USE CASES

CAPABILITIES

COMPLIANCE AND RISK MANAGEMENT

Use Case: SMRTR COMPLIANCESM for Food and Beverage Distribution

A US food distributor sought to automate the onboarding and compliance of their supplier documentation requirements. The process consisted of gathering required documentation from the Supplier organization. Additionally, based upon the type of food items they were to procure from their supplier, documentation was required for specific item codes to demonstrate the manufacturing process, ingredients, country of origin, and much more. As each item is procured to fulfill orders, certificates of assurance, lot numbers, and other documentation is required for traceability. Along the way, Suppliers must be notified of required documents and those approaching expiration or expired. Distributor personnel need an efficient way to evaluate each supplier of non-compliance. While industry solutions exist, few respond to both the automation of supplier onboarding and management of compliance. SMRTR COMPLIANCESM provides this capability in an affordable way enabling organizations large and small to maintain compliancy.

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Use Case: SMRTR COMPLIANCESM for Manufacturing

Manufacturers large and small have hundreds if not thousands of vendors that provide both raw materials and fabricated parts for the assembly of finished goods. Many need a way to easily automate suppliers and ensure they meet compliance requirements. As materials and parts are procured, they need to meet specifications in order to meet the manufacturer’s quality control guidelines. As items are procured, SMRTR COMPLIANCESM will notify the supplier to provide documentation of proof that specifications and requirements are being met. Documentation must be reviewed by key manufacturing personnel prior to introduction into the finished goods. SMRTR COMPLIANCE provides a self-service portal for suppliers to upload required certificates of assurance and inspection documents. Once uploaded, an automated workflow process is initiated so documentation can be reviewed prior to the introduction of materials into the manufacturing process, thereby mitigating the risk of malfunctioning products and returns.

< Back to Compliance and Risk Management

INFORMATION MANAGEMENT AND GOVERNANCE

Use Case: Export Compliance…and Easier Way

Produce distribution is challenging by itself, now imagine transporting outside the country. The level of compliance that is required to ensure your goods make it to their destination reliably is laden with paperwork. As one produce distributor learned, if the paperwork that goes with the container is not complete and assembled in the correct order, the goods do not leave the dock. That’s when they turned to us. We were able to take documents from various sources such as Excel spreadsheets, scanned images, system generated reports and documents and, regardless of when they were generated, we automated the assembly, sequenced and distributed each set of documents as a bundle preparing them for each container. Additionally, a subset of required documents was automatically emailed ahead to the receiver. This lead to a significant time-savings resulting in reduced labor costs and greater accuracy. SMRTR CMSTM makes the assembly and distribution of documents smarter, not harder.

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MOBILE FORMS

Use Case: Bolster Sales with Every Customer Communication

Transactional documents are the reason why companies still use paper today. Additionally, every interaction with your customers should carry with it a positive reflection of your organization. Paper-based documents are static and difficult to convey changes easily. With SMRTR FormsTM you can design professional-looking documents and use transactional information to tailor your messaging on each invoice and statement. Each billing cycle should represent an opportunity to report customer buying habits, recognize valuable customers and cross-sell them on products; creating a personalized buying experience.
Personalize your Customer Communications

< Back to Mobile Forms

Use Case: Expedite Your Receivables

Expediting your billing and increasing the speed of your receivables is key to any successful business. Yet the process of invoicing and distributing monthly billing statements can be very labor-intensive. With SMRTR FormsTM we automate your billing cycles, eliminating costs and time while increasing speed to delivery; and with online bill pay your slow pays become just a memory. Check out how PlanetPress Connect can make your work SMRTRTM not harder.

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Use Case: Utilize the value of the Omniscient Customer Experience

Keeping all your communication (invoicing, sales promotions, social media, etc.) updated is a pain. It’s so easy to forget, misplace and misuse this vital business information. SMRTRTM can help you keep invoice terms and conditions that vary state by state in sync effortlessly. Daily marketing communications that are updated in one medium can be instantly synchronized across the channel. Maintain consistent and accurate communications with SMRTR.

