Posts

Smart A/P Introduction

At CoreIntegrator, we’re constantly looking for ways to make your life easier and more productive.  Work Smarter, Not Harder is what we say and today I would like to tell you about a new product called Smart A/P.  We just released it and it is available immediately for those of you on a current version of CoreIntegrator (see below for details).

If you process invoices in CoreIntegrator, then you know we’ve automated a great deal of the effort to process, track, monitor and get invoices approved.  But there is still a great deal of data entry and repetitive work that needs to be done to process an invoice.  As a matter of fact, you can have as many as 13 fields (or more) that require some form of data entry PLUS you have the GL coding on top of that, which can be anywhere from 2 to 4 fields (or more) per distribution.  In addition, depending on your workflow rules, you still need to figure out where it goes for approval.

Wouldn’t it be nice if CoreIntegrator could learn how you process your invoices and do all that work for you?  Well now it can with Smart A/P.

Smart A/P is a configurable tool that lets you teach CoreIntegrator to automatically fill in data fields for you based on certain key values.  For example, if your FedEx invoice always goes to “Bob” in the shipping department and the invoice is always coded to the same GL account number, once you’ve entered in the vendor information and the basic invoice detail (invoice date, number and amount) – all the rest of the fields will auto populate based on how you processed the invoice the last time.

Maybe you have an invoice from a vendor that doesn’t always go to the same department for approval – no problem, just select the correct department and CoreIntegrator will determine the appropriate approver AND modify the GL account to reflect the different department approving it.  What if you have multiple GL distributions? Again, no problem.  Smart A/P will calculate the distribution amounts based on a % of the total to be distributed – the same % split you used the first time.  Of course you can edit the amounts at any time.

You have the ability to change what has been learned at any time or skip one time changes or if an invoice never has a consistent pattern to how it is processed, you can even turn the learning function off for that particular vendor.

Take this advancement in technology one step further by adding OCR software to the beginning of the process where you can expect the following fields to be automatically captured:  vendor id, invoice number, invoice date and total amount.  With that information entered for you, Smart A/P will fill in the remaining values and you basically have a ZERO data entry process.  Now that’s working smarter, not harder.

Implementation and setup are super simple, and we’ve bundled the software along with the services into one package price. Click HERE for more information on Smart A/P pricing or to schedule your upgrade to CoreIntegrator v3.6.8 software.

CoreIntegrator version 3.6.8 or higher is required to run Smart A/P.

Future use of Smart A/P: the technology that is used to create Smart A/P can be used in any workflow for any purpose where repetitive data entry is required.  We simply call this Smart Field Technology.  So, as you expand, Smart Fields can expand with you.

Why Automate Your Accounts Payable Processes?

By automating your accounts payable processes, you will see several benefits:

    • Early payment discounts and avoid late payment penalties: By accelerating the invoice approval cycle time, vendor discounts for early payment, which were previously unattainable, can now be 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 be 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.

Read more

Visit CoreIntegrator, LLC & Ancora Software (booth #619) at the 2018 APP2P Spring Conference and Expo

Since the late 1990’s, CoreIntegrator Workflow has been a leading software platform for Accounts Payable and Business Process Automation solutions. The versatility and ability to ‘Automate Virtually Any Business Process’ has allowed CoreIntegrator Workflow to be used globally by thousands of users in both large and small organizations in almost every industry. CoreIntegrator WorkFlow paired with ancora Software’s flagship product ancoraDocs provides an end-to-end solution from capture, and classification through the workflow business process.ancoraDocs’ artificial intelligence based document classification and patented machine learning data capture simplified the implementation of advanced capture providing a much quicker and relevant ROI to its customers. The combined solution from CoreIntegrator and ancora is disrupting the business process automation space, offering customers a more cost effective solution to solve their business issues.

Be sure to visit our booth #619 to learn more about the benefits of CoreIntegrator Workflow and ancoraDocs!

Who Should Attend?

SO, YOU’VE DECIDED YOU WANT TO AUTOMATE YOUR ACCOUNTS PAYABLE PROCESSES, NOW WHAT?

