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ELO BLP for SAP Business One

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Comprehensive, in-depth and easy-to-use information management is one of the grea-test opportunities for your business and simultaneously one of the biggest IT challenges. The ELO Business Logic Provider (BLP) module seamlessly links various business applica-tions together into a single company-wide process. ELO BLP is a holistic solution platform based on redesignable business logic, which offers organization, automation and ration via client and server-side processes. SAP® Business One can be effortlessly integ-rated into the ELOprofessional and ELOenterprise ECM suites, allowing you to create custom solutions. Static interface concepts are a thing of the past.

Information and document management made simple

ELO BLP for SAP® Business One

ELO BLP for SAP® Business One

ECM by Design

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Document management with central confi guration

ELO BLP off ers SAP® Business One users a unique solution suite for comprehensive enterprise content and document management with the ELOprofessional and ELOenterprise ECM systems. Centrally confi gurable business logic makes it possible to process receipts, reports, e-mails, Offi ce documents, scanned documents and other fi le types generated through SAP® Business One. You can also organize content and connect it with business objects and processes in SAP® Business One.

ELO BLP for SAP® Business One

ECM by Design

How it works

ELO Bu der ECM ERP CRM MS Office Scan Files Fax Web Desk-E-Mail

Application Logic Business Logic

ELO

Workflow Information management ration Docu ments Data In form ation Search Data ER P EC pro cess Actions Information

Connect

Start Meine Aktionen Suche Eingabe Objekt Objektaktionen 10000 Kunde 10000

Hier klicken, um ein anderes Objekt aus zuwählen eMail erstellen Kundenort in Google Maps Word Dokument erstellen (Vorauswahl) in NAV öffnen Word Dokument erstellen Kurzinfo anzeigen

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Information management

beyond your company

Information does not just accumulate within your business. Data and documents can be produced externally and stored on third-party systems, and must be made specially available on cloud services to allow company-wide working. ELO BLP features adapters that allow you to embed information sto-rage services such as Microsoft Office 365, Microsoft SharePoint, Google Drive or Dropbox.

ELO BLP integrates seamlessly with SAP® Business One. Users benefit from a high degree of auto-mation and easily accessible inforauto-mation in their familiar working environment, and receive optimal support for their business processes. ELO BLP creates a comprehensive system which fully covers the creation, editing, saving and process manage-ment of documanage-ments and files.

ELO BLP configuration interface: The Designer allows custom configuration of the business logic for use with your ECM system.

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Industry solutions and best practices

ELO BLP allows you to model the integration and processing logic via a central designer module with an easy-to-use interface. The Designer also works as an administration and reporting tool.

The flexible and highly efficient configuration options and the optional use of templates included with the software allow you to implement projects more quickly. There is no need for complex programming – just a straightforward configuration designed to make updates easy.

Application Template - SAP® Business One

Preconfigured business logic in the form of an "application template" is available for SAP® Business One.

Business templates: Solutions and best practices

With ELO BLP, customers benefit from years of expertise in content organization for different industries and specialized sectors. We make this knowledge available to you in the form of packaged business templates, e.g. for technical wholesalers, manufacturers and others.

Process templates: Pre-packaged and reusable technical processes

Some systems need special technological methods to make data and documents available in the appropriate form. With ELO BLP, there is no need to go to the effort of recreating these integration solutions; instead, they can be rolled out from the corresponding technical process templates.

ELO BLP for SAP® Business One

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The image shows: Fully integrated in SAP® Business One: Components of ELO BLP and ELO BC

ECM with

ELO BLP – A strong team

with strong performance

The simplicity of ELO BLP allows data and docu-ments to be processed either fully automatically in the background, or via user dialog boxes:

Processing printed documents

SAP® Business One off ers a number of ways to generate even legacy documents and reports. The ELO BLP Output Manager and ELO BLP - PDF Proces-sor components included with ELO BLP then allow you to process printouts from SAP® Business One. PDF or TIFF documents can be generated for every printed document and report. The documents are then indexed completely automatically (via "keywording" with data from SAP® Business One or third-party systems). It is possible to generate any document type from a profi le using background forms in order to fi le documents in the ELO system in an intuitive way.

It is even possible to fi le short-term documents and reports that cease to be available once they are created. When print data is processed, the docu-ments are not just fi led, but the content attached to them is also organized (classifi cation, indexing, structure, permissions etc.). This is done for all types of fi ling.

You can also specify that documents that are fi led multiple times should be fi led as a new version of the original document. With this, the entire change and version history of a document is saved and can be traced in ELO.

Processing of printouts from SAP® Business One

Barcode recognition of scanned documents Filing and process management for scanned documents from the Intray

Document fi ling from Microsoft Word and Excel

Transaction-based e-mail processing Storage of fi les directly from the fi le system, via DropZone on the user desktop, or integra-ted directly into SAP® Business One

Processing of fi les from directory monitoring Rule-based data capture via fl exible forms Transfer of extracted data into leading systems

Document and data exchange between local systems and/or cloud storage

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Scanned documents:

Your own and third-party receipts

Signed delivery slips, test reports and performance records should be stored as important verification documents. These documents can be processed automati-cally and assigned to workflows in SAP® Business One using ELO BLP barcode recognition.

