Stopping that ‘Something’s Missing’ Sensation of Projects and Transactions

Tim Nissen | Stopping that ‘Something’s Missing’ Sensation of Projects and Transactions.

You have (or can get) all the information you need for your projects and transactions. Pulling it all together is the tough part. Stopping that ‘something’s missing’ sensation is action you’re comfortable taking – it’s a burden lifted when everything’s where it should be.

Incomplete documentation collections are the bane of many projects and transactions. They’re taxing on resources (people and money), slow everything down and cause unnecessary overwork on you and your staff. Assuring that all documentation is collected (captured) and circulated (workflow) is achieved through simple automation.

IntelliChief Capture Enterprise automates the digital collection of data from documents that originate in paper and electronic formats. It identifies the key information needed for your company’s specific project and transaction processes, facilitating entry into automated workflow, while verifying and updating data in your ERP and line of business systems. It’s designed for ease of use with minimal instruction needed, reducing costs and accelerating document processing efficiencies. Significantly reducing labor-intensive document handling and manual data entry, the program will streamline your business processes, drive automation efficiency and improve cash flow.

IntelliChief ECM’s Capture Enterprise users report a 50%+ overall reduction in document processing costs. It’s an answer with a rapid ROI.

Capture Enterprise relays the 5 stages used by IntelliChief to automate document processing, ensuring data integrity and rules compliance. 3 pages describe how. Download it at http://bit.ly/2cLO2aT.

JDE Users Peer-to-Peer – AP and Orders Automation Cost Savings

Tim Nissen | JDE Users Peer-to-Peer – AP and Orders Automation Cost Savings.

Ever wondered how your fellow JD Edwards users are implementing and benefitting with Accounts Payable and Orders Processing automation via enterprise content management (ECM)?

Here’s JDE users peer-to-peer – AP and Orders automation cost savings. It’s how ECM works in their words; their challenges, discoveries and ultimately their benefits.

This 2-page case study relays their story, access it at http://bit.ly/24X1XkO.

IntelliChief Analytics Automates Your Financial Audits

Tim Nissen | IntelliChief Analytics Automates Your Financial Audits.

Through your IntelliChief ECM system, the Analytics feature facilitates automation of internal and independent audits. It provides access to all transactional documentation, organized and searchable by any criteria. This capability enables rapid review by auditors through a dedicated workstation, decreasing time and cost required per audit. These resource savings are achieved through:

  • Reducing your company staff’s time sourcing documentation from on- and off-site storage incurred making information readily available to auditors when requested, and
  • Avoiding audit projects exceeding projected timetables and budgets, eliminating the unnecessary overages incurred awaiting information for audit completion.

With IntelliChief Analytics, both internal and independent auditors can report on key data sets beneficial to relay their findings in formats accessible for review by your management, advisor, financier and investor audiences. Scalable dashboards deliver convenient self-service analytics reporting for each audit, visualizing data intuitively with drop-and-drag simplicity.

To overview IntelliChief Analytics, visit http://www.intellichief.com/products/intellichief-analytics/.

Benefits of ECM – Connecting Business Systems Without Coding

Tim Nissen | Benefits of ECM – Connecting Business Systems Without Coding.

IntelliChief ECM enables system connection configured with document management capabilities through IntelliChief Integration Link, a coding-free alternative. The program allows you to access and index documents in the IntelliChief enterprise content management system directly from the screens of any enterprise resource planning (ERP) or line of business applications your company utilizes. This provides integration and information validation amongst each system’s databases.

See the benefits – IntelliChief Integration Link explains: http://bit.ly/22zt273.

With premises or Cloud-based, production or custom systems, Integration Link allows you to access and index documents in IntelliChief universally throughout your organization, locally or remotely through IntelliChief Mobile. Costly programming and time-consuming customizations are avoided. There’s no affect to future ERP or business application system updates with this methodology of actively connecting business systems without coding.

Sales Order Processing Automation

Tim Nissen | Sales Order Processing Automation.

Companies that are paper based and manual in their processing of customer sales orders lack efficiency, control, and visibility. A paper environment results in high costs for storage and management of customer order documents. And the manual nature of processing these types of orders results in high cost of labor.

Think about your process when a customer order is received. The steps of sorting and labeling orders, verifying for accuracy, performing data entry, pushing that order through all the internal steps you have that lead to order fulfillment all drive up the cost to process a single transaction. And all the while you will maintain communication with the customer as to the status of their order.

