Automating a Manual Process. Case Study Haynes and Boone, LLP. Overview

Size: px
Start display at page:

Download "Automating a Manual Process. Case Study Haynes and Boone, LLP. Overview"

Transcription

1 Case Study Haynes and Boone, LLP The firm wanted an automated solution that would increase employee efficiency by eliminating two-step data entry while enforcing the firm s expense policies and accelerating the approval time. INDUSTRY: Legal EMPLOYEES: 550 Lawyers SERVICE: EXPENSE and INVOICE Automating a Manual Process Haynes and Boone had a labour-intensive, manual expense and invoice management process that they were looking to improve on several fronts. Their process involved a two-step procedure that required employees to enter data into a spreadsheet and then send it through interoffice mail many times in different locations for approval. After approval, the spreadsheet was forwarded to the accounts department for entry into the firm s Elite Enterprise financial management system. The firm wanted an automated solution that would increase employee efficiency by eliminating two-step data entry while enforcing the firm s expense policies and accelerating the approval time. They wanted an approval process and a travel pre-approval process with an audit trail and greater employee accountability for expense spending and budgets. The firm was also looking for quicker turnaround from the time expenses were incurred to the time they were billed and collected. And the finance department was keen to simplify and speed up the employee reimbursement process. Overview Founded in 1970, Haynes and Boone, LLP is a corporate law firm with 11 offices in Texas, New York, California, Washington, D.C. and Mexico City. Haynes and Boone is ranked the 98th largest law firm in the USA. Areas of law practiced by Haynes and Boone include securities, mergers and acquisitions, bankruptcy, business reorganisation, workouts, clean tech, environmental law, climate change, and corporate sustainability; intellectual property; employment, real estate, and all aspects of business litigation. w w w. c h r o m e r i v e r. c o m i n f c h r o m e r i v e r. c o m + 1 ( )

2 Why Chrome River? CFO Jim Miller, Controller Chris Belknap and Director of Financial Systems John Tyson made up the core team that was involved in the decision-making process. They looked at two Expense and Invoice Automation Systems: Chrome River and Concur. After an in-depth review of both systems, the team felt that Chrome River s extensive legal industry experience made them the stand-out choice to ensure the project would be a success. Another factor in the selection of Chrome River was their ability to easily integrate with ancillary technologies used by the firm, including the Elite Enterprise financial management system and Elite 3E, which Haynes and Boone will be upgrading to very soon; Interaction CRM; Global Exchange foreign payment processing; and American Express credit cards. Goal Implement a paperless expense and invoice management to automate data-entry workflow, enforce firm expense policies, and provide greater accountability for expenses and budgets. Chrome River s extensive legal industry experience made them the stand-out choice to ensure the project would be a success. The Rollout Haynes and Boone began implementation of Chrome River with the EXPENSE service, rolling it out to their accounting department first. Their internal training team created a formal end-user training program that included hands-on training sessions a few times per week. The trainers also created and distributed a cheat sheet for the users to refer to as they were first learning to enter expenses. After training, the accounting department went live on EXPENSE, and then it was rolled out firm-wide. Now that the training has been completed and employees are using EXPENSE on a daily basis, it is reported to be well-liked. Why Chrome River Chrome River s broad legal industry experience reassured the firm that the project would be a success from start to finish. The firm next implemented Chrome River INVOICE. They chose not to do the same type of formal training for INVOICE they did with EXPENSE. Instead, the trainers ed a cheat sheet to the end users describing how to use INVOICE. Since the interfaces for EXPENSE and INVOICE are the same and the users were already familiar with EXPENSE, they didn t require the same level of training that they needed for EXPENSE. INVOICE was rolled out to the accounting department first and w w w. c h r o m e r i v e r. c o m i n f c h r o m e r i v e r. c o m + 1 ( )

3 then implemented firm-wide a few months later. Now, the secretaries love that they know where everything is in the workflow process they can go into Chrome River EXPENSE and INVOICE and check the status whenever the need arises. Their internal training team created a formal end-user training program that included hands-on training sessions a few times per week. Real Benefits Before implementing Chrome River, Haynes and Boone users were manually approving and signing paper expenses. This could take days sometimes weeks depending on how long the expense sat on the approver s desk before it was forwarded to accounting for payment. It was up to the accounting department to manually check the expenses for compliance with firm policies and to contact the employee directly if the expenses fell outside of the parameters. This type of policy enforcement was inconsistent and unreliable at best. The workflow was further lengthened due to the approvals being routed through interoffice mail, which could add two or three days to the process. Benefits Eliminate duplicate data entry, provide better expense spend visibility with an approval process audit trail, and reduce the time between when expenses are incurred, billed and collected. Chrome River automated this lengthy, error-prone, manual workflow by incorporating Haynes and Boones approval routing process and firm expense policies into the Rules Engine. Now expense reports are automatically checked for compliance with the firm s expense policies and flagged if they fall outside of the guidelines. The expenses are automatically routed to the appropriate approver, who can review the details online or via a mobile device. Approvers can approve the expense for payment or deny it and send it back to the originator with one simple click. Enforcing adherence to the firm s expense policies allows the firm to require greater accountability for expenses and their associated budgets. There had been no formal pre-approval process for travel requests prior to implementing Chrome River. Sometimes an employee would send an to the appropriate person as notification of impending travel that might require special authorisation. Other times, there was no notification at all. Chrome River s service provided Haynes and Boone with a way w w w. c h r o m e r i v e r. c o m i n f c h r o m e r i v e r. c o m + 1 ( )

