AE Smith, a Leading Energy Efficiency Company in Australia, Achieves an ROI in Less Than a Year with Altec’s doc-link Integrated to the WennSoft Field Service Solution

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Microsoft Dynamics ERP Partner WennSoft teams up with Altec to provide a solution to increase accounting productivity and improve the customer experience for a major building services company with nine offices throughout Australia.

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Altec Products, Inc., a Microsoft Dynamics® ISV for over 12 years and a leading expert in ERP integrated document management and workflow solutions, announced today that one of their premier international doc-link customers, AE Smith, gained an ROI on their software investment in less than a year and has plans to expand functionality into other departments and applications. AE Smith is a BRW Top 500 Private Company with a team of more than 700 people in nine offices throughout Australia delivering practical solutions in air conditioning, building services and energy efficiency. Established in 1898, AE Smith remains proudly 100 percent Australian owned and operated.

AE Smith was no stranger to paperless solutions and faced many challenges as their processing points were not fully integrated into Microsoft Dynamics GP and the WennSoft Signature® Field Service Solution. WennSoft, their ERP Partner, has been established since 1995 and delivers innovative service solutions that streamline operations from sales to the field to accounting. They were instrumental in arming AE Smith with the insight they needed to do their work more proactively, productively and profitably.

AE Smith looked at several different solutions but due to the integration, simplicity and price, Altec became a main contender for a paperless solution. WennSoft was instrumental in providing access to the right people at Altec, arranging doc-link demonstrations and speaking with other users of doc-link before a decision was reached. “Altec provided a consultant on site for a full week to ensure training and the implementation went smoothly,” says Ross Cochrane, General Manager Finance, AE Smith. He added, “The follow-up support has been excellent.”

The original purpose for doc-link at AE Smith was for the Accounts Payable department and providing invoices to customers via email. However, with greater exposure to the full capabilities of the solution, they now also workflow AP invoices through doc-link and automatically email customers their invoices every week. Because of this increased efficiency, they will be exploring attaching other documents in emails to customers that are pertinent to invoices and enhancing the customer experience. With an eye to the future, AE Smith foresees using doc-link for more functions such as approval processes for GL entries. They also plan on integrating with their SharePoint database in the following 12 months to leverage additional efficiency.

Even though there is no physical presence of Altec in Australia, AE Smith is very pleased with the support of the entire doc-link team and claims they receive better support for doc-link than some local providers give for software already in use. “With a payback in less than a year, doc-link has an excellent return for a software solution,” states Cochrane,

About Altec

Altec is a leading provider of Integrated Document Management (IDM) solutions to mid-market companies. For more than 25 years, Altec has provided a wide range of accounting-centric paper to paperless solutions including its flagship product, doc-link™, which enables companies to capture, archive, workflow and route structured and unstructured documents to customers, employees and vendors. Altec’s comprehensive solutions include IDM, output management, MICR check disbursement and paper documents that serve more than 13,000 customers worldwide. Altec enjoys strong, collaborative partnerships with ERP solution providers like Microsoft Dynamics and WennSoft to provide the most comprehensive, integrated enterprise document management solution. Altec delivers its IDM solutions through a global network of authorized partners in more than 60 countries throughout the Americas, EMEA and Asia Pacific. For more information, visit Altec at the company website at Follow them on or call April Blankenship at 1-800-997-9921. ###

About WennSoft

Connections across the organizations are key for those who want to better manage installation, maintenance and repair processes. Founded in 1995, WennSoft delivers innovative field service solutions that streamline operations from the sales to field to accounting, arming customers with the insight they need to do their work more proactively, productively and profitably. See more at:

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April Blankenship
Altec Products, Inc
+1 (949) 727-1248 Ext: 1284
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Allison Alonzo
949-727-1248 1242
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