Customer Success

Using Imaging and WorkFlow in a hybrid Outsourced Shared Services Environment

The Company
The world’s largest provider of water purification products.

The Problem
The company centrally received all invoices centrally in the US. In an effort to reduce processing costs, they outsourced the processing to Bangalore, India. However, they soon found that visibility into the process and control became issues.

The Solution
The Dolphin Process Tracking system for Accounts Payable provides the technology for a variety of offshore business models by managing the challenges of process transparency and invoice tracking across geographies. Real-time data on transactions, business documents, and statuses to address common challenges such as ad-hoc approvals, invoice prioritization and invoice duplication.

In this instance, invoices, which are received by mail, fax, or email, are scanned in the US facility and approvals required prior to posting are process. The local entity also handles vendor inquiries and master data maintenance. The team in India is responsible for indexing the scanned documents and for invoice processing. Both the US and Bangalore groups worked together to pinpoint success factors and formalize the necessary hand-offs to support the business process. The solution was implemented in less than 4 weeks.

The Results
Today, 25% of the processing is done in the US; 75% is sent offshore. Benefits of this module include 24-hour work cycles, the ability to structure and assemble teams with diverse skill sets; and the ability to scale up or down depending on the requirements. Other benefits are: