Businesses of all sizes and industries need effective document management in order to maintain efficient operations.

Physical document management is a paper trail nightmare and total admin headache.  Manually matching up and sending out paper documents to your electronically stored contacts make it a costly, inefficient, outdated and un-environmentally friendly solution.

Cost savings & efficiency gains.

Zetadocs is the document management add on for Microsoft Dynamics NAV.  It has helped our clients to eliminate time-consuming and cumbersome paper based processes.  As well as achieve cost savings through reduced postage, printing, storage and handling.  Freeing them up to spend more time on value- added, productive tasks.

 

How has it benefited real companies?

Fine wine merchants Lay & Wheeler provide a customer reserves management service with wine storage for over 5,000 customers.  Wanting to reduce the time consuming and costly process of manually producing and posting over 45,000 invoices per year, they looked to us to help them find a more cost-effective and efficient solution.

Implementing Zetadocs for NAV meant they could use their existing client web portal and NAV system to electronically bill their quarterly invoices.  Their customers now receive an automatic email alert when their new invoice is available to view online which the system sends out in batches.  Instantly saving Lay & Wheeler time and money – which even with the old postal rates was costing them £8,000 per year on postage alone!

Their customers can now easily make immediate credit and debit card payments online substantially reducing debtor days.  With the added bonus that customers going on to their site take the opportunity to view the latest wines, resulting in increased sales.

Nick Pitcher, IS Manager, Lay & Wheeler, “We had a specific problem to address, the cost of sending out invoices.  Not only have we addressed that, we’re now offering a much better level of service to our customers.  One of the first side effects we noticed was the influx of credit card payments immediately after the invoices are available on site.  The benefits to the business have been three-fold: reduced cost to invoice, decreased debtor days and more sales enquiries.”

Other benefits of electronic document management through NAV:

  • Think green – Zetadocs minimises your need of paper for letters, invoices, statements and envelopes; the use of printer cartridges, toner and energy; and your “physical” delivery miles.  Resulting in a huge reduction in your company carbon footprint.
  • Improved customer service – through quicker response times.  Instant on-screen access removes the need to search through physical files and archives.  So you can address any urgent queries in real time, helping you to strengthen relationships with both your customers and suppliers.
  • Stronger security – central archives can only be accessed by authorised personnel.  This immediately improves the security of all your finance documents, records and reports.  All documents are also automatically archived to a secondary system that can be remotely located – providing protection and security from fire and flood.

 

Get in touch to find out how Zetadocs for NAV can help you achieve real cost savings, improved customer service and a reduction in your company’s carbon footprint.