Challenges
- Purchasing and sales order processes were manual
- Invoice and sales order paperwork was filed in a physical storage room
- The company’s ERP partner didn’t offer an automation solution
Why iDocuments
- Seamlessly integrates with the company’s ERP solution
- Keeps the company audit-ready
- Optical character recognition (OCR) ensures 100% accuracy
Benefits
- Invoices are captured and distributed for authorization electronically, and data automatically flows into the ERP solution
- Sales orders are captured electronically and imported into the ERP solution, and order acknowledgements are automatically sent to customers
- Saves 50 manpower hours per week
"Vision33 gave a presentation to me and two fellow directors,” Neil says. “Once they saw what iDocuments can do, they said, ‘Yep, get on with it.’ That was the end of the decision-making."
Neil Dalton
Finance Director, Joseph & Jesse Siddons