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INTEGRATION

Use Case: POD Reconciliation

Distributors use paper-based invoices as well as handheld devices to capture notes, credits and signatures on deliveries made. This process is often handled sufficiently by your ERP solution or Route Accounting software. Where these core business applications fall short is reconciling to ensure that all invoices that accompany deliveries each day; come back. SMRTR BridgeTM takes care of this process by automatically capturing invoices numbers generated daily and comparing them to those proof of delivery invoices (PODs) that return back to the system for further processing of pickups, returns, and add-on orders. SMRTR Bridge automatically generates a daily reconciliation report to ensure that everything is accounted for and exceptions are quickly identified for proper handling. Automated POD reconciliation saves time by eliminating this manual process and ensures proper billing and credits for your invoicing integrity.

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Use Case: Bundling Export Documents

ERP solutions are powerful when it comes to accumulating the required information to create a report, communicate claim history, generate policy declaration pages, prepare export paperwork and more. SMRTR BridgeTM augments these powerful solutions by pulling together disparate documents and reports using business rules to dynamically create an electronic document that is properly sequenced, complete and timely distributed to ensure proper handling of business-critical information.

< Back to Integration

Use Case: Check Register Automation

When met with the challenge of automating a complex, manual and time-consuming process that called for the assembly of supporting documents for each account payable check that was distributed to a supplier; SMRTR BridgeTM rose to the top. The distribution industry, in particular, not only purchases items for resale but often takes position of promotional items and other merchandise. This leads to a nightmare of debits and credits that need to be reconciled as each invoice is paid. Upon payment of a supplier invoice, SMRTR Bridge uses the Check Register to grab a copy of the check and append it with all of the supporting information to communicate the final payment amount with confidence. One distributor indicated that this process is handled today by several individuals and is error-prone. The only remaining question is, “…why did we wait so long?”

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Use Case: Automated Distribution

Purchase orders, invoices, statements, credits and…if only it was as easy as pushing “send”. But it’s not. Often, we find ourselves having to fax or email two, three, four or more people the same information but why? It’s already in an electronic format, why print it out to fax or scan the document back in just so you can email it to others? These manual processes and more are solved with SMRTR BridgeTM. Using a Distribution Interface, your back-office system looks to SMRTRTM to determine who are all the recipients for a given document and how do they want to receive it to print, email, fax and more. There’s really no limit to the number of stakeholders that can receive a given document and now each time you hit “submit” rest assured; everyone who is supposed to get that document will. Remember, we make your work smarter, not harder.

< Back to Integration

INDUSTRIES

Use Case: Expedite Your Receivables

Expediting your billing and increasing the speed of your receivables is key to any successful business. Yet the process of invoicing and distributing monthly billing statements can be very labor-intensive. With SMRTR FormsTM we automate your billing cycles, eliminating costs and time while increasing speed to delivery; and with online bill pay your slow pays become just a memory. Check out how PlanetPress Connect can make your work SMRTRTM not harder.

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Use Case: Bolster Sales with Every Customer Communication

Transactional documents are the reason why companies still use paper today. Additionally, every interaction with your customers should carry with it a positive reflection of your organization. Paper-based documents are static and difficult to convey changes easily. With SMRTR FormsTM you can design professional-looking documents and use transactional information to tailor your messaging on each invoice and statement. Each billing cycle should represent an opportunity to report customer buying habits, recognize valuable customers and cross-sell them on products; creating a personalized buying experience.
Personalize your Customer Communications

< Back to Industries

MANUFACTURING

Use Case: Country of Origin

Food safety regulations continue to push for more disclosure in the industry. Using SMRTR FormsTM, country of origin can be populated dynamically to invoices, product, and confection labels; keeping your organization compliant. In fact, SMRTRTM can provide all your labeling needs including barcode labels, scan labels, shelf labels, nutritional facts, ingredients and more!

< Back to Manufacturing

Use Case: Mobilize Your Inspections

Easily comply with OSHA and DOT regulations by using dynamic forms to perform your daily inspections and capture authorized signatures. Distribute inspection reports and data to your asset management, content management or third-party applications for auditing and reporting. Send repair requests electronically to your maintenance shop for scheduling.

