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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 primary ERP/host accounting system?

JD Edwards EnterpriseOne

JD Edwards World

Lawson

Microsoft Dynamics

Oracle

PeopleSoft

SAP

Home Grown

Other (please specify):

2. What is the estimated number of invoices that your organization issues/processes annually?

Less than 20,000

20,000 to 50,000

50,000 to 100,000

100,000 to 300,000

300,000 to 500,000

More than 500,000

3. What is the total number of FTEs who process invoices in your organization?

4. Are you using any type of image or document capture technology in your AR/AP department?

Yes, back-office (archiving) only

Yes, both back-office (archiving) and front-office (incoming invoice scanning/OCR)

No, we are not currently using a document capture solution

5. Does your company operate a finance and accounting shared services center?

Yes

6. What is your project timeline with regard to acquiring new or additional invoice automation 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.

7. Comments: