee among business partners and customers

� EElliimmiinnaattee bboottttlleenneecckkss iinn ccoommmmuunniiccaattiioonnss such as time spent manually entering information into applications or printing, sorting, stuffing andmailing documents

� RReedduuccee tthhee nnuummbbeerr ooff mmaannuuaall ttoouucchh ppooiinnttss in document-based processes for a shorter and more streamlined sales cycle

�AAcccceelleerraattee ttiimmee ttoo ccaasshh with faster and more accurate information exchange,including capabilities such as electronic invoicing and payments, automationof inbound sales orders, and more

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While CFOs and CEOs are striving to increase profitability, CIOs are feeling pressure to simplifythe IT infrastructure. Decades of accumulated technology have left companies with complex ITsystems that are difficult and expensive to manage. In addition, many enterprise applications(such as SAP® solutions) are themselves complex, presenting another set of challenges.

IT staff are reluctant to add new technology or tamper with existing systems, as this can be time-consuming and risky. The alternative — bringing in a third-party consultant — is costly and often nothing more than a quick fix. Though effective document delivery management presents obvious business advantages and financial benefits, a successful technology solution must work within the existing IT framework without reprogramming and without adding complexity.

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TODAY’S BUSINESS COMMUNICATION CHALLENGES

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There is a big risk in assuming that business communications are running smoothly. By doingso companies miss out on numerous opportunities to increase cash flow. The main reason forthis is that all business processes in an organization are essentially intertwined. Delays thatare inevitable when documents are printed and mailed start a chain reaction that affects the entire process — adding precious time to tthhee ccaasshh ccoonnvveerrssiioonn ccyyccllee and delaying customer payment.

Many companies have automated some processes such as purchase order generation, yetmost other documents are still printed and processed manually. Often, each business unit hasits own applications and processes. Processes span different locations and departments, andapplications typically do not communicate directly with another. On top of that, the number of partners, suppliers, and customers is continually increasing, making communication lessefficient as well as more costly every day.

ERP, CRM, and custom applications automate part of the process but leave out a critical component — document delivery to partners, suppliers and customers. Automated documentdelivery leads companies into the next era for business communications. Companies cannow automate document delivery across the entire enterprise, adding value to existing systems, reducing document costs, and streamlining business communications.

Business Processes:Procurement, Shipping, Invoicing/Collections...

Pre-ERP& CRM

ERP& CRM

Today withAutomated

Delivery

Time

Time and profit gains

for automated document delivery

Time and profit gains

for ERP or CRMimplementation

Process 1Manual DeliveryProcess

Process 2Manual DeliveryProcess

Process 3Manual DeliveryProcess

Manual DeliveryProcess

Process 1Manual DeliveryProcess

Process 2Manual DeliveryProcess

Process 3

Process 1 Process 2 Process 3

Automating document delivery removes manual touch points and speeds processes

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WHERE TO BEGIN

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For many executives, getting a clear picture of their organization’s total communication infrastructure seems difficult if not impossible. They simply don’t know where to start.Effectively assessing and quantifying the business value and the impact of implementing document automation requires enterprises to fully understand their current processes. These include:

� CCaasshh ccoonnvveerrssiioonn ccyyccllee:: Measure the time it takes from the beginning of the businesscycle until the customer remits payment

� QQuuaalliittyy:: Identify communication process errors that impact daily business and slowdown reactivity

� QQuuaannttiittyy:: Calculate how many business documents are currently generated for customer, supplier, and business partner communication

� DDooccuummeenntt--bbaasseedd ccoossttss:: Assess the amount of money currently spent on creating, processing, handling, and delivering business documents

� AArrcchhaaiicc ddeelliivveerryy mmeetthhooddss:: Determine if slow, costly delivery methods such as traditionalmail and manual fax are reducing profitability

� AArrcchhiivviinngg:: Assess potential for automating current archiving methods

To find these answers, executives must seek a vendor who will spend time learning their business andunderstanding their unique document delivery challenges. Many vendors offer a basic ROI calculator,but this does not provide companies a true picture of where current communications pitfalls are, nordoes it offer a clear vision for the way things could be.

