1. +
Newgen
Newgen ECM integrates well with MS Dynamics

2. Pressure from all Sides
Workflow - Challenges
Problems in manually tracking and filing of the invoices
Manual processing of the invoices is error prone
Pressure from all Sides
Need flexibility in whom to send the invoice for approval
Cash-Flow management problems
Newgen has been in the business of building world class technology products since 1992.
Over the last 23+ years, Newgen has acquired over customers across 61+ countries and across almost important industry verticals.
Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers.
Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs.
Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers.
We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform.
Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us.
In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC

3. How It Helps..
Newgen ECM solution with Built in Linear workflow helps to automate the capture and processing of the invoices.
The Invoices from all the scattered 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.
During the capture process you can also integrate with the ERP wherein the indexing data for the captured documents is extracted from the database of the ERP based on a unique code.

4. What might happen in case you are not available with this solution …
How It Helps..
What might happen in case you are not available with this solution …

5. Document Management - Challenges
Drowning in Paper Work
Endless Filling in File Room
Where’s that Invoice?
Physical Movement of Invoices from one office to other
Challenge in Regulatory Compliance
No Visibility on status information related to Invoices

6. Lets have a look at Newgen ECM Solution for MS Dynamics
How It Helps..
Lets have a look at Newgen ECM Solution for MS Dynamics

7. Purchase Order Entry Screen
How It Helps..
the PO to the Vendor
Purchase Department create PO in MS Dynamic
Purchase Order Entry Screen

8. Invoice Submission Vendor Sends the Invoice at Branch with PO
Scanning Operator
Operator scans the Invoice at the branch office

9. Invoices are then converted in electronic form through digitization
Invoice Submission
Invoices are then converted in electronic form through digitization
Invoice
Purchase Department
Vendor
Purchase Order
Purchase Department user collects all Invoices and related documents from Vendor and Vendor goes back
Goods Received Note

10. Processing in OmniScan
Invoice Captured or Entered
Image of Invoice
Purchase Department
Purchase Department user captures Invoice and related Documents
Captured Supporting Documents

11. Export to Head Office
Branch Office User
Invoice is now with Receiver at HO to move to approver or finance. After checking the invoice, he will send it to the Approver or can raise an Exception
Head Office User
Branch Purchase Department user sends the Invoice to Receiver at HO for verification.

12. Approval Process in Head Office
Receiver user
Receiver User can add notes to intimate approver user
Verification and Modification of data can be done
Receiver Approves the Invoice for registration and sends it to the approver of main office
Exceptions can also be raised from the links

13. 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

14. Invoice Details Section Split Window Interface
Your window Visibility in a Single Unified Interface
Invoice Details Section
Invoice Image View
Split Window Interface

15. Customized search for vendor details
Document based search
Folder based search

16. Customized Reports on different criterias
Generation of reports based on criteria
Country wise vendor reports
LOB based or category based reports can be generated

17. Click on OmniDoc to view the documents archived in OmniDocs
Image Enablement
Image Enablement helps the users to view the documents archived in OmniDocs from within MS dynamics
Click on OmniDoc to view the documents archived in OmniDocs

18. MS Dynamics user can view the document associated with PO
Image Enablement
Image Enablement helps the users to view the documents archived in OmniDocs from within MS dynamics
MS Dynamics user can view the document associated with PO

19. Manufacturing Organization – Case Study
The Group is $760 million diversified conglomerate, which is committed to value for money propositions & credited with several innovations over last 3 decades.
Keeping in line with its expansion programme, the company has established detergent manufacturing units in various locations across India to enable the company to fulfil the demand of its products across the country more effectively.
Newgen has been in the business of building world class technology products since 1992.
Over the last 23+ years, Newgen has acquired over customers across 61+ countries and across almost important industry verticals.
Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers.
Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs.
Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers.
We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform.
Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us.
In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC

20. Manufacturing Organization – Case Study
The problems faced by the customer:
The company was facing problems in manually tracking and filing of the invoices.
TAT related to the processing of invoice was high which sometimes led to non availment of the vendor discounts
There was no visibility in terms of the invoices which were 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
Newgen has been in the business of building world class technology products since 1992.
Over the last 23+ years, Newgen has acquired over customers across 61+ countries and across almost important industry verticals.
Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers.
Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs.
Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers.
We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform.
Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us.
In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC

21. Newgen Solution
Newgen ECM solution with Built in Linear workflow helps to automate the capture and processing of the invoices.
The Invoices from all the scattered 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.
During the capture process you can also integrate with the ERP wherein the indexing data for the captured documents is extracted from the database of the ERP based on a unique code.

22. Newgen ECM solution for
Key Benefits
Key Benefits of
Newgen ECM solution for
MS Dynamics…

23. Manufacturing Organization – Case Study
The following were the benefits of the solution:
Integration of the capture solution saved time in entering the data for indexing
There was a real time transfer of the invoices to the HO for approval
The process of Approving the invoices became more standardized and streamlined with a reduced TAT
The invoices could be tracked for their status and there was transparency in the system
Better cash flow management as the status of the invoices is easily available online
Newgen has been in the business of building world class technology products since 1992.
Over the last 23+ years, Newgen has acquired over customers across 61+ countries and across almost important industry verticals.
Starting of with 10 employees in 1992, we have grown to an employee strength of over 2000 people spread out across our offices in the US, Europe, India, Dubai and Singapore. These regional offices also serve as our regional service centers.
Newgen is the only company to feature in all 4 Gartner MQs – iBPS, ECM, Case Management and Customer Communication Management (CCM). We are also keenly observed and written about by other leading analysts like Forrester. This is in itself speaks aloud about our commitment towards our main goal of developing innovative products and solutions that help our customers solve their critical business needs.
Globally we are supported by a huge ecosystem of regional partners. They play a very important role by helping us connect to our customers and in building the required confidence in them to select us. We also work with all the big global System Integrators and Consulting firms to build and deliver relevant Industry solutions for our customers.
We have filed over 40 patents on our technology. This shows our commitment to develop only the best technology products. This also resonates in the fact that the largest ECM implementation in the world is running on our platform.
Investors like IDG Ventures, Ascent Capital and SAP have also seen great value in our products and in what we do and hence have invested in us.
In the next few slides we will take you through our product portfolio and how using them we are able to address some of the key requirements and challenges of an SSC