4 to automate and formalise pre-trip approval of travel expenses through the built-in Pre-approval feature. Haynes and Boone s manual invoice process was also automated, and the business rules and approval routing rules for these expenses were configured into the Rules Engine. Automation has very simply reduced the time it takes to approve and pay an invoice. And, as with EXPENSE, users love that they can track where an invoice is in the workflow process simply by checking the INVOICE system. Another benefit for the accounting department is a reduction in the hard costs associated with the purchase and storage of paper, thanks to a paperless system that uses electronic copies of invoices. Enforcing adherence to the firm s expense policies allows the firm to require greater accountability for expenses and their associated budgets. Working with Chrome River Haynes and Boone users enjoy the ability to flexibly configure many functions on their own without Chrome River s assistance, including adding Nominal Ledger accounts, mapping to these accounts, adding new suppliers, and reassigning approval roles when someone goes on vacation or leave. As a typical and ever-changing organisation, Haynes and Boone also frequently modifies approval levels and routing rules. For more consultative work of this nature, the firm calls upon the Chrome River Help Desk personnel, whom they have found to be knowledgeable and easy to work with. The Help Desk team communicates with Haynes and Boone personnel regularly, using both telephone and online tools as part of the included service to deliver support for any customer request. Life After Implementation Haynes and Boone users appreciate the many benefits they are realising as a result of automating their manual expense reporting and accounts payable processes. They have reduced the amount of time it takes to approve and pay invoices and expenses. They have also met their goal of minimizing the turnaround from the time an expense is incurred to the time it is reimbursed, billed and collected, which allows the firm to recover w w w. c h r o m e r i v e r. c o m i n f c h r o m e r i v e r. c o m + 1 ( )

5 costs more quickly, reduce write-offs, and improve employee satisfaction. They have met their goal of minimizing the turnaround from the time an expense is incurred to the time it is reimbursed, billed and collected, which allows the firm to recover costs more quickly, reduce write-offs, and improve employee satisfaction. w w w. c h r o m e r i v e r. c o m i n f c h r o m e r i v e r. c o m + 1 ( )

ABOUT PAPERLESS ENVIRONMENTS

ABOUT PAPERLESS ENVIRONMENTS TABLE OF CONTENTS 3 About Paperless Environments 5 Why Paperless Environments? 7 Our Products 9 pvault Enterprise Content Manager 12 AP Flow Accounts Payable Workflow Module 14 Doc Route Document Routing

More information

ABOUT PAPERLESS ENVIRONMENTS

ABOUT PAPERLESS ENVIRONMENTS TABLE OF CONTENTS 3 About Paperless Environments 5 Why Paperless Environments? 7 Our Products 9 pvault Enterprise Content Manager 12 AP Flow Accounts Payable Workflow Module 14 Doc Route Document Routing

More information

Eliminating Low-end Digital Disruption Automating the Accounts Payable Process for Sage 200 Users

Eliminating Low-end Digital Disruption Automating the Accounts Payable Process for Sage 200 Users Eliminating Low-end Digital Disruption Automating the Accounts Payable Process for Sage 200 Users Contents Disrupting the Accounts Payable Process Removing the AP Barrier for Sage 200 Users Manual AP Processing

More information

DFS-Sphere Human Resources Automation Efficient processes, Compliance and Audit Trails: Keys to Success

DFS-Sphere Human Resources Automation Efficient processes, Compliance and Audit Trails: Keys to Success DFS-Sphere Human Resources Automation Efficient processes, Compliance and Audit Trails: Keys to Success Introduction Human resources is an ever-evolving business function. The number one pain HR professional

More information

Publisher for Content Suite

Publisher for Content Suite Case Study Publisher for Content Suite Assembling complex Manufacturing & Engineering documents in minutes For the manufacturing and engineering industries, completing a project means more than supplying

More information

James Chambers Ltd improves operational efficiencies with Encore ERP software for timber merchants

James Chambers Ltd improves operational efficiencies with Encore ERP software for timber merchants James Chambers Ltd improves operational efficiencies with Encore ERP software for timber merchants Summary Originally established in 1905, James Chambers Timber Merchants Ltd is a successful, family owned

More information

Request for Proposals. For Electronic Invoice and Travel Management System

Request for Proposals. For Electronic Invoice and Travel Management System Request for Proposals For Electronic Invoice and Travel Management System Burke is seeking to develop a long-term relationship with a technology vendor that provides critical services in the areas of accounts

More information

You can easily view comparative data and drill through for transaction details.

