公司规模
Large Corporate
地区
- Europe
国家
- Germany
产品
- DocuWare
技术栈
- Document Management System
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 应用基础设施与中间件 - 数据交换与集成
适用行业
- 医疗保健和医院
适用功能
- 采购
服务
- 系统集成
关于客户
opta 数据集团是一家为医疗保健行业企业提供支持的公司,例如护理服务、康复设施/提供商和治疗产品供应商。他们帮助客户快速高效地向保险公司和自费者开具服务发票。该公司在 17 个组织中拥有 1,800 多名员工。他们不断需要创新的解决方案来满足自己的管理需求,他们选择了 DocuWare 来满足他们的文档管理需求。
挑战
opta data group 是一家为医疗保健行业公司提供支持的公司,其发票处理面临挑战。他们每月收到 3,500 多张应付发票,大部分是纸质发票。这些发票记录在 Excel 中,并发送给负责的部门和地点进行审批。由于审批流程多阶段,且发票基本分为多个金额并分配成本中心,因此处理时间很长。在审批过程中,会计部门也缺乏对处理状态的概览或透明度。搜索信息也花费了大量的时间和精力。
解决方案
DocuWare 在 opta 数据集团的中央财务会计部门实施。该解决方案的安装不会中断正在进行的运营,并为某些工作站购买了第二块屏幕。现在,所有收到的发票都经过扫描并自动编入索引。在验证/批准过程中,会计部门通过任务列表访问收据,并将金额拆分到不同的成本中心。采购和会计部门的其他员工根据四眼原则使用数字印章批准成本中心。然后,系统将文档转发到成本中心并通过电子邮件通知负责人。使用附加的拆分预订对话框,可以检查费用并释放相应的部分金额以供付款。此外,现在还以完全数字化的方式存档了发出的发票。
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