2019 Hurricane Season’s Business Continuity for ECM

IntelliChief, a provider of automated document management and workflow enterprise content management (ECM) solutions, addresses 2019 hurricane season’s  business continuity for ECM, focusing on practical steps for data protection.

According to The Weather Company, an IBM Business, a total of 14 named storms are expected this season, encompassing seven hurricanes, with three of them being major hurricanes. This is slightly above the 30-year average of 12 named storms, six hurricanes, and three major hurricanes.

From a company’s operational data protection vantage point, disaster recovery and business continuity come clearly into focus. How much downtime can be afforded? How long will it survive without revenue generation? What marketplace impact will it face – will customers and prospects lose trust in its ability to deliver? What is the total cost to fully restore operations and cashflow to the operational areas impacted?

The insurance industry asserts that 30 percent of large companies have no business continuity plan. Encouragingly, most companies do have a measure of disaster recovery planning in place, though many don’t include information outside of their on-location and colocation servers. This at-risk data includes what’s stored in disparate systems, staff’s personal devices and everything existing in paper format (including on-location, remote working environments, warehouse storage). Often, it’s these sources that contain a company’s current operating information in project workflow process; chronicling what’s most critical to ongoing functionality.

A practical way to mitigate this risk is with enterprise content management (ECM). This system’s function in business continuity is to automate both paper and electronic file information capture from all sources, with digital image conversion of this documentation for secure storage. ECM integrates with ERP’s and line of business systems, closing the loop on thorough data collection and archival, real-time verification and validation of information across all business system databases. During disaster recovery, it provides an accessible hub for staff working from any location, enabling business continuity through secure information access from a familiar platform.

ECM also provides a daily operational benefit: as it continuously captures and validates data, it also provides interdepartmental process workflow automation and analytics. Its enterprise usage spans Accounts Payable, Order Processing, Finance, Purchasing, Sales Management, Customer Service, Human Resources, IT, Legal, Logistics/Distribution and other documentation-intensive areas of an organization.

For additional information on ECM for business continuity, as well as daily automated capture and workflow usage, contact IntelliChief.

IntelliChief Presenting at 2019 Great Lakes Oracle Conference

IntelliChief will be presenting at the Great Lakes Oracle Conference, held from May 15-16, 2019 at the Cleveland Public Auditorium in Cleveland, Ohio.

As an Oracle Gold Partner, we provide enterprise content management (ECM) solutions that integrate directly with E-Business Suite, PeopleSoft, and JD Edwards ERPs. These solutions include:

  • Document capture tools
  • Data validation tools
  • Workflow automation tools

Join us for Accounts Payable & Order Processing Automation for Oracle – a comprehensive look at automating P2P and O2C workflows within your ERP. We’ll show you how to reduce your operating costs, streamline your business processes, and increase visibility across your organization.

We hope to see you there.

The YMCA Central Maryland Selects IntelliChief Accounts Payable Automation

IntelliChief, a provider of automated document management and workflow enterprise content management (ECM) solutions, announces The YMCA Central Maryland selects IntelliChief Accounts Payable Automation. Upon vetting three industry-leading ECM systems, The Y chose IntelliChief for non-PO invoice processing, as they migrated invoices and data from their previous ECM. Their qualifications included a system integrated with their Stock, Garber and Associates (SGA) enterprise resource planning system (ERP), with retrieval and invoice data import for verifications and validations. They needed document capture capabilities to eliminate printing and scanning, decreasing ERP keying by increasing touchless straight-through processing, with workflow mapped to their specific processes to expedite reviews and approvals. The system needed to be scalable to expand into other departmental areas.

VP of Finance and Controller Jeremy Trimble commented, “we went through a very thorough analysis of options and feel great about the selection of IntelliChief. They met and exceeded all our criteria. We are thrilled about this new partnership.”

IntelliChief ECM provides a smooth, robotic process automation (RPA) transition from costly manual document management and workflow functions. Its industry-awarded AI-powered document capture enables users imaging capability of any paper or electronic format, indexing contents and validating with data in their ERP and line of business applications. It optimizes interdepartmental process workflow, with real-time analytic visibility through desktop and mobile access.

