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Oct 25 2022

Teamwork – Can we make it?

teamwork
25. October 2022 von Leni

Teamwork – Can we make it?

Yes, we can do it!


In life, whether privately or professionally, we are always faced with tasks that need to be completed. Many tasks can be done alone, but sometimes we are faced with challenges that simply cannot be overcome alone. Then it’s good to have a strong team to back us up.  

Because, when several people use their different skills and strengths to work together on a task/challenge, it means they are working as a team. Each individual has a specific role and takes on different subtasks, yet they are all collectively responsible for success. You can achieve more together than you can alone. That’s the basic idea of teamwork.

What does it take to make teamwork work?

In order for teamwork to work, it is important that all members of a team strive towards a common goal. Within a team, there should be open and honest communication and a certain level of trust. Everyone should be motivated and responsible in carrying out their tasks. It is also important to establish certain rules and working methods that are observed by all team members.

In recent years, the number of employees working from home offices has increased more and more. In order for a team to be able to work together despite physical distance, it is necessary to have a good IT infrastructure in a company. The use of different software solutions (ERP, CRM, SAP, DMS) and tools (Microsoft Teams, Webex, Slack) enables employees to access the data and documents they need for their work from anywhere and to hold team meetings virtually.

Want to work even more effectively as a team?

No problem. With Workflow², all your work and teams can be combined in one room.

Also feel free to follow us here on LinkedIn.

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Image credit: Header & featured image from Alexa on Pixabay

Written by Stephanie Propstmeier · Categorized: Blog, English, German, Workflow²

Jun 21 2022

Top Tips for Streamlining Your ERP Invoice Processing

ERP
21. June 2022 von Stephanie Propstmeier

Top Tips for Streamlining Your ERP Invoice Processing


Are you looking for ways to streamline your ERP invoice processing? If so, you’re in luck! In this blog post, we will discuss some of the best tips for making the process easier and more efficient. By following these tips, you can save yourself time and hassle.

So what are you waiting for? Read on to learn more!

Invoice invoice processing can be a time-consuming and tedious task, especially if you’re using an older system. And invoices have to be manually inputted into the business’s accounting system. This process wastes time and resources that could better be spent on higher-level tasks.

Increased Risk of Errors

Any time you’re relying on humans to do manual data entry, you naturally run the risk of unintentional errors — For low invoice volume (<20,000 payments) companies, the average share of transactions requiring corrections in 2020 was 8.6%, according to IOFM benchmarks . Whether it’s entering the wrong purchase order number, paying duplicate invoices.

  1. How AP can improve relationships with your key suppliers.
  2. How to capture early payment discounts and avoid late payment penalties.
  3. How better management in AP can give you better flexibility for cash flow management

A company can accelerate the payable process by taking advantage of automation.

If you’re looking for ways to streamline the process, here are some tips that can help:

How to Choose an Automated Invoice Processing Solution

  • Use a dedicated invoice automation software:
    There are many invoice automation software programs on the market that can make the process much easier and faster. By using one of these programs, you can save yourself a lot of time and frustration.
  • Automate as much as possible:
    Many ERP systems offer the ability to automate some or all of the invoice processing. This can be a great way to save time and reduce errors. For example duplicate invoices check can be done direct in most erp system.
  • Use a newer optical character recognition to capture paper invoices.
    Receive paper invoices can get scan and send throw any watch folder to DOC².
  • Traditional invoice processing:
    Old capture software tools use regex – Some use AI but you can not fix errors in the model.
  • Does your AP automation solution support PO-based invoices?
  • Ease of Use
    Easy to use software is critical to a successful implementation and will help assure adoption by your accounting team

Polydocs DOC² capture supplier invoices with a Swarm UI and include accounts payable. Extracted information can be export as e invoice for example ZUGFeRD.

Automated Invoice Approval

Once the accounting department reviews the invoice data, the system routes invoices for approval based on your business’ specific invoice approval rules. Here cost center can be enter as well for the supplier invoice.

Get Started Automated Invoice Processing Software with DOC²

You can register a free account

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Written by Stephanie Propstmeier · Categorized: automation, cost savings, data, DOC², German, invoiceprocessing · Tagged: ERP, Rationalisierung, Rechnungsbearbeitung, Top-Tipps

Jun 20 2022

How low-code platforms with CRM can help you grow your business

Low-Code
20. June 2022 von Stephanie Propstmeier

How low-code platforms with CRM can help you grow your business


If you’re like most business owners, you’re always looking for ways to grow your business. You may have heard of low-code platforms and CRM and wonder how they can help you. In this blog post, we discuss the benefits of using a low-code platform with CRM to grow your business. We’ll also show you some examples of how companies have used these tools to increase their productivity and profits.

What exactly is a low-code platform?

A low-code platform is a software development platform that allows users to create applications without writing code. That’s right – no programming required! All you need is a basic understanding of drag-and-drop tools and you can create an application in minutes.

CRM, or customer relationship management, is a software application that helps companies manage their customer data. CRM systems typically include features such as contact management, sales automation, and marketing automation.

How can using a low-code platform with CRM help you grow your business?

First of all, it can save you time and money on development costs. Development the cost can be a big barrier to entry for small businesses. By using a low-code platform, you can develop your own custom applications without having to hire expensive developers.

Moreover, low-code platforms with CRM can help you increase your productivity and efficiency. For example, let’s say you’re a salesperson who spends a lot of time on the phone with customers. With a low-code platform, you can easily create a custom application that automates some of your sales tasks, such as creating customer profiles and sending follow-up emails. This frees up your time to focus on sales, which in turn leads to more revenue and more growth for your business. So, if you’re looking for ways to grow your business, consider using a low-code platform with CRM. It can save you time and money on development costs and increase your productivity and efficiency. Do your research and find the right platform for your business needs. Then start developing custom applications that will help you move your business forward.

Fellow Consulting AG is a SugarCRM partner and offers Polydocs GmbH, a low-code platform that can be seamlessly integrated into SugarCRM.

Of course, you can also offer other CRM programs.

Digitize your documents in the blink of an eye
– with Polydocs!

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low-code

Written by Stephanie Propstmeier · Categorized: accounting, automation, cost savings, data, DOC², German, Infor, personnel costs, table · Tagged: AI, Fachkräfte, Low-Code, Workflow

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