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Capturing Your AP and Orders Email

Tim Nissen | Capturing Your AP and Orders Email.

With the volumes of email you receive, transactional data and attachments are easy to overlook – and it’s difficult to quantify what’s missed. This is particularly concerning regarding capturing your AP and Orders email.

A simplified automation solution: IntelliChief Email Import provides the capability to capture documents directly from your company’s email system. It targets specified addresses you designate (e.g. ap@, customerservice@), redirecting from your email server to the IntelliChief Email Import feature of IntelliChief ECM. The body and attachments are automatically captured into IntelliChief as body-attachment batches or individual documents.

The useful functionality: all the captured documentation is image-enabled, facilitating the contained information to be indexed for keyless, straight through processing within IntelliChief. ECM integration with your ERP and line of business systems assures the data is verified and validated for accuracy, archived with each transaction’s document collection, and readily available for workflow.

IntelliChief Email Import epitomizes automation – it runs behind the scenes. Conveniently out of the way, yet reliably functional. It complements IntelliChief’s complete enterprise Accounts Payable and Order processing automation for your organization.

If this is capability you and your colleagues could use, contact IntelliChief to see how it will function in your specific processing environment.

How Risky is Risk – a Case for Enterprise Content Management

According to the International Federation of Accountants, the ever-changing business landscape of new technology and fluctuating markets, positions accounting and finance professionals to have the most significant impact on enterprise risk management (ERM) within their organizations. With this opportunity to support value creation and preservation over time, they’re primed to contribute to both fiscal and operational aspects of ERM initiatives. The most prevalent identified need: enabling business system integration and interconnectivity to break down siloes across the organization for sharing information timely and cost-effectively. Workflow automation is a stable step towards ongoing reduction of capital and earnings risk.

How risky is risk – a case for Enterprise Content Management (ECM) begins with fixing the ERM problem of interdepartmental information silos, inadvertently created by lack of automated information management to enable staff to transcend departmentally-enclosed environments. Transactions – purchases and orders – is where this need is particularly evident.

Both Accounts Payable and Order process automation have reached functional, cost-effective scale through ECM. This technology enables all transaction-related information to be captured from native paper or electronic files, formatted to uniform image files for archival and automated workflow – interdepartmentally. With ECM integrated into a company’s ERP and line of business systems, this squarely addresses the silos, enabling staff to share timely, conveniently and cost-effectively from any location. Data is verified and validated between systems, with touchless, straight-through processing.

Reducing costs associated with processing and filing vendor invoices reflects AP automation’s impact, streamlining company workflow processes. It increases visibility into the invoice approval and exception handling through visualized analytics, ultimately mitigating late payment fee risk, while increasing early payment discount achievement through payment scheduling optimization.

By automating sales order processing, an organization benefits with faster order processing, while improving accuracy and lowering costs. Process control and visibility of orders routed for review, approval or exception handling is expedited. These aspects lead to a decrease in Days Sales Outstanding. Another multidepartment ECM benefit – improving Sales and Customer Service experiences for clientele, and for staff managing each account, bolstering customer retention and up-sell/cross-sell opportunities.

The International Federation of Accountants recent survey of US businesses concluded that 70 percent of them didn’t have a complete ERM process, though had a growing sense of urgency to discover and counter risk. A cost-beneficial step is AP and Order process automation with ECM.

For further information, contact IntelliChief.

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.

Global Interconnectivity Workflow Automation

Tim Nissen | Global Interconnectivity Workflow Automation.

According to the Manufacturers Alliance for Productivity and Innovation (MAPI), the most important trend is manifesting global virtual workforces. The goal for companies: global interconnectivity workflow automation.

MAPI’s hit on a need spanning all business category – company staff utilizing available, affordable technology to continue their ability to unite each of their locations (and remote workers), increasing efficiencies towards achievement of a one-company environment.

Back-office workflow automation is an impactful capability to impact the global interconnectivity design. Its universal appeal is applicable to all organizations’ efforts to increase speed and lower cost, particularly in the functions of Accounts Payable and Order Processing.

Deloitte states workflow automation reducing business process costs by 30%. This accounts for interdepartmental staff time savings and accuracy improvements, with each transaction’s documentation being captured and organized, accessible and trackable throughout process lifecycles.

Workflow automation is powered by enterprise content management (ECM), software that enables lifecycle management of project and transaction documentation. It encompasses capturing paper and electronic documents in all forms and from all sources, identifying necessary information to populate integrated ERP and business system fields. It reduces or eliminates manual keying of data into systems, providing straight through processing, while validating accuracy among system databases. Once documentation is captured and organized, company process-specific workflow provides desktop and mobile accessibility for collaborative input and expedited approvals.

Ultimate ECM automation’s success is predicated with ability to integrate with any ERP/business system utilized within a company. This enables any department’s documentation capture, with each specific process mapped, creating an enterprise-encompassing environment of workflow automation without cumbersome infrastructure transformation. One ECM system for an entire organization’s needs, converting process based on business rules defined per department’s function.

ECM is best suited for organizations having geographically uniform processes and needing to reduce related cost to be more competitive and achieve a superior level of operational excellence. It accomplishes the global interconnectivity workflow automation objective, while creating economies of scale through higher ROI per expanded department and function.

