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Best practices in using a MetaViewer-enabled ERP solution – Part II

by Nick Sprau on December 6, 2011 10:35 AM - 0 comments

In recent months, we've been sharing insights from our whitepaper "Uncovering the Real Value of ERP for Midsized Companies," most recently sharing our first for best practices as it relates to integrating an AP/AR automation solution with an organization's ERP system.

Here's the next installment of our recommendations:

  • Automate what can be automated and streamline the rest. In cases where purchasing or receiving does not have strict rules on a process, such as three-way matching, automating may be difficult and the process should instead be simplified and standardized to the extent possible.
  • Don't try to make the initial implementation too large. Consider streamlining certain processes in
    phase 1, automating in phase 2, and streamlining and automating another area in phase 3. Once staff members have seen what the technology can do in its early stages, they will envision other areas where it can be used, and future phases likely will be easier to implement.
  • Get executive leadership involved and show them how they can easily gain visibility and business intelligence with the solution. They should be able to see ways that processes have improved, discounts gained and productivity increased for invoice processing and other data.
  • Plan to expand the Paperless ERP solution to other parts of the organization that currently maintain paper-based processes. This will help to more easily gain management approval and will maximize the company's investment in its state-of-the-art MetaViewer document management system.

In a couple of weeks we will share our vision of how implementing AP/AR automation solutions (like MetaViewer) will impact midsized organizations in the future. In the meantime, download our latest whitepaper here to learn more about how to properly implement technology to maximize its effectiveness.