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Adding Robotics to Your JD Edwards-Powered Customer Service Team

Tim Nissen | Adding Robotics to Your JD Edwards-Powered Customer Service Team.

Order fulfilment and customer relations both benefit by having readily visible account information. Access to order documentation, including open orders details and historical records, is a necessity to reduce DSO’s and maintain strong customer relationships.

Enterprise Content Management (ECM) adds the capabilities of Robotic Process Automation (RPA) and Artificial Intelligence (AI) to order fulfillment. It encompasses the capture, organization and key information validation with JD Edwards, automating company process-specific workflows for updates and approvals, and archival for ongoing access.

IntelliChief ECM enables these capabilities, with seamless integration with JD Edwards EnterpriseOne and World, using RPA and AI to automate the routine and costly tasks of manual order processing. It manifests repeatable rules-based actions that will affectively move your teams away from processes that often rely on at-risk internal tribal knowledge.

If you are currently processing inbound customer orders in your JD Edwards application, this 30-minute video presentation will demonstrate how to gain the maximum amount of efficiency needed to drive down costs, improve order fulfilment and ensure customer SLAs are met.

Companies using IntelliChief report a 50% reduction in order fulfilment time. See how – view Adding Robotics to Your JD Edwards-Powered Customer Service Team (link to title)  //bit.ly/2QLPaNV

 

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

IntelliChief ECM 4.2 Expands AP Automation Invoice Matching Capabilities

IntelliChief, a provider of automated document management and workflow enterprise content management (ECM) solutions, announces IntelliChief ECM 4.2 expands AP automation invoice matching capabilities, from both document capture and workflow phases.

IntelliChief provides Accounts Payable professionals an easy-to-use updated interface, while expanding automated capabilities supporting 2-way matching (Invoice to PO) and 3-way matching (Invoice to PO to Receiver). This processing occurs in both initial document capture (IntelliChief’s front-end Capture Enterprise) and in workflow, providing expansive safeguards and validations accompanying automation’s speed and accuracy.

In-tandem with IntelliChief, information from the user’s ERP is utilized to perform matching. IntelliChief keeps track of the PO quantity open and the Receiving quantity available by saving needed information when an Invoice line item is matched to a PO/Receiver. This can be set to identify by PO Number, Item Number/ID, Unit Price, Line Total, PO Quantity Ordered, Receiving Quantity, or two Miscellaneous fields of the user’s choice.

This setup includes multiple Match Methods, where receiving quantity qualifies exact match, based on first in, first used, or a combination of both. It includes options for a Variance percent, amount and type for the Invoice to PO fields (Unit Price, Line Total, Quantity).

Notably, new matching features of Unit of Measure conversion capability simplify processing of standardized orders, and Part Number cross-referencing increases accuracy when obsolete numbers are referenced in the Invoice. Both enhance straight-through processing volume.

Manual matching capabilities are also enabled from both Capture Enterprise’s Verify window and subsequently from IntelliChief’s system Workbench. Manual matching provides users with more PO and Receiver information and options. Users can select one or more Receivers to match to an invoice line item. As a failsafe, if the IntelliChief automatic matching determines the manual matching is possibly incorrect, a warning message is displayed prompting the user to confirm the match. The Manual Matching window also includes the ability for the user to complete GL coding.

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.

For additional information, contact IntelliChief.

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