Monómeros Innovates Accounts Payable and Tackles e-Invoicing Requirements

SITUATION

· Accounts payable relied on manual tasks and data entry
· Looming e-invoicing mandate required the digitization of purchase orders, payment terms and credit notes

RESULTS

· Integrated Laserfiche with SAP ERP to digitize both internal and external invoices and automate invoice processing
· Reduced average cycle time from 72 hours down to 10 minutes
· Improved traceability and compliance, inventory management and sustainability

In 2019, Colombia joined a host of other countries in mandating e-invoicing — an electronic billing approach that requires the digitization of purchase orders, payment terms and credit notes. E-invoicing requirements are becoming more and more common across the globe, with the goal of providing governments a more efficient means of auditing and tax and customs enforcement.

In order to accommodate the coming requirement, the agroindustrial company Monómeros sought a new document management system (DMS) with business process management (BPM) capabilities. “We saw that the versatility and capacity that Laserfiche had as a BPM tool would allow us to keep control of our documents, plus there was traceability that would comply with Colombia’s laws and archival standards,” said Esteban Echeverria, IT superintendent at Monómeros. “Laserfiche is not only a tool that will allow us to keep control of documents, maintain traceability and comply with the rules and archival standards of Colombia, but it also provides a platform that will allow us to automate business processes across the company.”

80% more efficiency in grant approvals process

With Laserfiche process automation and records management, along with an integration between Laserfiche and SAP, Monómeros fulfilled the country’s e-invoicing requirements while also accelerating the accounts payable (AP) process.

Today, the company’s AP cycle has been cut down from an average of 72 hours to just 10 minutes — a 99.77% improvement in efficiency.

The Seeds of Innovation: ERP Integration

Monómeros is a large agroindustrial company with an important role in supplying the necessary fertilizers for some of Colombia’s most important crops, including potato, coffee and palm. With a history dating back to 1967, the company has undergone a number of modernization initiatives for a more efficient, agile enterprise.

Accounts Payable (AP) is one area where the organization has seen tremendous impact. With thousands of invoices needing to be processed per month, manual tasks — such as data entry, inventory management, and data verification — can delay critical operations at any organization, causing missed deadlines and challenges in vendor and customer relations.

At Monómeros, the invoicing process relied on manual tasks and mailing invoices between staff and geographic locations.

“During the COVID-19 pandemic, invoices had to be manually assigned to each analyst and physically sent to them to be managed in our ERP,” said Carlos Daniel Machado, head of accounts payable at Monómeros. “Cycle times from when invoices were received reached up to 72 hours. We needed to optimize the process and reduce cycle time.”

On top of this, the Monómeros team needed to consider the e-invoicing requirements that would become compulsory for businesses in 2020. This perfect storm led them to Laserfiche, which was implemented with support from Colombia-based Laserfiche solution provider Gestech.

“Laserfiche offered a balance between all of our considerations, including cost, functionality, business process management (BPM) capabilities, a good user experience and local support with Gestech,” said Echeverria.

The goal was to digitize and optimize the process to increase efficiency and reduce costs; improve visibility and control; and strengthen business relationships.

To tackle the challenge, the Monómeros and Gestech teams created a Laserfiche workflow designed with four stages and integrations with the company’s SAP ERP software.

  1. 1. Invoice acquisition: Once received, invoices are digitized and indexed in Laserfiche. Laserfiche matches the supplier data to the invoice metadata, then routes the invoice to the accounts payable manager.
  2. 2. Assignment: Once the AP manager receives the invoices in Laserfiche, they assign them to the appropriate AP analysts.
  3. 3. Invoice entry: Analysts receive and review invoices in Laserfiche, which queries invoice tracking numbers that have been entered into SAP.
  4. 4. Payment: Payments are carried out in SAP, which queries payment proposal numbers associated with the invoices and relays them to Laserfiche. Payment numbers of paid invoices are also relayed to Laserfiche and recorded in invoice metadata.

The process not only applies to external invoices, but also to internal ones having to do with reimbursing employees.