The reasons to implement a document automation strategy are compelling, yet organizations wantingto implement a solution still face several challenges. The three most common are:

�DDiiffffiiccuullttyy mmeeaassuurriinngg hhooww bbuussiinneessss iiss iimmppaacctteedd by poor document delivery management

�AAuuttoommaattiinngg ddooccuummeenntt--bbaasseedd bbuussiinneessss pprroocceesssseess without affecting day-to-day operations

�KKeeeeppiinngg eexxiissttiinngg IITT iinnffrraassttrruuccttuurree as simple as possible, and leveraging existing systems withoutadding complexity

Leading companies need a comprehensive, powerful, and flexible solution that is easy to implement,does not impact existing systems, and is low-risk. For hundreds of companies around the world, thatsolution is EEsskkeerr DDeelliivveerryyWWaarree PPllaattffoorrmm..

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ESKER DELIVERYWARE LEADS THE WAY

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Esker DeliveryWare shortens the cash conversion cycle by fully automating document-basedprocesses. This reduces the time between producing or acquiring goods and receiving payment. In addition, it facilitates the movement of business information within the enterpriseand extends the possibilities for communication to partners and suppliers.

Esker DeliveryWare streamlines current business processes by eliminating inefficient anduntimely steps. It is a comprehensive solution that makes communication more personalizedand cost effective, regardless of the information’s source or delivery type.

Designed to optimize internal and external information flow, Esker DeliveryWare is a businessdocument server that enables organizations to communicate through a centralized hub, whilereducing the time and costs associated with document production. In short: Esker DeliveryWare turns complexity into agility.

Esker DeliveryWare has three key strengths that set it apart in the industry:

� A powerful business rules engine� Flexible output options� Source application independence

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Independent from source applications, the DeliveryWare Rules Engine lets administrators use existing address books and application data to define how specific documents will beprocessed and delivered. This flexibility enables companies to automate nearly any businessprocess, including validation requests, notifications, multiple delivery formats, or archiving.

With its intuitive user interface, administrators use the DeliveryWare Rules Engine to:

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� AAppppllyy ddooccuummeenntt ffoorrmmaattttiinngg and layout modifications

� CChhoooossee ddeelliivveerryy mmeetthhooddss from a wide media library

� DDeelliivveerr iinnccoommiinngg ddaattaa directly to enterprise applications

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Additional formatting capabilities are provided by Crystal Reports technology, which is integrated with Esker DeliveryWare. This allows Esker DeliveryWare to transform any datainto interactive and professional-looking documents. Application output or incoming data can be formatted to include text lines, fonts, logos, and bar codes. Esker DeliveryWare canalso create charts, graphs, and sub calculations directly within the document. Raw data canquickly and easily be transformed into an appealing document rather than waiting weeks fora consulting company to do the work.

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DeliveryWare Rules Engine can interpret and use any data value in a document to start a setof actions. For example:

1 - Esker DeliveryWare receives raw data from any application

2 - Esker DeliveryWare automatically identifies the name, address, customer account / phonenumber, and invoice data for the document

3 - Esker DeliveryWare formats and recomposes the document, adding the customer’s address, charts, and totals calculations as well as logos, bar codes, and document layout

4 - Esker DeliveryWare distributes documents according to pre-defined business rules andrecipient preferences

5 - Each document is automatically sent using delivery media such as:� Mail on Demand � Email (PDF attachment)� Fax or Fax on Demand � Wireless message� Automated archive � XML

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ESKER DELIVERYWARE LEADS THE WAY

From Any Applications Delivers Document

ERPCustom Apps

CRM

1 2 3 4 5

If invoice then mail to “address” and email to

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Document Sent by Mail

Sales Rep Update by Email

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Sending notification ERP

Custom Apps

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Text File Text File

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ESKER DELIVERYWARE LEADS THE WAY

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Delivering documents in the appropriate format (PDF, TIFF, text, etc.) is important for improvedefficiency and also enhanced customer service. Customers and business partners appreciatereceiving documents in formats compatible with their own processes. A document can becaptured and routed to several recipients via unique delivery methods and formats.

Esker DeliveryWare Platform delivery methods include:

� PPrriinntt:: Support high volume on-demand printing. With printer sharing and the management of specific printing rules, enterprises can print from different applications to various printer environments. Esker DeliveryWaresupports PCL, PostScript and AFP printer formats for easy integration.

� PPDDFF:: Present and deliver professional looking documents in electronicformat with a manageable file size. PDF can be used for publishing to the Web, to send as an email attachment, or to preview feature for proofreading or validation.

� FFaaxx oonn DDeemmaanndd:: Securely route faxes from any business application to anexternal fax service provider via Esker DeliveryWare and HTTPS. Controlcosts through page-level billing, seamless processing of traffic peaks, andelimination of fax boards and fax machines.

