You have decided that you want to automate your AP process, now what?

You’ve decided that you want to understand more about AP Automation and how it may benefit your organization. What should you do next?

Here are some tips to consider as you start to move your organization toward an AP Automation Solution.

  • Understand your Existing Processes:
    • Prior to beginning to talk to AP Automation vendors, one of the most important considerations is to understand your existing business processes.  Once you have selected which processes to automate,  it is important to document your current process including all your written and “unwritten” rules or policies.  Remember, the objective is to increase the efficiency of this process so investing in a workflow technology to just do the same thing you’ve been doing for years may not be the best investment in this technology.
    • Many business practices were put into place for good reason but over time they have lost their value and are only practiced because of habit, not because it still makes sense.  A good workflow partner will help you through this process and should be asking you “why” you perform certain tasks.  Change is OK and in many cases it makes a huge difference between a successful installation (obtaining your goals and objectives) or not achieving them.

 

  • Integration:
    • The next decision is to determine if / how the workflow will be integrated into any of your key business applications – such as your accounting system   There are many forms of integration that will be discussed in more detail later, but it is important to understand how “tight” of an integration you need.  In some instances it may require the passing of basic data back and forth, but in other situations it should be more seamlessly integrated and in a real time environment.  When a tight integration is required, it important to either partner with a workflow company that truly understands your applications (both technically and from a business standpoint) or have that skill set in house.  It is one thing to say you can integrate with a system and its another to actually do it – so fully understand the level of integration that is necessary.

 

In order to have a successful implementation that meets the ROI objectives, you must be willing to spend some time and resources upfront.  This of course applies to most things, but if you plan and prepare properly, your project will have a much higher degree of success including both on time and on budget.  This means thoroughly understanding what you are getting into, spending the proper time evaluating your options and the vendors you are about to partner with and most importantly, detailing what is to be delivered.

In the next article, we will discuss tips on the best approach to evaluating potential solutions to ensure that your needs are being met. 

 

Business Process Automation: Is a Workflow solution right for you?

In this blog series, we explore various aspects of Workflow solutions, applications, and how to best determine if a Workflow solution can help your company.  We also discuss key factors to consider when reviewing various workflow packages as well as showing how workflow can be used for more than just AP Automation.


Is a Workflow solution right for you?

You’ve probably seen your share of white papers on AP Automation, but Workflow technology should be almost unlimited in its use and capabilities.  Its intended to automate virtually any business process where people are involved in sharing information and documents.  A few examples:

Human Resources: Onboarding new employees – Workflow can streamline the entire process by distributing the digital paperwork to all departments simultaneously and shorten a normally lengthy process to a fraction of the original time.

Procurement: Purchase Approvals – Because management wants to control spending, most manual purchase approval processes tend to involve more levels of management than are necessary, simply to ensure that everything is reviewed.  A Workflow system will control the approval process and make sure the right people are involved only when it is required saving both time for approval and unnecessary involvement.

Sales: Quotations – Your sales policy requires the sales manager to review all quotes to customers greater than $50,000.00. Workflow can monitor specific events from other systems and as soon as that quote is entered into your quoting or CRM system, a Workflow event is immediately launched and sent to the Sales manager with all the details of that quote.


Determining if Workflow is right for you requires you to look at several factors, some of which are listed below.  These factors can help drive the decision-making process and open the doors to improved efficiency, cost savings, and process control.  We will discuss these factors more in depth in Part 2 of the series.

  • Approval Levels & Conditions of Approval
  • Cost of business processes (efficiency).
  • Control, Visibility, & Accessibility
  • Risk (Audit Trails / Document Mgmt)
  • Integration between systems

 To get started evaluating whether a Workflow solution is potentially right for your organization, let’s start with a few questions.

  • Do you use email as a way of routing documents throughout the company for approvals or reviews?
  • Do you have to follow-up via email or phone to check on the status of approvals?
  • Is there a need for an audit trail of various documents?
  • Do you require fast and easy access to documents and where they are in the approval process?
  • Do you require version control of documents?
  • Can you perform a process faster if you were automated?
  • Can you provide a better service to your customers if you were more automated?