“In the case of employee reimbursement, they file their request through a Laserfiche form and attach all necessary documents, and that generates a digital filing through Laserfiche in a matter of seconds,” said Machado.

Ripe for Digital Transformation

With this solution, Monómeros has been able to reduce the average cycle time from 72 hours down to 10 minutes. With an average of 1,500 invoices per month, Monómeros has seen a huge impact on overall time and cost savings. As added benefits, Monómeros has improved traceability and compliance, inventory management and sustainability.

“Not only have we been able to improve compliance practices and optimize processes with Laserfiche process automation, but we have also enhanced customer service and their overall experience.”

Carlos Daniel Machado, Head of Accounts Payable, Monómeros

“We are now working on an integration between Laserfiche and our vendor bill reception process. Every business process that needs to be automated or integrated with our content we see as in the scope of Laserfiche’s capabilities. This makes us excited for all of the future possibilities.”

Accelerating Manufacturing Excellence: Unleashing AI for Seamless Operations and Safety

AI Revolutionizing Manufacturing: Streamlining Workflows and Empowering the Workforce

According to recent Laserfiche/SME research, one-third of respondents are experiencing work delays a few times a week across various processes in operations. This leads to countless hours wasted by employees fulfilling administrative tasks manually across engineering, operations, sales, quality, shipping release and more.

Amidst these challenges, the manufacturing industry is on the cusp of a significant transformation driven by artificial intelligence (AI) and machine learning (ML). AI is poised to become a critical factor for manufacturers, streamlining processes, reducing delays and addressing concerns around costly compliance documentation.

AI’s Impact Across Manufacturing

  • Enhanced Efficiency: From sales and supply chain management to quality checks and inventory control, AI can streamline complex processes, predicting potential issues and ensuring timely delivery.
  • Data-Driven Decision Making: AI analyzes vast amounts of data, enabling organizations to make informed decisions about production, resource allocation and future planning. Proactive maintenance, for example, can be implemented to prevent equipment failures and minimize downtime.
  • Improved Compliance Management: AI automates data capture and document management, ensuring adherence to regulations and simplifying audits.

The Future of Work: Humans and AI as Partners

While some may fear job displacement due to AI, the reality is that AI will empower the human workforce. Here’s how:

  • Focus on Strategic Tasks: AI will handle repetitive tasks, freeing up human employees to focus on higher-level activities that require creativity, problem-solving, and strategic thinking.
  • Upskilling and Reskilling: As job roles evolve, there will be a growing demand for workers with skills in data analysis, AI implementation and human-machine collaboration.

Challenges and Solutions

  • Lack of Standardization: AI can streamline data processing and address compliance challenges by tackling inconsistencies in documentation.
  • Workforce Concerns: Transparency and open communication are crucial to address workforce anxieties about AI. Training and development programs will equip employees with the skills to thrive in an AI-powered workplace.
  • Uncomplicate Compliance: AI-powered tools can streamline records to ease compliance tasks for humans to reduce errors and boost confidence in information governance strategies.

AI in Action: Real-World Benefits

  • Reduced Operational Costs: AI automates tedious tasks, minimizes human error and streamlines workflows, leading to significant cost reductions.
  • Improved Productivity: By eliminating bottlenecks and delays, AI empowers a more productive workforce and fosters collaboration across departments.
  • Enhanced Data Management: Real-time data capture and analysis provide valuable insights for better decision-making and future planning.

Conclusion

Embracing AI is no longer optional for manufacturers seeking to stay competitive. By leveraging AI’s capabilities, manufacturers can streamline operations, empower their workforce and navigate the ever-evolving landscape of digital transformation.

Watch our webinar, “Accelerating Manufacturing Excellence: Unleashing AI for Seamless Operations and Safety” to explore the latest advancements in technologies that minimize work delays, streamline reporting processes, and establish a robust repository for seamless operations: AI, machine learning, process automation, and process integrations.