Peer Expression: How a Company Reduced Production Lead Time 50 Percent

Tim Nissen | Peer Expression: How a Company Reduced Production Lead Time 50 Percent.

Founded in 1946, this global company produces custom products and services for companies in the valve and pump, chemical, petrochemical, nuclear, pulp & paper, pharmaceutical, food & dairy, metering, military and instrumentation industries. With steady growth came their realization they had outgrown their manual system of order input and workflow, and that it should be automated, enabling their order-to-cash processing to drive faster production, shipping and billing.

Their identified challenges:

  • Gaining visibility into order processing
  • Enhancing workflow between departments
  • Accelerating order/contract review lead time, and
  • Reducing costs associated with paper: handling (invoice retrieval from filing cabinets, copying documents, updating log books, and lost orders due to capture ineffectiveness), significant storage space allotment.

“Once a customer order came in, there were a lot of steps required before it was entered into our enterprise resource planning system (ERP),” stated the company’s Vice President of Sales & Marketing. “Engineering, Quality, Production and Customer Service were all involved in the order review process. Each area might have responsibilities from validating pricing, setting up new customers, providing samples – all based on the kind of order received and from whom. This meant a lot of room for error, shuffling paper between departments, lots of emails; overall an inefficient manual process.”

Their requirements included:

  • Will work with their ERP
  • Will capture emailed orders
  • Workflow will handle their complex order process.

After evaluating four vendors, the company selected IntelliChief, who integrated with their ERP, provided the document capture and workflow capabilities they needed, required less upfront configuration to fit their processes, and provided attentive ongoing maintenance and user support.

IntelliChief’s Impact

“IntelliChief’s paperless process management has enabled our production lead time to be reduced 50%,” conveyed the Vice President of Sales & Marketing. “This significant improvement also provides benefits of substantially fewer lost orders, enhanced visibility into the orders-to-cash process, and ultimately fewer customer complaints.”

Functionally, orders are now uploaded to IntelliChief, validated against data in the ERP, and routed to all respective parties involved in a structured electronic package. What was done manually by moving paper in batches through various departments is now cohesive in real time. IntelliChief’s accelerated order-to-cash processing allows access to the entire order packet directly from the company’s ERP screens, saving time and improving customer service. Through this automation, IntelliChief captures customer order documents regardless of how they are physically received – by email, fax or postal service. IntelliChief’s workflow assists in order processing by automating functions including new customer setup, expired pricing, credit checks and engineering approvals.

“IntelliChief’s user training enabled everyone interacting with the system to be comfortable with its usage quickly,” mentioned the Sales & Marketing head. “That helped achieve our system ROI within a year.

“My advice to those considering automating their document capture and workflow: thoroughly understand your current process and what you want the future state to be. IntelliChief’s business process specialists helped us immensely to assess our strengths and discover opportunities and configured our IntelliChief system to suit our needs best.”

 

Related Automated Sales Order Processing Software – The first Step in a Faster Order Fulfillment Process

IntelliChief Presenting at 2019 JD Edwards Southern California User Group Meeting

IntelliChief will be presenting at the JD Edwards Southern California User Group (SCUG) meeting on March 27th , 2019. The event will be held at Knott’s Berry Farm Hotel in Buena Park, CA. Come for the expert insights, stay for the roller coaster rides!

You’ll be able to:

JD Edwards Advancing AP and Order Automation Abilities will show you to automatically validate your JDE-based data and create custom workflows that match your company’s specific processes. The result? Reduced operating costs, more accurate order processing, a lower DSO, and increased visibility into your reviews and approvals.

Unable to attend? Contact IntelliChief to learn more about our solutions for JDE.

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.

See IntelliChief at the JD Edwards Houston User Group on March 26th, 2019

IntelliChief will be presenting at the JD Edwards Houston Users Group on March 26, 2019.

Join us at the Hess Club to learn what’s new in the fields of:

Document capture and indexing:

Accounts Payable automation:

Sales Order automation:

We hope to 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.

Infor XA Sales Order Automation

Tim Nissen | Infor XA Sales Order Automation.

Is your company paper-based and manual in your processing of customer sales orders? If so, you’ve experienced the lack of efficiency, control, and visibility. A paper environment results in high costs of managing customer order documents, and ultimately of order fulfillment.

In this manual environment, complexities begin when a customer order is received. The steps of sorting and labeling orders, verifying for accuracy, performing data entry, pushing the order through all the internal steps you have leading to fulfillment, collectively drive up the cost to process every one of your transactions.

Further, factor in 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. Meanwhile, maintaining communication with the customer regarding status of their order is further challenging if your lacks status visibility…

If your company utilizes Infor XA as your ERP, you have a paperless advantage when integrating Infor Solution Partner IntelliChief’s enterprise content management system (ECM).

With IntelliChief, 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 the information they contain in a secure centralized repository, you’re able to utilize a workflow process that integrates all these functions into your XA system. You regain 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 throughout your organization.

See how. View this 30-minute video presentation: Infor XA Sales Order Automation

 

Related: Infor Document Management Solutions by IntelliChief