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IntelliChief ECM Named Most Promising Document Management Solution

IntelliChief, a provider of automated document management and workflow enterprise content management (ECM) solutions, announces IntelliChief ECM named Most Promising Document Management Solution by CIOReview, recognizing them among the most innovative global technology innovators, for their accomplishments in ECM software development.

The CIOReview designation reflects the document management software company’s rapid growth, coupled with its industry-noted product development the areas of multi-format, AI-powered automated document capture and indexing, company-specific process configured workflow, providing desktop and mobile access for all staff and stakeholders. Additionally, operational visibility with business planning analytics, and integration capability with all enterprise resource planning (ERP) and business systems, factored in the company’s selection.

IntelliChief ECM provides a smooth, robotic process automation (RPA) transition from costly manual document management and workflow functions. Its industry-awarded automated capture, validation, database update and real-time analytic visibility enables users to capture documentation in any format, index contents and validate with data in their ERP and line of business applications. It lifecycle-manages all related documentation and facilitates optimized interdepartmental process workflow.

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

For IntelliChief ECM information, contact IntelliChief.

Paperless HRIS System

Tim Nissen | Paperless HRIS System.

Your core HRIS platform probably include components for Applicant Tracking, Employee Onboarding, Performance Management, and Employee Self Service. It’s the employee file management that most systems lack. This is where enterprise content management (ECM) comes in.

IntelliChief ECM provides a paperless option to file cabinet storage, integrated with your HRIS. It captures all employee or contractor’s information you need to maintain, converting the documents in their various native formats to uniform electronic images. From there, it verifies key HRIS-stored information and archives all documentation electronically. You also have the option to include automated workflow to assist collaboration with departmental management. Want the ease of reporting on any data set you can imagine? IntelliChief Analytics has you covered with real-time status visibility and customized reporting.

IntelliChief ECM enables a thoroughly paperless HRIS system. In addition to the convenience of keyword searching any information you ever need, it’s also protecting you and your organization’s security, confidentiality and compliance.

This 30-minute video presentation shows you how: //bit.ly/2DcXLWU

 

Related: Automation Human Resources Functions: The Benefits of Paperless HR

Accessing Financial Operations Data

Tim Nissen | Accessing Financial Operations Data.

Surveys of Accounting and Finance professionals resonate a pressing need: accessing financial operations data from a single system source.

The problem comes from two primary perspectives. One is attempting to report from disparate systems, particularly ERP’s and line of business systems, manually assembling reports cobbled from these multiple sources. The other is the manual approach of exporting data out of ERP systems and into Microsoft Office applications. Unfortunately, neither solves the data integration issues standing in the way of gaining accurate, actionable information consistently.

The number that relays the consequences of this continuing lack: less than 20% of Accounting and Finance professionals’ time is allocated to strategic activities. It’s the time and effort tied-up in the common problem – manual reporting, rather than utilizing a single-source visualizing and reporting source integrated with their ERP’s and business systems.

Further, those surveyed denote that it’s the non-value-added tasks; data gathering, verifying accuracy, and formatting reports, that distract from the strategic analysis emphasis needed. System integration constitutes the biggest technology obstacle to gaining actionable reporting information, to report on both financial and operational data.

An actual automated source is available by utilizing an enterprise content management (ECM) system. These can sync with ERP’s and business systems, creating a hub for transactional information and supporting documentation, with full cashflow visibility and financial reporting, in configurations of the user’s choosing.

Through ECM, users can deliver the value-added analysis desired by key stakeholders.

While the system integrations enable ECM’s effectiveness, success starts with automating the capture (imaging) and indexing (OCR) all needed transactional information from related documentation, from beginning to end, to populate corresponding ECM fields. This enables information verification amongst systems for accuracy both in processing and reporting. Automating interdepartmental workflows provides the field of view for real-time financial reporting, as does document archival ECM provides. Together, a single-source document management system accessing financial operations data easily and accurately.

 

Also see:

Accounts Payable Automation: Leverage the Power of Technology to Streamline Your AP Workflows

Accounts Receivable Automation Software for Reduced DSO’s and Improved Cash Flow

IntelliChief ECM Named Quest Oracle Community Partner

IntelliChief, LLC, an Oracle PartnerNetwork Member, Gold Level Product Integration member, and provider of automated document management and workflow enterprise content management (ECM) solutions, announces IntelliChief ECM named Quest Oracle Community Partner.

The designation reflects the company’s ongoing support of regional Quest Oracle Community user groups, and progressive product development of Accounts Payable automation and Orders Processing automation for JD Edwards EnterpriseOne, JD Edwards World, Oracle E-Business Suite and PeopleSoft users. 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.

