“Not only does each member of my team understand his or her role in the accounts payable process I’m also afforded the opportunity to understand and quickly address breakdowns in the process with a single click, boosting my team’s productivity and adding tangible value to PDI’s bottom line.” “The visibility and accountability that the MetaViewer solution affords is invaluable,” said Donna Stoelk, Accounting Supervisor.

That’s something other providers were unable to do.” MetaViewer offers automated indexing and text extraction from any invoice, links to or attachments of supporting documents, workflow steps, customized action-oriented e-mails and customer notification tools - all of which streamlined PDI’s AP process and created opportunities for efficiency and enhanced ROI. “While other providers were talking about scanning paper documents, Metafile was talking about eliminating the need for paper altogether and adapting our workflow to establish staff accountability and extract maximum savings and ROI from our automation investment. “Among the solution providers we evaluated, Metafile truly understood our desire to electronically exchange and manipulate all data - from the invoices themselves to the documents supporting them - at each phase of PDI’s invoice-processing chain,” said Churchill. Gary Churchill, PDI’s Assistant VP of Information Technology, indicated Metafile offered the in-depth knowledge of the end-to-end accounts payable process and an innovative approach to “e-payables” technology - using technology to capture, extract, and route digital invoices electronically - that most competitors could not match.

At the end of an exhaustive search among solution-provider candidates, PDI selected Metafile’s MetaViewer solution for its experience in addressing these needs. Top priorities among PDI decision makers were electronic capture of information and integration with PDI’s homegrown enterprise resource planning (ERP) solution running on IBM’s® iSeries® AS/400® server platform. Recognizing the need for an end-to-end invoice-processing and workflow solution to streamline the inflow and outflow of invoices and realize operational and cost savings, PDI researched nearly a dozen accounts payable (AP) document management solution providers using a cross-functional team composed of treasury, purchasing, inventory control, transportation, accounts payable professionals and more. The Metafile programming and implementation staff provided a workflow that exceeded my expectations.” Linda Sharp, Executive Vice President, Secretary, Treasurer said, “I was apprehensive at the beginning of this project, as I had heard stories of companies who spent more time scanning documents than they had planned, and did not see the anticipated return on investment.

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