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AP Automation Robotics for JD Edwards – Humans and Machines Together

Tim Nissen | AP Automation Robotics for JD Edwards – Humans and Machines Together.

There are business applications where people and mechanical systems work well together. Accounts Payable is one of them. Automating processing has numerous advantages, though AP professionals are the ones who dictate success, from mapping and optimizing process procedures to best suit their organization, to ensuring automation’s success by monitoring and interacting with systems to maximize accuracy.

Enterprise Content Management systems (ECM) create the environment of AP automation robotics for JD Edwards – humans and machines together. It encompasses Robotic Process Automation (RPA) and Artificial Intelligence (AI) – tools industry analysts are seeing reduce invoice processing cost and cycle time by over 75%.

IntelliChief ECM automates the capture of AP documentation, identifying key data needed for verification with JD Edwards, facilitates document matching and enables company-specific workflows for reviews and approvals. The results: reduced cost, decreased processing time, and increased early payment discount opportunity identification, with visibility for bill payment scheduling optimization.

If you’re a JD Edwards user looking to advance your Accounts Payable team by driving automation to increase visibility and control, this 30-minute video presentation demonstrates the way forward. It highlights 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?  Find out by viewing AP Automation Robotics for JD Edwards – Humans and Machines Together

 

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

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.

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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Back Office Automation Besting Business Costs

Tim Nissen | Back Office Automation Besting Business Costs.

McKinsey found that by incorporating available technologies to back office operations, redeploying employees to more strategic initiatives and reimagining processes, companies can dramatically increase performance and greatly reduce costs. Back office automation besting business costs is an employable reality.

Functionally, McKinsey noted that companies can automate approximately 30 percent of the activities in 60 percent of all occupations by using technology available today. As system’s capabilities increase by utilizing robotic process automation, machine learning and natural-language generation, the business case for automation is strong.

Take Accounts Payable processing; present in every organization, either centralized or handled at the division or location level. In all environments, manual processing of invoices is costly: 14 days and $17 each, according to industry averages. And that’s on top of paying the bills themselves…

Another volatile manual processing risk is late payment fees. Without ERP database and processing workflow visibility provided by automation, adhering to optimized payment scheduling, is a precarious task. Forgoing early payment discounts is also in this spectrum, and depending on scale, can be even more costly.

The answer and the ROI are in automating this back office operation, encompassing purchase information collecting, securing, validating, workflowing and approving payments. This is accomplished with an enterprise content management system (ECM) integrated with the company’s ERP and line of business systems. The results: processing cost reduction to 3 days and $3 each, invoice routing and approval time reduced 80 – 90 percent, along with less late fees paid and more early pay discounts received.

People are engaged through automation. According to The Chartered Institute of Management Accountants (CIMA), unlocking value from the human dimension of businesses is the facet determining a company’s success. They charge that encouraged behaviors that build a foundation of trust upon which (automated) information is shared, as a crucial (fiscal) reality. This is spot-on back office – it’s an organization’s Accounts Payable people who are gatekeepers of financial strength. Automation assists them by:

– Assuring processing workflow accuracy and accountability among all those involved in a transaction, while

– Enabling businesses to utilize processing staff most strategically and profitably.

AP processing is an encouraging function to start or expand back office automation. Its impact on reducing cost is quickly realized throughout an organization.

 

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

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

Live Presentation: Successfully Automating Sales Order Processing for Emser Tile with JD Edwards and IntelliChief ECM

Tim Nissen | Live Presentation: Successfully Automating Sales Order Processing for Emser Tile with JD Edwards and IntelliChief ECM.

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.

This presentation, Successfully Automating Sales Order Processing for Emser Tile with JD Edwards and IntelliChief ECM, will provide you insight into a peer user’s strategy to move Orders from manual management to automation, and the benefits they’ve achieved.

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

The prominent benefits include:

  • Decreasing 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 and additional high value areas
  • Desktop and mobile accessing of fulfillment visibility, interdepartmental input, reviews, exception handling and approvals
  • Improving relationships between Sales, Customer Service and valued clients.

See how in this 30-minute live presentation: Successfully Automating Sales Order Processing for Emser Tile with JD Edwards and IntelliChief ECM.

Date:  Wednesday, November 14, 2018

Time: 2:00-2:30pm EST

Register Today: //attendee.gotowebinar.com/register/7650946558931649537

 

Unable to attend? Contact us for a post-event recording.

 

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

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 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.

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.”