< Back to Manufacturing

DISTRIBUTION

Use Case: Country of Origin

Food safety regulations continue to push for more disclosure in the industry. Using SMRTR FormsTM, country of origin can be populated dynamically to invoices, product, and confection labels; keeping your organization compliant. In fact, SMRTRTM can provide all your labeling needs including barcode labels, scan labels, shelf labels, nutritional facts, ingredients and more!

< Back to Distribution

Use Case: Digital Proof of Delivery

If you have a strong customer focus digitizing Proof of Delivery is the first step. At each stop, your forms come to life allowing you to check-in items delivered, capture comments, photos, and signatures. Any changes to the delivery or damaged products can be instantly communicated and sent back to your company for billing or credit. Signed digital copies return to the office in real-time along with a copy to the customer. Take a closer look today!

< Back to Distribution

TRANSPORTATION

Use Case: Digital Proof of Delivery

If you have a strong customer focus digitizing Proof of Delivery is the first step. At each stop, your forms come to life allowing you to check-in items delivered, capture comments, photos, and signatures. Any changes to the delivery or damaged products can be instantly communicated and sent back to your company for billing or credit. Signed digital copies return to the office in real-time along with a copy to the customer. Take a closer look today!

< Back to Transportation

Use Case: Mobilize Your Inspections

Easily comply with OSHA and DOT regulations by using dynamic forms to perform your daily inspections and capture authorized signatures. Distribute inspection reports and data to your asset management, content management or third-party applications for auditing and reporting. Send repair requests electronically to your maintenance shop for scheduling.

< Back to Transportation

RETAIL AND C-STORE

Use Case: Omnichannel Marketing

A large wireless communications company seeking creative ways to bolster sales, turned to SMRTR FormsTM, powered by OL, to promote customer loyalty by displaying data usage information on each monthly statement in a graphical format and based upon the usage, the solution classified the customer as a platinum, silver or gold member and leveraged monthly promotional messages and offers to cross-sell other products at a discounted rate.

< Back to Retail and C-Store

Use Case: Bolster Sales with Every Customer Communication

Transactional documents are the reason why companies still use paper today. Additionally, every interaction with your customers should carry with it a positive reflection of your organization. Paper-based documents are static and difficult to convey changes easily. With SMRTR FormsTM you can design professional-looking documents and use transactional information to tailor your messaging on each invoice and statement. Each billing cycle should represent an opportunity to report customer buying habits, recognize valuable customers and cross-sell them on products; creating a personalized buying experience.
Personalize your Customer Communications

< Back to Retail and C-Store

Use Case: A Clear View Through Beer Goggles

Beer and wine distributors across the country are subjected to routine sales audits. Auditors frequently request to see all sales over a specific duration of time, customer as well as other criteria. Historically, this requires one to sift through boxes of information to pull invoices or receipts. SMRTR CMSTM provides you the ability to enter a date range, customer number or any other criteria to create a list of documents to share with your auditors. At the same time, the physical documents can also be upon demand; our goal is to make your audits smarter, not harder.

< Back to Retail and C-Store

FINANCE AND BANKING

Use Case: Bolster Sales with Every Customer Communication

Transactional documents are the reason why companies still use paper today. Additionally, every interaction with your customers should carry with it a positive reflection of your organization. Paper-based documents are static and difficult to convey changes easily. With SMRTR FormsTM you can design professional-looking documents and use transactional information to tailor your messaging on each invoice and statement. Each billing cycle should represent an opportunity to report customer buying habits, recognize valuable customers and cross-sell them on products; creating a personalized buying experience.
Personalize your Customer Communications

< Back to Finance and Banking

PROFESSIONAL SERVICES

Use Case: Expedite Your Receivables

Expediting your billing and increasing the speed of your receivables is key to any successful business. Yet the process of invoicing and distributing monthly billing statements can be very labor-intensive. With SMRTR FormsTM we automate your billing cycles, eliminating costs and time while increasing speed to delivery; and with online bill pay your slow pays become just a memory. Check out how PlanetPress Connect can make your work SMRTRTM not harder.

