Entity: Township of Upper St. Clair
Location: Pittsburgh area, Pennsylvania
Industry: Government Municipality
Number of residents: 20,000
Number of Invoices: 3,000 to 4,000/month
Free taxpayer money for things that add value to the community
Actual visibility into the invoice processing workflow
Save time on searching documents, invoice status, paper filing
Auditors have access to documents for a pain-free audit
The township’s entire finance department consists of only four full-time employees. The invoice processing (AP) function is only part of all the other finance responsibilities, yet staff processes approximately 700 invoices per month. The previous, completely manual invoice processing workflow cost time and human resources that were needed for other, more value-added tasks, and resulted in numerous additional pain points:
“When searching for AP automation providers we considered several things; three of the most important were cost, simplicity, and functionality. Yooz was the best combination of all three AND included P.O. matching. It made the choice easy.”
Director of Finance
Romito took two months onboarding his own finance department so they could work through any setup oversights before engaging other departments. This process allowed the leadership team to identify some additional needed tweaks to the customization of the Yooz solution based on their workflow and develop some other internal user “experts” in the organization.
Because of the simplicity of the Yooz AP automation platform, the team created some short step-bystep user guides that were e-mailed to new users, eliminating the need to provide hands-on training. "Yooz’s intuitiveness makes training simple!” said Romito.
Full implementation took five months. While the Yooz solution can be implemented in as little as 2 weeks, the organization took additional time to make sure the Township’s leaders and the platform’s users had a complete understanding of the functionality, settings, and impact of each. “As a result, we are better today at process-mapping.”
It’s all about the results
In government, it’s very difficult to add positions. The finance department had to make the most with a very lean staff of four. The time that was freed up allowed the finance department—and other departments as well—to direct resources to other important initiatives, like improving the ROI of the Township’s investment program.
Fill out the form below and one of our AP automation specialists will be in touch with you shortly for a quick discovery call to answer any questions you may have.