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Baan Mail Merge 7.2

Baan Mail Merge 7.2. Automatically E-mail, Fax, Print and Archive documents from Baan and ERP LN; such as Purchase Orders, Sales Invoices, Reminders, acknowledgments and much more!. 1. NAZDAQ Company. Agenda. 2. The Problem. 3. Important Facts. 4. Baan Mail Merge Solution.

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Baan Mail Merge 7.2

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  1. Baan Mail Merge 7.2 Automatically E-mail, Fax, Print and Archive documents from Baan and ERP LN; such as Purchase Orders, Sales Invoices, Reminders, acknowledgments and much more!

  2. 1. NAZDAQ Company Agenda 2. The Problem 3. Important Facts 4. Baan Mail Merge Solution 5. Success Stories

  3. NAZDAQ is a provider of Add-ons for Baan and Infor ERP Ln. The NAZDAQ tools provide a great return on investment and enable E-mailing, faxing, archiving, printing documents like Purchase Orders and Invoices, and allow an easy way to convert reports to Excel, Word, PDF HTML and XML. Other solutions cover areas of document management, reporting and notification.  The NAZDAQ tools are installed at hundreds of servers in more than 60 countries. They are used daily by users to automate transfer of Baan reports into front-office applications, as well as automating business processes. About NAZDAQ – Since 1999 www.nazdaq-it.com

  4. The ProblemWorking with documents Handling the mass number of documents created daily, is every company’s challenge

  5. The ProblemWorking with documents • Company’s daily challenge of creating mass number of documents: • Documents such as purchase orders, invoices and reminders need to be sent to business partners • Performing this process in reliable, speedy and cost effective way

  6. The ProblemWorking with documents • The demands of every modern enterprise boils down to: • Improve customer/vendor communications • Improve cash flow • Spend less money doing it • With no complications

  7. Important FactsWorking with documents • Most Organizations are not aware of the amount of time and money spent on working with documents • 30$/hr, knowledge workers waste 4,500$/year, working with paper 15% of company revenue 60% of employee time 90% of business inform-action 85% of docs in paper form The Average doc is copied 5 times Total cost: 4,500$/year

  8. The ProblemWorking with documents The challenge is to effectively work with and distribute documents as well as reduce organization costs!

  9. Important FactsGreener is better Saving the planet and our wallet Automating paper & office processes workflow Less reliance on paper based transactions Evolving business processes “to do more with less” Organizations with all sizes are challenged today to improve business processes, in order to comply to international standards!

  10. The SolutionBaan Mail-Merge E-mail Purchase Orders Invoices Fax Order Acknowledgments Print Reminders Archive Baan Mail-Merge allows companies to automatically e-mail, fax, print and archive documents. This powerful engine can handle any output comings from Baan or Infor ERP Ln.

  11. How Baan Mail-Merge works?7 Phases Parse Match Recognize Customize Add Personalize Deliver

  12. How Baan Mail-Merge Works? Parse, Recognize & Match – (Phase 1-3) Match Supplier Parse P.O 200120 345672 210 Baan Mail-Merge automatically recognizes the business partner after parsing each document (supplier for purchase order) 223 120130 222 342567 123 200203 332 230345 334 123456 Baan Mail-Merge automatically matches each supplier or customer with their preferred method of delivery: e-mail address, fax number, printer name and archive path 339 120130 338 675234 223 223109 221 Recognize 234569 226 225 123459

  13. How Baan Mail-Merge Works ?Customize – (Phase 4) Customize An easy to use design allows for adding company logo, background You can also sign your document electronically

  14. How Baan Mail-Merge Works?Add – (Phase 5) Add Baan Mail-Merge automatically adds “inserts” that go along the document; such as photos and datasheets of the items ordered Documents defined in document management system (such as Baan Hot Link or ODM) can be automatically attached to document being sent

  15. How Baan Mail-Merge Works? Add – Example (Phase 5) 25825 26852 28841 41414 25825 26852 28841 41414 You can also attach files to the Baan document depending on certain values (as an example, terms and conditions, or/and an AutoCAD drawing for every item in the PO)

  16. How Baan Mail-Merge Works?Personalize – (Phase 6) Free Text Variables & Labels Personalize Baan Mail-Merge automatically prepares a personalized message body or cover letter to go along with the document User Defined Footer A personalized message can go along with the e-mail or fax being sent – includes free text, variables and labels. A user defined footer with address data.

