Welcome to Metafile Information Systems Solving document management

Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com

Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com

Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com

Company background • Over 30 years of experience in the document management industry • A privately held company headquartered in Rochester, MN • Over 3, 500 installations worldwide

Questions you need to ask… • Is it a browser-based solution or client-server? • Is Full Text searching of documents offered? • Does the system offer document reading technology which can greatly reduce data entry? If so, how much does that add to the solution cost? • Are there acquisition options available? - Purchase - Cloud - On Premise Subscription

more Questions you need to ask… • Just how much “automation” does the system have? Ask very specific questions about how much human intervention is needed to process a document through workflow. • What integration methods are available? How does the system push/pull data to GP? • Can the system integrate with other applications like HRIS, Share. Point, etc. ? • What Dashboards and Reporting does the system come with? Ask to see them.

So… What is Meta. Viewer? • A browser based Enterprise Document Management solution - Zero “footprint” user workstations - Any browser access (IE, Safari, Firefox, Chrome, etc) • Fully integrated with Dynamics GP and Share. Point • Multiple ways to acquire the solution - Traditional purchase - Cloud - On-premise Subscription • Includes Technology no one else has

System Overview (Accounts Payable)

Full Text Indexing • Searching for any word …within any document …anywhere in the repository Reports Emails • Taken to the exact page you are looking for • Automatically capturing documents with this capability Print Spools Files & Folders Web Based Forms AP Documents

Automated Indexing • Automatic text extraction • Easy to use Vendor Profile tool • Structured or unstructured documents

Meta. Viewer Workflow • Meta. Viewer workflows for PO invoices – Automated validation – Route to Buyers for discrepancies – Reconciliation view • Meta. Viewer workflows for non PO’s – GL coding – auto distribution – GL coding – approver assist – Approval limits and escalation • Upload Data to Dynamics GP – No duplicate data entry – Matching • Graphical management views

Email Notification • • • Links to documents or workflow steps Attach documents Alert multiple people If a time threshold passes without action send an email to another person Notify vendors or customers Includes variable data in the body of email

Enhanced Email Notification with Approval • Allows recipient to Approve, Reject or have the invoice Re-Assigned directly from the email notification • Includes variable data in the body of the email • Built in security prevents invoice status change if the email notification has been forwarded

Dynamics GP Integration • Many tools to sync systems – e. Connect – Data population – Web services – Smart Connect / e. Connect – Flat file export / import • Bi-directional data handoff – Meta. Viewer to GP – GP to Meta. Viewer • Automated in real time

Dynamics Integration Image enabled Dynamics GP screens

Visualizations

Visualizations

Meta. Viewer Reporting (SSRS) • • • Performance metrics Department productivity Approver responsiveness Vendor performance Manage your department Justifies ROI

Vendor. View • Vendor self service • Invoice status • Invoice upload / posting

Thank You! Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com