Last month, we looked at the steps to evaluate AP automation options. Since, I have talked with some of our clients and partners. Thank you to those who participated, especially Karen Miller and Gerry Libby. I think we are all on the same page, but some additional suggestions came out of our discussions.
First, as you go through the process of understanding your organization’s objectives and pain points, your original conception of needs may change. Don’t be surprised if you end up looking at things in a different light along the way. For example, we know AP is often painful because of the number of times paper gets touched, but does that mean you need a full AP automation system? Perhaps the better solution is a document management system. It is very important to clearly identify and solve the issues that are costing you time and money.
Another suggestion is to compile a list of questions to ask during demos’. Providers usually make a set presentation, so be prepared to ask pointed questions that relate directly to your needs and priorities. You may get an “I don’t know,” but press forward until you get an answer, even if it comes through a follow-up after the demo’. Should they fail to follow through in a reasonable time, question whether you want to pursue this provider. Some of the more common questions to ask are: [Read more…]