Ariett Purchasing & Expense Management for WennSoft Three Customer Stories. Go Paperless, Go Mobile, Go Easy.

Transcription

1 Ariett Purchasing & Expense Management for WennSoft Three Customer Stories

2 Purchasing & Expense Automation for WennSoft Complete Purchase to Pay Solution: Requisition and Purchase Order Management AP Invoice & Document Automation Expense Reporting with Integrated Credit Cards & Receipts Gain workflow, visibility, & control. Maximize your purchasing power and build trusted suppliers relationships Easy to use self-service employee web platform customers Microsoft Gold Development Partner Mobile Apps Deploy in the Cloud or On Premise

3 Ariett Job Cost & Service Management Integration Select Project/Job/ Service Call and Cost Code at time of entering or approving a Purchase Requisition, AP Invoice, or Employee Expense Report. Upon approval routing and posting automatically updates project/service call/cost code with committed or finalized costs following WennSoft Business Rules Easy to use with pre-filtered and default pick lists for Project, Jobs, Service Call, and Cost Codes Pick & Pack for WennSoft track items costed to job but sitting in warehouse to be delivered. Bundled reporting, seamless direct & web services integration

4 Energy International Customer Story Energy International, (soenergy.com) with over 1200 employees, HQ in Miami, FL, with companies in Colombia, Ecuador, Guatemala, El Salvador, Costa Rica and the Dominican Republic offers the sale of energy power plants and auxiliary equipment under turn-key contracts to public and private customers such as utility companies, oil and gas, industrial, and emergency disaster relief. WennSoft & Ariett Products: WennSoft Job Cost & Service Management, Ariett ReqNet (Requisition & PO Management,) AP Invoice Automation, Expense Reporting & Document Manager for WennSoft Job Cost and Service Management

5 Ariett for Energy International Challenges Results No visibility of costs on large, complex Project budgets which impacts Project profit margin and cash flow planning Approvers gain immediate insight to expenses by GL Budget including reporting on invoices received to Blanket PO s for capital equipment purchases Improve time period from contract to an operational plant - quick delivery of inventory/parts to Field Personal to meet project deadlines Requisition to invoice approval processing time was reduced including Vendor Bid, Approval, and Contract Award for Parts with single click access to all activity and documents per transaction. Vendor relationships and performance improved. Information access and requisition requests across companies and locations with varying levels of sophistication created a heavy burden on finance and purchasing with tasks of searching and sending files via and fax All operation staff can easily connect, view, approve or reject any request from anywhere via a browser or mobile device. Workflow was simplified, problem invoices automatically routed for review, resolution, approval and payment.

6 Poet, LLC Customer Story Poet, headquartered in South Dakota, has defined the art of bio-refining to develop natural, renewable food sources while providing a leaner and more affordable alternative to fossil fuels and has grown to one of the world s largest producer of ethanol and other bio-refined products. WennSoft & Ariett Products: WennSoft Job Cost and Service Management, Ariett ReqNet (Requisition & PO Management,) ReqNet RFQ, Receiving for 500 Employees

7 Ariett for Poet Challenges Results Streamline project requisition ordering processes and conform to company business policies across companies Track vendor performance Buyers now focus on Vendor Price Contracts by enabling Site Personnel to execute a Requisition to PO process by company Enables Buyers to effectively negotiate vendor agreements with real-time reporting of On-time shipments by Project by Vendor Getting costs to budget visibility Improve productivity by eliminating rekeying of data Flexible Visibility rules enable financial staff and responsible engineers to have immediate insight to revenues and expenses by GL Budget & Project to ensure Project Profitability Through the use of Requisition templates and Copying of past Purchase Orders minimizes data entry for repeat orders across projects

8 Delta Controls Customer Story Delta Controls ( Delta Controls is a global leader in Building Automation Systems and one of the largest manufactures of building automation controllers (HVAC, Lighting and Access Products) with more than 300 installers in 80 countries, providing solutions to commercial, healthcare, education and leisure building clients WennSoft & Ariett Products: WennSoft Job Cost & Service Management, Ariett ReqNet (Requisition & PO Management,) Ariett ReqNet for Receiving, PO Change Order, Multicurrency, Pick Ship for Projects, Request for Quote, Xpense with Corporate Credit Card Integration and

9 Delta Controls Customer Story Challenges Home grown requisition solution did not support managing a multi-company, multiproject environment, Need a multi-level workflow approval processes Access to paper based documents was causing project delays and increasing costs due Results Streamlined the Purchase to Pay processes with employee self-service tools to quickly enter and approve requisitions, select a job or service call, and view and approve across companies & projects with flexible, multi-tier approval workflows Gained efficiency & visibility with electronic documents price quotes, packing slips, invoices from within WennSoft and financial system. Needed to manage and track items received to a job but in the warehouse awaiting delivery to the appropriate project. Ariett s Pick & Ship for WennSoft Job Cost enables warehouse personnel to easily requisition items for a project, cost to project, but pick from inventory Ariett creates pick ticket, tracks items that have shipped Go or Paperless, that need to Go be shipped Mobile, to job. Go Easy.