M-Files AP Automation for a Global Industrial Services Company
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Our client is a global industrial services organization that provides specialized industrial services as well as manufacturing industrial equipment. They currently have 5,000+ employees and operate over 220 locations across the US as well as England, Trinidad, and Singapore.
Client Background & Project Objectives
In early 2018, Smartbridge implemented M-Files as the solution for a Digital Technician initiative the client had started. (Read the M-Files implementation case study here.)
Based on the success of the M-Files implementation, another opportunity was identified in late 2018 to improve processes for the accounting department in the eastern hemisphere.
The client’s leadership wanted to improve the accuracy, efficiency, timeliness, and auditability of its accounts payable (AP) approval process. Three critical components were defined to reach these future state goals:
The Smartbridge Solution – M-Files AP Automation
Smartbridge developed a series of deliverables that provided clarity and capabilities for the centralization, standardization, and automation of the accounts payable processes. These deliverables included the solution configuration in M-Files, integration with Microsoft Dynamics SL, defining and migrating master data, and a business intelligence dashboard.
Smartbridge configured the ECM solution in M-Files to automate and streamline the process around approvals for purchase orders and vendor invoices. Smartbridge replaced the old email routing and manual tracking by developing:
Integration with an older version of Microsoft Dynamics SL was a requirement to digitize and automate the capture of purchase order documents into M-Files. Smartbridge supported this by:
Master data is a cornerstone to an ECM solution that relies on metadata as its core foundation. With great detail and assessment, Smartbridge created:
Capabilities for research, audit, and reporting, including a dashboard of in-progress requests, also needed to be addressed. For this, Smartbridge:
The results of the M-Files AP Automation solution delivered by Smartbridge provided the client with advanced capabilities and process improvements that addressed the key challenges the accounting department had faced.
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