Enterprise Content Management Go Digital with ELO for Engineering & Construction ELO integrates email, estimates, Picture this – it’s the end of the day and you’re leaving the job site. You get behind the wheel of your vehicle and there’s a sea of material receipts on your dashboard that need to be recorded into a materials book. Or, it’s month’s end and you have to compile all those receipts and compare them to the paid invoice amounts to accrue for unpaid commitments. You get the picture – lots of manual mindnumbing paperwork that tends to be error prone. To address these issues and more, construction companies are using Enterprise Content Management (ECM) software to manage their business’s information life cycle. To capitalize on the full benefits of ECM, construction firms are turning to the ELO Digital Office, an ECM solution delivered by B4 Consulting. Through our partnership with ELO Digital Office, a world leader in ECM, B4 Consulting provides easy-to-use and affordable ECM solutions. With deep construction industry experience, B4 Consulting implements ELO for construction- drawings, delivery tickets, purchase orders, invoices, and more – all on a single platform. From any device with rightsassigned access, your employees can get their work done faster and more efficiently by using standardized processes for tasks such as: • Project Site Setup Create archives for all projects from pursuit to conclusion •D elivery Ticket/Goods specific workflows and processes. Integrating with your existing databases and Receipt Process ERP systems, ELO ECM captures, manages, shares, stores, and preserves Automatically match purchase information across your business. orders, projects Advanced Scanning Technology • Accounts Payable ELO supports a multi-client business architecture and handles all document types Capture supplier invoice, including .pdf, .dox, .xlsx, CAD, and more. Leveraging advanced OCR technology, validate data, release posting ELO integrates scanned documents as well as those from other sources. Automating low-value and time-intensive activities, ELO helps to: • centralize access to all records (email, orders, bids, invoices, etc.) • improve efficiency and accuracy with streamlined workflows • boost productivity by automating document management • ensure legal compliance with rules-based archiving • enhance control on a standardized platform • reduce overhead costs by decreasing paper-based transactions • Equipment Management Manage maintenance, warranties, leases, etc. • Vendor Insurance Compliance Mitigate risk, liability, etc. • Request for Information (RFI) Automate bids, accelerate time-to-market Manage Projects Instead of Paper ELO Digital Office is a comprehensive content management solution for intelligent document processing across any number of business processes that integrate ERP systems. For example, managing and documenting delivery tickets to goods receipts can be done in just a few mouse clicks vs. hours or even days. Delivery Ticket to Goods Receipt Process Goods Receipt Capture Quantity Verification Goods Receipt Processing ELO / ERP Indexing • Truck Arrives with Goods • Quantity Received • ERP Creates Goods Receipt • ELO/ERP Indexing • Foreman Accepts delivery • Delivery Ticket Stored • ERP Sends Data to ELO • Foreman scans ticket into ELO • Data sent to ERP system • Review Delivery Ticket and Goods receipt in ELO In the diagram above, goods receipts are automatically assigned to a clerk who scans them into OCR-based technology that is integrated with your ERP system. The ERP solution allows users to check the scan’s accuracy and a workflow is triggered alerting the appropriate Project Engineer to check for any exceptions before approving the goods receipt. This functionality can be applied to any number of business processes in the construction industry from goods receipt to accounts payable to change order management processing. Plus, it can be integrated with all your business applications (i.e. Microsoft Office) and devices (i.e. Smart Phones). Regardless of your IT landscape, B4 Consulting can help you implement an ECM solution that capitalizes on the latest scanning technologies, which will increase your productivity and improve profitability. l ment In-b Portal Kn OCR+Fulltext ox COLD/XML Import Pr oc Stop Managing Paper Improve Project Management with ELO ECM es Replication ng ow e age si g ed n Ma Business Intelligence Backup Multi-Client ELO ECM • Archiving-WCM • DMS • Workflow Integration E-mail+ MS Office Classification Office Organization Signature ab or CRM CAD ati on ce ll C o Contract Management ERP Co mp lia n • Comprehensive, single-platform solution • Manages all your business knowledge & documents • Helps standardize and increase accuracy of document management • Improves and simplifies compliance • Scans 300-500 documents per minute © 2015 B4 Consulting, Inc. All rights reserved. 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