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

2. Key Challenges for an Organization
Filing and maintenance of invoices and its supporting documents
Filing and maintenance of invoices and its supporting documents
Two way – Three way mismatch of PO, Invoice and GRN
Two way – Three way mismatch of PO, Invoice and GRN
Managing exceptions and finding bottlenecks
Managing exceptions and finding bottlenecks
Lack of real time monitoring reports and dashboards combining data from workflow and ERP
Lack of real time monitoring reports and dashboards combining data from workflow and ERP
Dependence on physical movement of invoices across departments and locations
Dependence on physical movement of invoices across departments and locations
Maintaining different versions of documents and Efficient document archival
Maintaining different versions of documents and Efficient document archival
Archival of ERP reports
Archival of ERP reports
Viewing of past year’s ERP financial data and supporting documents
Viewing of past year’s ERP Reports and supporting documents
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

3. Newgen Approach
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 workflow within iBPS where they can be approved or rejected by the users based on the roles and the rights.
iBPS accounts payable tightly integrates with your ERP system and eliminates time-consuming and manual tasks around data entries, manual reconciliations and complex approval cycles
Financial documents like GL or AP etc can be accessed by on a click of a button and shows the concerned document within the ERP system
Real time monitoring of process along with drilled down/graphical reports for business users.
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD. 3

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.

5. Lets have a look at Newgen iBPS Solution for ERPs
[ SAP, ORACLE, MS DYNAMICS ]

6. AP Processing : Workflow Designing
Approval for
Non-PO Invoices
Approvals
Exception-
Missing Documents
Image Based Processing
Faxed / Scanned invoices
Online Archive
Register
Invoice
Verify Invoices
Alert
No Vendor ID
Duplicate Invoice
PO Invoice - Mismatch
Monitoring, Tracking, Measurement, Reporting
– Anytime, Anywhere
Invoices in
Paper Invoices
Discrepancy Resolution

7. Multi-Way Match
Multiple parameters for duplicity check as per business need can be easily defined
Auto exception raising / rejection of invalid & duplicate invoices
Alerts for Mismatch
Matching Criteria
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

8. Alerts & Notifications
Auto alerts to respective users in departments
HTML mails with direct link to work-item.
Users can instantly process the work-items
Alerts and Reminders
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

9. Streamlined Approvals
Multilevel Approvals and Routing Criteria
ToDo lists, Exceptions, Document generation, etc.
Different Tabs for different Departments
Approval options as per business Requirements
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

10. Document Image Enablement - With ERPs
Documents post processing will be automatically archived in OmniDocs (DMS)
Leaner & Faster ERP Database
Adhere to all Compliance needs
At click of a button, one can view documents related to a given transaction in ERP
Respective Transaction Image opens in HTML 5 document viewer
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

11. Dashboard - 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
Micro Level Reports
Trend Reports
DYNAMIC REPORTS
MONITORING
EXPORT REPORTS
REPORT SCHEDULER
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

12. Newgen Value Proposition
Resource
Management
Better work allocation for optimized utilization of resources
User management including diversions against absence
Exception
Handling
Separate list of exceptions can be configured at various stages
Rule based Auto Exception raising facility
Multi-level Escalations to notify delay in exception resolution
Non-ERP
Functions
Processes outside ERP like Employee onboarding, contract management, leave mgmt., etc. can also be automated
Dashboards
SLA and operational efficiency ( KPI Management)
Dashboard reports – Default as well as customized
Identification of bottlenecks, bringing more transactions into STP
FTE – Full Term Equivalent (full time employees required for a process)
FIFO – First In First Out, which is a queue management mechanism
STP – Straight Through Processing, where the work item gets processed automatically without manual intervention
KPI – Key Performance Indicator
SLA – Service Level Agreement
Timely Alerts & Reminders
Auto-expiry setting to handle missing deadlines
Multi-mode of alerts like pop-ups, s, SMS

13. About Newgen 1300+ Customers 61 Countries 2000+ Employees
Investors
Only vendor to feature in Gartner ®MQs for iBPMS, ECM, Case Management & CCM
300+ 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.

14. Some of our Global Customers

15. Return on Investment- 135%
Key Benefits
Return on Investment- 135%
*Study done by Deloitte for one of Newgen Customers

16. Thank you partners@newgen.co.in www.newgensoft.com woodapple
COPYRIGHT 2016, NEWGEN SOFTWARE INC.