1. Fulfilling the Promise of OCR: 5 key points to improve your capture rate and eliminate manual data entry
Scott Gilley
Director of Shared Services
Emerson Process Management
Jeff Haller
Managing Partner & CEO
DataServ

2. Keys to OCR Effectiveness
Background
Largest Emerson business unit
Responsibilities include:
Accounts Payable,
Supplier set up,
Fixed assets,
Transactional General Ledger
Use DataServ for AP and Supplier set up
18+ business units, 120 locations
45,000 invoices (and expense reports) per month

3. Keys to OCR Effectiveness
AP business goals
Improved controls
Save money
Improve process
Goals: productivity, quality, cost, client satisfaction

4. Streamlined Accounts Payable

5. Keys to OCR Effectiveness
Challenges:
Letting go of paper
“Overselling” the solution
Security - who can see my invoices?
Exception processing/special handling

6. Keys to OCR Effectiveness
Significant accomplishments
Exception - based processing
Automated processing
“Touchless” processing (PO invoices)
Staff leverage, visibility, savings

7. Keys to OCR Effectiveness
5 considerations
OCR must be part of a broader strategy
Build a 100% solution
Use OCR to refine business process
Get out of the mailroom and scanning business
Image and capture at the front-end
Focus on change management
Test before you go live

8. Achieving 100% Electronic Invoice Data
Summary
Connect your OCR strategy to the broader automation project
Focus internal resources on process improvements and change management
Build and test
Be prepared for the long haul!

9. Achieving 100% Electronic Invoice Data
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