JD Edwards Sales Order Processing Automation

Tim Nissen | JD Edwards Sales Order Processing Automation.

The abilities of Robotic Process Automation (RPA) and Artificial Intelligence (AI) for JD Edwards sales order processing automation can be leveraged to drive repeatable rules-based actions and move you away from costly manual processes that lack status visibility.

If you are currently processing inbound customer orders in to your JD Edwards application, this on-demand video highlighting RPA and AI abilities is an interesting watch.

It relays how to gain the maximum amount of efficiency needed to drive down costs, improve order fulfilment, and ensure customer SLAs are met. It demonstrates how IntelliChief ECM integrates seamlessly with JD Edwards EnterpriseOne and World, and how it uses RPA and AI to automate routine tasks inherent in manual order processing.

The prominent benefits include:

  • Decreasing manual processing time and cost
  • Increasing order fulfillment accuracy by automating order documentation collection, with workflow mapped to your specific processes
  • Order status reporting, analytics of Open Orders, Days Sales Outstanding, etc.
  • Desktop and mobile accessing of fulfillment visibility, interdepartmental input, faster reviews, exception handling, approvals
  • Improving relationships between Sales, Customer Service and valued clients
  • Electronically file all the documents related to a Customer’s order transaction.

What positive fiscal impact will this have on you? See the video at //bit.ly/2QLPaNV


Related: Oracle JD Edwards Content Management Software can Help You Make the Most of Your EnterpriseOne or World ERP

IntelliChief ECM Presenting at the Annual Oracle User Group Gillette Stadium Meeting

IntelliChief, LLC, a provider of automated document management and workflow enterprise content management (ECM) solutions, announces IntelliChief ECM presenting at the Annual Oracle User Group Gillette Stadium Meeting, November 8, 2018 in Foxborough, MA.

IntelliChief’s presentation, A Peer’s Perspective – Automating Sales Order Processing with Oracle, will encompass Emser Tile’s sales order processing automation journey, highlighting discoveries and results received from a before-after vantage. It features testimonial with benchmarked benefits they achieved, covering:

  • Automating the Order Entry processes, decreasing manual processing time and cost throughout their organization
  • Increasing order fulfillment accuracy by automating order documentation collection
  • Electronically capturing and organizing all documents of each transaction
  • Mapping workflow to their company’s specific processes
  • Full-view desktop and mobile visibility of processing status, interdepartmental input and exception handling
  • Facilitating quicker approvals through automated collaboration
  • Order status analytics providing reporting of Open Orders and Days Sales Outstanding
  • Facilitating improved relationships between Sales, Customer Service and clients.

Additionally, IntelliChief will discuss the expanding capabilities of ECM for Oracle systems, including Accounts Payable and Sales Order automation with JD Edwards EnterpriseOne and JD Edwards World, PeopleSoft and Oracle E-Business Suite, in the West Atrium.

To learn more, contact IntelliChief.

Beneficial Document Data Capture Components

Tim Nissen | Beneficial Document Data Capture Components.

Data capture is the vital front-end of document management automation – it sources project and transaction information to populate and validate ERP and ECM databases.

The trick is thoroughness. In that regard, the bases to cover include:

  • Multi-channel capture capabilities that streamline processing of documents from scanners, MFPs, fax, email and other digital sources, creating both centralized and distributed capture environments
  • Configurable actions and rules-based criteria, which span capture functions including multi-language recognition, document classification, validations and business rules, and formatting for company-specific processes
  • Processing of documents with barcodes, machine-printed text (OCR), hand-printed text (ICR) and check boxes (OMR), with full text and zonal identification, for locating and processing data on both structured and unstructured documents
  • Delivery of documents to business applications to speed processing and increase accuracy of information by automating document search field population, removing time consuming and costly manual keying, and enabling automated validation with enterprise resource planning (ERP) and line of business systems, assuring accuracy with consistent updating of data.

IntelliChief Capture Enterprise checks all these boxes. It’s engineered to provide thorough capture of information contained in paper and electronic documentation in any format. It extracts and classifies key information for business processes, facilitating entry into a convenient and cost-saving process configured, automated workflow environment.

It was created for ease of use with minimal instruction needed, reducing costs and accelerating document processing efficiencies. The application significantly reduces labor-intensive document preparation and manual data entry to streamline indexing.

