Who You Can Trust When Selecting an Accounts Payable Automation Partner
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1 Who You Can Trust When Selecting an Accounts Payable Automation Partner
2 Who You Can Trust When Selecting an Accounts Payable Automation Partner 2 When partnering with a document management company to automate your accounts payable processes, who can you can trust with your invoices and other critical financial information? Choosing the wrong partner can lead to disaster, especially if they are inexperienced, untrained on the latest software and/or if they outsource implementation to third-parties without your knowledge. 8 Signs You Can Trust Your Partner 1) There is a certified Accredited Payables Solutions Consultant (APSC), which is an accreditation from the Institute of Finance & Management s Accounts Payable Network 2) They are familiar with accounts payable processing 3) They provide several references for their document management implementations 4) The technical support team is experienced in developing workflow based on individual client specifications 5) The technical support team and sales staff is trained and certified by the software company 6) They provide onsite and/or online training to ensure successful usage and adoption 7) They offer ongoing technical support and assistance with software upgrades and workflow design 8) They re recognized as a top partner by the software developer What Are the Gotchas? Many claim to be an experienced document management and office automation company but do not have an in-house technical services team. They may sub-contract this to a third-party or to the software vendor itself, and possibly without your being aware of it. Their real expertise may lie more in selling than successful workflow design, implementation and support, so we recommend that you at least find a document management company with an experienced on-site technical support team. This way you are assured of immediate attention to your needs backed by extensive knowledge of the software and its applications. What Does Document Management Experience Look Like? The right workflow automation partner will ensure: The software will meet your business needs now and in the future Your internal environment is compatible with the software s requirements The software is seamlessly set up and integrated with your line-of-business software, such as your back-end accounting/erp system You are working with the most recent version of the software
3 Who You Can Trust When Selecting an Accounts Payable Automation Partner 3 Your staff is fully trained Your technical questions are answered quickly and accurately Ensuring Piece of Mind Choosing the right document management and office automation partner becomes exponentially more important as use of the software spreads throughout you company, often starting in accounts payable or human resources. If you want to ensure that you leverage its functionality, maximize ROI and attain piece of mind with your new document management software, make sure to follow this guide to find a company you can trust.
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