You can easily view comparative data and drill through for transaction details. analyzing financial and operational information (such as number of sales reps, occupancy rates or cycle time), giving you a very powerful business management tool that leverages your financial data. You

More information

National Energy Transportation Company Refines SOX Compliance and Reporting, Automates Processes with PMG s Low-Code Digital Business Platform

National Energy Transportation Company Refines SOX Compliance and Reporting, Automates Processes with PMG s Low-Code Digital Business Platform National Energy Transportation Company Refines SOX Compliance and Reporting, Automates Processes with PMG s Low-Code Digital Business Platform The Desire to Go Digital A national fuel terminaling and transportation

More information

State Agency: Better process, better data and better controls

State Agency: Better process, better data and better controls SAP Concur Case Study EXTERNAL State Agency: Better process, better data and better controls How a State s commitment to increasing compliance resulted in significant improvements in government travel

More information

IMPLEMENTING E-BILLING ON AN INTERNATIONAL SCALE

IMPLEMENTING E-BILLING ON AN INTERNATIONAL SCALE IMPLEMENTING E-BILLING ON AN INTERNATIONAL SCALE Executive Summary Electronic billing solutions enable corporate law departments to produce sophisticated, up-to the minute, enterprise-wide reports for

More information

it s project management integrated. intuitive. intelligent

it s project management integrated. intuitive. intelligent ipm it s project management integrated. intuitive. intelligent IPM, by Enabling IP, is a next generation project management suite that provides a scalable solution with all the functionality needed to

More information

Expense management for higher education. The challenges and solution for grants, athletic teams, and procurement

Expense management for higher education. The challenges and solution for grants, athletic teams, and procurement Expense management for higher education The challenges and solution for grants, athletic teams, and procurement 1 Contents 1 Introduction 2 Expense management challenges Core expense management challenges

More information

Greentree. Workflow and Business Process Management

Greentree. Workflow and Business Process Management Greentree Workflow and Business Process Management Contents Business Process Management 3 The Greentree BPM layers 5 BPM and Process Flow Designer 8 Information and document management 9 Active Workflow

More information

UNIVERSITY OF TOLEDO INTERNAL AUDIT BILL THE CUSTOMER

UNIVERSITY OF TOLEDO INTERNAL AUDIT BILL THE CUSTOMER The following control objectives provide a basis for strengthening your control environment for the process of billing the customer. When you select an objective, you will access a list of the associated

More information

Certify User Guide INVOICE REPORTS

Certify User Guide INVOICE REPORTS Certify User Guide INVOICE REPORTS Copyright 2018 All Rights Reserved This version is current as of July 1, 2018 For continuously updated instructions, please visit our Help Center within the Certify Support

More information

Top 5 finance processes that are the culprits of busy work. Automating your workflow to make your work flow.

Top 5 finance processes that are the culprits of busy work. Automating your workflow to make your work flow. Top 5 finance processes that are the culprits of busy work. Automating your workflow to make your work flow. Imagine a finance department, free of inefficiencies. Everyone wants to be successful at work,

More information

QT9 ERP Job Management Software. Compliance. Paperless. User Friendly. Powerful.

QT9 ERP Job Management Software. Compliance. Paperless. User Friendly. Powerful. Compliance. Paperless. User Friendly. Powerful. SOFTWARE FEATURES Email Alerting Configure email alerts for inventory level of both your raw materials and your finished goods Outlook Integration Create

More information

Invu Purchasing Providing control to the purchase order process

Invu Purchasing Providing control to the purchase order process Invu Purchasing Providing control to the purchase order process A simple purchasing system to provide control, enable your staff and improve your purchase process. Half (50%) of finance professionals are

More information

ACUMATICA CLOUD KEY BENEFITS ACCESS YOUR ERP ANYTIME FROM ANY DEVICE, EASILY SCALE RESOURCES, AND CHOOSE YOUR DEPLOYMENT OPTION WORK THE WAY YOU WANT

ACUMATICA CLOUD KEY BENEFITS ACCESS YOUR ERP ANYTIME FROM ANY DEVICE, EASILY SCALE RESOURCES, AND CHOOSE YOUR DEPLOYMENT OPTION WORK THE WAY YOU WANT ACUMATICA CLOUD ACCESS YOUR ERP ANYTIME FROM ANY DEVICE, EASILY SCALE RESOURCES, AND CHOOSE YOUR DEPLOYMENT OPTION For many small and midsize businesses, choosing software as a service (SaaS) offers the

More information

Introducing. Paperless. Bill Management

Introducing. Paperless. Bill Management Introducing Paperless Bill Management The Perfect Solution For Today s Tough Times Simple and easy to use for you and your staff Eliminates need to learn accounting software Automates workflow, payments

More information

Material available on web at

Material available on web at Material available on web at http://gtumcain.wordpress.com Major topics Modules of ERP Human Resources Management Financial Management Inventory Management Quality Management Sales and Distribution (Murlidhar

More information

Utilizing EBS to Streamline Chargebacks for Internally Provided Services

Utilizing EBS to Streamline Chargebacks for Internally Provided Services Utilizing EBS to Streamline Chargebacks for Internally Provided Services A Public Sector Case Study Prepared by: Kirsten Keller Corrice, Arlington Public Schools @KirstenPSUEBS Session ID: 10216 Agenda

More information

Implementing an Automated Travel & Expense System and Lessons Learned. Introductions. Agenda

Implementing an Automated Travel & Expense System and Lessons Learned. Introductions. Agenda Implementing an Automated Travel & Expense System and Lessons Learned Introductions Crystal French, Travel Program Administrator, Travel Services (presenter) Tyler Wiebe, Assistant Manager, Budget Accounting

More information

The 12 Best Cool Solutions for Infor XA Users!