� MMaaiill oonn DDeemmaanndd:: Eliminate manual mail processing costs and equipmentmaintenance by sending mail securely via Esker DeliveryWare to anexternal production center. There, it is printed, folded, stuffed in an envelope, metered, and mailed. There is no change for the recipient and all manual processes on the company side are eliminated.

� EEmmaaiill:: Send business documents as emails with or without attachments,directly and automatically from the application output. Using EskerDeliveryWare, create a personalized email for greater impact and better service from any application.

� WWeebb:: Publish information on-line simply and automatically. Share information such as account statements or delivery notes with customers and partners at an extremely low cost.

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ESKER DELIVERYWARE LEADS THE WAY

� XXMMLL:: Enable data exchange with specific market places, simplify document archiving, and gain tremendous flexibility with XML. Esker DeliveryWare natively uses an internal XML schema as the basisfor routing, formatting, and notification.

� WWiirreelleessss mmeessssaaggee:: Communicate with wireless devices such as mobilephones, text pagers, and PDAs. For example, send notification messagesfor account updates or alert messages to technical and sales teams in the field.

� AArrcchhiivvee:: Automatically capture, index, and store documents as archivesin the appropriate format. The same documents can be archived as wellas delivered via the other delivery methods listed above (print, PDF, fax, Fax on Demand, Mail on Demand, email, Web, XML, or wireless message). Documents are instantly available for searching and retrievalfor improved customer service. Automated archiving eliminates the costof physically storing and maintaining paper documents. In addition to the internal Esker DeliveryWare database for archive, Esker DeliveryWarecan connect with external archiving solutions enterprises commonly use.

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Intelligent automation within Esker DeliveryWare enables document delivery from almost anyapplication regardless of platform — Unix, IBM® mainframe, midrange, or Windows®. Thenon-invasive nature of the DeliveryWare Rules Engine requires no code-level changes tosource applications or the data and print streams they generate.

Esker DeliveryWare readily accepts print and data streams from:

� LLeeaaddiinngg ppaacckkaaggeedd eenntteerrpprriissee aapppplliiccaattiioonnss such as ERP, CRMand Enterprise Asset Management

� CCuussttoomm--bbuuiilltt oorr lleeggaaccyy aapppplliiccaattiioonnss

� DDeesskkttoopp aapppplliiccaattiioonnss

� IInnccoommiinngg ddaattaa aanndd ddooccuummeennttss (fax, email, scanned documents)

Esker DeliveryWare becomes a natural extension of the enterprise network. Users ofMicrosoft® Word, Excel, PDF, PCL, PostScript, XML, or any other application will see EskerDeliveryWare as another printer and be able to choose the appropriate delivery method. To them, using Esker DeliveryWare is as simple as printing.

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IT SIMPLIFICATION

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Companies have accumulated a staggering amount of technology over the last 10 to 20 years.Responding to one specific need at a time, various point-to-point solutions have been created, added, and integrated through custom coding. In addition, specific development may have been done to enable, for example, PDF conversion and email distribution from an ERP system.

In this environment, getting all applications to work well together is an unending challenge and a maintenance nightmare.Esker DeliveryWare replaces all point-to-pointsolutions with a comprehensive business document server.

No development is needed and users of current applications will benefit immediatelyfrom a new set of delivery media. Administrationand maintenance are greatly simplified as a single person can manage the entire platform.

Implementing Esker DeliveryWare allows ITdepartments to free themselves from tasks that burden their budget, and at the same timefrees hours of work that can be redeployed on new projects.

Finally, by eliminatingnumerous point solutionsand unnecessary equipment (fax machines,mail equipment, etc.), Esker DeliveryWare helpsorganizations decrease theirongoing softwarelicense/maintenance andhardware costs and save onthe numerous hours of workassociated with their use.

CRM

Apps

ERP Email

Email

Email

Fax

Fax

Fax

Print

Print

Print

Supplier 1

Supplier 2

Partner 2

Customers

Partner 1

Point-to-pointCustom Solutions

Point-to-pointDelivery Solutions

FaxMail or Fax on DemandPrintArchive

EmailWirelessWebXML

Supplier 1

Supplier 2

Partner 2

Customers

Partner 1

BBeeffoorree:: Years of accumulated technology and point-to-point solutions results in a complex infrastructure

AAfftteerr:: Esker DeliveryWare simplifies and adds value to existing IT systems

Page 11: immediate value to your SAP investment through intelligentthe sales order process and increase profitability is stronger than ever. To accomplish this, executives are continually looking