< Back to Professional Services

DEPARTMENTS

Use Case: Country of Origin

Food safety regulations continue to push for more disclosure in the industry. Using SMRTR FormsTM, country of origin can be populated dynamically to invoices, product, and confection labels; keeping your organization compliant. In fact, SMRTRTM can provide all your labeling needs including barcode labels, scan labels, nutritional facts, ingredients and more!

< Back to Departments

Use Case: Mobilize Your Inspections

Easily comply with OSHA and DOT regulations by using dynamic forms to perform your daily inspections and capture authorized signatures. Distribute inspection reports and data to your asset management, content management or third-party applications for auditing and reporting. Send repair requests electronically to your maintenance shop for scheduling.

< Back to Departments

SALES

Use Case: Expedite Your Receivables

Expediting your billing and increasing the speed of your receivables is key to any successful business. Yet the process of invoicing and distributing monthly billing statements can be very labor-intensive. With SMRTR FormsTM we automate your billing cycles, eliminating costs and time while increasing speed to delivery; and with online bill pay your slow pays become just a memory. Check out how PlanetPress Connect can make your work SMRTRTM not harder.

< Back to Sales

Use Case: Bolster Sales with Every Customer Communication

Transactional documents are the reason why companies still use paper today. Additionally, every interaction with your customers should carry with it a positive reflection of your organization. Paper-based documents are static and difficult to convey changes easily. With SMRTR FormsTM you can design professional-looking documents and use transactional information to tailor your messaging on each invoice and statement. Each billing cycle should represent an opportunity to report customer buying habits, recognize valuable customers and cross-sell them on products; creating a personalized buying experience.
Personalize your Customer Communications

< Back to Sales

FINANCE AND ACCOUNTING

Use Case: Expedite Your Receivables

Expediting your billing and increasing the speed of your receivables is key to any successful business. Yet the process of invoicing and distributing monthly billing statements can be very labor-intensive. With SMRTR FormsTM we automate your billing cycles, eliminating costs and time while increasing speed to delivery; and with online bill pay your slow pays become just a memory. Check out how PlanetPress Connect can make your work SMRTRTM not harder.

< Back to Finance and Accounting

Use Case: Bolster Sales with Every Customer Communication

Transactional documents are the reason why companies still use paper today. Additionally, every interaction with your customers should carry with it a positive reflection of your organization. Paper-based documents are static and difficult to convey changes easily. With SMRTR FormsTM you can design professional-looking documents and use transactional information to tailor your messaging on each invoice and statement. Each billing cycle should represent an opportunity to report customer buying habits, recognize valuable customers and cross-sell them on products; creating a personalized buying experience.
Personalize your Customer Communications

< Back to Finance and Accounting

HUMAN RESOURCES

Use Case: Electronic Personnel Files

A large distributor was experiencing employee turnover in excess of 25% per year. Faced with massive amounts of employee records they were running out of filing space. They turned to SMRTRTM to help them organize their employee filing system in a way that would not add to their existing workload. SMRTR implemented a process that would allow the human resource assistant to load an entire employee file into the scanner and easily classify the documents. Adding only the employee ID, the solution performed a database validation and lookup to index the documents without human intervention. Next step, intelligent classification or online forms!

< Back to Human Resources

LEGAL AND COMPLIANCE

Use Case: A Clear View Through Beer Goggles

Beer and wine distributors across the country are subjected to routine sales audits. Auditors frequently request to see all sales over a specific duration of time, customer as well as other criteria. Historically, this requires one to sift through boxes of information to pull invoices or receipts. SMRTR CMSTM provides you the ability to enter a date range, customer number or any other criteria to create a list of documents to share with your auditors. At the same time, the physical documents can also be upon demand; our goal is to make your audits smarter, not harder.

< Back to Legal and Compliance

READY TO GET SMRTR ABOUT YOUR BUSINESS?

SMRTR manages and automates documents for hundreds of enterprises worldwide. Contact us today to streamline your processes and join the paperless revolution.

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