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

IntelliChief ECM provides a smooth, automated transition from costly manual document management and workflow functions. Its industry-awarded automated capture, validation, database update and real-time analytic visibility enables users to capture documentation in any format, index contents and validate with data in their ERP and line of business applications. It lifecycle-manages all related documentation, facilitates optimized interdepartmental processes workflow automation and cash flow optimization.

For IntelliChief ECM information, contact IntelliChief.

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New IntelliChief ECM 4.2 Featuring Fast Multi-Thread Workflow Automation, AP Invoice Matching, Document Tracking

IntelliChief, LLC, a provider of automated document management and workflow enterprise content management (ECM) solutions, announces launch of the new IntelliChief ECM 4.2 featuring fast multi-thread workflow automation, AP invoice matching, document tracking and secure FTP file transfers.

IntelliChief’s Workflow Server performance is advanced with multiple processing threads. Longer duration tasks won’t delay other tasks, with multiple processes receiving attention from the server simultaneously. This decreases the overall processing time for all documentation in workflow throughout an organization. Additionally, highlighted index fields draw attention to data needing review, reducing overall processing time.

AP Invoice Matching provides Accounts Payable professionals an easy to use interface update, while expanding 2-way and 3-way matching process automation in both initial document capture (IntelliChief’s front-end Capture Enterprise) and in workflow, providing safeguards and validations accompanying automation’s speed and accuracy.

AI-powered Document Capture Tracking enhances the information audit trail, allowing administrators to identify documents to be added to IntelliChief, and their paths as they enter the ECM system. This capability enhances ability to locate any missing documents from transactions and projects.

Information transfer security is further enhanced via SSL and TLS protocol secure FTP and password encryption. Last Login allows administrators to determine which users should remain active, and Client Timeout frees licenses from inactive users, furthering system security.

IntelliChief’s enterprise AI-enabled robotic process automation (RPA) document management benefits encompass Accounts Payable, Order Processing, Finance, Purchasing, Sales Management, Customer Service, Human Resources-HCM, IT, Legal and Logistics/Distribution.

IntelliChief ECM provides a smooth, automated transition from costly manual document management and workflow functions. Its industry-awarded automated capture, validation, database update and real-time analytic visibility enables users to capture documentation in any format, index contents and validate with data in their ERP and line of business applications. The system lifecycle-manages all related documentation, facilitates optimized company-specific interdepartmental processes workflow automation.

For IntelliChief ECM information, visit IntelliChief.com.

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CONTACT:

IntelliChief, LLC

Tim Nissen

Marketing Manager

tnissen@intellichief.com

(813) 971-9500 x335

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.

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.”

IntelliChief ECM a Silicon70 Company

IntelliChief, LLC, a provider of automated document management and workflow enterprise content management (ECM) solutions, has been named a Silicon70 Company by The Silicon Review, recognized among the most innovative and successful global technology entities.

There’s a backstory of the company from its startup days. The entity’s founders were searching for a descriptive moniker for their dream of what the ECM program they’d developed would become: providing company heads access to their organization’s information with visibility for insight, enabling them to make informed decisions. IntelliChief: ‘Intelligence for the Chief Executive.’

CEO’s appreciated the insight, though the capabilities ultimately benefitted at the departmental level as well. By automating interdepartmentally-focused data collection and workflow circulation, IntelliChief’s abilities expanded to include Accounts Payable, then rapidly progressing to Order Processing, Finance, Purchasing, Sales Management, Customer Service, Human Resources-HCM, IT Legal, and Logistics/Distribution. Ultimately, the enterprise-wide document management system it has become, utilized in-tandem with numerous ERPs.

To learn more about our industry-leading products, contact us today.

AP Automation for JD Edwards – Let Robots Do the Work!

You may have read a lot about robots recently. And we aren’t talking about the latest novel by your favorite Sci-fi author. These are Robotic Process Automation (RPA) and Artificial Intelligence (AI) – tools industry analysts are seeing reduce invoice processing costs and cycle time by over 75%.

If you’re a JD Edwards customer looking to advance how your Accounts Payable team works, drive automation, and increase visibility and control, then join us for this web presentation. We will review how IntelliChief integrates seamlessly with JD Edwards EnterpriseOne and World, and how it uses RPA and AI to automate routine tasks inherent in manual invoice processing.

What positive fiscal impact will this have on you? Book your seat today for this web presentation:

Date: Thursday, September 6, 2018

Time: 2:00 – 2:30pm EDT

Register here. Can’t make it? Contact us for an on-demand viewing link.