Business Solutions
Digitally Transform Operations Across Essential Departments
Modernizing essential back-office operations saves time and money. With the latest technology redirecting staff from tedious, labor-intensive tasks to higher-value, knowledge-driven work, our solutions empower staff to make more informed decisions, faster.
Modern Tools to Increase Performance
Streamlining processes in foundational business areas like Accounts Payable, Accounts Receivable and Human Resources with us drives compliance and consistency. Our flexible, scalable solutions deliver increased visibility, efficiency and accuracy by eliminating paper-centric, manual processes and the need to jump between multiple applications, spreadsheets and file shares.
Accounts Payable
Increase speed and accuracy while cutting costs and invoice cycle times.
Advanced Invoice Capture
One of the fastest areas to recognize savings and increase efficiency is at the beginning of the invoice process. Stop wasting valuable resources on keying line-item information from invoices into your ERP or accounting system. Utilize those resources towards higher value projects and implement an advanced capture solutions with us to automatically classify vendor invoices and extract line-item detail getting that information into your system faster and more accurately.
ERP Integration
Most organizations require multiple software platforms to get the job done. The ability for those systems to work effortlessly together is essential to building an efficient, dependable process. Lack of ERP and accounting system integration adds time to AP cycles, leads to duplicate data entry and increases the risk of errors. With a content services platform that easily integrates with the systems your organization has already invested in, invoices and supporting documents are a click away.
Invoice Processing
ERP systems are well designed to handle traditional transactions, but what about when exceptions occur? The key to finding a viable solution is identifying one that will augment – not replace – the workflow of your current ERP system. i3 for invoice processing expedites the entire process, enabling you to see the process end-to-end, identify bottlenecks and gain valuable insight into staff workloads. Whether in the office, or out of the office with our mobile capabilities, your AP department can extend invoice approval beyond the desk and out to smart phones and tablets – “Sorry, I was out of the office” is no longer a cause for delay.
Procurement Processing
How many people in your organization touch the procurement process? Does it cost more to process the request to purchase something than the actual cost of the item being procured? All the paperwork surrounding the procurement process reduces your team’s effectiveness and costs your organization money. The i3 solution for procurement processing routes electronic PO requests automatically through review, evaluation and fulfillment. If there are bottlenecks, you’ll know and be able to quickly address them. All documents related to a procurement project are connected and retrieved with a single mouse-click, keeping all the necessary information available and accessible to you and your team.
Accounts Receivable
Provide finance staff with real-time insight, faster audits and fewer DSO.
Collections Management
Collections plays a critical role in your organization’s financial health. Yet, with increasing workloads, limited resources and manual processes, expensive, inefficient collection departments are common. Address the rising costs, improve resource utilization and increase overall process efficiency with case management solutions. With all documentation and information at your fingertips, from activity logs to agency reports and legal correspondence, you’ll be able to manage all the activity around collections or disputes within a single solution. The improved transparency into the entire collections process allows you to easily identify bottlenecks, evenly distribute workloads and reduce the opportunity for errors.
Digital Mailroom
How long does it take to get critical content from the mailroom to a knowledge worker? What if you could scan paper documents as they arrive at the mailroom without having to sort and organize into batches? Digital Mailroom solutions automatically classify documents and extract critical information for processing to electronically receive payments moments after arrival.
ERP Integration
Most AR departments utilize an ERP or accounting system to help with cash flow management, but those systems usually aren’t designed to handle both data and documents. Integrating our solution with your ERP allows you to connect your data with your documents, improving transparency and information access. Integrating our flexible content services platform with your ERP allows AR staff to stay in their familiar ERP application and easily access documents related to specific transaction or account.
Sales Order Processing
When customer satisfaction is your number one priority, you depend on efficient and accurate sales processes. But when your order processing is manual and paper-based, you risk inaccurate data entry and a slow sales cycle. i3 speeds sales order processing by immediately capturing all incoming order documents and extracting order information, securely storing documents and data, and automatically posting information to the ERP and routing tasks to appropriate staff.
Contract Management
Easily track and manage contracts from initiation to reporting.
A 360-Degree View
With a single, central location to store, track, collaborate and act on all documents, data and tasks in the contract life cycle, we deliver a complete view of all information, tasks, activities and correspondence connected to the contract, increasing employee productivity.
Clause Library
Import and leverage a clause library to dynamically generate contract templates based on request criteria submitted during the contract initiation phase of the lifecycle.
Lifecycle Management
Manage the contract life cycle from request to approval and from expiration to renewal. From contract request and initiation, through authoring and negotiation, to execution and ongoing management – OnBase Contract Management has been designed to leverage the foundations of content services to deliver a complete end user experience.
Reporting Dashboards
Deliver business intelligence insights through interactive dashboards to provide users increased visibility from day one through the life of the contract.
Human Resources
Streamline HR tasks with secure, seamless access to employee information.
Employee File Management
Simplify compliance and consistency across the enterprise with i3. Automatically create employee files and documents and systematically create an organized, uniform structure in a secure, single location that may be accessed directly from your HRIS or HCM. Provide HR with complete visibility into employee files with a streamlined, efficient process.
New Employee Onboarding
Onboarding a new employee takes collaboration from multiple departments across the organization – payroll, benefits, facilities, security and IT. From computer setup to insurance paperwork, managing and organizing all elements related to your new hire’s start with us. Improve visibility, increase accountability and automatically assign tasks, track status and follow up as necessary to deliver a great first impression to your new hire.
Policy & Procedures Administration
Do you know how many of your organization’s 2,500 employees signed and acknowledged the new handbook? Don’t rely on spreadsheets or e-mail to managing compliance around policies and procedures. Instead, rely on us to deliver a content services platform to automatically send up-to-date policies and procedures to the right people and track the response. E-mail alerts employees to new documents to view and reminders help make sure employees hit deadlines without requiring managers or HR to follow-up.
Talent Recruitment
Simplify the recruitment process by capturing and securely storing applicant information in a single place and linking it to your HRIS or HCM. Electronically routing applicant materials to hiring managers speeds review while creating transparency into the entire hiring process for those team members that need to have access.