Beneficial document data capture components of IntelliChief Capture Enterprise encompass:

Increased productivity: By significantly reducing manual data entry and paper-based storage and retrieval of documents, it allows for quick processing and easy accessibility to documents for customer service, case management, business transactions and compliance.

Streamlined process: It can help eliminate a demanding paper process by automating labor-intensive projects.

Reduced cost: It’s designed to reduce the required data entry personnel by at least 50%. Distributed scanning and verification enable users to reduce or eliminate document shipping costs and distribute labor to areas of more strategic value.

Increased accuracy: By eliminating human data entry errors, it can save time tracking down and fixing faulty data or misplaced document images.

Flexible rules processing: The procedural rules engine that powers IntelliChief Capture Enterprise utilizes .NET and VBScript standards, enabling users to create advanced capture applications, with custom panels and features that address their specific business objectives.

Scalable architecture: It features a three-tier client server architecture that combines thin and thick client implementations for significantly increased flexibility. As an organization grows or as document volumes rise, they can add more servers or users as needed to maintain peak performance and ROI.


Related IntelliChief Capture Enterprise – OCR Software for Indexing Documents & Eliminating Manual Data Entry

IntelliChief ECM Named Oracle Gold Partner

IntelliChief is proud to be named an Oracle Gold Partner.

The designation reflects our progressive, integrated products that are designed specifically for JD Edwards EnterpriseOne, JD Edwards World, Oracle E-Business Suite and PeopleSoft.

Niche-specific solutions include Accounts Payable automation and orders processing automation, although IntelliChief can be used with any Oracle ERP module.

Discover our Oracle ECM solutions here.

The designation reflects:

  • IntelliChief’s long-standing commitment to best-in-class, Oracle-integrated technologies
  • IntelliChief’s award-winning advances in multi-format automated document capture and indexing, AI and robotic process automation (RPA), and company-specific workflow process mapping
  • IntelliChief’s unique mobile access functionality for all staff and stakeholders.

To learn more, contact us today.

IntelliChief Analytics Providing ECM Visibility

Tim Nissen | IntelliChief Analytics Providing ECM Visibility.

IntelliChief Analytics enables you to report on all data in your ECM, completely configurable for your visibility needs. This provides a document management automation vantage beyond project and transaction beginnings and endings – now you’re able to see and report on activities and workflows as they’re happening.

This will help you:

Simplify data complexity – making data useful doesn’t have to be difficult. IntelliChief Analytics profiles and automatically shapes data in a way that makes sense for analysis. Less time is spent preparing data, making more time available to analyze it, to quickly uncover insights from multiple, advantageous vantages.

Virtualize to reality – IntelliChief Analytics makes delivering self-service analytics easy by eliminating concerns around data performance and preparation. This data virtualization function interfaces with ECM databases, caches information for high-performance, and prepares data in intuitive ways; enabling efficient (and manageable) reporting and analysis.

See everything, clearly – this encompasses visibility of project and transaction status, and the documentation behind each. Between staff of all departments involved, the reality is life moves fast – IntelliChief Analytics shows you real-time activity, providing insight previously unattainable.

Facilitate a workable workflow connection – IntelliChief Analytics with ECM facilitates optimized interdepartmental workflow automation, by providing a look at current processes. If there are hang-ups anywhere, they’re able to be identified and improved.

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 overviews 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 operations, and your future.

It’s IntelliChief Analytics providing ECM visibility; see it in action at: //bit.ly/2Ai4xUU.


Related IntelliChief’s Document Analytics Software Provides Increased Visibility into Your Workflows.

IntelliChief ECM Named Top Manufacturing ERP Solution Provider

IntelliChief, LLC, a provider of automated manufacturing document management software, has been named a Top Manufacturing ERP Solution Provider by Manufacturing Technology Insights magazine.

We’re proud to be recognized as one of the most innovative global technology providers, for our accomplishments in ECM software development for the manufacturing industry.

IntelliChief’s enterprise AI-powered automated document management solutions work at a departmental level, encompassing Accounts Payable, Order Processing, Finance, Purchasing, Sales Management, Customer Service, Human Resources-HCM, IT, Legal, and Logistics/Distribution.