The 12 Best Cool Solutions for Infor XA Users! The 12 Best Cool Solutions for Infor XA Users! 1. Engineering Change Management System 2. Express Project Management 3. Excel to General Ledger Journal Entries (IFM and AM) 4. Requisition Workflow Approval

More information

Top tips for getting started with automated expense management

Top tips for getting started with automated expense management Top tips for getting started with automated expense management What is automated expense management and why should you care? This document explains what automated expense management is and how it is used,

More information

Simplifying The Accounts Payable Process

Simplifying The Accounts Payable Process Simplifying The Accounts Payable Process For businesses looking to reduce costs and improve efficiency, automating labor-intensive and errorprone processes such as accounts payable (AP) should be an easy

More information

Page 1 of 18

Page 1 of 18 The Address: 8 Al Obour Buildings 8th floor, Flat No. 3 Salah Salem Street, Heliopolis, Cairo, Egypt Telephones: 002-0222639711, 002-222627653 Email: infoegypt@erpbright.com Infoegypt@erpbright.com www.erpbright.com.eg

More information

Oracle Fusion Applications Licensing Information

Oracle Fusion Applications Licensing Information Oracle Fusion Applications Licensing Information 11g Release 1 (11.1.4.0.0) Oracle Fusion Applications Licensing Information 11g Release 1 (11.1.4.0.0) Copyright 2012, Oracle and/or its affiliates. All

More information

Automated Invoice/P2P Processing

Automated Invoice/P2P Processing Automated Invoice/P2P Processing Business Solutions Reduce processing costs Eliminate bottlenecks and delays Automate invoice capture Automate requisition processes Improve management reporting Improve

More information

There Are 5 Key Benefits of Automating Your Payables with AvidXchange

There Are 5 Key Benefits of Automating Your Payables with AvidXchange There Are 5 Key Benefits of Automating Your Payables with AvidXchange REDUCE PROCESSING COSTS Automating reduces processing costs by 60%, or more. How? By eliminating the hard costs associated with paper

More information

TSLC Frequently Asked Questions. Requestor and Approver Process & Coupa System

TSLC Frequently Asked Questions. Requestor and Approver Process & Coupa System Process Questions: Requisitioning/Ordering TSLC Frequently Asked Questions QUESTION: Can we submit new suppliers if we have a supplier that doesn t exist in the platform? Yes, when you start a requisition

More information

Reduce the cost of trading. with your suppliers

Reduce the cost of trading. with your suppliers trade simple provides comprehensive purchasing control and ensures all the process and pain of online ordering is handled for you. We would recommend it to anyone in the hospitality industry. Colin Simpson,

More information

TOP FINANCE PROCESSES THAT ARE THE CULPRITS OF BUSY WORK. Automating your workflow. to make your work flow.

TOP FINANCE PROCESSES THAT ARE THE CULPRITS OF BUSY WORK. Automating your workflow. to make your work flow. Automating your workflow TOP FINANCE PROCESSES THAT ARE THE CULPRITS OF BUSY WORK to make your work flow. Imagine a finance department, free of inefficiencies. Everyone wants to be successful at work,

More information

NATIONAL E-PROCUREMENT PROJECT GUIDANCE NOTES

NATIONAL E-PROCUREMENT PROJECT GUIDANCE NOTES NATIONAL E-PROCUREMENT PROJECT GUIDANCE NOTES WORKFLOW AND AUTHORISATION Title: Workflow and Authorisation Identification: Outlines some of the basic workflow concepts and the wider business issues that

More information

ORACLE FUSION FINANCIALS

ORACLE FUSION FINANCIALS ORACLE FUSION FINANCIALS THE NEW STANDARD FOR FINANCE KEY FEATURES Innovative embedded multi-dimensional reporting platform Simultaneous accounting of multiple reporting requirements Role-based dashboards

More information

Complete Distribution Solution

Complete Distribution Solution Complete Distribution Solution Analyzing data is so much easier, so much more timely. We re looking at things in real time as far as understanding where the business is and where it s headed. - Chuck Warren,

More information

White Paper. The simpro Accounting Link integration

White Paper. The simpro Accounting Link integration White Paper The simpro Accounting Link integration The simpro Accounting Link integration For a small business owner, the early days are often occupied by keeping a close eye on the cash coming in versus

More information

Best Practices, Best Results

Best Practices, Best Results Best Practices, Best Results The Importance of Best Practices in Accounts Payable IQ BackOffice March 2012 2012 IQ BackOffice. All rights reserved. Best Practices in Accounts Payable Accounts payable is

More information

Introducing: Payables Lockbox

Introducing: Payables Lockbox Introducing: Payables Lockbox A much easier way to get bills paid for your Association. Payables Lockbox brought to you by: www.avalonweb.com Payables Lockbox Introduction We are changing the way we pay

