Hello everyone and welcome to today's webinar. Thank you for joining us. We are pleased to have our partner Draycir speaking today. We have a couple of housekeeping items before we get started. So first off, all attendees are muted. The webinar is being recorded and you will receive the link within two business days at the conclusion of this webinar. Questions will be answered at the end of the webinar, but you can enter them at any time in the Q&A window. And now, without further ado, I'd like to turn it over to today's presenter, Tyler. Thanks, Julie. Appreciate that. And hello, everybody, and welcome to today's webinar. My name is Tyler Bremner. I'm Global Partner Manager at Draycir, and I'm thrilled to have you all join us as we dive into some of the common challenges in document distribution and how our solution, Spindle Document Distribution, can help overcome these hurdles. Before we begin, I am just going to shut my camera off because I don't know about you, but it's very off-putting when you can see yourself for an hour. So let me just shut that off and I will come back at the end as we get to questions. But just to give you a bit of an overview of what we're going to cover today. So I'll start by giving you a brief introduction to Draycir. Then I will go into some of the common challenges that organisations face when it comes to document distribution, such as managing manual processes, ensuring timely delivery and maintaining compliance. Then I will introduce you to Spindle. Then I will introduce you to Spindle and I'll go through some of the key features and how it can automate and simplify your document distribution processes. Following that, I'll be running a live demo to show you how Spindle works in real time. That will give you a bit of a better understanding of its functionalities and how it can be applied to your own business operations. Then I'm going to share some success stories from our customers who've significantly benefited from using Spindle. And these real-world examples really illustrate the tangible improvements and efficiencies that can be achieved with Spindle. Finally, I'll open up the floor for a Q&A session and that will be your opportunity really to ask any questions you might have about any of the topics we've covered today or about any of the topics we've covered today or about any of the topics we've covered today. So first of all, who are Draycir? So we're a leading provider of innovative software solutions based in Leicestershire in the UK. And our software helps businesses across the globe improve efficiency and streamline their operations. We're really proud to have won 18 prestigious awards and our solutions are trusted by over 87,000 users in more than 7,000 organisations across 54 countries. So at Draycir, our goal is to simplify business processes, enhance productivity and allow you to focus on what you do best. So let's get straight into it. So let's discuss some of the common challenges that many organisations face when it comes to document delivery. So one of the biggest challenges is the time-consuming and lengthy operational processes involved in document distribution. So manually handling and distributing documents can take up really significant time and resources. Another issue is the complexity of sending documents to multiple contacts. So actually ensuring that each document reaches the right person at the right time, whether it's within the organisation or to external partners, that can be a logistical nightmare and lead to things like delays and errors. Another critical challenge is the challenge many businesses face is getting invoices paid on time. So inefficient document delivery can lead to delayed payments. That impacts cash flow and financial planning. So by automating invoice delivery and ensuring timely follow-ups, that can significantly improve payment cycles. And then businesses today require flexibility in their document distribution process. It's a lot of process. It's not a lot of process. It's not a one-size-fits-all kind of process. So whether it's adapting to different formats or integrating with various systems or meeting specific needs of clients and partners, a lack of flexibility really hinders operational efficiency and responsiveness. Customer experience is paramount. We all know that. Personalised communications play a crucial role in enhancing it. So sending out generic, impersonal documents can negatively impact customer relationships. So tailoring communications to meet individual customer needs and preferences greatly improves satisfaction and loyalty. Last but by no means least, human error. It's a significant challenge in document handling and distribution. So mistakes such as sending documents to the wrong recipient, incorrect data entry or overlooking critical details can lead to costly errors and compliance issues. So automating these processes can massively reduce the risk of human error and ensure accuracy and consistency. So really understanding these challenges is the first step towards addressing them effectively. So let's have a little look at how Spindle can help. So firstly, for those of you who have not heard of it, what is Spindle? So Spindle document distribution is a extremely powerful outbound document distribution solution specifically designed for use. with Sispro. So it provides you with the tools necessary to process your paperwork faster and more efficiently and save you both time and money. So at its core, Spindle integrates seamlessly with Sispro. So enhances its capabilities by automating the distribution of all documents. So whether you need to send invoices, purchase