1. Case Study
Improving AP Processing at Continental Structural Plastics (CSP) MaxCapture/MaxRecall
Presented by Eric M. Whitener and Rochelle Muckle

2. Case Study Objective
To review the MaxRecall and MaxCapture deployment at CSP
Gain insight selection of a document management and data capture solution suite.
Learn from an existing customer the best approach to managing an implementation of MaxRecall and MaxCapture

3. CSP

4. CSP Metrics Established in 1996 Number of employees - 3400
Number of locations - 13 Manufacturing location in North America, 1 JV Manufacturing location in China, R&D Tech Center in France, Corporate office and R&D Tech Center in North America
2015 Sales - $630M

5. CSP and QAD QAD deployed in 2006, Upgraded in 2012
150 Concurrent Users
QAD Version 2011SE

6. What CSP was looking for
Integration with QAD
Easy of use/understanding
Automatic indexing of documents
Ability to link documents
Work as a team/partner – excellent customer service
Document security
Ability to establish extraneous projects
Scan from , fax, Excel, Word, etc
Ability to add notes, comments, etc.

7. We chose MaxRecall for several reasons:
Integration with QAD
MaxCapture possibility – 3 way match
Issue routing instead of “parking” invoices
Easier user interface
Felt more comfortable with the team

8. HOW ARE WE USING MAXRECALL AND MAXCAPTURE:
MXR - Purchase Cycle documents & Issue Routing to Plants
MXC – AP Invoice automation

9. THE GOTCHA ISSUES WE RAN INTO
Invoices from suppliers in proper form and containing packing slip number
Invoices being received prior to good receipt
Overall EDI setup being rock solid and fully tested
Ensuring errors are caught in both MaxCapture and QAD EDI
Dealing with memo items

10. RECOMMENDATIONS FOR IMPLEMENTATION:
Take the time to understand the system in more detail upfront so you can be a better partner in the process to enable you to ask the right questions.
If you can, have EDI implemented and buttoned down before implementing MaxCapture.
Initially, implement one vendor at a time
Audit QAD to ensure the manufacturers item # field populated – supplier item cross reference setup

11. OUR NEXT STEPS
Implement MaxCapture for expense invoices with approval routing and processing
Implement sales cycle documents in MaxRecall

12. Invoice Process Flow - Manual Data Entry
Vendor
ERP PO
PO receipt
Vendor Invoice
Packing List
Shipment
Match Complete
Workflow AP
processor
Data Entry
Match Failed
Problem Resolution

13. Invoice Process Flow - MaxCapture
Vendor
ERP PO
PO receipt
Vendor Invoice
Packing List
Shipment
Match Complete
Workflow
AP EDI
EDI formatted file
Match Failed
Data Entry
Problem Resolution

14. MaxCapture/MaxRecall Demo
CSP

15. Thank You