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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 ECM Advancing AP Automation, Sales Order Automation at Oracle Quest COLLABORATE 19

IntelliChief, an Oracle Gold Partner provider of automated document management and workflow enterprise content management (ECM) solutions, announces IntelliChief ECM advancing AP Automation, Sales Order Automation at Oracle Quest COLLABORATE 19 (#Collaborate19, #C19TX). The event held April 7-11, 2019 in San Antonio, TX, will comprise an international congregation of JD Edwards, PeopleSoft and E-Business Suite users, discovering the latest system advances and middleware offerings in a peer-driven environment.

IntelliChief ECM will present Oracle Advancing AP and Order Automation Abilities Wednesday April 10th, 2:00 pm – 3:00 pm in Grand Hyatt Bonham E. The presentation will cover AP Automation processing and invoice filing cost reduction, optimizing workflow and increasing visibility throughout the cycle, and reducing late payment fees while increasing early payment discounts. For Automating Sales Order Processing, how to lower cost through faster, accurate order processing, increasing visibility of reviews and approvals, decreasing Days Sales Outstanding, while improving Customer Service customer and staff experiences.

Demonstrations and discussions will be held daily in the Exhibit Section, IntelliChief Booth 237.

These unable to attend may contact IntelliChief for information.

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 usage spans Accounts Payable, Order Processing, Finance, Purchasing, Sales, Customer Service, Human Resources-HCM, IT, Legal and Logistics/Distribution.

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

JD Edwards Advancing AP and Order Automation Abilities at SCUG

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 the latest developments in ECM for JDE.

Oracle Advancing AP and Order Automation Abilities at Southeastern RUG

IntelliChief, an Oracle Gold Partner provider of automated document management and workflow enterprise content management (ECM) solutions, announces IntelliChief ECM will present Oracle Advancing AP and Order Automation Abilities at the Oracle Southeastern Regional Users Group meeting March 14th at MATRIX Resources in Atlanta.

The presentation for JD Edwards and PeopleSoft users will cover AP Automation processing and invoice filing cost reduction, optimizing workflow and increasing visibility throughout the cycle, and reducing late payment fees while increasing early payment discounts. For Automating Sales Order Processing, how to lower cost through faster, accurate order processing, increasing visibility of reviews and approvals, decreasing Days Sales Outstanding, while improving Customer Service customer and staff experiences.

Onsite discussions will be central to system integration to facilitate automating AP and Order processing, including documentation capture and management, validating and updating of Oracle-based data, and facilitating workflow matching specific company processes.

These unable to attend may contact IntelliChief for information.

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 usage spans Accounts Payable, Order Processing, Finance, Purchasing, Sales, Customer Service, Human Resources-HCM, IT, Legal and Logistics/Distribution.

See IntelliChief at JD Edwards HUG March 26th

Tim Nissen | See IntelliChief at JD Edwards HUG March 26th

Head to Houston’s Hess Club and see IntelliChief at JD Edwards HUG March 26th and meet the folks from the Oracle Gold Partner provider of enterprise content management (ECM) for EnterpriseOne and World systems.

Advancing AP and Order Automation Abilities for JD Edwards will be presented, covering automating documentation capture and management, validating and updating of your JDE-based data, and facilitating workflow in-line with the way your company works.

This enterprise presentation covers –

AP Automation:
•             Reducing costs associated with processing and filing vendor invoices
•             Increasing automation to streamline processes in workflow
•             Dashboards and reports increasing invoice processing visibility
•             Reducing the risk of late payment fees while increasing the amount of early payment discounts.

Automating Sales Order Processing:
•             Faster, more accurate order processing, lowering costs throughout each step
•             Increasing process control and visibility of order routing for reviews and approvals
•             Decreasing Days Sales Outstanding
•             Improving Customer Service experiences (for both customers and staff managing each account).

IntelliChief welcomes the opportunity to discuss JD Edwards system integration spanning AP and Order Automation, as well as other expansion of ECM into areas including Sales, Customer Service, Purchasing, HR-HCM and other paper and process-intensive environments.

Unable to attend? Contact IntelliChief for a recording of the presentation.

 

Related: Events

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

IntelliChief, an Oracle Gold Partner provider of automated document management and workflow enterprise content management (ECM) solutions, announces IntelliChief ECM will present Live at RMOUG Training Days: Order Automation for JD Edwards, PeopleSoft, during the event February 19-21, 2019 at The Westin Westminster Hotel in Denver.

JD Edwards and PeopleSoft-integrating ECM enables automating documentation capture and management, validating and updating Oracle databases, and facilitating workflow befitting a company’s specific processes and culture. As a true enterprise system, IntelliChief is deployable throughout an organization’s local and global footprint.

Live at RMOUG Training Days: Order Automation for JD Edwards, PeopleSoft will cover:

  • Automating the Order Entry processes, decreasing processing time and cost
  • Increasing order fulfillment accuracy by automating order documentation collection, organization and access
  • Mapping workflow to a company’s specific processes
  • Full-viewing desktop and mobile visibility of processing status, interdepartmental input and exception handling
  • Facilitating quicker approvals through automated collaboration
  • Providing Order Status analytics reporting of Open Orders and Days Sales Outstanding
  • Promoting improved relationships between Sales, Customer Service and clients.

Additionally, Orders Automation discussions will be held daily in IntelliChief’s on-site expo center.

These unable to attend may contact IntelliChief for information.

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 lifecycle-manages all related documentation and facilitates optimized interdepartmental process workflow, with real-time analytic visibility. The system provides desktop and mobile access, and integrates with all enterprise resource planning and business systems.

IntelliChief’s departmental usage spans Accounts Payable, Order Processing, Finance, Purchasing, Sales Management, Customer Service, Human Resources-HCM, IT, Legal and Logistics/Distribution.

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