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AP Invoice Automation

Oct 6 - 8, 2014
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Case Studies

Care Communications  
Care Communications’ consultants do not regularly visit the corporate office. A large percentage of consultants work remotely while the others travel to client locations. This created a challenge for the timely submission of paper-based timesheets and expense reports.

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Central Park Conservancy  
Central Park Conservancy (CPC) is a non-profit organization that oversees the day-to-day operation of Central Park in New York City. In order to manage the Conservancy’s donations and city funds, CPC decided they needed a procurement solution that could provide accurate encumbrance accounting. CPC chose WorkPlace based on its direct integration with their ERP, Blackbaud Financial Edge.

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Central Park Conservancy

City of St. John's  
The City of St. John’s developed a Request for Proposal (RFP) for an ERP and Integrated Municipal Management (IMM) system and sent it to several leading solution providers in the space. The intent was to implement a seamless solution that would integrate its business functions and departmental needs while engineering its business processes.

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City of St. John

Concorde Career Colleges  
Concorde Career Colleges is a for-profit organization that specializes in healthcare education, offering training for some of today’s fastest growing healthcare careers. The Colleges have been training medical professionals for nearly 50 years. Due to the growing number of medical and classroom equipment purchases for seventeen campuses in 8 different states, Concorde needed a more automated and audited procurement process.

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City of St. John

First Wind  
In 2005 First Wind Energy determined that they needed a robust requisition system. They were using a paper based approval system, but because of data entry errors and delays in getting approvals for the requisitions it was decided that they needed to purchase a web-based requisition system.

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Gordon College  
Gordon College was using a completely manual paper requisition approval process until 2007. This practice would cause constant delays throughout the process and the lack of visibility caused the Business Office to be held responsible for delays even though the requisition was still in one of the other department inboxes. The lack of control and visibility was apparent. The Gordon College team decided to find a solution that would provide a more automated way to have a faster workflow, better budget controls and better internal audit capabilities. They wanted more transparency in the process. WorkPlace was introduced to Gordon College by their advisors and after their system evaluation, it became clear that WorkPlace was the solution that they needed.

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Memorial Hospital of Sweetwater County  
Memorial Hospital of Sweetwater County’s finance department had faced a number of challenges in the past several years due to constant software errors from their requisition solution. With the help of Paramount Technologies’ WorkPlace, the hospital was able to alleviate the issues that they had faced with their previous solution.

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Petroleum Equipment Service, LLC  
Before the implementation of WorkPlace Expense, Petroleum Equipment Service used a very manual expense tracking process. Employees sent receipts and expenses via email to their manager. The practice of emailing receipts caused Petroleum Equipment Service problems with lost receipts, delays, and lack of visibility to pending expenses. Without automated workflows to capture receipts and route expenses through approvals and to payment, expenses sheets had to be entered manually into their Sage 300 ERP.

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PES Logo

In 2007 Powdr Corp acquired a new entity which was using an online purchase order system. Once management was made aware of their need for a requisition system, they realized what a critical business decision that they had in front of them. It was decided that they needed to look at other software to ensure that they were using the best solution for their needs.

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Reedy Creek Improvement District  
Reedy Creek Improvement District had an urgent need to better manage their growing requisitions. They needed a solution to remedy their cumbersome paper-based Requisition Solution. With the implementation of WorkPlace Requisition, Reedy Creek is now able to decrease the time it takes to approve requisitions, and gain greater visibility of the entire workflow..

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Reedy Creek Improvement District

Tampa Port Authority  
Tampa Port Authority was looking for a way to improve the management of the organization’s requisition and procurement processes. With the help of Paramount Technologies’ WorkPlace, the Tampa Port Authority was able to achieve an increase in productivity, and a seamless integration with their Microsoft Dynamics GP ERP and WennSoft Job Cost solution.

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Toronto Zoo  
In 2005, the Toronto Zoo began looking for a new requisition system. The tracking of requisitions had become a constant issue for them; many of their requisitions for external purchases and internal service requests required multi-level and different cost center approvals which they were not able to do with their existing manual system.

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AP Invoice Automation
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