Cost-Efficiency, ML and Interoperability — Laserfiche Predictions for Manufacturing and Healthcare in 2024

At Laserfiche we’re always looking forward. We also know that industries like manufacturing and healthcare are continuously searching for new ways to address their industry’s unique challenges.

That’s why in the new year, we asked one of our resident industry experts — Grace Nam, Strategic Solutions Manager: Manufacturing and Healthcare — to make predictions about what innovations and ideas healthcare organizations and manufacturing firms are going to prioritize in 2024.

Healthcare organizations will leverage new technologies to innovate and reduce costs:

  • Trends in healthcare technology in 2024 will heavily focus on cost-effective solutions, specifically in Finance/RCM areas, to drive operational efficiency and increase workforce satisfaction.  AI-enhanced workflow tools will be used to enhance existing processes and better leverage data to become more efficient and solve legacy industry challenges such as staffing burnout and the lack of harmonization for healthcare operations.

  • Interoperability and artificial intelligence will play a large role in the innovation of healthcare technology in 2024 and will be necessary to control the rising needs in healthcare data management and analytics, specially in the clinical field. By allowing AI-enhanced workflow, organizations can implement better data exchange between processes and immediately deliver results in cost and time savings, while significantly improving staff and patient satisfaction.
     
  • AI tools will be utilized to enhance current healthcare technologies, further expand the capabilities of automation and streamline day-to-day operations. As personal value-based care will continue to grow in 2024 and it will be critical for healthcare providers to create digital access to support in-person and telehealth visits in order to maximize outcomes for both healthcare organizations and patients while driving consistent operational efficiency. 

Manufacturing will utilize AI and other technologies to achieve improved interoperability:

  • In 2024, more manufacturing companies will integrate artificial intelligence and machine learning to address high-cost functionalities with compliance documentation and interoperability issues between software and technologies. By utilizing process automation and enhancing data processing speed, manufacturers can increase operational efficiency and reduce costs with improved systems while achieving business agility and scalability. 

  • We can expect greater adoption of digitization and process integration by manufacturers in 2024. These solutions will allow manufacturers to make critical decisions in a timely manner, prioritize high-cost challenges, and control compliance. Additionally, more manufacturers will make significant investments in AI, ML and integrations in order to address delays in production, document and data control, inventory management, inspection and shipping. 
  • Manufacturing enterprises are often vast and complex, and in 2024, data exchange and management will be crucial in achieving interoperability. By efficiently using and processing data through the power of automation, manufacturers will be able to create a work environment that not only encourages employee productivity but attracts younger generations of talent. Using digital tools to move data more seamlessly throughout manufacturing systems will be key to boosting ROI in 2024.

Start your digital transformation journey

Want to make an innovative start to 2024? Check out the following resources to learn how ECM can be your organization’s key to newfound efficiencies this year.

Schedule a personalized Laserfiche demo

A complete ECM solution like Laserfiche can help organizations across industries dramatically improve the efficiency of its business processes. See first hand how Laserfiche can be your solution and schedule a demo.

Discover powerful solutions on the Laserfiche Solution Marketplace

Some of the more robust ECM systems, including Laserfiche, offer marketplaces for process templates that organizations in a variety of industries, including manufacturing and healthcare, can use to jumpstart digital transformation initiatives. To learn more about the Laserfiche Solution Marketplace, watch the video below:

 

Gain new insights with our latest industry white papers

Check out this healthcare industry whitepaper to learn more about the role intelligent automation is playing in the industry.

In addition, our manufacturing whitepaper can be a useful resource for firms looking to further protect their production pipelines from disruptions.

Check out the G2 Grid® for Enterprise Content Management (ECM)

Comparing ECM systems? Compare the top vendors in the space with the G2 Grid® for Enterprise Content Management (ECM):

G2 Grid® for Enterprise Content Management (ECM) Systems

Manufacturers Challenged with Manual Operations and Work Delays, According to SME and Laserfiche Study

Increasing overall process effectiveness and enabling data-driven decisions are top priorities for organizations’ digitization journeys.

