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First Name:

Last Name:

Company:

Title:

Address:

Address (cont'd):

City:

State/Province:

Headquarters^*:

^*What state/province is your company’s headquarters located in?

Country:

Zip/Postal Code:

Phone Number:

E-mail:

1. What does your company use as its host accounting and/or ERP system?

Oracle

PeopleSoft

JD Edwards EnterpriseOne

JD Edwards World

SAP

Lawson

McKesson

Microsoft Dynamics GP (Great Plains)

Microsoft Dynamics AX (Axapta)

Microsoft Dynamics NAV (Navision)

Homegrown

Other (please specify):

2. What version(s) of the above cited ERP does your company currently run?

3. Which specific ERP application(s), does your company currently utilize? (Please select all that apply.)

Financials

Purchasing/Procurement

Project Management

Supply Chain Management

HR/Human Capital Management

Corporate Performance Management

Customer Relationship Management

Other (please specify):

4. How do you currently manage transactional document output formatting from your ERP?

In-house via packaged tool set

In-house via custom coding

Outside via third party consulting/integration services

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

Better looking, more functional ERP reports and documents

Faster, more cost-effective implementation of my ERP system

Lower cost to maintain my ERP environment

Reduced reliance upon external consulting/integration services

Mitigation of payment and compliance risk

Automation of key financial business processes

6. Given your organizational objectives, which of Bottomline’s products are of greatest interest to you? (Please select all that apply.)

Document Imaging/Capture

Document Composition/Form Creation

Document Archive & Retrieval

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

Electronic ACH payments

Disbursements (State & Federal tax, garnishments)

Payment Risk Management

AP/Invoice Receipt Automation

Laser/MICR check printing

7. Comments: