NEWGEN SOFTWARE TECHNOLOGIES INC. Mar 2017 NEWGEN SOFTWARE TECHNOLOGIES INC. Newgen ECM integrates well with MS Dynamics Newgen ECM solution for ERPs

Newgen ECM solution for ERPs Connecting ECM to ERP Solutions For COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Key Challenges for an Organization The problems faced by the customer: The company was facing problems in manually tracking and filing of the invoices & documents TAT related to the processing of invoice was high which sometimes led to non-availing of the vendor discounts There was no visibility of the invoices in process for approval and hence cash flow computation was not up to the mark Manual processing of the invoices was error prone and tracking a file for audit / recheck took hours to locate and rectify There was no mechanism to track and monitor crucial reports COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Newgen Approach Newgen ECM solution with built-in Linear workflow can help to capture and automate the processing of the invoices. The Invoices from all the locations can be received and scanned using Newgen’s Enterprise level bulk scanning, indexing and search software called OmniScan. The Invoices along with the supporting documents can be exported to a linear workflow within OmniDocs where they can be approved or rejected by the users based on the roles and the rights. One can also integrate with the ERP so that while looking at the GL or AP etc one can click and extract the concerned document within ERP COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD. COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD. 4

Digitally Transformed User Roadmap Multiple processes mapped with Multiple Systems –ERP BPM process mapped with ERP System Record Management Digitally Transformed User Image enablement with ERP system Mobility and Cloud ERP System .. Market drivers forcing disruption and evolution COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Lets have a look at OmniDocs: Newgen ECM Solution for ERPs [ SAP, ORACLE, MS DYNAMICS ]

Document Submission User Sends the documents for scanning Documents are then converted in electronic form through digitization All supporting documents Data Entry Operator Scans the documents COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Processing in OmniScan Invoice Captured or Entered Purchase Department user captures details and related Documents Image of Invoice Captured Supporting Documents COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Easy Transfers within Departments Purchase Department User Documents are now with Authorized user to approve or raise an Exception Finance Department User Purchase Department user sends the Invoice to Receiver at the Finance department for verification. COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Approval Process Authorized user Flexibility of Verifying and Modifying data User can click on “Exception” and Invoice gets routed to concerned department User Can leave Sticky Notes and other annotations User can approve the invoice by clicking on “Approve” User can put Stamps on the document COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Linear Workflow Receiver User at Main Office Receiver user If there are no exceptions or problems with the Invoice, the Receiver sends it to the Approver for Non PO Invoice and Finance for PO Invoice Exception Resolver resolve the exception raised by Receiver user and sent it to back to office for FINAL APPROVAL Receiver User at Main Office No Approver User at Head Office approves the Invoice based upon parameters and archive documents for compliance. Discrepancies Found Receiver user Yes Verifier user Raise an EXCEPTION Registration Documents are archived for Compliance Exception Resolver COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Customized Search for document details Any Time Period Customized search Document based search Folder based search COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Customized Reports on different criteria % Generation of reports based on criteria Country wise vendor reports LOB based or category based reports can be generated COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Respective document opens in HTML 5 document viewer Integration with SAP User can view specific documents archived in OmniDocs from within SAP User clicks on Transaction Link to open the documents for respective transaction Respective document opens in HTML 5 document viewer COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Integration with Oracle User can view specific documents archived in OmniDocs from within the Oracle Click on Tools and open asset bills to view the documents archived in OmniDocs Respective document opens in HTML 5 document viewer COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Integration with MS Dynamics User can view specific documents archived in OmniDocs from within MS dynamics Click on OmniDocs to view the documents archived in OmniDocs Respective document opens in HTML 5 document viewer COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Key Benefits of Newgen ECM solution for ERPs Images related to the transactions can be seen at the “Click of a Button”. Information can be cross checked with GRN ,PO or Invoice (For Accounts Payable Process) Anytime, anywhere access to the electronic documents Better cash flow management as the status of the invoices is easily available online Reports and documents generated inside the ERP can also be associated with the transaction to make them available to other ERP business users. The solution has enterprise level security where in users with pre defined roles can access and perform operations on the documents based on rights COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Key Benefits of Newgen ECM solution for ERPs One can maintain and manage multiple  invoices against a given PO if needed Ease in the configuration of workflows on the fly with minimum or no configuration Complete audit trails for both internal and external auditors, helping the customer better in terms of meeting compliances Non-ERP process can be automated through Newgen ECM Solution COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

