CloudStreet PortalChanging the way documents are shared

Live Demo Site

CloudStreet Portal Demo Site

Access our live demonstration site for CloudStreet Portal, where you can work with sample invoices and statements as well as the data within those documents.

Demo Video

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Explore the power of CloudStreet Portal! View a demonstration video illustrating how users interact with invoices and statements, and take advantage of the data within their documents.

eBrochure

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Visit our eBrochure, where you can learn about CloudStreet Portal's features and view screenshots showing how users take advantage of the Document Delivery Cloud.

  • Documents & More
  • More Cash Flow
  • Low Maintenance

CloudStreet Portal is an intelligent, CLOUD-BASED document dashboard that can be accessed by users working from desktop, laptop, tablet and mobile devices. Streamline your traditionally-cumbersome business processes using CloudStreet Portal to provide customers, employees, vendors and partners with timely access to important documents and associated data.

Looking for ways to REDUCE THE COSTS associated with printing, mailing, and faxing invoices and statements? Customers connect with your organization’s Document Delivery Cloud and they have access to interactive, digital documents. With CloudStreet Portal, customers can view their statements and invoices, analyze the numbers, create reports, and import the data directly into business applications.

Increasing cash flow can be more important than MAXIMIZING PROFITABILITY. Your employees spend untold hours each month working to bring revenue into your organization, and you are constantly looking for ways to increase profitability. Yet even when revenue looks good, costs associated with billing customers and collecting payment can dramatically affect your bottom line.

What if you could trim the costs associated with mailing invoices and statements, REDUCE THE TIME employees spend answering questions about invoices so that payment can be authorized, and most importantly, GET PAID FASTER? These goals are achievable because CloudStreet Portal enables you to give your users immediate access to real transaction data, not just scanned copies of invoices and statements.

CloudStreet Portal is licensed as a hosted, subscription service that does not require an investment in new hardware or software. Compared to document scanning solutions, CloudStreet Portal delivers your documents faster and at lower cost, so you can FOCUS ON YOUR CORE BUSINESS. Transactional documents delivered by CloudStreet Portal have a significantly smaller data footprint, leading to dramatic improvements in delivery efficiency as well as cost reductions related to document-intensive business processes.

Your IT staff will appreciate the low-maintenance design of CloudStreet Portal. The SELF-SERVICE USER SUBSCRIPTION model is similar to the Facebook “friending” model and makes users responsible for requesting access to the Document Delivery Cloud.

Document Delivery: Working with Invoices & Statements

CloudStreet Portal will transform the way your business shares information – with employees, customers, vendors and partners. Using data available from your ERP system, CloudStreet Portal gives users immediate access to documents generated by business transactions, without compromising the security of your back-end application or the associated database.

While CloudStreet Portal can be used to share many different types of business documents, most implementations will initially focus on providing access to digital invoices and statements from the Document Delivery Cloud.

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Figure 1: Digital invoice and statement produced by CloudStreet Portal.

Who needs access to your invoices and statements?

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Figure 2: Your Document Delivery Cloud will be accessed by many different types of users.

Your Accounts Receivable manager can deliver invoices and statements to customers through the portal, and can see whether customers have viewed the most recent statements. Accounts Payable managers at your customer sites can view digital invoices and statements, rather than mailed or faxed documents. Your sales staff can use CloudStreet Portal to track orders placed by customers. And, company management will have important information at their fingertips whenever they need it.

Individuals within and outside your organization need access to documents, and this need equates to potentially hundreds of users. With most document publishing systems, user management is an implementation nightmare for IT staff. Not with CloudStreet Portal! Instead, users manage themselves. Your organization issues an email to employees and customers, announcing the availability of digital invoices and statements from CloudStreet Portal. Users gain access to documents available on the portal using a simple, two-step process that does not require involvement from the site administrator. From the CloudStreet Portal website, users complete a simple registration process that requests only a username, password, and email address. Once registered, users utilize the subscription system to request access to invoices and statements.

To request document access, users complete the short Add Subscription Form, entering their user role (e.g., client employee), the document type for which they’d like access (e.g., invoice or statement), and their customer ID number. Once the user has submitted the subscription request, the next step is approval by an authorized individual. The subscription system’s approval process ensures that only individuals authorized to view invoices or statements will be granted access to the Document Delivery Cloud.

Figure 3: Users request access to documents using the Add Subscription Form.

Who approves subscription requests?

The CloudStreet Portal site administrator will decide who is authorized to approve subscription requests. Depending on the size of your portal user base, subscriptions might be reviewed and approved by the site administrator. However, if you'd like to offload that responsibility, a customer service representative within your organization or a client administrator located at each customer site can be appointed to approve subscription requests. The authorized individual will review each subscription and they will approve or deny the request. Why should a real person validate subscription requests? Users may be allowed to view one type of document (i.e., invoices), but not all document types (i.e., executive reports). In addition, it is possible for a user to inadvertently enter an incorrect customer number when completing the Add Subscription Form. The approval process intercepts these problems.

Site administrators have the ability to view all subscriptions submitted by portal users (approved, pending approval and denied).

Figure 4: Administrator view of site-wide subscriptions.

Working with documents

Once a user’s subscription request has been approved, they have direct access to the Document Delivery Cloud. From CloudStreet Portal, the user will be able to work with any document for which they have an approved subscription.

Figure 5: List of invoices and statements available to the user on the Document Delivery Cloud.

As shown in Figure 5, the list of available documents can be quite lengthy. Consequently, CloudStreet Portal provides you with many intuitive features that enable fast navigation, grouping, sorting, and selection of documents. To view a specific document, simply click on the document ID, document reference, or the View button (magnifying glass icon) adjacent to the row containing the document of interest.

Figure 6: Sample customer statement.

CloudStreet Portal provides numerous methods by which you can navigate within the line items of a statement, features that are particularly useful when working with multi-page statements. In addition, statements are cross-linked to invoices, so users can click on an invoice number listed within a statement and be instantly transferred to that invoice.

Figure 7: Sample customer invoice.

When using CloudStreet Portal, you can do more than view your statements and invoices. Users have access to the data within those documents. For example, clean copy and paste capabilities allow you to export selected data into office applications (e.g., Microsoft Office, Open Office), with appropriate column and row formatting.

Features

  • Cross-linked invoices & statements: Customers can access invoices directly from their statement by clicking on hyperlinked invoice line items.
  • View documents on any device: Responsive document template design enables documents to be viewed on virtually any device, including a laptop, tablet, smart phone or iPhone.
  • Intelligent data exploration: Users can quickly and easily find data within documents using intelligent sorting, filtering, grouping and advanced search capabilities.
  • Clean copy and paste: Use simple copy and paste features to export selected data into office applications (e.g., Microsoft Office, Open Office), with appropriate column and row formatting.
  • Find any document: CloudStreet Portal stores data rather than scanned images of documents, so users can use virtually any keyword or phrase to locate a document or retrieve information from within a document.
  • Non-proprietary, standards-based data storage: CloudStreet Portal stores document data in XML format on the Document Delivery Cloud. Many applications have built-in XML export capabilities, simplifying the process of data acquisition.
  • Accessible: Documents are available to your customers 24 hours a day, 7 days a week, and the Document Delivery Cloud is available even when your backend system is down for maintenance.
  • Flexible: Unlike with scanned and paper documents, the Document Delivery Cloud does not lock data into a specific format.
  • Scalable: The Document Delivery Cloud can serve thousands of users just as easily as it serves ten, yet user support and management is minimal.

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