Skip to content

discovery

Preparing for Exit: Leveraging Automation for a Smooth Transition

I was chatting to a prospective client during a discovery meeting recently talking about the benefits of implementing intelligent document processing to assist with accounts payable and they were coming up with some good benefits themselves. One of their top benefits – a better exit. This company has scaled quickly and the owner has kept… Read More »Preparing for Exit: Leveraging Automation for a Smooth Transition

Disconnected Systems: Bridging the Gap for Seamless Integration

In a recent discovery call, I had the opportunity to speak with a furniture retail company struggling with the limitations of non-integrated systems and the burden of administrative tasks. The company relies on a popular cloud-based finance system, which unfortunately lacks integration with their warehouse management system. As a result, orders are generated in the… Read More »Disconnected Systems: Bridging the Gap for Seamless Integration

Unveiling Today’s Discovery Meetings: Exploring Cost Control and AP Automation in Healthcare

Today marks an exciting day with two discovery meetings on my agenda. The first meeting involves a healthcare company keen on enhancing cost control and implementing Accounts Payable Automation (AP) within their operations. What’s intriguing about this opportunity is that it originated from a referral made by a contact I’ve had the pleasure of working… Read More »Unveiling Today’s Discovery Meetings: Exploring Cost Control and AP Automation in Healthcare