Together we define the assignment for digitizing invoices

Are you thinking of getting started with digitalization?

Digitizing invoices is a transformational project

Automated invoice processing in a fundamental way transform processes, activities and agreementsthat the organization has been accustomed to for years.

Choosing the right technology is not enough — much It is more important to change people's behavior..

To be able to design solutions that meet the objectives:

• reduce the cost of invoice processing
• Increase the number of invoices processed
• reduce invoice processing time
• reduce error rate

we need correctly understand the current state of affairs.

Our approach to this has proved successful in the form of a joint workshop.
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Why workshop

• it is space for solutions topics that are hard to find time for during daily operations
• He has a clear agenda with activities leading to the objective (decision)
• helps to depersonalize the topic and increases the quality of the final assignment
• creates a match in the team, which affects the subsequent course of the project

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We need 3 roles from you

CFO: defines the objectives and scope of the project. It affects the priority of the project.

IT: defines the technical requirements for the system. They understand the need for integrations.

User: knows the process best, can describe the daily challenges and what would make the job easier the most. By engaging in the design of the solution, we significantly increase its subsequent satisfaction.

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During the workshop you will receive:

• sketch of the process map current processing of invoices, including marking of critical points
• rosterhow much time it will take for your team to transition to a new system
• handouts to decide whether to choose cloud or on-premise
• insight into OCR success rates and how it (doesn't) affect efficiency
• awareness, what the price consists of (licenses, services, SLA)
• roster Important issues to be resolved internally
• datafrom which we will calculate ROI
• matching in your team over the next course of action

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You are in control of every step

1. We will send you short questionnaire, according to which we will prepare a workshop according to the size of your organization.
2. collaboratively we pass a workshop (agenda below).
3. Does it make sense to continue? We will prepare a demo tailor-made including data mining from your invoices.
4. Are you excited about the solution and meets the expectations of the whole team? We will help you defend the return investment before management and negotiate priority for the project.

Book your free appointment now.

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Workshop Agenda

Framing the problem

We plot the existing invoice processing process and tell ourselves what is good and what could be better.

Default Status

Facts, data, recapitulation: numbers and types of documents, pages, suppliers, number of items on invoices, branches. Which activities last the longest.

Prioritization of requirements

What are the key elements in the solution that will have the greatest impact on faster processing?

Cloud or on-premise?

We will help you choose a variant according to the context of your organization.

OCR Success

We will explain with examples how important OCR quality is and how it (does) affect overall efficiency.

ROI: finding value

We collect documents and data (we already have a few tips).

Project Limitations and Risks

We will describe your perceived risks and add a series according to our experience (time, money, technology, law).

Discussion with IT

Technical discussion about the ecosystem of internal applications (DMS, ERP, integration, SQL database).

License

We explain the most common composition of prices: license, services, training, SLA, maintenance.

Roles and synergies

It names key roles and necessary responsibilities. We predict their utilization according to different stages of the project.

Next steps

We agree together on the next steps.

We help you improve the efficiency of the finance department

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Don't underestimate the amount of changes needed that are important to meeting the project's success goals.

Spend 3 hours of time together.

Eliminate failure.