Client Autopolis gained control over documents and automated cost center assignment

AUTOPOLIS no longer retypes invoices – ReFIS processes them

The results showed immediately in faster document processing and workflow.

AUTOPOLIS case study

Client:

AUTOPOLIS is an authorized service center and dealer for Ford and Hyundai vehicles, and has been on the market for 25 years.

ReFIS implementation:

January 2022

ReFIS function:

Automatic text recognition (OCR) and archiving of incoming documents. The client also uses other functionality, including automated cost center assignment and the creation of purchase orders and internal purchase requests.

Results:

  • Time saved through automatic invoice processing – ReFIS transcribes invoices for you
  • Automated cost center assignment
  • Clear electronic document archiving, which keeps documents at AUTOPOLIS under better control than before
  • Elimination of large volumes of paper invoices

The client's brief:

  • Enable an electronic document workflow within the company, built on the OCR service, i.e. automatic text recognition that extracts the data from invoices. Gain greater clarity and control over the documents flowing into the company by archiving incoming documents.

“After the initial phase of getting familiar with the new environment and its functionality – a phase in which, based on our experience, we would involve an even larger number of employees – the rollout of ReFIS was trouble-free. It is easy to use and employees got used to it quickly. The video training we prepared for them helped as well.”

Michal Starinský – project manager

The proposed solution:

Electronic processing and approval of documents within ReFIS. ReFIS collects and efficiently sorts all documents and turns them into a clear archive organized by the chosen identifiers. It all starts with the OCR service, which transcribes documents automatically.

Implementation:

The implementation was a challenge that we handled together and successfully, despite a more demanding start, since the client's ERP system had to be aligned with ReFIS. The “lesson learned” that makes the implementation process considerably easier is an in-depth analysis, to which key employees from all the departments that will use the software should be invited.

“OCR works reliably. The speed is sufficient; in that respect we would welcome it if the time could be shortened even further. Of course, ReFIS offers far more functionality that lets us work more efficiently than before. We also rate the automated cost center assignment very highly: in practice it works so that additional cost centers are added automatically based on defined criteria. That way we automatically fill in most of the required dimensions for an invoice and forget nothing. The automation rules can be configured by users, so experienced users are able to keep improving the automation.”

Michal Starinský – project manager

Results:

They came immediately in the form of faster processing and document workflow within the company, starting with automatic reading of documents through OCR. The documents are under control thanks to being clearly sorted into the electronic mailroom module in ReFIS, which serves as a single point for receiving all documents in the company. AUTOPOLIS also uses the other features ReFIS offers.

“We have genuinely eliminated piles of paper (invoices), sped up the approval process and brought it under control. In the end it may sound simple, but it is a substantial improvement we had been waiting for a long time.”

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