More information

Sage 200c Commercials Datasheet

Sage 200c Commercials Datasheet Sage 200c Commercials Datasheet Sage 200c Commercials automates the delivery of your customer orders with effective stock management. By responding to product and pricing demands quickly and effectively

More information

ipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT WITH INTEGRATION TO MICROSOFT DYNAMICS NAV

ipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT WITH INTEGRATION TO MICROSOFT DYNAMICS NAV ipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT WITH INTEGRATION TO MICROSOFT DYNAMICS NAV IPM, by IPM Global, is a next generation project management suite that provides

More information

Accounts Payable: 5 Reasons Why You Must Go Paperless

Accounts Payable: 5 Reasons Why You Must Go Paperless Accounts Payable: 5 Reasons Why You Must Go Paperless Contents Introduction Chapter 1: Time Management Chapter 2: Improved Payment Cycles Chapter 3: Automatic Filing in an Instant Chapter 4: Reliable Auditing

More information

THOMSON REUTERS CONTENT QUALITY DIVISION INCREASES EFFICIENCY WITH LEANKIT

THOMSON REUTERS CONTENT QUALITY DIVISION INCREASES EFFICIENCY WITH LEANKIT THOMSON REUTERS CONTENT QUALITY DIVISION INCREASES EFFICIENCY WITH LEANKIT Find out how the globally distributed team has reduced duplicative tasks and cut administrative overhead from their day-to-day

More information

Workday Expense Frequently Asked Questions and Answers

Workday Expense Frequently Asked Questions and Answers Workday Expense Frequently Asked Questions and Answers 1 Q. Will employees be able to create their own Spend Authorizations (SA) or Expense Reports (ER)? A. Yes, employees will be able to create their

More information

White Paper. Five Steps to a Faster Month-End Close

White Paper. Five Steps to a Faster Month-End Close White Paper Five Steps to a Faster Month-End Close Five Steps to a Faster Month-End Close Senior financial leaders are increasingly concerned about speeding up the month-end closing process. They need

More information

Sage 200c Standard & Professional pre-release What s New. Partner briefing July 2017

Sage 200c Standard & Professional pre-release What s New. Partner briefing July 2017 Sage 200c Standard & Professional pre-release What s New Partner briefing July 2017 Sage 200c Standard & Professional What s New pre-release Sage 200 is a global franchise with a clear vision and strategy

More information

Management Aspects.

Management Aspects. Management Aspects JOBZ! is a Sales Database with Management Aspects Sales Reps are the source of the data and the primary beneficiaries of it. Fast, efficient paper workflow- making the sale, turning

More information

Mothernode CRM PROFESSIONAL EDITION

Mothernode CRM PROFESSIONAL EDITION Mothernode CRM PROFESSIONAL EDITION Customer management, vendor management, marketing integration, customer service, and everything you need to close more deals. Mothernode CRM The easiest way to run your

More information

Project Remedies Solution Set s Ability to Transform your IT Organization. A Selection of Use Cases from Project Remedies Inc.

Project Remedies Solution Set s Ability to Transform your IT Organization. A Selection of Use Cases from Project Remedies Inc. Project Remedies Solution Set s Ability to Transform your IT Organization A Selection of Use Cases from Project Remedies Inc. August 2016 Project Remedies Solution Set s Ability to Transform an IT Organization

More information

Why Businesses Love Payables Lockbox

Why Businesses Love Payables Lockbox Why Businesses Love Payables Lockbox (And Yours Should, Too!) A whitepaper examining how businesses can streamline accounts payable processing, reduce payment processing time, and lower accounts payable

More information

Spend Control & eprocurement. How Law Firms Can Improve Profitability

Spend Control & eprocurement. How Law Firms Can Improve Profitability Spend Control & eprocurement How Law Firms Can Improve Profitability Spend Control & eprocurement for the Legal Sector The Background Law firms are facing unprecedented pressures on fees, billable hours

More information

California Firm Leverages Tabs3 to Reduce Document Processing to Focus More on Clients

California Firm Leverages Tabs3 to Reduce Document Processing to Focus More on Clients CASE STUDY California Firm Leverages Tabs3 to Reduce Document Processing to Focus More on Clients Executive Summary Mission Reduce time lawyers and support staff spend on processing documents so they can

More information

How to Look Beyond Accounting for Time Saving Business Solutions. Integrated Applications for Business Process Automation

How to Look Beyond Accounting for Time Saving Business Solutions. Integrated Applications for Business Process Automation How to Look Beyond Accounting for Time Saving Business Solutions Integrated Applications for Business Process Automation ACCOUNTING IS ONE PART OF A BIG PICTURE In business, a familiar note to self is

More information

U.S. Bank Access Online

U.S. Bank Access Online U.S. Bank Access Online Overview U.S. Bank Access Online provides organizations with real time access to their commercial card programs anywhere, anytime, within a secured environment. This powerful proprietary

More information

Harness the power of ReQlogic

Harness the power of ReQlogic 1 Harness the power of ReQlogic We love ReQlogic for its great integration with Dynamics GP. It gives us a great level of comfort when it comes to data accuracy. We also like its light footprint and deployment

More information

5 important steps: Why it s time to move to integrated ERP software

5 important steps: Why it s time to move to integrated ERP software 5 important steps: Why it s time to move to integrated ERP software The past decade has brought extraordinary changes to the way we do business. The internet has matured, mobile devices are part of everyday

More information

Compass 9.2 Changes by Module

Compass 9.2 Changes by Module Compass 9.2 Changes by Module Key Changes by Module The changes highlighted below are by no means all of the changes taking place with the Compass 9.2 Upgrade, rather a subset of major changes we thought

More information

Oracle Approvals Management (AME) drives approvals of Invoice images. Julie Peters, Equinix, Inc. Carin Chase, IT Convergence, Inc.

