Working with Naviant, an authorized OnBase solution provider, CRM implemented Hyland's OnBase to improve invoice processing. Soon afterward, because of its success in AP, the company leveraged OnBase in human resources to reduce paper handling.
Eliminates manual invoice processing with integration
Prior to OnBase, CRM experienced coding errors on its invoices as a result of employees manually writing incorrect accounting codes on them.
Now, by integrating with its ERP, Oracle JD Edwards
EnterpriseOne (JDE), staff pick the appropriate code from
a pull-down list and send the invoice to JDE for payment.
“OnBase removed the ability for staff to choose codes that
don’t exist,” Pawlak said. “And, because the codes have
already been validated, they now can simply upload the
invoice into JD Edwards and eliminate all of the data entry
that had to be done.”
Speeds payments with automated approval
notifications and escalations
Using OnBase, CRM implemented a hierarchical approval
process based on an employee’s department, approver
level and invoice amount. That way, the company quickly
escalates invoices that need additional levels of approval
based on their size and type, as well as how long they have
been in an employee’s queue.
“OnBase affords us the opportunity to understand due
dates,” said Bill ZumMallen, IT manager at CRM. “With
those due dates, we ensure invoices are paid in a timely
manner and avoid late fees. It’s improved the service we
provide and our payment to vendors.”
Eliminates paper in HR, provides instant
With all HR files — including personnel, driver, workers’
compensation and benefits documentation — stored
on paper, it was difficult for CRM’s staff to access
required content. OnBase acts as a central repository
for this information, allowing staff to instantly access
it when needed.