orders, statements, or any other business documents, or any other business documents, Spindle ensures that they are delivered accurately and on time. So one of the primary benefits of Spindle is its ability to expedite paperwork processing. So by automating document creation and distribution, it eliminates the manual steps that typically slow down these processes. So that means you can generate and send out documents. So that means you can generate and send out documents with just a few clicks, or even on a schedule. Again, significantly reducing the amount of time spent on administrative tasks. By streamlining your document distribution, Spindle instantly saves you business, saves your business, sorry, valuable time and money. So reduce manual Also the automation of tasks such as printing, emailing and archiving documents leads to more cost savings in resources and labour. And then finally, Spindle helps streamline your business processes, leading to improved overall efficiency. So with automated workflows and enhanced document tracking, you can make sure that your documents are managed and distributed with precision and reliability. So it's not only going to boost productivity, but again, also enhancing that customer satisfaction with timely and accurate communications. So what can Spindle do from a feature perspective? So with Spindle, you can send batches of documents via email. You can also print and fax, believe it or not, some people still fax to multiple recipients. So whether you're distributing invoices, statements or any report, Spindle ensures that your documents are delivered promptly and securely to all of the intended recipients simultaneously. One of the standout features of Spindle is its ability to produce professional corporate branded documents. So you can customise templates to reflect your own brand identity. So that'll make sure every document sent out represents your company in a polished and consistent manner. So obviously that will enhance your brand image, but it also reinforces that professionalism in every single interaction. And lastly, imagine the time saved by attaching supporting documents to emails. This is a really big one. And it's a reason a lot of customers start using Spindle. So we can do things like attach outstanding invoices to statement emails, or even include just relevant reports with any customer communication. So that again, not only reduces manual effort, but it minimises errors, We can also adjust language to match preferences or regional requirements, and make sure that every communication resonates effectively with the audience. Then we've got our robust document protection features. So you can safeguard sensitive information and make sure that confidential documents are securely handled. So obviously that protects your organisation, but can also build trust with your clients and partners as well. So Spindle can accelerate payment cycles by integrating pay now buttons directly onto your invoices. So it's going to simplify the payment process for your customers and reduce that barrier to payment. And in turn, that of course, will improve cash flow as well. And again, lastly, but certainly not least, we do have our automatic archiving feature as well. So you can archive every single communication and documents systematically, and make sure it's really easy to retrieve information when it's needed. So again, that's going to boost efficiency, compliance, and just overall operational effectiveness. Okay, so let's jump into the live demo. Okay, so let's jump into the live demo, the fun bit. So Spindle itself is very straightforward from a user's perspective. So it does just require clicking a button. Or what we have done to take that one step further is you can actually schedule it so the user doesn't have to actually do anything at all. But let's show you how it would work from a manual perspective. But let's show you how it would work from a manual perspective, because I'm pretty sure you'll agree, it's still a very quick and easy process. So it's simply installed as a printer. So I'm going to show you how we print a batch of statements. And I'm going to point out obviously where the spindle element comes in because it's so quick and easy. It's pretty easy to miss. So all I'm going to do is is straight from CISPRO print to spindle pro auto. So we'll set that as your default printer. And print. It's as quick and easy as that. I'll open up my email. So we'll what we'll start to do is see this number in my drafts folder increasing. And that's because spindle is now sending out those documents automatically. And we have got this setup within our environment to go into drafts. A lot of our customers prefer communications to go straight out to their clients. That's absolutely fine. We do also have a lot of customers who do still prefer the emails just to go within the drafts. So that's completely flexible and up to yourselves. So let's take a look. So we can see here, we've got a little report showing the operation that I've just ran. So for example, if an email was not delivered or something like that, we're able to quickly identify that. Similarly, we can set up another process to say that, for example, if there's no email address within CISPRO for this particular customer, then we will automatically print a copy instead. So we'll print a physical copy of that. So let's scroll up to, we'll take a look at this statement here to begin with. So what we can see first of all, is the actual body of the email. I'm sure you'll agree, looks pretty nice. So we've got branding on here, we've got some promotional messaging on the left hand side. It's in