Oracle Approvals Management (AME) drives  approvals of Invoice images. Julie Peters, Equinix, Inc. Carin Chase, IT Convergence, Inc. Oracle Approvals Management (AME) drives email approvals of Invoice images Julie Peters, Equinix, Inc. Carin Chase, IT Convergence, Inc. Agenda Goals of this Session Solution Overview Business Pain Points

More information

Bill.com Boosts the Power of QuickBooks Online. Full-Service Payments, Payment Approval Workflows, and Payment Audit Trails

Bill.com Boosts the Power of QuickBooks Online. Full-Service Payments, Payment Approval Workflows, and Payment Audit Trails Bill.com Boosts the Power of QuickBooks Online Full-Service Payments, Payment Approval Workflows, and Payment Audit Trails Bill.com - White Paper: Bill.com Boosts the Power of QuickBooks Online Contents

More information

Top tips for getting started with automated expense management

Top tips for getting started with automated expense management Top tips for getting started with automated expense management What is automated expense management and why should you care? This document explains what automated expense management is and how it is used,

More information

6. Will the system be able to provide historical invoice data? Yes, the system will provide an archive of paid invoices.

6. Will the system be able to provide historical invoice data? Yes, the system will provide an archive of paid invoices. CHI Connect Financial Systems and Accounts Payable Q&A 1. How will departments access their financial data each month? Departments will have online access to a variety of useful reports detailing their

More information

Contract Management. Contract Management is an easy-to-use, Cloud-based Contract Management system

Contract Management. Contract Management is an easy-to-use, Cloud-based Contract Management system Contract Management Contract Management is an easy-to-use, Cloud-based Contract Management system People. Partnerships. Solutions. We re Advanced. We re a leading provider of software solutions and IT

More information

5 Ways Excel Accelerates Your Return On SAP FICO Business Processes

5 Ways Excel Accelerates Your Return On SAP FICO Business Processes 5 Ways Excel Accelerates Your Return On SAP FICO Business Processes Summary How can a finance and/or controller professional access SAP FICO data leveraging Microsoft Excel in a highly usable and interoperable

More information

Best Practices Error Prevention in Accounts Payable

Best Practices Error Prevention in Accounts Payable Best Practices Error Prevention in Accounts Payable Karl Andersson CEO and Founder direct: 508.281.4697 main: 508.480.8990 (x115) mobile: 617.233.3525 email: kandersson@technology-insight.com Webcast Logistics

More information

Sage X3 Now you can grow faster, without getting bigger. Now you can grow faster, without getting bigger

Sage X3 Now you can grow faster, without getting bigger. Now you can grow faster, without getting bigger Now you can grow faster, without getting bigger 2 Adopt a faster, simpler, more flexible business management solution Sage X3 takes the complexity out of running your business. It simplifies every part

More information

BBVA Compass Web Team Gains Back 20+ Hours A Week With Workfront

BBVA Compass Web Team Gains Back 20+ Hours A Week With Workfront CASE STUDY BBVA Compass Web Team Gains Back 20+ Hours A Week With Workfront Bank web team improves project visibility, streamlines workflows, and accelerates the completion of more than 1,000 projects

More information

Deltek Vision for Architecture and Engineering Firms

Deltek Vision for Architecture and Engineering Firms Professional Services Deltek Vision for Architecture and Engineering Firms bcsprosoft.com/deltek-vision 02 Deltek Vision for Architecture and Engineering Firms A higher level of integration, collaboration

More information

Deltek Vision. for Professional Services Firms. bcsprosoft.com/deltek-vision

Deltek Vision. for Professional Services Firms. bcsprosoft.com/deltek-vision Deltek Vision for Professional Services Firms bcsprosoft.com/deltek-vision 02 Deltek Vision for Professional Services Firms A higher level of integration, collaboration and success Managing the profitability

More information

The very Best Cool Solutions for Infor XA Users!

The very Best Cool Solutions for Infor XA Users! The very Best Cool Solutions for Infor XA Users! 1. Engineering Change Management System 2. Express Project Management 3. Excel to General Ledger Journal Entries (IFM and AM) 4. Electronic Requisition

More information

16 Ways. AP Automation. Can Improve Your Workday in 16

16 Ways. AP Automation. Can Improve Your Workday in 16 16 Ways AP Automation Can Improve Your Workday in 16 The Power of the Network The Future of Accounts Payable Through AvidXchange s Network, vendors can submit invoices in a variety of convenient ways.