Incoming invoice processes:

Ideally suited for all situations

The automatic processing of incoming invoices offers significant potential for streamlining. The desired degree of automation can be increased step-by-step across the entire process chain depending on the volume of receipts and the size of the company. ELO offers the high-performance ELO DocXtractor module in addition to ELO BLP. This module optimally supports the incoming invoice process through intelligent document data extraction and flexible item-related incoming invoice verification – including data validation. This reduces throughput times to a minimum and avoids redundant data recording.

ELO BLP for SAP® Business One

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Making the most of e-mails

Storing and processing e-mails is of central impor-tance when it comes to universal provision of infor-mation. To maintain their validity (e.g. from the perspective of tax law), e-mails should generally be stored in their original format.

With ELO BLP, e-mails are not just filed based on purely technical considerations; they can also be assigned to business partners or processes in SAP® Business One. Assigning your e-mails to structured data is the only way to keep them easily and securely accessible.

These options for comprehensive content management are offered client-based directly in Microsoft Outlook, or with the ELO XC module on the server. Alongside the Microsoft Office solu-tions, additional client- and server-side modules are available for IBM Notes and Tobit.

File Microsoft Office documents

with one click

ELO BLP integrates seamlessly into Microsoft Outlook, Word and Excel and also offers rule-based document filing and integration into SAP® Business One objects and processes.

Processing is fast and convenient. When filing a document, information from SAP® Business One or other sources can be looked up or validated, if needed. The intuitive and user-friendly operation is important for high user acceptance, which in turn is a basis for comprehensive document management and fully transparent business events.

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File to the right place automatically via drag-and-drop

Dropzones are a quick filing interface that allow you to process files from a range of different sources via a simple drag-and-drop. This can be done according to purely technical requirements or based on the file contents (e.g. for SAP® Business One objects or processes). When filing according to content, the Dropzone can also offer filing options appropriate to the context of the current task from SAP® Business One – e.g. filing by customer, order or project. The filing target for individual activities (e.g. current projects or customers) can be defined using "favorites". The Dropzone can be made available via the user desktop or integrated into SAP® Business One.

Order: 401821 Customer: XYZ Inc.

Project: 2317

Documents Dropzones

ELO BLP for SAP® Business One

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Fully automatic upload actions

ELO BLP provides secure and valid fi ling from the user environment or via the server, even without any user interaction. Directories can be monitored and processed automatically using business logic. Files and documents are transferred to a central service for further processing and fi ling.

From ERP and CRM to

SharePoint and web applications

Web clients and context-sensitive user support are available in SharePoint and for a range of other systems and web applications. For example, users can move documents from the local desktop to a project management team webpage and assign them to a project through a simple drag-and-drop. This one action covers not just the upload itself, but also the complete processing of the document in line with organizational guidelines.

ELO BLP for Microsoft SharePoint: Organizing document and data content (classifi cation, indexing, structuring, assigning permissions, starting workfl ows), including special SharePoint functions such as creating websites, lists and libraries.

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Operations in context

The optional ELO Business Connect (BC) module allows you to develop the technical and logical processes for data and document handling into a comprehensive action and information management system.

ELO BC connects SAP® Business One, document storage, databases and other information sources, Microsoft Office, and third-party web applications into a comprehensive, role-based context. The user is at the focus of the action for this. Function groups such as Search, Information, Create New Document, Call, Go To or File provide you with the appropriate options and information sources in context for your current task and role.

The ELO BLP and ELO BC business logic can be configured together via a single designer, saving you effort when setting up and running your system. There are also comprehensive, company-wide templates for document, data and action management.

ELO BC for SAP® Business One

ECM by Design

Extended functions

Search Inform Cr eate G o t Fil dg e l Analy ses Data Actions Information Docum ents

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Added value – automatic

and role-based for every task

ELO BC integrates into both SAP® Business One and the local desktop, and offers users simple and elegant access to the correct information and functions for their work. Unified systems with the same information in all interfaces are an important basis for successful company communication.

ELO Business Connect:

Integrates employees into business processes simply and effectively

Provides information and functions simply via familiar user interfaces

Enables efficient interaction between people, information, and applications

Automatically delivers the correct data and information for the user's work

Consistent information for consistent actions – in web and business applications and with full integration into the local desktop

The image shows: ELO Business Connect sidebar with

Connect

>

) ...Create Document ...create Mail

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...search in ELO ...search: Docs +Data (SES)

...open SharePoint CONNECT ...show KPI ...call (Customer) Start My actions Business Info Search

Order

266 select objectClick to Object actions History My objects > ...print Barcode for Order ...switch Dropzone4 ...create (Customer) Document ...analyze in B1 ...show Shortinfo Object Input 266

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ELO® is available from:

ELO BLP for SAP® Business One

References

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