keeping with our brand identity. We've got aging buckets on here. We've got aging buckets on here. Again, making that information we're trying to give our customer really concise and informative. If I take a look at the actual statement itself, we will see that again, in line with our branding, being a USA customer, we've got a USA flag on here. We've got a nice big, what we call an overlay. So it's just basically a stamp saying overdue. Again, reinforcing that message to the customer. All information on there is relevant. And similarly, if we take a look at the invoice as well, what we can see on here is a pay now button. So that again is going to simplify that payment process. That payment can then be posted straight back into CISPRO as well. So going to save even more time. And it just makes credit card processing that little bit easier. So what you can also notice here as well on this particular email is every single invoice that's relevant to this statement has been attached as a separate copy. So that's going to completely eradicate the issue which I'm sure a lot of you face where customers ask for copy invoices. Because we're going to send the invoice with every single communication. Hopefully, that will eradicate most of that bounce back from customers. So that's the customer facing copy of the statement. Now what we've also set up and configured within Spindle is for our internal sales rep to also get a copy. And the reason being the sales rep to also get a copy. And the reason being the sales rep is the person who's got the relationship with that account. And they have a particular interest in not letting that account go on stop. Because that's going to prevent them getting any more sales. So when the sales rep receives a copy, they can then get in touch with their customer and try and help get those invoices paid. So again, it's improving. So we're going to be doing communications internally. So we're going to be doing communications internally because the sales reps are aware that their customers need to pay their invoices. It's going to help cash flow because not only have we made it extremely easy for the customer to pay by adding a pay now button on the invoice, but we've also got their contact at our business involved. So they're able to reach out and hopefully get that resolved. So that's just one example of an automation. So that's just statements and invoices. Any report that you're sending from Spindle can be, sorry, from CISPRO can be printed to Spindle. So I'll show you very quickly what that kind of looks like. So you can see here we've got statements and invoices, purchase orders, remittances, order acknowledgement. We've got a fair amount of automations on there. But if you think about the documents that you're sending out both internally and externally, that list could easily be 20 to 25 separate automations. And within every automation, you can have your own little workflows. So again, we've got a pretty basic one set up here. So we're customizing the communication based on the region. So we've got the USA here, we've got the rest of the world. But then we've also gone a step further to say that our customers in the USA with statements over $100,000 are going to receive a separate communication again. Similarly, similarly with our rest of the world customers. And then we can start to really adjust what these emails are looking like. So for example, and this is a really straightforward example, but for our USA customers, we're using red branding. For our rest of the world customers, we're using green branding. So you can obviously make that a little bit more complex if you want to, but that's one of the advantages of spindle is you can really tailor communications. Again, if we're looking at adjusting language, we could have separate workflows for, you know, French speaking regions, Spanish speaking regions, whatever it might be. And really, again, helps support overall customer satisfaction, especially when customers are receiving communications in their own language. And again, you'll see here, we've got the salespeople copy as well. And this one obviously doesn't have to be too pretty, because it's just an internal email. Now, the way it works is we just simply add commands onto your existing report, you don't need to worry about the setup, or understanding too much about the back end and how it works. Because that is handled by either our professional services department or your partners. So again, so again, so again, don't have to worry too much about the technicalities. All you have to know is that it's just a case of hitting a print button, and spindle knows exactly how to deliver your document. So whether it's via email, printing, faxing, it knows whether you want to archive that document, and where you want it archived. So it could be in a Windows file structure, it could be on SharePoint, in a CRM system, or in a CRM system, or in a CRM system. It knows how that communication should look and feel. So if it's in a specific language, if we're using specific branding. So again, if we're a business with multiple entities, and we need different branding on different communications, we can absolutely take care of that. That's really going to minimize the amount of time and effort and manual admin. that you as a business are going to spend on simply sending out documents. Okay. Okay. So now that you've seen the software, I just want to talk you through a couple of recent customer challenges, and how we at Dracer have helped overcome them with spindle. So just starting with JB Instant Lawns. So they're a leader in the green industry. And so they provide