Unique Situation
Productivity Inc. was like many SMB and Epicor P21 users, in need of increased efficiencies to help their business easily scale growth and process more vendor invoices to keep up with the pace of business. Their AP staff was matching vendor invoices to purchase orders manually. Plus, they also had to enter information such as the invoice number, the invoice date, the invoice amount and do a lot of other manual data entry. This was cumbersome and consumed a lot of time that prohibited the AP team from doing more value-added work like reviewing vendor statements and open order reports, capturing vendor discounts, investigating invoices that don’t match and doing all the other things that Payables requires on a daily basis.
Productivity Inc. had a complicated AP process with some direct ships needing to be processed automatically while others are not since their machine billing can be sold as a package. What’s more, the way they handle Freight in Epicor P21 was another manual process they were seeking help with beyond traditional AP Automation. TrinDocs’ direct prebuilt integrations for Epicor P21 and strong P21 client base were attractive. And, as a growing business, TrinDocs’ pricing model was also appealing to Productivity Inc. (as there are no per-document fees involved) so they could clearly understand the cost/benefit ROI that TrinDocs made possible for their business.
Tailored Solution
Everyone does AP a little differently, but all of our Epicor P21 clients use TrinDocs workflow automation and electronic document management to help manage their Direct Ships, Freight, and Accounts Payables more efficiently. That’s true for Productivity, Inc. too. TrinDocs and Productivity Inc. worked closely to build upon best practices across Epicor P21 users to build tailor-made AP Automation uniquely for their business.
Using Productivity Inc.’s business rules and policies, TrinDocs built their very own AP Automation solution to help their AP team focus on the exceptions, where totals don’t match, etc., and immediately boost efficiencies. Now, when AP users log in each morning, they can see how many invoices TrinDocs has processed automatically (touch free) for them. Plus, they are seeing more and more vendor invoices completely skip a final review since TrinDocs’ optical character recognition (OCR) works so well.
TrinDocs helped Productivity Inc. with the change management process involved in a major process change like moving from manual invoicing to AP Automation. Full team cooperation and input, for every functional level of the organization, is involved. TrinDocs’ extensive user training insured each team member had the level of understanding needed to work in their new AP Automation solution, and TrinDocs University provided video tutorials and step by step guides to help Productivity increase efficiencies and visibility into their cash flow.
“The flexibility has been great! If you can document it, they can do it! Having direct ships completed automatically is something we never thought would be possible. And now we’re excited to expand into new areas.”
– Kim Hirdler, Assistant Controller
Why does Productivity Inc. Love TrinDocs?
TrinDocs Invested Time to Make Things Work for Productivity Inc…We’ve definitely built a relationship throughout the entire process, from the sales and onboarding to implementation to support!
TrinDocs Automatically Processes Direct Ships for Productivity Inc…So their AP staff is able to save time and focus on more strategic work for the business.
TrinDocs Does PO Matching & More…Not only does TrinDocs automate invoicing processes but can also help automate other manual processes like monthly vendor statement reconciliation, expense management and more!