LONG BEACH, CALIFORNIA, Dec. 12, 2023 — New research by SME and Laserfiche — the leading SaaS provider of intelligent content management and business process automation — finds that the manufacturing industry continues to rely heavily on manual processes while experiencing work delays in a number of key areas.

The study surveyed over 300 manufacturing professionals employed with organizations with 101 or more employees. Only a third of respondents reported that their facilities had completely automated operations related to equipment capacity utilization (30%), sales sheets/documents (27%), quality management (24%), and inspection sheets (24%). Meanwhile, the majority of respondents experience work delays related to inventory data (62%), manufacturing throughput times (62%), equipment effectiveness (62%), and equipment capacity utilization (60%).

“Overall equipment effectiveness and throughput determine a manufacturing facility’s ability to compete in today’s market,” said Grace Nam, strategic solutions manager, manufacturing, at Laserfiche. “As the report shows, manual processes and unstandardized external and internal communication methods that require various documents and records are still driving most manufacturing operations. This approach can have a negative impact on equipment availability and performance, as well as lead time to customer.”

Results also revealed that increasing overall process effectiveness and enabling data-driven decision making are top priorities for organizations as they consider the next steps in their digitization journeys. In many respondents’ technology plans were AI (56%), cloud computing (52%), and document and records management (47%) initiatives.

“There is incredible opportunity for manufacturers who focus on digitizing paperwork and automating operations,” Nam added. “By embracing digital compliance document and records management, developing a standardized system to improve processing time, and fostering interoperability with metadata management, companies can unlock new efficiencies, reduce costs, and get ahead of the competition. Additionally, advancements in AI and cloud computing will accelerate digital transformation in the industry, meaning investments in digitization and automation are more important than ever before.”  

Additional findings in the report include:

  • High cost of compliance — Over 40% of respondents indicated that the top challenge for their organization is the high costs associated with compliance documentation. With new requirements being introduced constantly, industry-specific requirements to manage, plus various regulation changes based on region and country, those costs are likely to grow unless organizations implement solutions to automate and streamline compliance processes.
  • The enterprise content management (ECM) advantage — Among current users of ECM systems, almost all respondents (96%) indicated that they are somewhat to very satisfied with the return on investment their system provides. The result reveals the highest level of satisfaction with ROI across systems used in manufacturing — however, only 15% of respondents report using ECM, suggesting significant opportunity for organizations that adopt ECM and its benefits.

“It’s clear from these results that there is significant room for the industry to increase their competitiveness and efficiency by modernizing their processes and transitioning to smart manufacturing technologies,” said Dave O’Neil, vice president, media, at SME. “By sharing these results, SME can continue to help support companies through this transition to ensure a robust future for North American manufacturing.”

To download a copy of the Laserfiche and SME research report, click here.

To learn more about Laserfiche solutions for the manufacturing industry, visit https://www.laserfiche.com/solutions/manufacturing/.  

About Laserfiche

Laserfiche is the leading SaaS provider of intelligent content management and business process automation. Through workflows, e-forms, document management and analytics, the Laserfiche® platform centralizes data and many types of documents from across the organization and streamlines critical business processes that impact organizational growth and productivity in core functions such as sales, engineering, operations, accounting and more.

For over 30 years, Laserfiche has served organizations in highly-regulated manufacturing industries — including aerospace and defense, gas and oil, industrial, food and beverage and more — to simplify data- and content-driven business processes, supporting quality management and document control, compliance, organization-wide information governance and digital resilience. Today, Laserfiche’s cloud-first approach incorporates machine learning and AI innovations, and supports integrations with technologies like enterprise resource planning (ERP), supply chain management (SCM), customer relationship management (CRM) and more to drive enterprise-wide digital transformation.