IntelliChief’s enterprise automated document management usage spans Accounts Payable, Purchasing, Sales Management, Customer Service, Human Resources-HCM, IT, Legal and Logistics/Distribution.

For IntelliChief ECM information, contact IntelliChief.

The YMCA Central Maryland is among the largest Y Associations in the U.S, providing service to over 350,000 people throughout the central Maryland region. They are a charitable, cause-driven organization working for community well-being, operating across over 100 sites with a focus on Youth Development, Healthy Living and Social Responsibility.

Baseball Hall of Famer Tony La Russa Keynote Speaker at IntelliChief User Conference

IntelliChief, a leading provider of enterprise content management (ECM) solutions, announces baseball Hall of Famer and 3-time World Series winner, Tony La Russa as the Keynote Speaker for Intelligence ’19: the first annual IntelliChief User Group Conference, to be held in Boston, MA, from June 9th to June 12th at the Marriott Long Wharf.

About Tony

Tony LaRussa Intelligence 19La Russa, the third winningest manager of all time; only the second Major League Baseball manager to win World Series in both leagues; and the only All Star manager to win on both sides, won three consecutive American League championships and the 1989 World Series title with the Oakland A’s, three National League championships and the 2006 and 2011 World Series titles with the St. Louis Cardinals. He holds a Juris Doctorate from Florida State University and speaks fluent Spanish.

Tony is currently the Vice President, Special Assistant to the President of Baseball Operations for the Boston Red Sox and with his wife, Elaine are founders of the Tony La Russa Animal Rescue Foundation, headquartered in Walnut Creek, California.  The charitable foundation is dedicated to saving abandoned and injured animals, running programs to bring animals to abused children, hospitalized patients, seniors and shut-ins.  He is well-respected and among the top leaders in all professional sports.

La Russa will speak on Business Leadership Qualities of World Series Teams. This lively, interactive discussion will span the gamut of parallels between sports and business from measuring success and setting strategies to overcoming obstacles and motivating team players.  Tony, with a lifetime of baseball experience and a keen sense of humor, will not just entertain the conference of business executives, but touch on topics and subjects relevant to baseball and business fans alike.

About Intelligence ’19

Intelligence ’19 will be a premier user conference of IntelliChief customers gathered to learn, network and grow with other IntelliChief users and executives. The conference will provide the opportunity for IntelliChief executives and leaders to share insight, knowledge and best-practices with IntelliChief customers, while providing the perfect environment for customers to collaborate with fellow executives, peers & implementers of IntelliChief software. Sessions will focus on Accounts Payable Automation, Sales Order Processing, Human Resources management and streamlining other mission-critical business process, tightly integrated with key ERP systems.

Contact us today for more information.

IntelliChief Presenting at Oracle Quest COLLABORATE 19

IntelliChief will be presenting at Oracle Quest COLLABORATE 19.

Our team will be presenting Oracle Advancing AP and Order Automation Abilities. Come learn how to:

About Oracle Quest Collaborate 19

COLLABORATE is an international congregation of JD Edwards, PeopleSoft and E-Business Suite users.

This year’s event will be held from April 7-11, 2019 in San Antonio, TX.

We will be presenting on Wednesday, April 10th, from 2:00 pm – 3:00 pm in Grand Hyatt Bonham E. We will also be holding demonstrations and discussions in the Exhibit Section, Booth 237.

Oracle Presenting at 2019 Southeastern Regional User Group

IntelliChief, an Oracle Gold Partner, will be presenting at the 2019 Oracle Southeastern Regional Users Group.

The meeting is scheduled for March 14th at MATRIX Resources in Atlanta.

Our presentation, Oracle Advancing AP and Order Automation Abilities, will show JD Edwards and PeopleSoft users how to:

We hope you see you there.

