Landscape Architect Streamlines Document Collaboration

Needed to manage all documents from Concept to Completion

The Challenge

A Landscape Company’s employees were losing valuable time searching for information. The sales team spent too much time finding paper and less time with clients. Their accounts payable department required multiple approvals to pay some invoices. Emails had to be sent to get these approvals so discounts could be received and to avoid duplicate payments or over-payment. Collaboration with all the stakeholders was cumbersome and time consuming.

The Cloud Solution was easy to deploy and administer, and it’s easy for end users to understand.

The Solution

AMI proposed a Workflow and eForms web based cloud solution to address the problems. This solution provided access anytime anywhere using a smart phone, laptop or tablet, everyone is connected.  The sales team can now access information quickly and easily.  For accounts payable getting approvals is now automated through a workflow process and integration with their ERP application.  Workflow allows the design, sales, and project teams to collaborate on jobs enabling all participants to communicate with each other and the client.

The Result

IMPROVED VISIBILITY into the processes to ensure that invoices are not left behind in the process, thus reducing the involvement of line managers in resolving discrepancies with their suppliers.

REDUCED COSTS around accurate invoice processing taking advantage of discounts and eliminate late payment penalties and improve cash management.

STRENGTHEN CONTROLS to minimize invoice routing and approval, and to ensure segregation of duties between the requester and the approver, improving control over suspect payments.

HUMAN RESOURCES processes were improved by creating checklists to ensure all documents and tasks are completed accurately and in a timely manner.

VENDOR RELATIONS were improved with key suppliers by improving the speed and accuracy in which invoices are be processed.

HUMAN RESOURCES processes were improved by creating checklists to ensure all documents and tasks are completed accurately and in a timely manner.

Our ECM in the cloud solution improved our business by automating processes, reducing hand-offs, increasing compliance and audit controls and reducing non-value added tasks.  All for a low administration cost and without the help of our IT department.