More information

Extending TouchPoint Banking Suite Applications with OpenSpan

Extending TouchPoint Banking Suite Applications with OpenSpan OpenSpan White Paper Series: Extending TouchPoint Banking Suite Applications with OpenSpan Introduction p. 2 OPENSPAN FOR TOUCHPOINT p. 3 CASE STUDY p. 5 BENEFITS p. 6 SUMMARY p. 7 p. 2 OpenSpan White

More information

Product Deployment Timeline: Improving how people and companies do business with UC San Diego

Product Deployment Timeline: Improving how people and companies do business with UC San Diego Improving how people and companies do business with UC San Diego The Problem: UC San Diego spends over $1.5 Billion a year in non payroll related purchases of goods and services. To support those purchases,

More information

Purchase to Pay One process, one solution

Purchase to Pay One process, one solution WHITEPAPER Purchase to Pay One process, one solution John Wallace, CEO Autumn 2015 Contents 2 3 4 6 7 9 Purchase to Pay - one process, one solution Executive summary P2P the rationale for one process,

More information

WHITE PAPER HOW TO DIGITALLY TRANSFORM BUSINESS OPERATIONS. with Artificial Intelligence.

WHITE PAPER HOW TO DIGITALLY TRANSFORM BUSINESS OPERATIONS. with Artificial Intelligence. WHITE PAPER HOW TO DIGITALLY TRANSFORM BUSINESS OPERATIONS with Artificial Intelligence www.esker.com TABLE OF CONTENTS Introduction... 3 Benefits of Automation: A Success Story... 4 Manual Business Process

More information

ipm IPM PROJECT MANAGEMENT it s project management Integrated. Intuitive. Intelligent

ipm IPM PROJECT MANAGEMENT it s project management Integrated. Intuitive. Intelligent ipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT IPM, by IPM Global, is a next generation project management suite that provides a scalable solution with all the functionality

More information

Invu Accounts Payable

Invu Accounts Payable Invu Accounts Payable A fully automated Accounts Payable solution Using invoice capture & data extraction tools our solution can automatically pull information from invoices and other financial documentation

More information

Sage 200 Financials Datasheet

Sage 200 Financials Datasheet Sage 200 Datasheet Managing the day to day running of your business, Sage 200 has been developed to provide you with unrivalled business control and management reporting, utilising information held in

More information

Automating Key Business Processes with NetSuite ERP & Salesforce CRM

Automating Key Business Processes with NetSuite ERP & Salesforce CRM Cloud Integration Best Practices Whitepaper Automating Key Business Processes with NetSuite ERP & Salesforce CRM Do your employees spend significant time reentering and maintaining customer and order information

More information

Thomson Reuters Elite case study. Arnall Golden. Teaming with Thomson Reuters Elite for Advanced Enterprise Relationship Management Solutions

Thomson Reuters Elite case study. Arnall Golden. Teaming with Thomson Reuters Elite for Advanced Enterprise Relationship Management Solutions Arnall Golden Gregory LLP Teaming with Thomson Reuters Elite for Advanced Enterprise Relationship Management Solutions Teaming with Thomson Reuters Elite for Advanced Enterprise Relationship Management

More information

Sage One Online accounts for start-ups and small businesses

Sage One Online accounts for start-ups and small businesses Sage One Online accounts for start-ups and small businesses About Sage One Sage One is a family of online accounts software that helps you manage your business finances. Designed for UK businesses, there

More information

Dominion Energy Invoicing and Payment Portal Invoice Inquiry

Dominion Energy Invoicing and Payment Portal Invoice Inquiry Dominion Energy Invoicing and Payment Portal Dominion Energy What is the Taulia portal? The Taulia web portal provides functionality to view the status of all of your invoices in process with Dominion

More information

Pilot your business across functions, offices, and geographies

Pilot your business across functions, offices, and geographies Pilot your business across functions, offices, and geographies Whether your business has one or several locations in the same city or across international borders, Sage 300c helps you manage finances,

More information

Advanced e5 for Higher Education

Advanced e5 for Higher Education Advanced e5 for Higher Education Advanced e5 Empower you and your colleagues to meet your organisation s requirements, industry standards and best practice procedures; our solution delivers comprehensive

More information

AUTOMATE AND OPTIMISE FINANCIAL PROCESSES WITH RPA THE TOP EIGHT ADVANTAGES

AUTOMATE AND OPTIMISE FINANCIAL PROCESSES WITH RPA THE TOP EIGHT ADVANTAGES AUTOMATE AND OPTIMISE FINANCIAL PROCESSES WITH RPA THE TOP EIGHT ADVANTAGES It is standard practice to automate certain financial processes. Even so, there remains unused potential for further gains in

More information

Taking Accounts Payable to the Future: 5 Pillars of Automation

Taking Accounts Payable to the Future: 5 Pillars of Automation Taking Accounts Payable to the Future: 5 Pillars of Automation Patrick Gahagan & Katie Welch July 19, 2018 Agenda Introductions Elire & ITC Before: Manual Entry & Duplicated Effort Mapping the Future Guiding