The Manufacturing Technology Insights designation reflects the document management company’s rapid growth of development encompassing integration with any ERP and line of business system. Also attributed was the company’s industry-noted product advancements in the areas of multi-format automated document capture and indexing, AI and robotic process automation (RPA) and company-specific process configured workflow, providing mobile access for all staff and stakeholders. Additionally, operational visibility with business planning analytics factored in the company’s selection.

Human Resources Document Management Automation


The ‘Enterprise’ in ECM

This peer relay puts the ‘enterprise’ in enterprise content management (ECM). This company’s initial IntelliChief ECM system integration was in Accounts Payable, for invoice processing automation and review/approval workflows. Human Resources document management automation was their next identified need.

As an employee-owned organization, they provide all the right connections to customers in the electrical, plumbing, HVAC, refrigeration, communications, utility, automation, waterworks, filtration and metering technology industries. Carrying more than 50,000 products, all their departments are high-documentation environments.

Word spread of IntelliChief’s scalability for all back office functions, with Human Resources the next to expand the system’s capabilities for the company’s further benefit.

ECM for HR

Being the hub of an organization’s resources – people and the jobs they’re performing – the information contained within HR-HCM files functionally keeps companies afloat. Creating a digital repository for this data was the first step toward their human resource automation project, utilizing IntelliChief to capture all the must-keep information contained in both paper and digital file formats. The system then enabled electronic employee file management, encompassing file standardization, organized for their specific processes and needs, fully keyword searchable with secure, permission-based access, and archived for safe, convenient and inexpensive storage. Additionally, IntelliChief assists with compliance, from onboarding through lifecycle.

“Our Accounts Payable department was utilizing IntelliChief and recommended it to us, based on its encompassing automated document management, workflow functionality and attractive pricing,” stated the company’s Training and Development lead for talent throughout their 33 locations across five states. “Having ECM experience, I knew what to look for, and AP was right – IntelliChief had it all, including integration with HRIS and our ERP.”

“Our biggest need in HR was information access, and the manual way we went about it was an egregious, time-consuming hassle,” they commented. “IntelliChief’s streamlined our HR processes, enabling fluid communication with staff throughout the company.”

Notably, there was also the Disaster Recovery-Business Continuity advantage. “HR paper in file cabinets is an unnecessary risk – there’s so much to lose through loss of any kind,” they emphasized. “Business continuity was a huge factor in our decision to digitize. Those records are irreplaceable.”

IntelliChief’s Implementation Staff the (Successful) Difference

A bond of trust and friendship developed during the IntelliChief HR implementation. “My AP colleagues said IntelliChief’s Implementation and Support staff were friendly, knowledgeable and proactive. That proved accurate; it was a genuine pleasure working with them, and look forward to our future projects,” they interjected.

Automating Document Management Empowers Company Growth

Tim Nissen | Automating Document Management Empowers Company Growth.

This is a peer review of a company that’s experiencing noticeable growth. It’s continuing at an impressively progressive pace, significantly through back-office technologies. They’re proving automating document management empowers company growth.

They’re an industry leader in temporary containment tanks, pump, filtration and shoring equipment rental solutions. With operations in the United States, Canada and Europe, they provide rental solutions to a wide range of industries including Oil & Gas, Refining, Pipeline, Environmental Remediation and Construction.

Automation for Growth

With growth comes an evolution of business processes. Adaptations must be made to accommodate new product and service lines, territorial locations and ultimately, mapping for further expansion. Moving to automated documentation capture management and workflow, to assist optimization of processes, becomes a beneficial necessity embraced throughout an organization’s operations.

The company is an ideal highlight of this practice. Their move to automation began in Purchasing, where requisition and enterprise information management became an identified automation point-of-need. “Our Purchasing department’s documentation volume grew expedientially, requiring greater visibility, access and archival abilities for growth management,” stated their IT Project Manager. “Realizing this need to automate these processes as a function of our Corporate Asset Management Initiative, we recognized the benefits of enterprise content management (ECM) document management, and sought a system that would configure to our unique and changing processes, and integrate smoothly in our existing ERP environment,” she explained. “Our ERP provider suggested IntelliChief ECM as an ideal fit for our expanding needs throughout the company, and an integration environment streamlining document capture, management and workflow in-tandem with our ERP, keeping information current, visible and accessible to those who count on it.”