Now consider what happens to your costs when an order is lost or misplaced, a data entry error occurs, or a change/revision to an existing order arrives. And the longer it takes to process an order, the higher your Days Sales Outstanding (DSO) will be.

With IntelliChief enterprise content management (ECM), your Sales Order process can be transformed to maximize efficiency, lower processing costs, mitigate risks, and increase visibility to customer POs. By capturing and archiving customer POs and PO data information in a secure centralized repository, and utilizing a workflow process that integrates these functions into your core ERP/order entry application you can get control of a process that is otherwise costly, lacks visibility and is difficult to manage.

You will be able to provide an even greater level of service to your customers, and gain greater competitive advantages to help drive revenue for your organization.

This one’s doable; this brief shows how: http://bit.ly/2drMelQ.

3 Ways IntelliChief ECM’s Analytics Changes Your Life

Tim Nissen | 3 Ways IntelliChief ECM’s Analytics Changes Your Life.

There are at least 3 ways analytics changes your life in the workplace, all with your IntelliChief ECM system’s Analytics feature, and all for the better:

  • See everything, clearly – visibility of project and transaction status, and the documentation behind each, provides sightlines previously veiled. Between staff of each department involved, things move fast – IntelliChief Analytics shows you real-time activity, providing you insight previously unattainable.
  • Actually collaborate – with IntelliChief Analytics’ report creation and generation options, no technical training is needed for you or your colleagues to quickly produce and share customized reports. Be it high level overview or everything-you-have, detail-encompassing drill-downs, the choice is yours to bring activities and people together, with shared knowledge (hopefully) leading to communal acceptance.
  • Make better decisions – IntelliChief Analytics’ enlightens exploration, allowing for action on insights you glean. Along with advancements in colleague collaboration, you now have the information needed for developing confident strategy to guide your future.

Have a look (literally) at how it works – see http://bit.ly/1qbQDOp.

The New Loyalty of Account Management Customer Service

Tim Nissen | The New Loyalty of Account Management Customer Service.

The cost is 10 times more to win a new customer than to keep an existing one. Once you win them, what maintains their loyalty? The multi-facets of account management customer service consistently factor substantially.

Focusing on customer loyalty is an efficient process; marketing to customers who are engaged with your brand, makes it manageable to capitalize on their experiences with your company. Retention becomes a sustainable business model that’s key to profitable growth. The proof is in the numbers: according to studies done by Bain & Company, increasing customer retention by 5% can lead to an increase in profits of 25% – 95% (margin adjusted), and the likelihood of converting an existing customer into a repeat customer is 60% – 70%. In comparison, the probability of converting a new lead is 5% – 20%, and is a costly, time-intensive endeavor.

You’ll notice the impact of attrition (client turnover) costs immediately, necessitating the need for (rapid) replacement of lost revenue resulting from these lost clients. Lead generating marketing is time and capital intensive; no way around making the necessary investment for growth. Factoring the additional emphasis/cost on brand awareness to bolster lead gen, the realization of the low cost of keeping the customers you have versus replacing those departed encourages investment in loyalty-enhancing actions. The profitability’s evident.

You can determine your retention with this formula: Retention rate = ((CE-CN)/CS))100. CE = number of customers at end of period, CN = number of new customers acquired during period, and CS = number of customers at start of period. Say you start the fiscal year with 200 customers and lose 20 of them, but gained 40 new ones; at the end of the year you have 220 customers. 220-40 = 180. 180/200 = 0.9, and 0.9 x 100 = 90. The retention rate for the given period was 90%. Plug-in your numbers, factoring their revenue and profitability weighted value to you, for your impact revelation.

Maintaining customer loyalty effectiveness depends on your sales, account management, customer service and accounts receivable staff having access to the right customer information, all the time. Both in being proactive, and with resolving customer issues, accomplishing either often requires accessing information that’s spread across multiple departments and business systems. Your representatives may need to look up order history, locate invoices or statements, verify facts and then, perhaps, email copies to customers. If this information is stored in a mix of paper format, unlinked business systems, or on staff’s desktop and mobile devices, it will involve looking through numerous disengaged paper and electronic file storage locations. This manually-driven process is prohibitively time consuming and impedes resolving customer issues, along with any successful new business activities. Not having documents containing relevant information, readily available when it’s needed, will irreparably damage relations and erode loyalty.