Learn more at https://www.laserfiche.com/solutions/manufacturing/

About SME

Established in 1932 as a nonprofit organization, SME represents the entire North American manufacturing industry, including manufacturers, academia, professionals, students, and the communities in which they operate. Together we share one common belief: Manufacturing holds the key to economic growth and prosperity. SME accelerates new technology adoption and inspires and builds North America’s talent and capabilities in order to advance manufacturing as a diverse, thriving and valued ecosystem that drives competitiveness, resiliency and national security. We believe in technology’s power and humanity’s innovation to advance our society and meet many national challenges. We design new ways to understand and solve problems, and our solutions advance the next wave of innovation and growth. Learn more at SME.org, or follow SME on X/Twitter, LinkedIn, Facebook and Instagram.

New SME Market Research Reveals Manufacturing Leaders’ Priorities in the Next Investment of Digital Transformation

In today’s fast-paced business landscape, efficient information management is paramount. ECM systems play a pivotal role in streamlining document storage, retrieval, and collaboration. This survey aimed to uncover insights from professionals across various industries, shedding light on the current business operational trends. This report looks at those results and contributes to an understanding of how ECM systems can impact enterprise operations and the evolving needs of organizations.

Laserfiche contracted SME and Mercury Research LLC to conduct an independent 3rd party study focusing on the manufacturing industry, specifically surveying over 300 professionals employed with organizations with 101 or more employees and $10M or more in annual revenue. The sample selection was taken from an independent online panel between July 12 – August 3, 2023.

Key takeaways

  • Although only 15% of respondents currently utilize an ECM, another 17% indicate that an ECM is on their roadmap for future process integration.
  • Three-in-five respondents (60%) indicated that the primary organizational need driving their interest in process integration is for increased operational efficiency.
  • Increasing overall process effectiveness and enabling data-driven decision making are the top priorities for organizations’ process integration/ digitization journeys. Increased data accuracy is a top business challenge their organizations are looking to resolve.
  • Two-thirds of respondents indicated that cybersecurity is a top priority and key concern over the next 1-3 years.
  • AI, cloud computing, document/records management and cloud integrations are the most common processes organizations are planning to implement or are currently being implemented.

Current system utilization

Almost all respondents (97%) indicated that their organization is using at least one automation system, with the average being between 4-5 systems Less than one-in-five respondents is currently utilizing an Enterprise Content Management (ECM) system.

Results from survey showing utilization rates of various systems within the manufacturing industry.

Enterprise Content Management (ECM) systems can streamline operations between the increasing number of systems manufacturers use by creating a single source of truth for production, from the production floor to the back-office.

Number of Systems Utilized by Industry

Results from survey showing the average amount of systems utilized within various manufacturing industry sectors.

With only 20-30% of organizations’ current processes automated, Enterprise Content Management (ECM) systems can improve administrative work and workflows through the digitization of various paper documents and integrating them within core applications used throughout the organization.

Percentage of Operations Completely Automated

Results from survey showing the type and percentage of business processes automated within the manufacturing industry.

With most of factory floor operations still being completed manual, repetitive document processing is a significant waste of time (and thus unnecessary money is being spent). This creates silos and unstandardized records structures for organizations.

Want to learn more?

Download the whitepaper, “New SME Market Research Reveals Manufacturing Leaders’ Priorities in the Next Investment of Digital Transformation.”

New SME Market Research Reveals Manufacturing Leaders’ Priorities in the Next Investment of Digital Transformation

When the chips are down: lessons in resilience from the semiconductor shortage

Grace Nam, Strategic Solutions Manager, Manufacturing at Laserfiche, explores ways in which manufacturers can boost efficiencies and keep up with customer demand, even as inflation and supply chain issues continue to put pressure on the industry.

DHL Builds Automated, Digital and Sustainable Operations

SITUATION

As DHL strengthens infrastructure in Latin America, the IT department needed to build more automated, digital and sustainable operations. Initiatives to digitize flight information and records for pilots and dispatchers evolved into larger projects in airplane maintenance and legal.

SOLUTION

Laserfiche was the perfect solution for its records management, electronic forms and process automation capabilities. As departments discover new efficiencies and see how easy Laserfiche is to use, the Laserfiche project list continues to grow.

RESULTS

With Laserfiche, DHL has created more sustainable and efficient operations. These digital initiatives have also opened up opportunities to gather data on processes, enabling the organization to continue to optimize and grow without sacrificing quality in its services.