beautiful lawns. So they face the challenge of efficiently sending copies of credit card receipts to their customers. So traditionally, that process was manual, and time consuming, and could lead to things like delays and potential errors. Another challenge that they have to do. Another challenge that they encountered was the need to accommodate certain customers who required invoices earlier than their standard end of month billing cycle. Lastly, they found that their receipt information contained more details than necessary, leading to confusion and overwhelming customers with unnecessary information. So what were they have to be that? So what were we able to do to help? So one of the key solutions, spindle offered was the ability to customize credit card receipts. So spindle allows businesses to really streamline and simplify documents by displaying only the essential information. So that not only enhances clarity, but it also reduces unnecessary information. details, making the receipt a lot more concise and easier to understand. Then with Spindle, they were able to have the flexibility to send things like receipts and invoices and statements instantly on request. So whether that's accommodating customers who need immediate documentation or adhering to specific billing cycles, Spindle's automated distribution made sure that those documents were delivered timely. So that capability massively improved their customer service by meeting quite diverse needs promptly and efficiently. The draft option which I showed you in the demo is one that they actually took advantage of because that enabled their credit controller to add additional notes and modify the emails before they went out. And then again, lastly but not least, by archiving documents with Spindle, that eliminated the need for them to manually go and retrieve or reprint those documents. So once they're archived, they can be accessed instantly for resend requests or historical reference. Now, moving on to our newly acquired customer, Nardone, who service a nationwide customer base of schools, delivering nutritious and high quality products. And I've got to admit, the pizzas look pretty good. So their challenge was that they were manually sending commodity reports to over 2,000 schools each month, which, as you can imagine, took quite a significant amount of time. So the other thing was they faced competitive pressure from a rival who sent visually appealing one pages to their customers. And these one pages. And these one pages were not just informative, but they were really quite visually engaging and captured customer attention a little bit more effectively than Nardone were able to. So they wanted the ability to schedule these reports and send them in a much more aesthetically pleasing and engaging way. And just to make it super easy for their customers to understand where they're at month by month. So how have we helped them? So to help them stay competitive, we're able to add the branding, the logos and even HTML to make the email body and even PDFs more eye-catching and informative. So during our proof of concept, we were able to see kind of what Nardone's current process was. And we're also able to see a copy of what their competitor was sending out. So it was very easy to spot the kind of differences there and to kind of build a picture of where we wanted to go from and where we wanted to get to, which was really helpful. Also, with a little bit of customisation in CISPRO, we're able to schedule these emails on a monthly basis. So that completely reduced the need for any kind of physical print run. As well as still allowing them to send reports ad hoc as well as well as still allowing them the option to send reports ad hoc as and when we're required. So two very, very happy customers there. I also just wanted to show you some quotes from customers who use our software because we can rant and rave about it till the cows come home. But ultimately, it's our customer feedback that helps other customers understand how it will work within their business. So I'm not going to go into all of these quotes individually. So I'm not going to go into all of these quotes individually. But the feedback that we get from users of Spindle really is great. So the overall consensus is that it's an inexpensive, easy to use solution that truly helps organisations save time and money and really does enhance their existing document distribution processes. So I'll leave that on the screen and just let you digest if you would like to. But from there, we will be jumping into some questions. So Julie, have we had any questions come in throughout? We do. So I've got a few questions that came directly to me and then I see one in the Q&A. So just a reminder to everyone, if you have any questions, please do drop it in the Q&A. The first one in the Q&A. The first one that came in directly to me was what does the implementation process look like? Yeah, OK. So pretty straightforward. So we would scope out your particular project. So obviously, we'd get an understanding of what you're looking to do from the initial product demonstration. We'll send that over to our professional services department. They'll do a much thorough scoping. Then we'll book the installation and configuration in. Typically, it's about two days, but obviously more complex requirements may take a little bit longer. But on average, it's a two-day process. It's pretty quick and easy. It's pretty straightforward for our PS team. So we can get you up and running quite quickly. Excellent. Thank you, Tyler. The next one is how is Spindle licensed? Okay. So it's by user. So anyone who