Enterprise resource planning (ERP) systems have been expertly designed to manage core operational tasks such as budgeting, expense tracking and business performance through various financial modules. With increasing frequency, and given the nature of today’s complex supply chains, organizations are under pressure to fine tune their ERP systems in order to address evolving regulations, as well as greater demand for electronic communications.
Bottomline’s Transform Output Center is a powerful output management solution for formatting, personalizing and delivering transactional ERP output. A true enterprise-class solution, Transform converts standard application output into more attractive, functional and efficient electronic documents for distribution and storage.
”Document process automation has been rated by workers and managers as one of the best investments an organization can make to keep up with the increasing pace of business communication.”
- Forrester Research
Features:
- Dynamic document design and composition
- Multiple document entry and import methods
- Intuitive and easy-to-use user interface
- Digital archive, routing and approval
- Multi-channel delivery including the cloud
- Audit and compliance support
- Modular and scalable
Benefits:
- Delivers highly customized and effective transactional documents
- More accurately captures data
- Eliminates manual procedures
- Increased security and control over production
- Reduces costs and saves time
- Provides real-time access to documents, reports and data
Dynamic Document Design and Composition
The Transform Output Center solution includes the powerful, yet easy to use Transform Designer. This intuitive, graphically-rich design tool allows organizations to save time and money while converting ordinary ERP output into highly customized, focused and effective transactional documents and customer communications. Employing real-time visualization during the design process, Transform Designer allows clients to map inputs, format data and create dynamic document layouts. The use of design wizards, drag and drop functionality, plus hundreds of other user-driven features eliminates the need for programmatical document design and costly ERP customizations.
A single input can drive multiple documents with unique branding, languages and messaging. By including business logic, organizations can further personalize content by applying customer-specific data, barcodes, logos, charts or signatures.
Transform Designer Features:
- Project design wizards for ERP-specific standard text, or XML input
- Expression logic builder
- Barcode support for more than 150 barcodes, including 2D
- Dynamic pagination
- MS Word and PDF editable design template import
- XPS (XML Paper Specification) integration
- Multilingual spell checker
- Dockable windows for customizable or multi-screen layout
- Unicode support enabling double/multi-byte languages
- Scripting objects
- Output destination logic assistant
- HTML output
- Rich text input
- Web interface and process flow design
- XML mapping and schema support
Transform Designer takes document composition beyond “WYSIWYG” design to enable real-time visualization of the final form project. Within the Designer interface, users simply identify the desired content elements from within the data table and drag them to the desired location on the new document layout being created.
Multi-Channel, Multi-Format Delivery
Content created with Transform Output Center can be easily and efficiently distributed via a number of online and offline channels including our cloud-based PT-X Connect solution, electronic mediums such as fax, email, mobile devices and the Web, or printing through native Windows printers. This provides flexible, timely and targeted delivery of an organization’s transactional documents and customer communications.
Support for a variety of formats, including PDF, secure PDF, XML or HTML allows Transform Output Center to provide information how, when and where it is needed via the recipient’s preferred delivery method. Dynamic pagination capabilities combined with bursting, merging or collating multi-page documents provides lowest cost routing and reduces paper consumption. The Transform platform supports more advanced process options such as Web services, direct database interaction or integration with archive systems.
Digital Archive, Routing and Approval
For customers or business processes with document storage requirements, the Transform platform gives end users real-time access to documents, reports and data from any Web browser via a comprehensive digital archive, Transform Content Center. Documents produced by Transform Output Center can be automatically stored and later retrieved using key index fields or full text search features. The ability to add notes or relate documents via common index values provides a full online history of transactional processes. With a consolidated view of related content, users can quickly retrieve information related to a particular transaction, customer account or activity.
To further extend the value of existing technology and training investments, Transform Content Center supports accessing stored documents directly from ERP system user interfaces. Improved visibility to transactional data or internal reports from a central repository eliminates the need to distribute multiple copies, thereby reducing associated bandwidth, storage and production costs.
Advanced Administration Features Support Audit and Compliance Requirements
The Transform platform offers increased security and control over the entire document production process through enterprise deployment and development features. The Transform Designer allows segregation of document design responsibilities, while the Transform Deployment Server supports multiple environments, separating testing and production processes to deliver greater security and change controls.
The solution can also be scaled to meet a diverse array of individual business requirements for performance, reliability and server up-time through the use of clustering, fail-over, load balancing and disaster recovery implementations.
Maximize Your Transform Investments
Transform Storage Connector for Microsoft SharePoint®
Does your company have a SharePoint enterprise content management strategy? The Transform Storage Connector for Microsoft SharePoint allows organizations to leverage existing technology investments and output documents directly to a SharePoint library for storage. Users can map document output, even shared documents, to defined destination libraries and index key data values for any number of unique document types and formats. The result is a fully auditable repository that supports easy access to your most important documents, and ensures compliance with both internal and external mandates for document retention and recall.
Oracle® JD Edwards EnterpriseOne Output Handler
The Oracle JD Edwards EnterpriseOne Output Handler provides support for standard JD Edwards report output, including PDF Metadata and OSA XML. In addition, wizards within the Transform Designer guide users through the mapping and document creation process for these custom ERP outputs. This removes programming complexity, moving away from costly report changes in favor of graphical user interface tasks that eliminate the need for outside consulting services.
Oracle JD Edwards EnterpriseOne Content Connector
The Oracle JD Edwards EnterpriseOne Content Connector extends the investment made in JD Edwards. By allowing JD Edwards users to access stored content directly from familiar JD Edwards applications, organizations reduce the number of user interfaces while at the same time increasing visibility to business process documents and data.
SAP® Output Handler
The Transform SAP Output Handler includes the components necessary to handle SAP report data, including SAPscript RDI or SmartForms XSF output. By removing the complexity of ERP custom coding, organizations can leverage standard SAP output to create highly customized, professional-looking documents without costly SAP consulting resources.
Additional Transform Platform Modules
Transform Audit Pack
The Transform Audit Pack provides integrated auditing for compliance and operational overview purposes. By tracking project changes, document access and auditing process flows, organizations gain increased security, visibility and control over their transactional documents and processes.
Transform OCR Pack
The Transform OCR Pack enables more accurate data capture than manually inputting data. Tight integration into your Accounts Payable system will ensure errors are caught earlier in the process, reducing the cost of correction.
Transform Web Process Pack
With the Web Process Pack you can route documents for sign-off, send reports to management or pass to another user for approval. By providing Web interfaces for metadata capture or document creation we help you automate and accelerate document-centric processes while reducing their costs.
”With the Transform platform, Bottomline offers comprehensive solutions for the creation, editing, processing, and distribution of documents. Transform Designer enables the user to easily edit the display and format of data from different sources, (and) publication using different channels is highly flexible.”
- Business Application Research Center (BARC)
