In 2022, DeliverIt Pharmacy shaved weeks off their approvals process, increased financial record accuracy, and spent a whole lot less on gasoline (no, really) by changing how they manage AP documents.
Jenny Wong, the accounts payable manager at DeliverIt Pharmacy, was spending her workdays driving across Houston to manage invoices, approvals, and orders for the company’s four locations. The manual process consumed an entire week, leaving her constantly playing catch-up.
Determined to solve the inefficiencies and frustrations, Jenny explored automated solutions to streamline DeliverIt’s AP documentation process.
Streamlining AP Management with a Customized Approach
DeliverIt Pharmacy needed an AP document management system tailored to their specific operations. As a family-owned business with multiple locations and services—such as multilingual customer care and home services—their new system had to:
Jenny piloted a proof-of-concept program with one delivery company. This allowed her to test the system's impact before full implementation. Step by step, she automated AP processes at each location, training staff and addressing issues along the way.
By transitioning to automated document management, DeliverIt experienced significant improvements:
“It has helped me provide payments more efficiently, more on time,” Jenny shared, adding that her coworkers appreciated the change, too.
Her boss noticed her initiative, recognizing Jenny as a strategic partner in the business. With time saved and a smoother workflow, DeliverIt is now looking to integrate more advanced features, including automated accounting workflows and digital signatures.
DeliverIt’s success offers key lessons for professionals exploring AP automation:
Automation isn’t just about efficiency—it’s about positioning yourself and your company for long-term success.
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