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BENEFITS OF EFFECTIVE BUSINESS COMMUNICATION

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Esker DeliveryWare provides benefits in the following areas:

� Maximizing profits� Strengthening business relationships� Cost reduction� Quality assurance� Competitive advantages

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Esker DeliveryWare shortens business cycles for ffaasstteerr ccaasshh ccoonnvveerrssiioonn aanndd ggrreeaatteerr pprrooffiittaabbiilliittyy.. When information such as accounting, billing, stock, and sales reports can be delivered more quickly to the appropriate decision-makers, changing conditions can be reacted to more speedily. Similarly, by automatically routing information to the final users of the information in the way they prefer to receive it, these “customers” are now able to have access to important business data earlier than they would by manual processes, such as conventional faxes or mail.

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Providing customized information for individuals based on their preferences or businessrequirements facilitates communication and strengthens business relationships. Companiescan also eennhhaannccee ccuussttoommeerr sseerrvviiccee by delivering the right information, in the preferred format, at the right time.

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SSiimmpplliiffyy iinnffrraassttrruuccttuurreessEsker DeliveryWare greatly simplifies an organization’s overall IT infrastructure, reducing software licenses/maintenance and hardware purchases. Maintenance and application implementation timelines are also shortened, offering more time to focus on core businessproblems. Allowing applications to have easy access to all devices for faxing, printing, andMail on Demand services simplifies complex IT systems. Departments can now sharedevices and distribute costs.

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BENEFITS OF EFFECTIVE BUSINESS COMMUNICATION

MMiinniimmiizzee EERRPP ccuussttoommiizzaattiioonnRelying on ERP consultants to modify application code each time a document requires modification (update a recipient list, modify a corporate logo or colors, format, redesign, orchange a delivery method) is time-consuming and costly. As a formatting and document delivery server, Esker DeliveryWare does the job without requiring changes to the applicationcode.

RReedduuccee llaabboorr ccoossttssFor most companies, manually processing documents is not their core business. By automating document delivery through digital media and Fax on Demand or Mail onDemand services, they reduce delivery costs and can rededicate resources to support work that makes a more valuable contribution to the core business.

RReedduuccee ccoonnssuummaabbllee ccoossttssBy using digital documents and outsourced delivery providers, companies dramatically reduce consumption of paper, supplies, and postage. Esker DeliveryWare also reduces or eliminates the need for supplies and maintenance for fax machines, printers, postal meters,and sorting machines.

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Distributing automated digital information in real time dramatically reduces errors by eliminating the need for personnel to manually enter data from invoices and other incomingdocuments into yet another business application. Everything is automatic, so there is no need to resend documents, reship orders, or resend invoices due to human error.

DDeelliivveerryy aassssuurraanncceeFurther enhancing quality assurance, Esker DeliveryWare notifies back-end ERP and CRMapplications when information has been received as well as when there is a delivery failure.

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Companies gain a definite edge over their competition by implementing an effective and efficient document management strategy. Esker DeliveryWare offers agility, flexibility,and control over the entire communication process. Companies are able to ddoo bbuussiinneessss ffaasstteerr aanndd mmoorree aaccccuurraatteellyy..

In addition, executives that effectively manage document processes have visibility to allenterprise communications and can rapidly modify them as business needs and marketrequirements change.

Page 13: immediate value to your SAP investment through intelligentthe sales order process and increase profitability is stronger than ever. To accomplish this, executives are continually looking

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ESKER DELIVERYWARE RESULTS

EEsskkeerr DDeelliivveerryyWWaarree RReessuullttss

Esker helps organizations maximize profits through a comprehensive analysis of their existing distribution processes and an alternative proposition. By using a comprehensive ROI analysis, Eskercan help determine the best way to optimize document-based communication processes anddemonstrate how much can be saved by implementing Esker DeliveryWare.

To illustrate, the following figures highlight significant benefits realized by Esker customers implementing an Esker DeliveryWare business communication strategy across various processes.

