PagerDuty Case Studies Global company dramatically improves invoice intake process with Catalytic

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	Global company dramatically improves invoice intake process with Catalytic PagerDuty

Global company dramatically improves invoice intake process with Catalytic

PagerDuty

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Functions	Procurement
Services	System Integration
Challenge	The company’s vendor invoice intake process was too time-consuming, repetitive, prone to error and delays. One of the client’s teams handles vendor invoicing for multiple business units, processing invoices from more than 30 different systems. With more than a thousand invoices coming in per month, it was time-consuming to collect and process data sent from numerous systems and in a variety of formats. Employees had to manually extract data from every document. Analyzing data, identifying missing information, and reuploading invoices was time-consuming and repetitive. The required bandwidth to pull invoices from various systems would stretch when the volume of invoices would increase, putting more stress and pressure on each team member. A high volume of invoices meant the team was more prone to errors, which slowed processing times and created billing delays. Read More
About Customer	The customer is a global company operating in the safety industry. The company serves over 100 countries and has a workforce of 15,000 employees. They cater to a vast customer base of 70,000+ customers. One of the client’s teams handles vendor invoicing for multiple business units, processing invoices from more than 30 different systems. With more than a thousand invoices coming in per month, the team was struggling with the time-consuming task of collecting and processing data sent from numerous systems and in a variety of formats. Read More
Solution	Catalytic helped the team design a new invoice intake process that automated 90% of the manual work. The client selected the system with the largest volume of invoices for the first automation launch. Catalytic’s service delivery team mapped out the existing, exhaustive 95-step manual process. The new automated process involved vendors sending an invoice, which was then scanned using Optical Character Recognition (OCR). The system parsed out requisite pieces of information and used browser automation actions to navigate and log into the system, locate the correct order, upload the invoice information, confirm invoice information, and update the Catalytic data table with exceptions. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Functions

Procurement

Services

System Integration

Challenge

The company’s vendor invoice intake process was too time-consuming, repetitive, prone to error and delays. One of the client’s teams handles vendor invoicing for multiple business units, processing invoices from more than 30 different systems. With more than a thousand invoices coming in per month, it was time-consuming to collect and process data sent from numerous systems and in a variety of formats. Employees had to manually extract data from every document. Analyzing data, identifying missing information, and reuploading invoices was time-consuming and repetitive. The required bandwidth to pull invoices from various systems would stretch when the volume of invoices would increase, putting more stress and pressure on each team member. A high volume of invoices meant the team was more prone to errors, which slowed processing times and created billing delays.

About Customer

The customer is a global company operating in the safety industry. The company serves over 100 countries and has a workforce of 15,000 employees. They cater to a vast customer base of 70,000+ customers. One of the client’s teams handles vendor invoicing for multiple business units, processing invoices from more than 30 different systems. With more than a thousand invoices coming in per month, the team was struggling with the time-consuming task of collecting and processing data sent from numerous systems and in a variety of formats.

Solution

Catalytic helped the team design a new invoice intake process that automated 90% of the manual work. The client selected the system with the largest volume of invoices for the first automation launch. Catalytic’s service delivery team mapped out the existing, exhaustive 95-step manual process. The new automated process involved vendors sending an invoice, which was then scanned using Optical Character Recognition (OCR). The system parsed out requisite pieces of information and used browser automation actions to navigate and log into the system, locate the correct order, upload the invoice information, confirm invoice information, and update the Catalytic data table with exceptions.

Impact #1	Automating this workflow for just one system significantly decreased the turnaround time—now this process happens almost instantaneously.
Impact #2	It also cut down on the risk and number of human errors associated with tedious manual work.
Impact #3	The client’s initial goal was to find an automation solution to perform more than 50% of the process, but Catalytic was able to automate more than 90%.

Impact #1

Automating this workflow for just one system significantly decreased the turnaround time—now this process happens almost instantaneously.

Impact #2

It also cut down on the risk and number of human errors associated with tedious manual work.

Impact #3

The client’s initial goal was to find an automation solution to perform more than 50% of the process, but Catalytic was able to automate more than 90%.

Benefit #1	$125,000 was saved during the initial automation project
Benefit #2	$1.5 million of potential savings once all invoice processes are automated
Benefit #3	Expected to save more than 1,500 hours each year

Benefit #1

$125,000 was saved during the initial automation project

Benefit #2

$1.5 million of potential savings once all invoice processes are automated

Benefit #3

Expected to save more than 1,500 hours each year

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Overview

Global company dramatically improves invoice intake process with Catalytic

Operational Impact

Quantitative Benefit