[ SAP, ORACLE, MS DYNAMICS ] Lets add IBPS and BAM supporting Mobility: [ SAP, ORACLE, MS DYNAMICS ]

iBPS - Web Based Collaborative Process Designer With the help of iBPS advanced Process Modeler. User can create projects, various processes, tables, routing criteria's, work-step rights , properties, etc. Share current process with other user(s). Drag and Drop Based Process Designing Components Detailed view of the process route and workflow Hierarchy of Projects and Processes User can also chat with other users of iBPS Abstract View BPMN View User & Rights Management Rich Form Designer Business Rule Management System Integration Capabilities COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Business Activity Monitoring BAM’s Dashboard provides users various reports in tabular and graphical interface to have complete monitoring, tracking and transparency in the system Role based dashboard configuration Trend Analysis Drill down reports External Application DYNAMIC REPORTS MONITORING EXPORT REPORTS REPORT SCHEDULER COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

iBPS Mobile – Anytime | Anywhere Access With iBPS mobile application user can access the queues, refer the task to different users and monitor what is happening in the process with the help of Mobile Dashboard Item’s pending in user specific queue. Login Screen User Specific Mobile Dashboard COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

About Newgen 1300+ Customers 61 Countries 2000+ Employees Investors Only vendor to feature in Gartner ®MQs for iBPMS, ECM, Case Management & CCM 200+ Partners Offices USA Florida Washington DC Canada UK UAE Singapore India New Delhi Pune Mumbai Chennai 200+ BFSI Customers 150+ Government Customers ECM Wave “Strong Performer” 40+ Patents World’s largest ECM Project with 9 Billion + docs COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Newgen Product Overview COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

Customer across 20+ Verticals BFSI GOVERNMENT SHARED SERVICES & BPO HEALTHCARE MANUFACTURING TELECOM COPYRIGHT 2016, NEWGEN SOFTWARE INC.

Customer across 20+ Verticals (contd.) UTILITIES LEGAL MULTIMEDIA PHARMA EDUCATION REAL ESTATE DEFENSE OTHERS COPYRIGHT 2016, NEWGEN SOFTWARE INC.

Industry Recognitions Rated as “5A2” i.e. Good Condition & Low Risk company in D&B Impact Report, 2014 Winner - Business Excellence Award, 2015 - by D&B Featured as “Strong Contender” - Forrester ECM Wave Report – 2015 “Strong Performer” in “BPM –Digital Business” Wave report, Q4 2015 “Strong Performer” in “Dynamic Case Management” Wave report, Q1 2016 Positioned in “Visionaries” Quadrant of ECM Magic Quadrant report, 2015 Positioned in Magic Quadrant for Intelligent Business Process Management, 2015 Featured in “Critical capabilities in Case Management” report 2015 Winner - Top 100 Companies in Global Award, 2015

Thank you www.newgensoft.com woodapple INDIA Corporate Office A-6, Satsang Vihar Marg Qutab Institutional Area New Delhi -110 067, India Tel : +91-11-4077 0100, 2696 3571 Fax : +91-11- 2685 6936 corpmktg@newgensoft.com EMEA - DUBAI Newgen Software Technologies Limited Off No: 314, Building No: 3 P O Box. 500297, Dubai Internet City Dubai, UAE Tel : +971 44541365 Fax :+971 44541364 emea@newgensoft.com AMERICAS Newgen Software Inc. Washington DC Metro Area 1364 Beverly Road, Suite 300 McLean, VA 22101 Tel : +1-703-749-2855, +1-703-439-0703 Support Hotline : +1-800-499-5074 usa@newgensoft.com 8270 Woodland Center Boulevard Tampa, Florida – 33614 Tel : +1-813-769-3575 Fax : +1-905-361-6401 APAC - SINGAPORE Newgen Software Technologies Pte Ltd. 30, Raffles Place # 17-38 Chevron house, Singapore 048622 Tel : +65 6221 8432 Fax : +65 6221 6923 asiapac@newgensoft.com Thank you www.newgensoft.com woodapple COPYRIGHT 2016, NEWGEN SOFTWARE INC.