This fosters the new loyalty of account management customer service. You can add real-time, dynamically-populating document management capabilities to your enterprise resource planning (ERP) and line of business systems, all database-linked together with shared information accessible through an enterprise content management (ECM) program. This will give your entire team the ability to immediately view all related data per customer and transaction, along with analysis capability to spot both difficulty and opportunity. This automates the process, unifies your customer-facing departments, and positively impacts loyalty from a decidedly quantitative, attrition-ebbing vantage, one that relates well with interpersonal client relationships.

Functionally, your team can create, capture, manage, archive, retrieve and distribute documentation directly from your current system’s screens. A flexible workflow tool within ECM allows documents to be dynamically routed (internally or remotely) for reviews and approvals in a secure manner, based on your specific business processes befitting your company’s culture. ECM provides these capabilities via direct business system integration, adding paperless process management directly to all systems throughout your organization.

Consult an ECM provider to facilitate a transition from your manual document management and workflow to a paperless process management environment. Let them assist you to minimize the time it takes to resolve customer issues, improving satisfaction, loyalty and opportunity. It’s a two-way path, both leading in beneficial directions: your customer’s contentment, and their commitment to you.

Live Viewing Event: IntelliChief Analytics Providing You Visibility

Tim Nissen | Live Viewing Event: IntelliChief Analytics Providing You Visibility.

Join us for a 30-minute glimpse into your data’s visibility (and usability).

You’ll notice how you’ll:

See everything, clearly – visibility of project and transaction status, and the documentation behind each, provides sightlines previously veiled. Between staff of each department involved, things move fast – IntelliChief Analytics shows you real-time activity, providing you insight previously unattainable.

Actually collaborate – with IntelliChief Analytics’ report creation and generation options, no technical training is needed for you or your colleagues to quickly produce and share customized reports. Be it high level overview or everything-you-have, detail-encompassing drilldowns, the choice is yours to bring activities and people together, with shared knowledge (hopefully) leading to communal acceptance.

Make better decisions – IntelliChief Analytics’ enlightens exploration, allowing for action on insights you glean. Along with advancements in colleague collaboration, you now have the information needed for developing confident strategy to guide your future.

Register today:

Date: Tuesday, November 7, 2017

Time: 4:00 PM – 4:30 PM EST

Your Reservation: https://attendee.gotowebinar.com/register/8869323081978941955

Something Lacking from Document Capture in Document Management

Tim Nissen | Something Lacking from Document Capture in Document Management.

You’ve experienced something lacking from document capture in document management: the absence of thoroughness. This bypasses the benefit of digital documentation – needed information is left out of archived project and transaction data collections, and outside of automated workflow.

It’s a costly condition.

What’s assuring all your information, whether currently in paper format, disparate digital files around your organization, or on staff’s desktop and mobile devices – everything that’s outside your ERP and business systems – is where you need it?

Capture Enterprise relays the 5 stages used by IntelliChief ECM to automate document processing, ensuring data integrity and process adherence. Users report a 50%+ overall reduction in document processing costs. It’s an answer with a rapid ROI. 3 pages describe how. View it at http://bit.ly/2cLO2aT.

Meet IntelliChief ECM at Tri-State JDE RUG’s Aquarium Event

Tim Nissen | Meet IntelliChief ECM at Tri-State JDE RUG’s Aquarium Event.

Looking forward to meeting you at the Tri-State JDE RUG’s Aquarium Event Oct. 20th. We’re IntelliChief, an Oracle Gold Partner provider of enterprise content management (ECM) for JD Edwards systems, automating documentation capture and management, validating and updating of your JDE-based data, and facilitating workflow in-line with the way your company works.

IntelliChief ECM provides a smooth, automated transition from costly manual document management and workflow functions. Industry-awarded automated capture, document management, workflow and real-time analytic visibility enables you to capture documentation in any format, index contents and validate with data in JDE and line of business applications, for lifecycle-managing all related documentation, facilitating optimized interdepartmental processes workflow automation and cash flow optimization.

Frequent areas of use include Accounting (both Accounts Payable and Accounts Receivable), Finance, Purchasing, Customer Service, Human Resources, IT, Legal, Logistics/Distribution, Operations and other paper and process-intensive departments, supporting time and cost savings throughout organizations.

Unable to attend? Contact us and we’ll discuss if ECM would benefit your organization: http://www.intellichief.com/contact-intellichief/.