Accounts Payable Automation

Echoing expansion, the company’s next IntelliChief departmental utilization was with Accounts Payable. The discovered need was to further enhance invoice processing speed and accuracy as volume mounted. The automation move allowed corporate Purchase Orders to be processed in our ERP and added into IntelliChief’s workflow system, with an assist from Quadrant Software’s FastFax program, to automate invoice email into our ERP and match with related transaction documentation managed within IntelliChief. Custom PO forms creation from the ERP-housed information was facilitated with Quadrant’s Formtastic application, both provided and supported by IntelliChief.

Branch orders became processed and workflow facilitated with IntelliChief, expediting documentation hand-off between North American and European branches, and headquarters-based AP. “We’ve experienced process improvements and significant cost savings since adding IntelliChief,” noted their IT Project Manager. “The visibility gained with IntelliChief-enabled transparency of transactions has provided Accounting and Finance management’s insight for strategic decisions, resulting in improved cash flow management.”

Another benefit of AP with IntelliChief has been eliminating shipping of paper documents from the company’s branches to the company’s HQ. “Without producing additional paper-based documentation and incurring shipping expense, we’ve achieved significant cost savings; it’s indicative of IntelliChief’s paperless document management abilities for Accounts Payable and other departments throughout the company,” commented their Director of Strategic Applications.

IntelliChief is also utilized with internal auditing, providing desktop access to all transactional documentation, organized and searchable by any criteria. This capability is also beneficial with independent audits, providing rapid access by an auditor with a dedicated workstation, decreasing time required per audit, of both company staff sourcing documentation, and auditors awaiting information access for project completion.

To further ongoing cost savings, the company is considering adding IntelliChief’s Capture Enterprise, to reduce time involved with manually keying of information into their systems, by automating processing of documents in all formats, facilitating information indexing of barcodes, machine-printed text (OCR), hand-printed text (ICR) and form’s check boxes (OMR), with full text and zonal identification, locating and processing data on both structured and unstructured documentation.

Mobility Flexibility

As a progressive organization, they embrace mobile technology, including IntelliChief Mobile, an application facilitating rapid PO creation, requisition and approval among colleagues on-the-move locally and globally, adding convenience with time-savings of AP processes, and providing IntelliChief access to other departments utilizing the system throughout the company.

Further Expansion Plans

Expanding the ‘enterprise’ of ECM, the company’s Accounts Receivable department is reviewing IntelliChief for their contractual documentation and order management automation, further assisting company-wide cash flow. Additionally, the benefits of Customer Service’s success via access to all client account information in real-time as it’s updated in the RentalMan-IntelliChief integration, expediting each order’s fulfillment, are viewed as notable accomplishments.

The company is also conducting discovery for IntelliChief’s use in their Environmental, Health and Safety department. “Our EHS operations would benefit from IntelliChief’s electronic document storage capabilities,” stated their Director of Strategic Applications. “Safety briefings and other long-term, auditable documentation is best-suited for electronic file archival and backup, reducing storage cost and increasing security and ease of access to records are needed.”

Their Legal department also has interest in expanding the company’s IntelliChief system within their department. “Legal recognizes the benefits of automating their records for secure archival and access, as well as internal-external workflow enhancement of supplier and customer contract review and renewal processes,” their Director of Strategic Applications commented.

To further their insight for reporting and planning, they’re also reviewing IntelliChief Analytics, an integrated business intelligence platform to provide complete, real-time visibility to documentation in IntelliChief. The scalable dashboards deliver convenient self-service analytics reporting, visualizing data intuitively with drop-and-drag simplicity. All reports may be regularly scheduled, saved and shared with colleagues for convenient and timely notifications, enabling ability for exploration and action based on insights.

The IntelliChief Technical Services Impact

Implementing ECM configured to a company’s specific business processes, creates the ideal automated document management and workflow environment, though it requires diligent discovery and planning to architect a system to optimization. “IntelliChief’s Implementation Team were phenomenal – they took the time to thoroughly understand our ways of conducting business, and how best to automate our processes to suit,” stated their IT Project Manager. “The benefits of their diligence payed off in the configuration; we have the system we need.”

Post-implementation, an ECM system’s Technical Support Team is vital to maintain optimal system functionality. “IntelliChief’s Technical Support staff are consistently quickly responsive; there whenever we need them, and that’s appreciated in a technology provider. They’re on it.” commented their IT Project Manager. “Their System Review Service assures we’re receiving the best functionality and value from our IntelliChief system – it’s a commitment they honor.”