Guidebook Series: The Road to AP Automation

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This series of guidebooks will help you start the process and get you on the right path on your automation journey.

The Road to AP Automation


The Road to AP Automation no. 1 – The AP Process

Automation has greatly impacted organizations and industries across the globe – replacing manual tasks and streamlining processes, while delivering major financial benefits and competitive advantage along the way. So, what do you have to do to successfully automate AP? This series of guidebooks will help you start the process and get you on the right path. The first booklet provides insight into AP process development to help you effectively prepare for automation.

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The Road to AP Automation no. 2 – The Invoice

When it comes to invoices, it’s all about the data. The type of data, the format and the way that the data is captured are all things to consider as you transform your invoices from paper to digital and prepare for automation. This guidebook explains how you can digitize and improve the quality of your invoices as you get ready to automate. This guidebook – along with Guidebook 1 on The AP Process – will get you on the right path on your automation journey.

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The Road to AP Automation no. 3 – AP Automation from the IT Perspective

Organizations are quickly embracing the cloud because of the many benefits it offers – it’s flexible, easy to manage, and available from anywhere – and it’s no wonder that AP departments are getting on the bandwagon. This guidebook covers the role of IT in establishing AP automation in the cloud, and the issues CIOs and IT professionals should consider as they make this digital transition. Designed for CIOs and IT departments running Dynamics 365 or AX2012, this guidebook will help your organization effectively transition to AP automation and reap the productivity gains and cost savings that it delivers.

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No 4. Tackling Change

Yes! Finally you made the decision to move to invoice automation and benefit from streamlined processes, efficiencies and reduced costs. The next step is figuring out how to successfully make the transition. A key challenge you face: people just don’t like change. While change can seem difficult, it doesn’t need to be. This guidebook lays out the steps for moving from paper based, manual processes to automated ones in the easiest, most effective way. It also provides tips on how to engage the AP department and others on this journey to bring them along with you.

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No 5. The Future

Coming soon.

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