needs access to print from CISPRO would require a license. They are named users. So yeah, pretty straightforward licensing. That is good to know. I'm going to jump into the Q&A again. Please put your questions there. We have a couple coming from there. Is there a way to attach external, not in CISPRO documents automatically along with the invoice, for example, bill of lading? Yeah, absolutely. So the way the attaching supporting documents works is they basically just have to be archived in a location that Spindle can grab them from. So, and even if they're not at the moment, we can work with you to make sure those documents are put into the correct location so that Spindle can grab them. So yes, absolutely. That is really good. The next question is, can all of the automated document distribution options described work with email addresses stored within custom from fields? So throughout the system, for example, for fields against sales orders, custom masters, salesperson, et cetera. Absolutely. Yep. So that's exactly how we have the ability to email to multiple recipients. So yeah. Excellent. I'm not sure if you can show this, but at least hopefully you can talk to it. Can you show or speak to where in CISPRO Spindle is? So Spindle is not inside CISPRO because it's just installed as a printer. So I can show you quickly again, bear with me. When we printed from CISPRO, you can see that Spindle is just here. So it doesn't sit inside CISPRO. It just sits as a printer. I hope that makes sense. Yeah. Hopefully if you do have any other questions about any of the specific ones you answered, obviously you can reach out to Tyler afterwards. But are there any more questions? That's all I see right now. All right. Well, I do have a couple of updates before we close. Oh, I think we did get one more. So currently, this specific customer exports from CISPRO to Samsara, but they need to import back to be archived. Can Spindle do that? It's worth us having a conversation about it. So any kind of specific or ad hoc requests, typically we can do and we can work with a lot of other systems. But I would recommend us jumping on a call and going through those requirements in a bit more detail, just to understand really where where and how those documents are being stored and where you want them to be. It just makes sense to have a bit of a call specifically together. That makes sense. I want to make sure I give everybody a couple more seconds if they have any additional questions. All right. Well, I do have a couple of things that we wanted to talk about at the end. So you will, as I said, the beginning of the call, get the replay link. In this specific email as well, we'll have a couple links. We have two conferences coming up this fall. One is our Spark Roadshow for our customers. It'll be in three different cities, Toronto, Chicago, and San Diego. And then we also have our Fusion Conference, which is for our partners. And that is also in San Diego. So they begin October 1st. The Spark one ends on the 15th and the Fusion one on the 17th. So please look for links on that so you can get more information. I'm happy to say Dracer is one of our supporters. And we are excited to see them there, especially in San Diego. So just make a note of checking that email. And as I was speaking, you got another question, Tyler. So if you can hang on for another minute. So this is a great one. How do you sign up and get this rolling? It sounds like what you presented was exactly what this person needs. Amazing. So either reach out to your CISBRO partner, to your CISBRO sales rep, or to me directly. And I will say my email address, whether you're able to jot it down. I'm not sure. It's tyler.bremner.dracer.com. But yeah, easiest is to reach out to your normal CISBRO contact and we'll book in a quick call just to quickly go through your requirements, make sure it's what you need, go through the commercials, and take it from there. And then we did just get this question. Will there be any end user CISBRO conference? That is those Spark Road shows. And this year, there won't be one sort of national one, but it'll be in those three cities. Again, it's Toronto, Chicago, and San Diego. And they're day events, and they're absolutely complimentary. So there's no cost for that. So like I said, those links will be in the follow-up email that will also contain the replay link. So I encourage you to check that out. And hopefully you can sign up for that. All right. Just make sure that nothing else came into either the chat. I don't see anything else in the Q&A. All right. So I think then, unless you have any final thoughts, Tyler, we can conclude the webinar. We thank everyone for joining, especially I know in the middle of summer in July, but we appreciate when our partner presents this and we believe it's very useful information to everyone. Okay. Oh, pricing. So I think there was a question about pricing. Tyler, I think you probably want to. Directly talk to them. Yep. Yep. So again, either reach out to myself, your CISBRO sales rep, or your CISBRO partner rep, and we can get some pricing. We'll get a quote out to you. Again, pricing just depends on the amount of users required. So if you could let us know how many users you'd be looking at, we can get you an accurate cost. Excellent. All right. One last chance. Any more questions? If not, we can close out for the day and give you a question. a little bit of time back. Oh, you got to thank you. No, thank you. So I wanted to relay that. And thank you all for joining. Yeah. Thank you very much. Hope everyone has a good rest of your day and we will be in touch soon. Thanks, everyone.