DHL is one of the world’s leading logistics companies, employing 100,000 people in over 220 countries and territories. Whether for a small parcel or fleet of large shipping containers, DHL prides itself on its efficiency and care in transporting goods and information.

As the company strengthens its infrastructure in Latin America and looks to more automated, digital and sustainable operations overall, Laserfiche plays a critical role in its innovation, responsible and sustainable information management, and growth in the region.

DHL Builds Automated, Digital and Sustainable Operations

Piloting the Electronic Flight Bag Process

As part of DHL’s efforts to increase efficiency, support sustainability and strengthen business resilience, the IT team began searching for a platform for digitizing records in the human resources department. When COVID-19 became a concern in 2020, this morphed into a quest to quickly deploy a digital solution for the electronic flight bag (EFB) process. This led DHL’s IT team to Laserfiche, which presented the opportunity to optimize these processes and more.

The DHL team consulted with Canella, S.A., a Laserfiche solution provider based in Guatemala, who recommended Laserfiche. When deciding between an on-premises or cloud deployment, the choice was clear.

“In 2019 we were told, ‘No more local servers,’” said Rodolfo Gonzalez, information technology manager at DHL de Guatemala S.A. “So that’s why we went with Laserfiche Cloud — for IT, it’s easier because we don’t have to buy servers and have maintenance for servers. We don’t have to worry about updates or infrastructure; Laserfiche handles those.”

Up to 8,000 employee hours saved per year

The first project the team took on was the EFB process: Historically, pilots and crew members were required to visit the dispatchers office to get a hard copy of the documentation needed for their flight. This documentation included critical data including flight route, weather, and landing surface/airport information, as well as details about weight and balance, and dangerous goods or animals aboard. On top of the copy for the pilot, dispatchers also had to make seven additional copies for compliance purposes.

“The biggest challenge is that all that information comes from a different system,” said Gonzalez. “We have one system for weight and balance, one for weather, etc. At the time, printing it all was the quickest solution.”

If changes were needed to the documentation, for example due to updates or changes to routes, the pilot would need to call a dispatcher to make the adjustments, re-print the package and physically deliver it to the cockpit.

This became unfeasible with COVID-19’s arrival. IT needed to roll out a solution and do it fast. Gonzalez and his team deployed Laserfiche as a repository that would hold all electronic flight bag information from different systems. All pilots received iPads from which they could access Laserfiche, removing the need for anyone to physically pick up or drop off documentation. Changes could be made instantaneously and digitally accessed through the iPads.

DHL continues to use the new process due to its efficiency and better employee experience, even as COVID-19 restrictions have eased.

Up to 8,000 employee hours saved per year

“Dispatchers can prepare the EFB an hour before the flight and pilots can review and approve it on their iPad before they even come into the office,” said Edwin Wong, aviation regional IT manager. “And because we can prove we have the information backed up, we don’t need to print the packet eight times.”

“We also used to have dispatchers running to planes, introducing risk of falling on stairs or slipping if it was a rainy day, for example,” Gonzalez added. “So we’re preventing accidents as well.”

Automation Takes Flight Across the Organization

After the success of the EFB process, the IT team redirected its focus to HR, which needed a digital solution for employee records. “We have an issue here with humidity,” Gonzalez explained. “This presents a risk to paper files; we’ve lost some files because of it.” Laserfiche was the perfect solution for its records management, electronic forms and process automation capabilities. 

Additionally, the IT team built a Laserfiche form with which pilots and crew members can report on flying hours, which are automatically sent to flight operations managers for approval. Ultimately, Gonzalez and his team would like to enable the organization to track more data about the planes and crews, such as how many hours flown, in order to better allocate resources — something that they would do through an integration with DHL’s airplane information management system (AIMS).

In a similar effort, DHL now tracks mechanics’ certifications through Laserfiche, which were historically managed manually by a maintenance and quality control assistant who recorded documentation and mechanics’ information, as well as what aircraft mechanics were able to do maintenance on based on their certifications in a spreadsheet.

