DEPARTMENTS

PURCHASING

Most financial systems manage item cost codes and the generation of purchase orders well, except when they don’t; that’s when we can help by…

• acquiring vendor and item code updates and automatically pushing them to your purchasing system using robotic process automation;
• capturing purchase orders or purchase order data from your system, merging it with a professional-looking form and distributing to one or multiple parties;
• storing purchase orders in a central repository for storage and retrieval;
• allowing vendors online access to their purchase orders and flipping them into invoices for easy payment;
• capturing purchase order confirmations and systematically matching them against your POs; freeing up buyers to handle exceptions and driving better results from your automated accounts payable reconciliation process.more.

Let us show you how to make your purchasing process smarter.

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Vendor Onboarding and Compliance Brochure
Case Study: Robotic Process Automation
SMRTR CMS^SM Brochure

FINANCE AND ACCOUNTING

Finance and accounting are two departments that traditionally have paper-intensive processes. Commonly, we find that these processes are tedious and error-prone.

Accounts Receivable (AR) at Work

1. Capture your invoices or invoice data from your accounting system.
2. Merge it with a professional-looking form.
3. Leverage conditional messaging to communicate with customers or cross-sell related products.
4. Distribute invoices one at a time, bundled together, bundled with credits or the customer’s statement and more.
5. Email to one or many individuals at the same time and capture documents to a central repository for storage and retrieval.

Accounts Payable (AP) should not translate to “A Pain”

Manually keying payment information into your accounting system is tedious and error prone with no visibility into the approval process. Automate the receiving and matching of invoices with purchase orders and receiving documents for approval with no human intervention. Expense items are easy with online GL coding within your workflow and approval process.

We work closely with you to assess your needs and implement the right solution that improves the process, saves you time, fits your budget and provides visibility over your accounts payable process.  The result is a demonstratable ROI and room for growth without adding additional resources.

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Use Case: Expedite Your Receivables
Case Study: Logistics Company Supports Rapid Growth with Invoice Processing
Case Study: Accounts Payable Automation

HUMAN RESOURCES

Employee onboarding and turnover can be a huge resource drain if you’re handling everything manually today. Here’s an example of how we can help you streamline your new hire process.

1. Create dynamic, online applications and tailor your questions to the position.
2. Capture candidate information that can be searched to filter prospective hires.
3. Selected new hire information is pre-populated across all employment and benefits forms to complete the onboarding process.
4. Attach external documents relevant to the onboarding process for review and approval.

A paperless process from start to finish. Automate your annual employee compliance updates as well! Not quite ready to put everything online? No problem, we can help you capture your personnel files and organize them into electronic files; eliminating paper in your organization.

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SMRTR Overview^SM Brochure
Desktop Capture Brochure
Use Case: Electronic Personnel Files

LEGAL AND COMPLIANCE

Managing information and data is becoming more challenging than ever with the huge amount of content that comes into an organization. Companies turn to SMRTR^TM solutions for help by…

• implementing a comprehensive records management process;
• orchestrating case management workloads;
• managing your organization’s information to comply with internal policies, regulations, and privacy policies;
• developing retention policies and much more.

Compliance is about following prescribed standards and requirements to be “in compliance”. We provide workflow solutions that automate manual processes to drive consistency and certainty of outcome.

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Vendor Onboarding and Compliance Brochure
Use Case: A Clear View Through Beer Goggles
Case Study: Legal Firm Gains Control Over Business Processes