Equisys is the first UK based company to achieve certification for Dynamics NAV, demonstrating its continued commitment to working with Microsoft and its partners. Microsoft UK’s NAV Product Marketing Manager, Steve Farr, commented, “The certification of Zetadocs for NAV is a great example of what can be achieved by our ISV partners. Certification confirms that Zetadocs for NAV meets Microsoft’s highest standard for partner developed software solutions and is recommended by existing users.”

Zetadocs for NAV can deliver cost savings and productivity gains for accounts departments in three key areas. Firstly, the costs of printing and mailing invoices or statements is time consuming and expensive - the production of just 1,000 paper based invoices per month can amount to annual costs of over £12,000 based on the cost of postage, materials and the time spent producing the documents. Secondly, most businesses also retain paper copies of financial documents, spending up to £500 rental space per filing cabinet to provide day-to-day access and adhere to compliance regulations. However, filing errors often occur, leading to delays and additional costs.

Finally, financial information that is contained within NAV is often not readily available to departments other than accounts. If other employees want to get access to this information, they have to involve the accounts team, wasting valuable time and potentially having a negative impact on customer service.
Chris Oswald, CEO of Equisys, explains how Zetadocs for NAV addresses these issues.

“Zetadocs for NAV delivers significant improvements in each of these key areas. Users can convert batches of NAV documents into ‘print quality’ PDFs and send them via email or fax, depending on a customer’s preferences. This gets invoices to customers faster and assists prompt payment, whilst virtually eliminating document production and delivery costs. It also automatically stores orders, statements and invoices in Microsoft SharePoint Server so any authorized user can quickly access them. This frees up your accounts people to focus on their main job, reduces the possibility of documents being misfiled, and removes the need for expensive physical storage.

The unique advantage of Zetadocs is that it provides comprehensive electronic document production and management from NAV; incorporating the capture of inbound documents, adding automatic document creation and delivery, and then enabling secure storage via Microsoft SharePoint with instant access for authorized users. We believe it is a true end-to-end solution for the Microsoft Dynamics NAV community. ”

About Zetadocs for Microsoft Dynamics NAV
Zetadocs for NAV was launched in October 2007 to enhance Microsoft Dynamics NAV by enabling users to eliminate paper entirely from their finance processes by switching to electronic document production, delivery and management – but still achieve the same high standards of quality, compliance and security.

Zetadocs for NAV captures orders, creates invoices, statements, remittances and other financial documents on screen and then delivers them automatically by email, fax or as paper copies dependent upon customers’ requirements. It integrates with Microsoft Office SharePoint Server to enable secure storage and instant document retrieval by authorized network users.

Zetadocs for NAV is sold exclusively through Microsoft Dynamics Certified Partners.

About Equisys
Equisys produces software packages for document production and delivery, including the award winning Zetafax network fax server and a family of Zetadocs products that include the newly released Zetadocs for NAV and Zetadocs PDF which creates and emails personalized PDF documents.

Our software products are designed for small and mid-market businesses, and for departmental use at multinational companies. They stand out from the competition by being simple to install and manage, reliable and great value - backed by outstanding service and support.

We have over 60,000 customers, in more than 100 countries which are served through an international partner network of distributors, VARs, resellers and ISVs.

Our market leading fax server, Zetafax, speeds the flow of critical business documents by enabling users to send and receive faxes on their PCs. It integrates with ERP, CRM, accounting and other applications for automated faxing from those systems, providing auditable records of fax communications.

Zetadocs helps users work smarter by creating and delivering electronic documents, streamlining business processes to remove tedious manual procedures and help companies improve the service levels they offer. Equisys was founded in 1987 and has offices in London, UK and Atlanta GA, USA.

EDM Group, the UK’s leading document management solutions provider today announced that Nationwide Building Society has chosen EDM Group’s Scan on Demand business solution for flexible access to archived customer data. Managing 2.5 million customer files (200 million pages of paper) and over 1 million microfiche (40 million pages) at a dedicated site in Wolverhampton, EDM scan and upload archived documents to EDM online as required giving Nationwide instant access to archived customer data enabling them to provide an efficient and fully auditable service.

The scanning and on line hosting service provides rapid access to client records for Nationwide staff and so further improves the service to the building society’s customers. Through EDM’s Scan on Demand service customer documents are scanned as required, uploaded to EDM’s web hosted service ‘EDM online’ and made available to over 3000 Nationwide employees via secure online access from any networked PC across the Society. The highly secure service also enables Nationwide to adhere to the regulatory requirements for data management and control, with full auditability on data access being provided by EDM’s technology.

The EDM Group delivers a full range of document services to some of the UK’s largest blue chip companies, including document conversion, online document hosting and document management systems. EDM online allows businesses to view vital business documents hosted with EDM Group, through their web browser anywhere in the world. Online access is secure, using technologies and techniques applied in online banking services while powerful search facilities and display tools allow quick and easy access.

Sam Ferguson, EDM Group’s chief executive, commented: “The purpose built site was a necessary choice to meet Nationwide’s high regulatory needs, given the nature and volume of the customer documents they are required to retain. We are very pleased to have secured an initial five year contract to provide this service. The project is part of an ongoing Nationwide and EDM business strategy with the initial phase going from concept to live service in only six months. The project has also meant we have been able to expand our Wolverhampton operations, bringing us another step towards providing our clients with long term solutions as well as the scanning and hosting service we are already known for”.

Chris Shott, Head of Business Logistics, Nationwide added, “Our objective was to provide a consolidated corporate-wide archive and retrieval solution that addressed current business needs, and regulation as well as providing for future business transformation. Working with EDM has given us the opportunity to bring together the disparate archives and manage these through a seamless front end service regardless of the medium in which Nationwide’s records were stored. All this has been achieved without increasing our cost base. Users have responded very positively to the service given by EDM and in some areas, retrieval turnaround times have been reduced to just a few seconds.

About Nationwide
Nationwide is the world’s largest building society with over 13 million members and assets of over £166 billion.

Nationwide has mutual (as opposed to Public Limited Company) status, which means that it is owned by its members and is run day-to-day by an executive management team overseen by an elected board of directors.

Nationwide offers a broad range of retail financial services including mortgages, savings, current accounts, life assurance and investment products, personal loans and household insurance. The Society is the UK’s second largest mortgage lender and the second largest savings provider. Nationwide’s members can manage their finances through around 900 retail outlets, by telephone, internet and post.

The Society has around 19,000 employees. Nationwide’s head office is in Swindon with administration centres based in Northampton and Bournemouth. Nationwide also operates six UK based call centres at Swindon, Northampton, Bournemouth, Sheffield, Swansea and Wakefield.

The EDM Group
EDM is the UK’s leading document management solutions provider, scanning over 50 million documents per month and providing value-added document services to every corner of the UK from 5 offices in the North, Midlands, South East and South West. The company’s strength is built on industry-leading technology capability, including many years experience in the development and deployment of electronic document management systems, both as in-house solutions and as hosted services. Sectors covered include financial services, healthcare, logistics, professional services and government. For more information see www.theedmgroup.co.uk