The problem: Email as an unmanaged process trigger The start of many processes begins with an email communication. A supplier sends an invoice. A customer sends an enquiry. Often these first touchpoints are shared mailboxes that need monitoring, with emails then needing to be assigned to workstreams. This can be a very manual process and… Read More »When email is the problem: Why process control must start in the inbox
One of the biggest mistakes I see customers making is not recognising that most automation projects are, in reality, process improvement projects. This can result in: The knock on effects are significant: A Real World Example A recent example of this involved an existing customer. They raised purchase orders against Supplier A, who then passed… Read More »Is automation the answer: Why process improvement must come first
Non PO based invoices often fall into the category of contractual, regular spend monthly invoices. Their value may fluctuate slightly, such as with utility and phone bills, but they arrive consistently and follow a similar spend profile. As they don’t have POs or receipts, we can’t be sure the invoice was intended or the service… Read More »How do you automate non PO spend: Pattern analysis beats AI for consistency
ABBYY asked me to contribute to its blog. I covered how process reengineering, GenAI and document AI work together to improve customer enquiry management. https://www.abbyy.com/blog/process-first-automation-document-ai-genai https://www.linkedin.com/feed/update/urn:li:activity:7387210090082136064
Sometimes it is nice to work on something simple yet effective. One of our existing customers needed a picking app but was not ready to invest in a warehouse management system. They also wanted to keep paper picking lists at the start of the workflow. Since they already used our business process management tool, they… Read More »Is Simple Enough: A Quick Picking App with Barcodes
During my recent seminars at financeSHOWCASE, I’ve been asking the audience a simple yes-or-no question: “Would you trust AI to adjust a payment run if it found better terms or early settlement discounts on an invoice?” I’ve been tracking the responses in a Google Sheet, and the results have been interesting. My aim in asking… Read More »How Much Autonomy Should AI Have in Finance: Balancing Invoice Terms, Document AI and Cashflow