The Fundamentals of Document Capture for Microsoft Dynamics, and Why They Matter

Last month, I outlined the benefits of using document imaging with Microsoft Dynamics AX, GP, and NAV. Now I want to explore the process further and discuss how paper-based information gets captured.

In this article, I address the document-capture process in some detail. Next month, we will use this information to contrast centralized vs. distributed processes so you can make an informed decision about which approach is best for your Microsoft Dynamics environment.

Capture is defined as the process of importing documents and information into a digital format for processing, management and storage. It is a critical part of any document imaging system and can account for nearly eighty percent of that system's ongoing costs. Understanding the capture process can help eliminate potential long-term problems and ensure a successful imaging project.


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About David Guilbault

David Guilbault is Director, Customer and ISV Development for ImageTag, where he is responsible for managing customer and partner relationships, as well as insuring their success with the company's KwikTag solution. Previously, David headed Product Management at ImageTag, where he was instrumental in transforming a patented idea into a software platform that is applicable to every document, user and business. Prior to joining ImageTag, David spent eight years with Xerox. This tenure gave him an inherent knowledge of documents and their importance to an organization. With more than two decades in technical sales, systems engineering and product management, David has invaluable expertise in helping customers streamline their business processes using technology. David is a U.S. patent holder with a degree in Computer Science from the University of Southern Maine.

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