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  • Business Day 4 – Pitfall 7 – Evaluation

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    The 8 Pitfalls of Accounts Payable Automation will be available on March 15th! Click Here for an Advanced Copy The Evaluation: Once you have completed your AP Automation project, this chapter will help you make sure that your goals for the project were achieved. This chapter will also help determine what lessons you learned and how to…

  • Business Day 5 – Pitfall 6 – The Training and Going Live

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    The 8 Pitfalls of Accounts Payable Automation will be available on March 15th! The Training: We will explore how to effectively deal with change management during the project and why end-user training is not about the software; it’s about dealing with change. This chapter has very practical advice on keeping training in the proper perspective. Meaning, if…

  • Business Day 6 – Pitfall 5 – The Vendor

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    The 8 Pitfalls of Accounts Payable Automation will be available on March 15th! The Vendors: Find out what to tell your vendors or suppliers before you automate along with 15 questions to help you plan your vendor communications process. One of the consistent question asked is, “can my low tech vendors interact with an automated system?”It is…

  • Business Day 5 – Pitfall 4 – The Project

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    The 8 Pitfalls of Accounts Payable Automation will be available on March 15th! The Project: Discover the 6 Steps to AP project “Greatness”, how each step is defined and what to expect when managing an AP Automation project. In this chapter explore the basics of running an Accounts Payable Automation project. Scope – Current Environment + Completion…

  • Business Day 6 – Pitfall 3 – Getting Organized

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    The 8 Pitfalls of Accounts Payable Automation will be available on March 15th! Getting Organized:  Learn how to organize your company to get ready for AP Automation. There are 8 questions to determine the best type of automation project for your company as well as best practices for setting up workflow. This chapter will give you an…

  • Business Day 7 – Pitfall 2 – The Selection

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    The 8 Pitfalls of Accounts Payable Automation will be available on March 15th! The Selection: This pitfall identifies the different types of vendors available as AP Automation service providers. This chapter will also give you a list of 10 questions you should ask your internal organization to determine the best vendor/service provider for your company. Selecting the correct…

  • Business Day 8 – Pitfall 1 – Current Environment

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    As mentioned in a previous post, The 8 Pitfalls of Accounts Payable Automation is coming out on March 15th. That is exactly 8 business days from now. In the spirit of explaining each pitfall for each business day, here is the 1st Pitfall: “Know Your Current Environment” The first pitfall will help you understand what…

  • Did you know…

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    Did you know there are 8 Pitfalls of Accounts Payable Automation! That’s right – 8 places where a company that is going from a paper accounts payable process to an automated process will have trouble (if not done right). I have spent a lot of time and energy with companies that are in the pit!…

  • It’s all about to change…

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    It’s all about to change – starting now! I don’t want to misrepresent myself – I am not a big country music fan. I don’t mind it, but country is not my music of choice. Having written that, the above statement is taken from a Travis Tritt song. He was singing about relationships and I…

  • I had to look it up!

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    … but it is 15 days until The 8 Pitfalls of Accounts Payable Automation goes on sales… here is a sneak peak at 8 areas that cause trouble when going from a paper to an automated process: 1. Current Environment 2. Vendor (Partner) Selection 3. Getting Organized 4. The Project 5. The Vendor 6. Training…