Partner Success for Microsoft Dynamics AX

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First Name:

Last Name:

Company:

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Address:

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1. Given your business requirements, which of the following Bottomline capabilities are of greatest interest to you?

Document/Form Creation

Document Archive & Retrieval

Distributed Output Management (email, fax, print, Web)

Laser/MICR check printing

Advanced Payment Processing (ACH, Positive Pay)

2. How do you currently manage transactional document output formatting from your Microsoft Dynamics application?

In-house via packaged tool set

In-house via custom coding

Outside via third party consulting/integration services

3. What are your primary business objectives with regard to document output and payment processing? (Please select all that apply.)

Better looking, more functional reports and documents

Faster, more cost-effective implementation of my Microsoft Dynamics system

Reduced reliance upon external consulting/integration services

Automation of key financial business processes

4. What is your project timeline with regard to document design and distribution capabilities?

We are actively looking for a solution provider and plan to purchase in the next 6-12 months.

We have a budget and plan to issue an RFP/RFI soon.

We have secured a budget, but do not yet have a timeframe for purchase.

We do not have a project scheduled at this time.

5. Comments:

Advanced Document Processing for Microsoft Dynamics AX