The classic project approach, as we know it in IT projects, often leads to a dead end. This is where we come in with our services and solutions. Because in projects that involve... "the document" Sufficient attention must be paid to the three pillars – “People – Process – Technology”. Our customer Pistor went the same way with us and introduced the accounts payable workflow - according to the motto:
Wherever there is a business process involving documents and people, there is always an opportunity for automation!
The Pistor AG is the leading and independent trading company and service companies for them Bakery and confectionery, catering and care industries. Their headquarters are in Rothenburg. With a total of 545 employees, the company actively supports its customers as an independent partner. As a result, your top goals are to optimally focus on the needs of customers, increase sales and continuously minimize expenses. Pistor offers a comprehensive solution for thisof the range, innovative services and a large Specialist network. Accordingly, it offers Sign in these three areas with modular individual solutions exactly what makes your customers more successful.
Pistor’s set goal: “The digitization of the existing visa and approval process for operating cost accounting.” The following aspects and requirements had to be considered by the customer and redIT in order to evaluate the best solution:
Integration into the existing system landscape
The software should also be suitable for future expansions digital inbox suitable. Accordingly This means that the flexibility of the solution must be guaranteed. Ultimately, a change or a switch to any surrounding systems should not cause any problems.
The process of operating cost calculations has been ongoing at Pistor until now manually: Initially distributed dthe responsible departments (cost center managers, Ordering, finance + controlling) the inputreceipts (paper) physically, checked them, checked them, gave them them free. You then forwarded them to SAP after posting them Scanning continues. Finally, the scanning process archived the receipts legally secure on the enaio archive system. In addition, invoices weredeposit with a payment slip with a debitspeaking reader. This led to late or inefficient archiving of documents. – As a result, it was essential to address the issue definitively and optimize it profitably.
In any case, the project results include the digitalization of core processes, flexible and modern working, but also increased efficiency in the company.
Our solution included two variants:
Variant 1: The release workflow runs outside of ERP system SAP
Variant 2: The release process is completely integrated into SAP.
Since Pistor not only depends on location, time and person but also If you want to release invoices independently of SAP, the Variante 1 implemented. As a result, invoices (whether still analog or digital) in a first step to the same digital format brought, full texts (OCR) generated, read out and the content compared with the master data from SAP. If the information is on the invoice is correct (amount, VAT, ...), the check will be carried out completed and the release process started. This will the invoice based on predefined rules (e.g. four-Eye principle, amount limits, ...) different one after the otherassigned to an approver. This means that every approver will be there informed by email when a new invoice is up for approvalis present. Finally he can do the invoice dann approve, to or pass it on to other people for a factual review can refuse. In this respect, an invoice from all approvers has been identified, the extracted items are handed over on the one hand Invoice data to SAP so that the invoice is processed automatically can be booked. Consequently, the bill is sent at the same time enaio forwarded for archiving. Instead, if one Approval for an invoice was not granted, or the invoiceinformation cannot be booked automatically, this is how the workflow will be also ended. Depending on this, you must:
Finally, the project goals were achieved with the implemented solution reached. On the one hand, the release process takes placeThank you very much the new solutioncompletely digital and can therefore be accessed remotely (e.g. in Home office). On the other hand, Pistor has a better overview receive the invoices in circulation and their throughput speed increases.
«The accounts payable workflow is an important one for Pistor AG and an indispensable step towards the digitalization of lawmentation system.”
Jean Pierre Arnold
Head of Finance + Controlling, Pistor AG
Interested in this solution?
The intact foundation decided on a Microsoft Power BI solution with Bexio so that they could easily analyze and evaluate the performance of their various business areas. redIT handled the entire planning and implementation in collaboration with the intact foundation.
Find out how PILATUS-BAHNEN AG was able to experience measurable cost reductions and increased efficiency through printing services.
The Enzler Group has decided on matrix certification in 2022. Accordingly, the requirements for a uniform QMS structure became more and more important.
The success story surrounding the automation of accounts receivable accounting speaks for itself - time for a panoramic trip of a different kind!
Find out from UBV Lanz AG's success story how you can benefit sustainably from Security Awareness Training & Phish Threat!
This year, the topic of automation was the focus at Arval Schweiz AG. Specifically, the digital inbox was outsourced.