invoice processing automation at constellation europe from documation

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Constellation Europe Share their Experience & Success of Automating Invoice Processing Andy Tiller – Former AP Manager Constellation Europe Alan Farrell – Documation Sales Manager

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Constellation Europe implemented an Invoice Management Solution from Documation and: - Reduced AP headcount by 2.5 - Removed manual data entry - Reduced costs - Increased control - Increased efficiency - Reduced duplicate payments Find out how they achieved this from this presentation by ex Constellation Europe AP Manager.

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Page 1: Invoice Processing Automation at Constellation Europe from Documation

Constellation Europe Share their Experience

& Success of Automating Invoice Processing

Andy Tiller – Former AP Manager Constellation EuropeAlan Farrell – Documation Sales Manager

Page 2: Invoice Processing Automation at Constellation Europe from Documation

•Independent software vendor• Established 1992• ‘Document-centric workflow solutions’

•Solutions developed in ‘Enable’• Our development ‘toolkit’• Rapid implementation of bespoke solutions

•Invoice Management is core offering• C70 installations throughout Europe

• Active member of Oracle Community

Documation Overview

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Andy Tiller – Ex Constellation Europe

Ex Constellation Europe Finance Manager Procure to Pay

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About

European arm of the world’s largest wine company

Formed in 1999 from the combination of many

businesses including

Matthew Clarke Wholesale

Gaymers Cider

Hardys Wine

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Andy Tiller - Background

Sainsbury’s 17 years of which Supplier Accounts 6

years

Constellation Europe 3.25 years

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Why we wanted to automate AP

Paper intensive

Lack of efficiency

Lack of control

Cost of duplicates

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Why we chose Documation

Strong JD Edwards integration

Understood our business issues

Acted consultatively

Offered advice / solutions

Workflow

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Implementation

System Specification

Expansion to JD Edwards functionality

e.g. tolerances

Time for testing

Phased implementation

Train the trainers

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Integration with JD Edwards

Shared Reference Data

Scanning and Data Capture

Error queue

Auto-match and query handling

Automatic invoice distribution

Coding Assistant

On line authorisation

Posting of invoices

Integrated retrieval

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Post Implementation

Documation Support

Archive scanning

Workflow changes

Improved validation

Ongoing matching in JDE

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Why we wanted to automate AP

Paper intensive

Lack of efficiency

Lack of control

Cost of duplicates

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Reduction / redeployment of headcount by 2.5

Removal manual data entry

Reduction in duplicate payments

Increased control

Increased efficiency

Benefits

Reduced consumable costs

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Next Steps – Modular Development of System

E-mail / EDI invoices

Scanning and storage of POD’s

Scanning and storage of vehicle documents

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Questions?...