Optimized Business Processes

Increased Customer Satisfaction

Reduced Document Delivery Costs

Tile Manufacturer Building Supply Vendor Beverage Retailer

Average Document Delivery cost Mailed Documents

Faxed Documents Archived Documents

Financial Broker On-line Bank Mortgage Company

Errors per 100purchase order

1.5%

3 days

1 day

$ 1.10

$ 0.60

$ 0.80

$ 0.10

$ 0.35

US BankGovernment Agency

Healthcare OrganizationIndustrial Manufacturer

$ 0.01

$ 1.40

$ 0.40

2 days

2 hours

4 hours

10 min

0.1%

100%

50%100%

150%

Time to process 18,000 orders a month

Productivity in accountspayable processes

Time to send trade order confirmations

Without Esker DeliveryWare

Manual Fax Automated Fax Manual Archiving Automated Archiving

With Esker DeliveryWare

Manual Mail Mail-on-demand1-pg/black & white documents

1-pg/black & white documents1-pg/black & white documents

Time to receive a personalized account statement

Time to receivecredit approval

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THE COST OF NOT ACTING

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Today’s business depends on the information supply chain. To support it, there needs to besoftware to manage the flow of information along this chain. This information needs to be inmany forms and on many different media types, from simple printed reports to faxes, email,Web pages, and Wireless devices.

To do this effectively, companies need a software solution that is source- and destination-independent, uses business rules and business-process management, and offers deliveryassurance. Only Esker DeliveryWare Platform offers all of these things and more.

Delaying action could have a lasting harmful effect. In a rapidly changing business world, the lifeline of any organization is innovation and how well the organization adapts to constantand rapid change. Inefficient business processes cause companies to miss tremendousopportunities for profitability, and can keep them from emerging as market leaders. Now is the time to act, and the leading solution is Esker DeliveryWare Platform.

By implementing Esker DeliveryWare, companies can create a strategic communications platform, gain significant competitive advantages, and make delivering document a new sourceof profits. Esker DeliveryWare is currently working for hundreds of SAPcustomers worldwide.For example:

Hyundai Translead, a subsidiary of Hyundai Motor Company and a leading producer of van trailers, chassis, and containers for the transportation industry, automated delivery of invoices,purchase orders, and other documents from its SAP system — so suppliers can receive information instantly via fax, email, PDF, wireless, print, and XML.

TTX Company, the leading North American provider of railroad equipment leasing and relatedservices, implemented Esker DeliveryWare Platform to transform SAP and other enterprise application output into electronic documents, and automate their delivery through fax, email, and PDF.

Redeal, part of REXEL Group, the world’s largest distributor and supplier of electrical, data, andtelecommunications products, improved time and process efficiencies by 20% by implementingEsker DeliveryWare for secure, unassisted document delivery solution from its SAP system.

Advantica Technology, a leading consultancy with over 30 years experience in onshore and offshore oil and gas industries, cut the delivery time of purchase orders to suppliers from 2 to 0.5 days by implementing Esker DeliveryWare for email and automated fax directly from its SAP system.

Other customers who have integrated Esker DeliveryWare with their SAP systems includeMicrosoft, Sony, Fujitsu Siemens Computers, Travelex, and many more.

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ABOUT ESKER

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Organizations around the world use Esker solutions to open new channels of communication,achieve business objectives with new levels of speed and efficiency, and shorten the distance between people and information. Founded in 1985, Esker enables organizations to realize all the business advantages and financial benefits of effective document management through intelligent delivery of vital business information. Esker customers benefit from streamlined business processes, reduced costs, simplified IT infrastructure,enhanced customer satisfaction, and improved quality assurance.

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Page 16: immediate value to your SAP investment through intelligentthe sales order process and increase profitability is stronger than ever. To accomplish this, executives are continually looking

© 2005 Esker S.A. All rights reserved. Esker, the Esker logo, and Extending the Reach of Information are trademarks or registered trademarks ofEsker S.A. in the U.S. and other countries. SAP, SAP Partner logo, and the SAP Certified Integration logo are trademarks or registered trademark of SAP AG. Crystal Reports is a registered trademark of Business Objects SA. IBM is a registered trademark of IBM Corp. Microsoft, Windows, and Windows NT are registered trademarks of Microsoft Corp. PeopleSoft is a registered trademark of PeopleSoft Inc. JD Edwards is a registeredtrademark of J.D. Edwards & Co. Baan is registered trademark of Baan Development BV. All other trademarks are the property of their respectiveowner. ED_CLEVEL_WP_SearchSAP_050318

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FFoorr mmoorree iinnffoorrmmaattiioonn,, ccoonnttaacctt oonnee ooff oouurr UU..SS.. llooccaattiioonnss::Madison, WI 608.828.6000 � 800.368.5283Stillwater, OK 405.533.5500 � 800.343.7070Lake Forest, CA 949.462.2200 � 800.556.4874www.esker.com � [email protected]