Simplify Accounts Payable processes while reducing the amount of paper utilized and time spent by employees. Centralize documents and data in one easily accessible place.
Enterprise Content Management & AP Automation
Cedar’s found the answer to its challenges in PiF Technologies’ AP Automation and implementation services, systems integration, and ongoing service and support. The solution simplifies the procure-to-pay process by providing digitization and workflows to capture, route, approve, pay, and archive invoices with greater efficiency, accuracy, and visibility.
They now have the visibility to validate all steps across the invoice processing continuum and easily find answers – i.e. Was the invoice received? Was it approved? Was it paid? And with what check number and date?
Before automation, employees would enter invoices by manually keying them into the company’s Microsoft Dynamics NAV (“NAV”) financial platform. Prior to implementing workflow automation they had a manual process, automation allowed them to create workflows to handle all of the vendor invoices they were receiving either in the mail or via email. If they were receiving invoices via email, they were printing the invoices and then entering them into NAV. Once an invoice was entered into it was then printed with a cover sheet stapled to the top and all other necessary documentation, and then physically circulated throughout the company to obtain the necessary approvals.
PiF implemented a solution designed to work directly with Dynamics NAV, by doing so, Cedar’s was able to streamline their invoice approval process and greatly reduce the amount of time and effort spent on each invoice. Regardless of the Financial ERP software used, PiF can easily integrate. PiF specializes in application integration services utilizing a variety of different methodologies including direct API, .CSV/Flat File export combined with a data push, and more recently Robotic Process Automation. Due to PiF’s expertise with these various methodologies, the integration and the data push can be accomplished with any Financial ERP, including Microsoft Dynamics, Sage, Macola, JobBoss, and Global Shop, as well as any ERP your organization may use.
A successful solution is more than just a robust digital system, it relies on a strong connection between the PiF team and the customer. Part of Cedar’s implementation, just like all PiF customer implementations, included heavy involvement from the PiF professional services team.
PiF follows a seven step process to successfully implement a solution. It begins with being assigned a PMP Certified Project Manager, then both teams engage in the coordination and discovery which results in a Statement of Work and clear deliverables for both parties. This level of support continues through User Acceptance Training (UAT), Go-Live and post implementation triage and support – ensuring the long term success of their client.
With the long term support from PiF and the benefits provided by automating their Accounts Payable process, Cedar’s is set up for success.
In 2021, PiF Technologies will be celebrating its 25th year in business. They’ve been a DocStar partner since day one and got their start selling a simple solution; scan, file, and retrieve. While the technology and complexity of their projects have evolved, their dedication to their customers and their desire to stay on the bleeding edge of technology has been their number one priority.
They cover a broad range of applications and industries. Popular implementations include AP Automation for Manufacturers and Distributors, Non-Profits, Construction firms, school districts, and any other business that faces inefficiencies in their processes.
Their expertise lies in their ability to design, deploy and support complex, fully integrated solutions with workflow automation, artificial intelligence including intelligent data capture, smart web forms, robotic process automation, and Cloud hosting.
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