There’s a lot of ‘buzz’ in the payables industry, about saving time and money with AP Automation. 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 talking to AP Automation vendors, one of the most important considerations is to understand your existing business processes.  Once you’ve determined which process it makes most sense to automate, it is important to document your current process including all the 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 evaluation and should be asking you “why” you perform certain tasks. Change is OK and in many cases, change can make a huge difference between a successful implementation (achieving your goals and objectives) or not.

 Integrations:

·         The next decision is to determine if and how the workflow will be integrated into any of your key business applications – such as your accounting system and supporting applications. There are many forms of integration, so it’s important to understand how “tight” of an integration you need or desire.  In some instances, it may only 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 is 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.  When you engage a vendor, they will work with your technical team and consultants to help you understand the level of integration that is necessary.

 Engaging a vendor:

·         When you engage with an AP Automation vendor, they should review your process analysis and integration requirements during an in-depth discovery process. The discovery is where your team and the vendor covers every detail of each process and integration. Collaboration and discussion between your team and the vendor will be key in developing a scope of work document for the project.

·         When you get a proposal from vendors, they should be based on your specific requirements outlined in the scope of work document. If vendors provide pricing estimates without doing a discovery and creating the scope document, the project has little success of being completed on time, on budget and delivering your desired workflow results.

 

As with most projects, in order to have a successful implementation that meets your functionality and cost objectives, you must be willing to spend time and resources upfront to plan the project.  If you plan and prepare properly, your project will have a much higher degree of success and will be completed on time and on budget.  This means thoroughly understanding your requirements for the solution and evaluating your options with the vendors you are about to partner with for the project.

See our other articles on how to evaluate potential AP Automation vendors.

 

CoreIntegrator, LLC welcomes several new additions to its growing team!

CoreIntegrator, LLC is pleased to announce the addition of 3 new members to our team!

David Hughes joins CoreIntegrator as a Technical Implementation & Customer Experience Specialist.  Dave comes to CoreIntegrator with over 15 years of experience in systems development and software training.  He is passionate about making repetitive or cumbersome business processes more efficient.  Always encouraged by comments from hard working employees who say, “That is so easy!”  This is why he is excited to be associated with CoreIntegrator because the passion is the same; more effective, more efficient business environment.  Dave is also motivated by the confidence and delight shown by employees when they are properly trained in the usage of the software. In his free time, Dave loves to ballroom dance with his wife Rose. If you ever run into Dave and he smells of cinnamon and sugar, it is because he is once again helping his wife with her German Roasted Nuts business.

Brad Palm joined the CoreIntegrator team in January 2018.  Brad grew up in Boiling Springs where he graduated high school.  He then attended Shippensburg University, majoring in History.  After receiving his degree Brad worked for several companies before joining Northeast Veterinary Supply Company as the Distribution Center Manager for 10 years.  Brad enjoys spending time with his wife Kimberly and their son Mason, traveling, exercising, and playing golf.

Chloe Marino joins the team as a Technical Support and Implementation Specialist. Chloe graduated Pennsylvania College of Technology, in Williamsport, Pennsylvania with a BS in Software Development and Information Management. Chloe brings a dynamic technical skill set as well as a strong customer support background to the CoreIntegrator team.

 

 

 

About CoreIntegrator

Since the late 1990’s, CoreIntegrator Workflow has been a leading software platform for Accounts Payable and Business Process Automation solutions.  The versatility and ability to ‘Automate Virtually Any Business Process’ has allowed CoreIntegrator Workflow to be used globally by thousands of users in both large and small organizations in almost every industry.  Formerly an operating division of Computer Support Services, Inc (CSSI), CoreIntegrator, LLC is now an independent company focusing on delivering the best possible service and support to our customers while providing a software solution that truly makes a difference in the day to day life of our customers.

CoreIntegrator, LLC
130 Buffalo Road
Lewisburg, PA 17837
(570) 964-5380
www.coreintegrator.com

 

 

 

 

CoreIntegrator, LLC announces participation in the 2018 AP & P2P Spring Conference and Expo

CoreIntegrator, LLC announces participation in the 2018 Accounts Payable & Procure-to-Pay Spring Conference  being held in Orlando, Florida, May 20-22.

