RPI Kicks Off Large AP Automation Project with Kofax TotalAgility

RPI’s Content & Process Automation team recently kicked off a new project with one of the nation’s largest non-profit health systems to integrate and automate invoice processing with Kofax TotalAgility and Infor Lawson.

Baltimore, Maryland // Wednesday, November 14, 2018 // https://www.rpic.com/ – RPI Consultants’ Content & Process Automation (CPA) team recently completed project kickoff and discovery activities with one of the nation’s largest non-profit health systems to automate manual processes in accounts payable, specifically invoice processing. The health system includes over 100 hospitals operating across 18 states, and includes academic and teaching hospitals, critical access facilities, home-health agencies, and many other inpatient and outpatient facilities and clinics.

According to Geoff Lilienfeld, RPI Partner and CPA Practice Manager, the project will focus on integrating Kofax TotalAgility with the client’s current Perceptive Content (ECM) and Infor Lawson (ERP) systems. Additional products and services likely to be provided include a custom instance of RPI Yoga Docs — a web client for remote invoice approvals — and RPI Yoga Connect for Infor Lawson, a proprietary API-based integration tool for exchanging data with Infor Lawson.

“This is a great opportunity for us and for the client,” says Lilienfeld. “Integrating products like Kofax TotalAgility with ECM and ERP systems can actually eliminate manual data entry and processing from resource intensive workflows like accounts payable,” explains Lilienfeld. “Given the scope and scale of this project we will be able to demonstrate and measure the return on investment for this kind of solution.”

In the accounts payable department, the health system employs more than 30 full time invoice processors responsible for processing 2 million invoices per year for more than 50 distinct business units and thousands of individual approvers. With additional growth planned, the health system is seeking efficiencies and savings in back office and administrative costs.

“KTA includes a really impressive intelligent data capture engine,” explains Lilienfeld, “which means it can quickly and easily extract discrete data from scanned invoices and validate that data against the client’s ERP system.” Lilienfeld continues, “that immediately cuts out a lot of manual data entry and processing that often results in costly errors and delays due to late payment penalties and missed early payment discounts.”

The scope of this project is not just limited to Kofax TotalAgility. RPI is also working with the client to find additional areas where efficiency can be increased through the use of their Perceptive Content (formerly ImageNow) implementation, an industry-leading enterprise content management platform from Hyland.

“It’s great that this client is already managing approval routing and approver administration within Perceptive Content,” explains Lilienfeld, “but the accounts payable team is still spending a lot of time managing approvers, rejections, and data exceptions.” Lilienfeld continues, “We want to address and automate as many of their manual tasks and exceptions as possible so the team can focus on higher value activities and other priorities.”

RPI Consultants is a Platinum Partner of Kofax, Inc., which means they can resell Kofax products and licenses and provide professional services for Kofax products and solutions. RPI’s Content & Process Automation team includes a number of senior level consultants with various Kofax product and solution certifications, many of whom also have certifications in Perceptive Content, OnBase, and Infor Lawson. RPI is also a certified partner with Hyland and Infor.

“Kofax has been a tremendous partner to work with,” says Lilienfeld, whose team has been recently producing a number of webinars, white papers, and case studies that feature Kofax products and solutions. “Our team loves working with Kofax products, and we’re excited that Kofax has recognized our investment and started bringing our team into these types of opportunities,” explains Lilienfeld. He says that RPI’s Kofax content can be found online at www.rpic.com/kofax.

About RPI Consultants

RPI Consultants is a privately held professional services organization with nearly two decades of experience supporting ERP and ECM products and solutions, including Lawson, Perceptive Content (ImageNow), Kofax, and OnBase. RPI Consultants is based out of Baltimore, MD, with additional offices in Tampa, FL and Kansas City, MO. For more information, please visit www.rpic.com.