Construction Resources Management

The challenge

Manually processing invoices created a lack of visibility and coding errors for accounts payable (AP) staff at Construction Resources Management (CRM). With offices scattered across the Midwest, the company acts as a shared services center for its other construction companies, processing more than 86,000 invoices annually.

The approval process often kicked off with CRM’s Waukesha, Wisconsin, office mailing invoices to each branch for project managers to code and approve. They would then mail them back to the main office for additional processing.

“There wasn’t a good way to know where things were in the process, and things got lost in the mix,” said Linda Pawlak, vice president of HR at CRM. “We weren’t tracking how long it took for invoices to get back to the main office, and we didn’t have visibility into whether or not they came back, except if a vendor let us know that our invoice was past due.”

The solution

Working with Naviant, an authorized OnBase solution provider, CRM implemented Hyland's OnBase to improve invoice processing. Soon afterward, because of its success in AP, the company leveraged OnBase in human resources to reduce paper handling.

Eliminates manual invoice processing with integration

Prior to OnBase, CRM experienced coding errors on its invoices as a result of employees manually writing incorrect accounting codes on them.

Now, by integrating with its ERP, Oracle JD Edwards EnterpriseOne (JDE), staff pick the appropriate code from a pull-down list and send the invoice to JDE for payment.

“OnBase removed the ability for staff to choose codes that don’t exist,” Pawlak said. “And, because the codes have already been validated, they now can simply upload the invoice into JD Edwards and eliminate all of the data entry that had to be done.”

Speeds payments with automated approval notifications and escalations

Using OnBase, CRM implemented a hierarchical approval process based on an employee’s department, approver level and invoice amount. That way, the company quickly escalates invoices that need additional levels of approval based on their size and type, as well as how long they have been in an employee’s queue.

“OnBase affords us the opportunity to understand due dates,” said Bill ZumMallen, IT manager at CRM. “With those due dates, we ensure invoices are paid in a timely manner and avoid late fees. It’s improved the service we provide and our payment to vendors.”

Eliminates paper in HR, provides instant information access

With all HR files — including personnel, driver, workers’ compensation and benefits documentation — stored on paper, it was difficult for CRM’s staff to access required content. OnBase acts as a central repository for this information, allowing staff to instantly access it when needed.