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Streamlining Business Processes with Document Management: The Art & Science

Bryan McWeeney, VP of Financial Systems
Maritz, Inc.
Kevin Wilbur, Consulting Director
170 Systems, Inc.

Abstract
At Maritz, we see it as our duty to stay ahead of the technology curve. Our internal AP processes needed to be automated utilizing Oracle Applications and document management technology. This session will discuss how we transformed our processes and organization using 170 Systems MarkView solution.

Executive Summary/Corporate Background
Doing more with less is a fact of life in business today. As the world's largest source of integrated performance improvement, travel, and marketing research services we create innovative, integrated business solutions for the most demanding Fortune 500 corporations. For over a century we've helped companies understand, train, motivate, reward, and mobilize their employees to get the job done. We deliver our services via 30 operating companies and over 200 offices in 42 countries and are proud to have 28 out of the 50 largest global companies as clients. Maritz offers a unique set of turnkey, innovative sales and marketing programs. These services help companies maximize the performance of employees, customers and channel partners.

Being such an innovative and technology driven company, Maritz realized that our ERP systems must be world-class in order to ensure our business units deliver the best services to our clients. We had a number of challenges specifically in our Accounts Payable (AP) department that lead us to explore how to utilize technology to the fullest extent possible. Maritz operates Shared Services centers in St. Louis, the UK and Canada. Maritz undertook a number of performance improvement initiatives specifically in the AP department. The initiatives were designed to solve:

  • Inaccurate billing information
  • Lost invoices
  • An awkward approval process
  • Inefficiencies in coding and approving invoices
  • Lost discounts due to our inability pay invoices quickly
  • Significant time spent performing customer service functions
  • A need for a more flexible delegation of authority process

Read the full presentation on the OAUG (Oracle Applications Users Group) site.