More information

Chrome River Travel & Expense Frequently Asked Questions

Chrome River Travel & Expense Frequently Asked Questions Chrome River Travel & Expense Frequently Asked Questions To search for a word, simply click Ctrl + F and enter the word. Any questions/answers that contain that word will be highlighted. Travel Questions

More information

Introduction. E-Business B2B Infrastructure

Introduction. E-Business B2B Infrastructure E-Business B2B Infrastructure Michael B. Spring Department of Information Science and Telecommunications University of Pittsburgh spring@imap.pitt.edu http://www.sis.pitt.edu/~spring Introduction B2B business

More information

Dealer Tire partners with U.S. Bank and Chrome River to give its outdated paper expense reporting process the boot

Dealer Tire partners with U.S. Bank and Chrome River to give its outdated paper expense reporting process the boot Dealer Tire partners with U.S. Bank and Chrome River to give its outdated paper expense reporting process the boot At last we have a streamlined process that works for all of us, from end-users to approvers

More information

BUSINESS PROCESS MANAGEMENT SUITE FUNCTIONAL DESCRIPTION

BUSINESS PROCESS MANAGEMENT SUITE FUNCTIONAL DESCRIPTION BUSINESS PROCESS MANAGEMENT SUITE FUNCTIONAL DESCRIPTION 1 Table of Contents Table of Contents 2 1 Introduction 3 2 System Builder Tools 4 2.1 Model Manager 4 2.2 Template Manager 5 2.3 Header and Footer

More information

It pays to be paperless

It pays to be paperless It pays to be paperless Scanning Capture and Store Workflow Electronic Archiving Document Management System Printing Process Mapping Business Automation Deploying www.anota.co.uk About Anota Anota specialises

More information

Expense Management Trends Annual T&E Outlook and Benchmarks. Expense management insights from leading finance professionals

Expense Management Trends Annual T&E Outlook and Benchmarks. Expense management insights from leading finance professionals 2017 Expense Management Trends Annual T&E Outlook and Benchmarks Expense management insights from leading finance professionals 3 Executive summary 4 Expense management systems today 6 Reporting features

More information

Getting Control of Indirect Procurement. Chris Harper Central Garden & Pet

Getting Control of Indirect Procurement. Chris Harper Central Garden & Pet Getting Control of Indirect Procurement Chris Harper Central Garden & Pet 1 Agenda Introduction to CENTRAL Presenter Profile Indirect Procurement - Business Need Project Scope & Objectives Budgets & Internal

More information

TRAVEL AND EXPENSE REIMBURSEMENT SYSTEM

TRAVEL AND EXPENSE REIMBURSEMENT SYSTEM TRAVEL AND EXPENSE REIMBURSEMENT SYSTEM Presented by: Dominic LoTempio Angie Rzeszut Meg Mitchell Donna Czaja 1 Learning Objectives: Obtain a general overview of UB s Concur initiative Recognize your role

More information

Supply Market Analysis

Supply Market Analysis An Intensive 5 Day Training Course Supply Market Analysis Increase Savings through Efficient Sourcing, Risk Mitigation & Contract Compliance 28 Oct - 01 Nov 2018, Dubai 24-APR-18 This course is Designed,

More information

DFS-Sphere eform Digital Form Process Solution for Business

DFS-Sphere eform Digital Form Process Solution for Business DFS-Sphere eform Digital Form Process Solution for Business Introduction Much time and effort is wasted today in handling and tracking paperwork of company forms and requests. DFS-Sphere eform allows you

More information

Capability Brief. Cognito iq Mobile for Retail Logistics, Transport and Couriers

Capability Brief. Cognito iq Mobile for Retail Logistics, Transport and Couriers Capability Brief Cognito iq Mobile for Retail Logistics, Transport and Couriers 2 Contents 1.0 Introduction 4 2.0 Product features and functionality 5 2.1 A typical shift 6 2.1.1 Log in and start of shift

More information

Oracle CRM: It s Really Better Than Salesforce.Com When You Do It Right

Oracle CRM: It s Really Better Than Salesforce.Com When You Do It Right Oracle CRM: It s Really Better Than Salesforce.Com When You Do It Right By Patrick Krause, IT Convergence Prologue Like most medium-sized business-to-business service providers space, my organization brought

More information

Genialcloud Proj ERP - CRM - SCM - HRM GENIALCLOUD PROJ ONE PLATFORM, MANY SOLUTIONS

Genialcloud Proj ERP - CRM - SCM - HRM GENIALCLOUD PROJ ONE PLATFORM, MANY SOLUTIONS www.genialcloud.com Genialcloud ERP - CRM - SCM - HRM GENIALCLOUD PROJ ONE PLATFORM, MANY SOLUTIONS MANAGE YOUR CORE BUSINESS PROCESSES WITH A SELF-SERVICE ERP/CRM/SCM/HRM SUITE Genialcloud puts you in

More information

Enterprise Content Management and Workflow Automation Solutions Provider

Enterprise Content Management and Workflow Automation Solutions Provider TABLE OF CONTENTS 3 About Paperless Environments 4 Why Paperless Environments? 5 Our Products 6 pvault Enterprise Content Manager 9 AP Flow Accounts Payable Workflow Module 11 Doc Route Document Routing

More information