Automation

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A solid request for proposal (RFP) will cover all aspects of a proposed automation implementation. Writing an RFP will help you identify and finalize your requirements as well as establish clear… Read More
by Jess Scheer, Executive Editor Step Four: Analyze the Process Now that you can “see” the process, you’re positioned to truly understand what’s broken. Did your process maps highlight… Read More
by Jess Scheer, Executive Editor Step Three: Visualize the Process This step is about “seeing” the process from at least three dimensions: What’s the order in which the work takes place? Who… Read More
by Jess Scheer, Executive Editor Why Go Through All These Steps? One of the most common, and expensive, mistakes made when trying to improve performance is investing in a technology solution too… Read More
by Jess Scheer, Executive Editor Step Two: Standardize the Steps of the Process Unmanaged processes devolve into every team member’s own approach to their job. Everyone who does a similar job… Read More
Drawing a process map doesn't have to be a lengthy, difficult process. Here's a quick shortcut you can use to get started in less than a minute. 1. Open Excel. 2. Open the process framework… Read More
by Jess Scheer, Executive Editor Automating a bad process only makes bad get worse faster. To get the most out of any automation investment, the first step is to improve your processes. But how do… Read More
Scanning Turns Paper Invoices Into "E" Data—and AP into "Accounts Paperless" by Judy Bicking, IOFM Senior Trainer Scanning technology and workflow present a huge opportunity to gain control over… Read More
Let’s face it: Closing the books tends to be a low-tech process, regardless of the automation level in other parts of your financial process. For many—if not most—AP professionals, year-end… Read More
When implementing an automated accounts payable solution, a large part of your role is to keep the project contained, manageable, and transparent. CEOs and CFOs want assurance that the implementation… Read More

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