Altman IM Ltd | | process | verify | convert | route | connect Prism Software’s solutions provide advanced workflow capability enabling automation of virtually any document or business process – eliminating manual intervention and increasing speed and accuracy. Introduction and quick overview to … Advanced Automated Workflow

Altman IM Ltd | | process | verify | convert | route | connect Prism Software Workflow options Add workflow at the point of capture Add workflow to the whole document lifecycle Add workflow to any systems and processes

Altman IM Ltd | | SALES PURCHASING PRODUCTION ACCOUNTS COMPANY Scope of Business processes

Altman IM Ltd | | Business applications workflow examples Supplier invoices capture, checking and approval Sales order processing including delivery note matching through to invoice generation Sales order processing including delivery note matching through to invoice generation Inbound correspondence and internal document distribution HR management process enforcement for new starters, leavers, holiday requests and expenses What do you need to automate?

Altman IM Ltd | | Workflow example Invoice verify Error Notify supplier update accounts system authorise not authorised return for checking Create BACs transactions Index and store filing payment Remittance advice Supplier invoice processing

Altman IM Ltd | | Workflow example Sales order verify Error Notify customer update CRM system Index and store original document filing order process delivery Sales invoice Delivery note signed POD matching update accounts system Sales order processing

Altman IM Ltd | | Print, Data and Document workflow examples Forms processing Check tick boxes are completed and route/process accordingly Forms processing Check tick boxes are completed and route/process accordingly Distribution Consolidation of orders and delivery notes to print together for the same customer Distribution Consolidation of orders and delivery notes to print together for the same customer Invoice / Statement processing a. Consolidate invoice information from different systems and then print or depending on the preference indicated on the accounts system b. Combine statement data and invoice data into a single print output file – statement prints first with relevant invoice information printed behind in sequence. Invoice / Statement processing a. Consolidate invoice information from different systems and then print or depending on the preference indicated on the accounts system b. Combine statement data and invoice data into a single print output file – statement prints first with relevant invoice information printed behind in sequence. Security of print output Examine print content to detect private or confidential information – force the print job to be held for release by authorised user. When released, apply watermark to indicate confidentiality. Security of print output Examine print content to detect private or confidential information – force the print job to be held for release by authorised user. When released, apply watermark to indicate confidentiality.

Altman IM Ltd | | process | verify | convert | route | connect Prism Software Workflow options Here’s a more detailed look at the toolkit …

Altman IM Ltd | | File operations Database Choices Actions Notifications Outputs Imaging Document Printing Scripting Flexible workflow function library build & customise with point + click configuration from new customise/configure existing templates compile a library of unique processes Prism’s advanced workflow options enable any business process to be automated using a powerful process editor & pre-built function library

Altman IM Ltd | | Prism’s Workflow Toolkit contains a vast library of functions

Altman IM Ltd | | Prism Software’s workflow can connect to many popular cloud applications

Altman IM Ltd | | Connect to third-party applications & databases Real-time lookup of data from any ODBC compliant database Format & output data for automatic import to any 3 rd party application Prism Software’s workflow tools enable connection to your other data sources

Altman IM Ltd | | Compare total value against authorisation limits Then trigger the correct approval process Prism Software’s workflow enables data extraction and processing from any document, data or print source Extract & format data to create a transaction file for accounts system import Extract name and use it to lookup on the accounts system. Then check & correct name, address, phone details Supports data lookup & output to: ODBC SQL XML CSV

Altman IM Ltd | | Prism’s workflow agent enable user interaction for viewing and approving documents Customised message here User input here Document name Trigger next step of approval process Trigger rejection process

Altman IM Ltd | | Prism’s workflow agent enable many configurabale options for user interaction

Altman IM Ltd | | Prism’s workflow agent enables review and approval via In this example as user called John has received an requesting approval of an invoice. He can view and approve the invoice by clicking on the link in the

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