Visit CoreIntegrator in Booth#621 to learn more about how CoreIntegrator can help your company Automate Virtually ANY Business Process!

CoreIntegrator, LLC Names Executive Vice President of Business Development

CoreIntegrator, LLC Names Executive Vice President of Business Development

Lewisburg, PA   February 22, 2018 — CoreIntegrator, LLC, an industry leading Business Process Automation software company, announced the appointment of Ronald Machamer as Executive Vice President of Business Development. Machamer has more than twenty years of sales and business development experience at companies like Hyland Software, Açuo Technologies, Philips Healthcare, and Eastman Kodak.  Mr. Machamer brings extensive experience to CoreIntegrator in software solution sales, content management solutions and business process workflow software.

Tom Erickson, President/CEO commented, “We are very excited to have Ron join CoreIntegrator.  He not only brings significant industry experience but also international experience that will help us grow our worldwide business operations.  In addition, our partner community has been an important part of our success and Ron will be focusing much of his time working with existing partners as well as adding new partners.

“In addition to his extensive experience developing business in the software solutions space, Ron brings valuable new insights to our leadership team which will help CoreIntegrator grow to the next level,” said CFO/COO Scott Reidmiller.

Mr. Machamer will lead the growth and expansion of CoreIntegrator’s flagship product, CoreIntegrator Workflow, a web-based workflow/business process management (BPM) solution that automates time-consuming and repetitive processes for virtually any business in any Industry. CoreIntegrator Workflow offers benefits such as increased efficiency, decreased costs, bottleneck visibility, accountability, and compliance, through standardization of business processes, workflow automation and audit tracking.

“CoreIntegrator has all the key ingredients for success as a BPM software company,” says Machamer. “We have an innovative product, an energetic core group of employees, and a loyal customer base. Based on feedback from CoreIntegrator customers and employees, I am convinced that our company is poised to truly transform the world of workflow/BPM solutions. I’m very excited to have the opportunity to join the team and to be able to help the company grow.”

 

About CoreIntegrator

Since the late 1990’s, CoreIntegrator Workflow has been a leading software platform for Accounts Payable and Business Process Automation solutions.  The versatility and ability to ‘Automate Virtually Any Business Process’ has allowed CoreIntegrator Workflow to be used globally by thousands of users in both large and small organizations in almost every industry.  Formerly an operating division of Computer Support Services, Inc (CSSI), CoreIntegrator, LLC is now an independent company focusing on delivering the best possible service and support to our customers while providing a software solution that truly makes a difference in the day to day life of our customers.

CoreIntegrator, LLC
130 Buffalo Road
Lewisburg, PA 17837
570) 964-5380
www.coreintegrator.com

Exciting News from CoreIntegrator!

We are very pleased to announce that effective January 1, 2018, the CoreIntegrator Workflow division of Computer Support Services, Inc (CSSI) will become an independent company.  The new company, CoreIntegrator, LLC, will continue to develop and expand upon its flagship product CoreIntegrator Workflow, an industry leading business process automation software solution.

2018 will be an exciting year as we move into a new facility, expand our resources to enhance our customer’s overall experience, and prepare for the release of our newest version of CoreIntegrator Workflow, version 4.0.

Over the next several months, be sure to look for more exciting news and updates on the latest feature enhancements from CoreIntegrator, LLC!

Visit www.coreintegrator.com to sign up for our newsletter to receive the latest news!


About CoreIntegrator, LLC

Since the late 1990’s, CoreIntegrator Workflow has been a leading software platform for Accounts Payable and Business Process Automation solutions.  The versatility and ability to ‘Automate Virtually Any Business Process’ has allowed CoreIntegrator Workflow to be used globally by thousands of users in both large and small organizations in almost every industry.  Formerly an operating division of Computer Support Services, Inc (CSSI), CoreIntegrator, LLC is now an independent company focusing on delivering the best possible service and support to our customers while providing a software solution that truly makes a difference in the day to day life of our customers.

 

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!