If you answered YES to one or more of these questions, then you may be a candidate for a Workflow solution.  Stay tuned for Part 2 of this series as it will explore the factors noted above and how each impact your organization along with potential areas that a Workflow solution can help you.


Contact Us today to discuss how CoreIntegrator Workflow can help your company!

Empire Education Group Utilizes CoreIntegrator Workflow for their Observation Forms Process

“CoreIntegrator helped Empire Education Group improve the process of moving requests and documents from our 80+ Cosmetology Schools that are located throughout the United States to our home office in Pottsville, Pennsylvania.  There have been a multitude of ideas from our users for additional applications of CoreIntegrator in our organization.  We are looking forward to continuing to expand the usage of CoreIntegrator Workflow in our Organization.”

Joseph R. Drasdis

Senior Vice President, Technology Services – Empire Education Group dba Empire Beauty Schools

 

Another great implementation and use of CoreIntegrator Workflow!  Thanks to Empire Education Group for allowing us to use this video to highlight the benefits and power of CoreIntegrator Workflow!

 

 

Microsoft.Net Security Update Fix – KB 4041083 / KB 4040973

The CoreIntegrator Team has prepared the following walk through to fix the document rendering issue that occurred with the Windows Updates KB 4041083 / KB 4040973 (September 12, 2017, .NET Security and Quality Roll-ups)

The workaround involves uninstalling the problem Quality / Security Rollup Update and manually installing the security updates from the roll-up.  We expect that Microsoft will eventually replace the problem roll-up with a new update which can be installed via the normal Windows Update channels.

Please proceed to the following page and download the .pdf that provides an in depth walk-through to fix the issue.

Document-Rendering-KB-4041083-KB-4040973-Workaround

Please Contact us with any questions.

CoreIntegrator Customer Care
Randy Persun
rpersun@coreintegrator.com
570.768.4471

 

 

Is Imaging and OCR reinventing itself?

I have been looking into the old technologies that gave birth to OCR and its many advantages. I used to think that probably this technology may not last long as part of the new digital infrastructure but I realized that this is going to stay for long time may be until we stop manufacturing printers and/or we stop writing. The form factor and types of devices that does OCR will change but the technology will remain the same. The industry does thrive more right now on buzzwords like Cloud OCR and Mobile OCR. Let’s try to discuss a few point in this blog around the same:

Security – The security is improved everyday but when something goes on the cloud, it does create a sense of insecurity and fear of data breach. Put something up in the cloud, and who knows who will access your data and how they plan to use it. Again, it is more to do with the infrastructure than the technology.

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Why automate your Accounts Payable processes?

By automating your Accounts Payable processes, you will see several benefits:

    • Early payment discounts and avoided late payment penalties: By accelerating the invoice approval cycle time, vendor discounts for early payment, which were previously unattainable, can now me taken advantage of. Also, you can avoid having to pay unnecessary penalties for late payment.
    • Accuracy: By accelerating the invoice approval cycle time, vendor discounts for early payment, which were previously unattainable, can now me taken advantage of. Also, you can avoid having to pay unnecessary penalties for late payment.
    • Improved visibility and forecasting: Decision makers need the right information at their fingertips in order to make informed decisions. CoreIntegrator Workflow allows management to see the where your invoices are at any point in the process.

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The Business Process Playbook – Will the Perfect BPM Tool Solve All Your Problems?

Business Process Management has become an undeniable tool in increasing the efficiency of a corporate economy. BPM was once explained as a systematic approach to align people, process and systems spanning across multiple organizational departments to deliver effective, efficient and quality output for driving Business. However, now with smart technology playing out the digital transformation phase, the tools provide information to take manual and automated decisions to breakdown a bottleneck and convert that into an opportunity.

The process data plays a critical role by capturing data across process driven applications from each department in the organization. When pushing it to cloud and developing SaaS integration, the data captured assists in taking highly curated analytical decisions at a much granular level.

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