Live at RMOUG Training Days: Orders Automation for JD Edwards, PeopleSoft

IntelliChief, an Oracle Gold Partner, will be presenting at RMOUG Training Days. We’ll be hosting Order Automation for JD Edwards and PeopleSoft, an in-depth discussion about:

You’ll learn how you can reduce your processing time, increase accuracy, and improve customer satisfaction – all through a single integrated solution.

We’ll also be on-site at the expo center, providing real-world advice and one-on-one recommendations for Oracle automation.

About RMOUG Training Days

Oracle’s RMOUG Training Days provides EBS, PeopleSoft, and JD Edwards users with the latest strategies for using their enterprise resource planning systems more efficiently.

This year’s event will be held from  February 19-21, 2019 at The Westin Westminster Hotel in Denver.

IntelliChief Version 4.2 Now Includes Enhanced Invoice Matching Capabilities

IntelliChief has released additional updates to version 4.2. These updates support enhanced invoice matching capabilities, allowing for faster and more accurate Accounts Payable automation, and a more streamlined user interface.

New Invoice Matching Methods

IntelliChief now includes multiple automated Match Methods. The receiving quantity can qualify an exact match based on first in, first used, or a combination of both. This processing can occur during both document capture and workflow, providing additional safeguards to increase accuracy.

IntelliChief keeps track of an open purchase order quantity as well as the receiving quantity; information is saved when an invoice line item is matched to a PO or receiver. This can then be set to identify documents by purchase order number, item number/ID, unit price, line total, quantity ordered, quantity received, or two miscellaneous fields of the users’s choice.

New Invoice Tolerance Settings

Users can now set custom options for a variance percent, amount, and type for invoice-to-PO-matching fields (such as unit price, line total, and quantity.)

Automatic Unit of Measure and Part Number Conversions

IntelliChief can now perform unit of measure conversions independently, and cross-reference part numbers across multiple databases. This helps increase the straight-through processing rate, reducing the number of invoices that a processors has to manually review.

Enhanced Workflows for Manual Matching

When an invoice cannot be successfully verified, it’s sent to a user for a manual review. The latest version of IntelliChief enables faster manual matching, in both the Capture Enterprise Verify Window and the IntelliChief System Workbench. Users are provided with enhanced purchase order and receiver information; they can easily select one or more receivers to match to an invoice line item. If the system determines that the manual match is potentially incorrect, it displays a warning message prompting the user to confirm the match.

GL coding options are also included in the Manual Matching window.

Upgrade to the Latest Version of IntelliChief

To learn more about IntelliChief’s latest document management and workflow automation technologies, contact us today.

IntelliChief Named Quest Oracle Community Partner

IntelliChief has been named a Quest Oracle Community Partner.

Oracle ECM Partner

IntelliChief is also an Oracle PartnerNetwork Member, Gold Level Product Integration member, and provider of content management solutions for Oracle ERP systems. The designation reflects the company’s ongoing support of regional Quest Oracle Community user groups, as well as progressive product development in:

All modules integrate seamlessly with Oracle E-Business Suite, PeopleSoft, JD Edwards EnterpriseOne, and JD Edwards World.

To learn more, contact IntelliChief.

IntelliChief Mobile Workflow Software Named KMWorld Trendsetting Product

IntelliChief’s mobile content management software has been named KMWorld’s Trendsetting Product of 2018.

The software, which is a natural extension of the company’s automated document management & workflow solutions, allows users to process their documents from any devices.

Users can:

All of this can be done from a responsive mobile application – and each action can be synced with the user’s primary ERP. No VPN is needed; users can complete all of this from their Apple or Android device.

“In designating products to KMWorld’s 2018 list of Trend-Setting Products, we looked for solutions that are inventive as well as utilitarian, that break new ground, and that help organizations achieve their knowledge management goals and the digital transformation they need to thrive,” said Tom Hogan, group publisher of KMWorld. “The offerings on our list result from innovation, imagination, and evolution. They reflect the ingenuity of the developers and the diversity of invention.”

To learn more about our award-winning mobile workflow products, contact us today.