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.

Filed Under: digital transformation, case study, ECM software

Engineering a Successful Document Workflow

With the help of DocuWare, consulting engineering firm, American Engineering Testing Inc., automated its invoice approval processes, eliminating lost invoices and realizing cost savings from the ability to easily track documents through the approval process. With quick secure access to information, employee productivity has improved and document retention regulations have been met, limiting legal liability and positioning the company for future growth.

Filed Under: accounts payable automation, case study, document management

Water services network of dealers automates invoice approval and payment process

The Challenge

An organization with multiple dealerships and a central home office was struggling with their distributed AP process. Invoices received at each location were manually routed for several levels of approval, requiring manually tracking the invoices within the dealerships and delays in paying invoices on time to take advantage of offered discounts.  GL coding was performed on spreadsheets in a very manual method, with the invoices being sent via mail to the home office for final processing and payment.  Hardcopy invoices were later filed by AP staff at the home office, taking up valuable office space and time, while making subsequent requests time consuming and difficult.

Filed Under: accounts payable automation, case study, document management