“From beginning to end, it could take several hours per batch. Ten to fifteen account applications submitted to us accounted for four to six hours of administrative time from already busy finance staff.”Jairo Garcia | Head of Information Technology, Integria
Due to its reputation for excellence, Integria Health has a steady flow of account applications from health professionals and retailers keen to offer its products to their customers. Manually processing and approving each application was frustratingly complex.
To open an account, a prospective customer entered their data into a web application, where it was captured in Excel, saved to SharePoint, and then downloaded. A finance team member would then perform a credit check manually. Once the check was completed, the spreadsheet was re-uploaded to SharePoint for approval. Finally, the applicant’s data was entered manually into Integria Healthcare’s Microsoft Dynamics 365 Finance & Operations ERP. While the process was undoubtedly thorough, it was slow, inefficient and cumbersome.
“Processing a batch of just four to five account applications from new customers was a time-intensive and convoluted exercise,” says Jairo Garcia, Head of Information Technology for Integria Healthcare.