  17. How Baan Mail-Merge Works?Summary of 6 Phases

  18. How Baan Mail-Merge Works?Deliver – (Phase 7) Deliver Baan Mail-Merge can automatically deliver each document to the associated business partner

  19. How Baan Mail-Merge Works?Before you Deliver – The Approval Module With an additional module, you can send purchase orders for cycle approval by managers before delivering

  20. How Baan Mail-Merge Works?Deliver – Interactive mode (Phase 7) With the “One-by-One” mode, you can review each document before sending it, verify e-mail addresses and fax numbers, write a special note to go along with the document sent, possibly add/delete attachments, set the e-mail priority and ask for an e-mail receipt.

  21. How Baan Mail-Merge Works?Deliver – Automatic mode (Phase 7) With the “Automatic” mode, you can schedule a nightly job were documents will be automatically sent to e-mail addresses, fax numbers , printers as well as archived.

  22. How Baan Mail-Merge Works?Deliver – An Example (Phase 7) Print Purchase Orders” to the Baan Mail-Merge device (The purchase order run has 700 purchase orders) + All this is done Automatically!

  23. Why Baan Mail-Merge?Main Features • Each document can be sent to a combination of delivery methods: e-mail, fax, printer and archive • Request receipt and priority for e-mails • Multiple printers can be defined for every printout • Support for multiple address books

  24. Why Baan Mail-Merge?Main Features • Support for different e-email systems • Support for different fax servers • Printing on server or client • Archiving on server or client • Supports all Baan versions: Baan4, Baan5, ERP LN

  25. Why Baan Mail-Merge?Main Features Baan Mail-Merge produces a log file that reports all documents and attachments that were sent

  26. Why Baan Mail-Merge?Barcode and Special Graphics Extension • Support for barcode and special characters when generating PDF files • Automatic inclusion of logo, footer, background and signature • This extension uses a special printer that works through centralized installation on each Windows client using Mail-Merge

  27. Why Baan Mail-Merge?Benefits • Cut postage costs • Cut stationary costs • Cut phone costs (telephone tags or waiting for fax) • Improve cash flow • Reduce lead time • Automate & improve business processes • Improve company image (greener, better service)

  28. JVK in CanadaSuccess Story - Faxing JVK in Canada uses the NAZDAQ solution to e-mail and fax acknowledgments to customers, including sending a copy to the sales representative. When JVK was looking for a fax solution to integrate with Baan Mail-Merge in 2003, few options were available. They decided to choose Internet faxing as they found it to be an economical solution to in-house fax servers. customer It has proved to be definitely faster & more effective when dealing with the great volume of documents they have!

  29. Talum in SloveniaSuccess Story - Printing Talum in Slovenia prints 250 invoices and 250 Proformainvoices every day. They wanted to print each one at different printers in different departments: Finance, Marketing, the mother company, the warehouse and the shipping departments. All this was accomplished using Baan Mail-Merge! customer

  30. W&H in AustriaSuccess Story Josef NobisIT manager at W&H summarizes the relationship with NAZDAQ: "The tools are reasonably priced and functioned problem-free once it is installed. Due to the service contract we could use the newest versions at any time and receive perfect support". W&H DentalwerkBuermoos in Austria were using Baan 4 and looked for a tool to be able to send PDF business documents by e-mail. They implemented Baan Mail-Merge in 2002 and used it to e-mail purchase orders and to dispatch production orders in a nightly job. When W&H decided to roll-out Infor ERP LN 6.1 in 2007, they upgraded Baan Mail-Merge. customer

  31. Selected Customers

  32. Selected Customers

  33. To receive our Free Demo version contact us at: info@nazdaq-it.com Free Demo

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