Challenge

R.J. O’Brien’s primary challenge was to overhaul its disjointed AP processes, which were causing delays and inefficiencies in invoice processing across different global jurisdictions. The company needed a global solution with an intuitive user experience, a strong approval process where users could authorize invoices conveniently via email and full integration into their Infor Sun ERP system.

Solution

SoftCo are providing R.J. O’Brien with end-to-end AP automation including smart capture, matching, coding, and approval, delivering the scalable solution needed to meet RJO’s continued growth globally. Key factors in choosing SoftCo was spend control through PO conformance, high automation rates driven by AutoML Machine Learning and the intuitive user interface. SoftCoAP fully integrates with RJO’s existing ERP system, Infor Sun.

Results

The partnership with SoftCo has yielded significant benefits:

• Streamlined Operations: The implementation of SoftCo’s AP system enabled a centralized, globalized process, facilitating cross-training and support among regional teams.
• Scalability: Even with growing invoice volumes, R.J. O’Brien managed to maintain their headcount, leveraging a global AP process.
• Enhanced Controls: Improved oversight on invoice approvals and adherence to internal control objectives ensured that payments were processed within the set thresholds.
• Consistency and Efficiency: Post-SoftCo implementation, the consistent approach allowed for invoices to be processed efficiently, irrespective of the jurisdiction.
• Responsive Support: SoftCo provided R.J. O’Brien with responsive maintenance support and personalized service, including the implementation of new features tailored to the company’s requirements.