Challenges with the legacy process included lapses of time between certifications expiring and being revalidated. “Sometimes mechanics had to be sent to training, and sometimes that training is in a different country,” Gonzalez said. “But if your certification hasn’t been renewed and you show up to work, you can’t touch our airplanes.”

To combat these lapses and make the entire process easier for everyone involved, Laserfiche now automatically sends reminders on a specific cadence before certifications expire. Mechanics are responsible for uploading their own documentation into Laserfiche which is then routed to quality control for review and approval.

“We simplified the process and now we have more control over it,” said Gonzalez. “Having a system of record, automated notifications and automated routing for review and approval helps us a lot. We have more visibility into the process; it’s more streamlined and we’re not losing valuable time from expired certifications.”

Shipping Success: DHL’s Ongoing Digital Transformation

Today, Gonzalez and his team continue to optimize processes and find new areas to automate throughout the organization. “One of my biggest worries in IT is that the performance of the systems we use could suffer from increased use,” Gonzalez said. “But this hasn’t been true for Laserfiche. We used to have 30 users, and now we have 200. We used to have two forms and now we have a lot — the performance stays the same.”

One high impact project that’s currently in progress is contract management. “Having contracts in Laserfiche — with the ability to track changes, versions and work off the same document — it’s going to give us more control,” said Gonzalez. “We’ll also have a sense of how much time it takes to review a contract, enabling us to optimize or allocate resources if we find that our legal department is inundated during certain times of year, for example.”

For DHL’s IT team, the sky is the limit. “Laserfiche is so easy,” said Gonzalez. “You can build a process in your mind, put it on paper, and Laserfiche will do its magic. And if business users ask for a change then we can make the change — the system is flexible. We’re able to be agile in our processes. Our solution provider Canella and Laserfiche have been incredible partners and have been able to handle anything we’ve thrown at them.”

“We can take a complex process and simplify it for our users,” added Wong. “Users have information at their fingertips. Prior to Laserfiche, there was a lot of going back and forth to get information, and now with Laserfiche, everything is within reach with just a few clicks or by filling out a simple form.”

Scaling Efficiency for Top-Tier White Glove Delivery Services

SITUATION

• Dependence on proprietary software was costly to maintain and lacked scalability
• Needed a flexible solution that would streamline multiple logistics management processes

RESULTS

• Automated processes that enable the company to better track inventory, accelerate delivery and capture damage liability documentation
• Enabled processes to scale with the company’s growth, from handling 10,000 packages per month to 30,000 per month without adding significant numbers of warehouse employees
• Enhanced customer experience

Sometimes freight doesn’t fit neatly into a box or packages need to be placed carefully inside a home or commercial space. Enter white glove delivery services, which require a close partnership with clients to get product to where it needs to go in a safe, efficient and cost-effective manner.

“One of the challenges with white glove delivery service is that it is a lot of big product,” said Kent Werner, president director, business development at Kore Logistics, one of Canada’s leading specialized providers of final mile fulfillment and home deliveries. “If you get a big box one day for your sofa sectional and two other boxes come on different days, you’re not happy — people are back in your home and your living room is being upended again. So we prioritize efficiency, and being able to locate, identify and pick all the pieces for an order in a way that allows us to provide the level of service our clients and the end consumers expect.”

Scaling Efficiency for Top-Tier White Glove Delivery Services

This level of tracking requires a lot of moving pieces, data and centralized documentation — and at Kore Logistics, all of this is now managed through Laserfiche and an integration with the company’s dispatching software. Using Laserfiche Forms, automated workflows and a centralized repository, Kore Logistics created processes that supported a threefold increase in capacity; the company grew from handling about 10,000 packages per month to 30,000 packages per month over the course of about a year and was acquired by Canada Cartage in 2021.

The Search for a Multifaceted Solution

Much of the complex journey of non-conveyable freight at Kore Logistics was initially managed by proprietary software that the company had built when it was a much smaller organization.

