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Five Tips for a Successful Accounts Payable Workflow Implementation

by Andrew Frederick
CoreIntegrator Product Manager, CSSI, Computer Support Services, Inc.

Automating your Accounts Payable (AP) processes such as invoice approval, purchase order matching, and requisitions by implementing a workflow solution is no small undertaking.  While a well-executed workflow implementation can be accomplished in just a few weeks, implementations more commonly become bogged down for weeks, months, or even years by complications in the process itself.  Luckily, with a little foresight and a few common sense tips, many of these curveballs that derail a project can be avoided.

1)  Plan.  But don't over-plan.

It is tempting while planning your Accounts Payable automation to try to fix every problem or deficiency with every process within your organization.  Even though this seems like a laudable undertaking, it is often a recipe for a failed project.  A project with too many initiatives, as well as the requirement that every initiative must succeed in order for the project to succeed, may be doomed for failure or, at the very least, doomed to drastically exceed your planned timeline.

For example, let's imagine that, as part of your Accounts Payable workflow roll-out, you also decide to clean up the master vendor table in your ERP system.  You want to eliminate outdated information, resolve duplicate vendors, and send a letter to all of your vendors asking them to confirm their contact information... and you do not want to roll out the workflows until you have "clean" data to start with.  Now you've effectively delayed the implementation of the workflow system by weeks, months, or more.

If instead you focused on the workflow system first, getting that into place, you will not be any worse off than you are today using the same "bad" data that you've been using for quite some time.  Plus, once the workflow system is in place, ...

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About Andrew Frederick

Andrew is the product manager and chief evangelist for CoreIntegrator® Workflow and has over 20 years of experience in the information industry.  CoreIntegrator Workflow is an enterprise-level workflow/automation suite with a proficiency in Accounts Payable automation.  CoreIntegrator Workflow is the flagship application of Computer Support Services, Inc. (CSSI) in Lewisburg, PA.  CSSI is a certified Microsoft Partner for Microsoft Dynamics GP and both sells and supports Microsoft Dynamics GP, in addition to several imaging and document management solutions.  For more information on CoreIntegrator Workflow, please email, call +1 (570) 524-4424, or visit us on the web at