Smart Content Application
for Finance
Addresses a full range of accounting documents and contextual business data; providing complete content management, ease of access, and in-process utilization.
For both in-side SAP and SharePoint/O365 Finance users
Business Challenges
- Lengthy document retrieval times and frequent loss of documents
- Duplicated document creation and storage
- Lowered productivity due to wait times and lack of process efficiencies
- Low utilization of payment discounts due to extended document processing times leading to lengthy posting and delayed approvals
- Extra time/costs in assembling documents to satisfy audit requirements
- Failure to meet compliance mandates for document governance
IntelliDocX Business Value
- Content centrally stored in MS SharePoint/O365 or SAP ArchiveLink ECMs
- Content Enabled Processes Improve User Efficiency
- Smart document processing optimizes content-driven SAP processes
- Reduce Cost Per Item Processed
- Compliant Content Handling
- Future Flexible For Continued Process Improvement
- Quick ROI realized In Just Weeks
Manage, Access, Discover & Process
SAP Finance Becomes Content Enabled
Accounts Payables
- Accounting document
- Accounting line item documents
- Vendor Correspondence
- Credit Memos
Logistics Invoice Verification
- Material invoice documents
- Line item documents
- Purchase orders
- Contracts
- Scheduling agreements
- Inbound goods receipts
- Accounting documents
Accounts Receivables
- Accounting documents
- Accounting line item documents
Billing
- Billing documents
- Billing line item documents
- Inquiries
- Quotations
- Orders
- Scheduling agreements
- Deliveries
- Accounting documents
14 SAP screens/lists reduced to 1 foldered content view
Direct access from within any SAP transaction
Web users can do everything the SAP user can
SAP users real-time connected to O365, SharePoint Users
Manage, Access, Discover & Process
Business Data Based Document Search
Search UIs’ in both SAPGUI and HTML5 - O365
Manage, Access, Discover & Process
Content Handling Extended With Process Activities
Meta Data Provisioning to any desired workflow/processing activity
Manage, Access, Discover & Process with IntelliDocX
Functionality Not Supported
In Standard SAP
- All related content, One-click away
- Single content-intuitive UI screen
- Hierarchical Folder view versus flat attachment list
- Cross referenced with contextual business data
- View Parked and in-Process documents
- Filtered document search via business data
- Attach, View & Work from SAP & SharePoint/O365 content centers
Extended Process Efficiencies
- Approve and/or route for action
- Input/update related business data
- Capture, perform OCR and attach new documents
- Add more documents, content, notes
- Revise documents, maintain versions
- View document processing histories
- Bulk print, download document sets