“We had stretched our proprietary application to its limit,” Werner explained.

The team decided to search for off-the-shelf technology rather than follow the traditional path of building a new custom enterprise resource planning (ERP) solution, to prevent another period of stagnation as the organization grew, as well as to avoid ballooning developer costs.

Critical elements that the right technology solution needed to manage included:

  • Tracking products in warehouses
  • Creating pick lists
  • Creating proofs of delivery
  • Streamlining the sharing of data with the company’s dispatching software

“Most off-the-shelf solutions would require us to cobble together two or three different solutions in order to get what we needed,” Werner said. “They also required significant investment in specialized hardware. We knew we had to get away from another custom solution because we needed the flexibility to grow, to scale, to add modules — things that are just not possible with an in-house application.”

The company worked with Laserfiche solution provider Inspiris to implement a Laserfiche system that would address initial needs. This would quickly grow into a more comprehensive solution as Werner and his team uncovered the power of the Laserfiche product suite.

Building on Efficiencies

“For us, the rapid development enabled by Laserfiche supported a quick deployment,” said Jeremy Regehr, owner of Inspiris. “We took a phased direct-to-testing approach and, from there, made continual improvements that continue to this day.”

The first project consisted of enabling Kore Logistics to scan packages into and out of bins when they arrived at a warehouse. Shipping manifests are captured in Laserfiche and employees scan barcodes on items using a barcode scanner or cellphones, so everything can be easily tracked with a simple search in Laserfiche.

The new process has been a game changer for the organization, significantly reducing dock searches, a typically disruptive process that occurs when goods are missing, misplaced or incorrectly labeled. Dock searches require warehouse staff to inspect various areas to find the requested item, as well as checking manifests and other documentation to verify the location of the item and confirming that it is ready for further handling.

Up to 8,000 employee hours saved per year

“Before Laserfiche, in a busy season, it wasn’t uncommon to have 60-plus dock searches,” said Werner. “Today, during a busy season, the maximum number of dock searches we’d have at any time is probably seven — and that’s with three times the volume.”

Next came the integration between Laserfiche and Kore Logistics’ dispatch software, DispatchTrack, to improve the process of generating pick lists, which include data such as order details, item information, quantities and location. Employees select packages within Laserfiche that need to be delivered, and that information is sent to DispatchTrack. DispatchTrack then sends truck routing information to Laserfiche, and warehouse employees are able to generate pick lists through a Laserfiche Form.

Pick lists are more efficient than with the legacy process, since employees can generate pick lists based on where items are located in the warehouse, saving hours of time each day.

More recently, Kore Logistics added the ability to import proof of delivery (POD) documents and generate them alongside pick lists, since PODs need to be made available to delivery drivers and vendors. Additionally, warehouse employees can use Laserfiche to take pictures of packages as they are received, in case they are damaged, for instance. These photos are routed to the same location as all of the other package information so that documentation is easy to find in case there are claims or other issues.

“Damaged freight is a big challenge in white glove delivery work,” said Werner. “So us being able to identify it in advance and have it documented helps us to provide better service to our clients.”

A Flexible, Scalable Future

These processes have supported Kore Logistics’ growth while also positioning the company for continuous improvement as team members uncover more opportunities for efficiency. “Our team is at a point where now they’ll ask, ‘Can we change this? Can we automate this?’” said Werner. “Everyone appreciates that we have that flexibility now. We can add something or change a process when we need to.”

Fostering a culture of innovation will be critical for the company into the future, as inflation and supply chain issues put pressure on the logistics industry. “When we started this project pre-COVID, people’s buying habits were very different,” Werner said. “COVID changed everything — different value-adds that allowed for profit disappeared. If we didn’t have tools like Laserfiche to help with efficiencies, we wouldn’t be able to stay competitive. The industry is evolving quickly, and today there’s a magnifying glass on things like freight claims. We’re able to meet those increased needs. Laserfiche allows us to stay current with our customers, and allows us to look into issues and provide them with the visibility and documentation they need to feel supported.”