Accounts Payable Transformation: A North American Environmental and Industrial Services Company’s 90% Time Savings through Excel Invoice Management Optimization

Key Takeaways

The transition from PeopleSoft to Oracle Fusion Cloud revealed significant challenges for the client's accounts payable team, particularly in managing invoice data effectively.

Oracle's native data loading tools, such as FBDI and ADFdi, were found to be complex and lacking the essential functionality that the client previously enjoyed, leading to inefficiencies.

By integrating the More4apps ERP Cloud Toolbox Finance Module, the client was able to streamline their invoice management process, significantly reducing the time and effort required for data handling.

Case Study –
Environmental and Industrial Services For this North American environmental services provider, the More4apps ERP Cloud Toolbox Finance Module saves the AP team from doing
hours of extra work on invoices each month.

The Client
Our client is a leading North American provider of environmental and industrial services. They provide end-to-end hazardous waste management, emergency spill response, industrial cleaning and maintenance, and recycling services for Fortune 500 companies and government agencies.

Data Loading Troubles after Moving to Oracle Cloud

In 2023, our client migrated to Oracle Fusion Cloud from PeopleSoft. With PeopleSoft, they  had custom functionality and flexibility for data loading. In comparison, their teams found Oracle’s free data loading tools, like FBDI and ADFdi, to be complex and lack functionality.

Not long after going live with Oracle Cloud, the company realized they needed better tools for working with ERP data. They connected with More4apps for a customized product
demo and free software trial.

Our customer pinpointed invoice data management during initial talks as a primary concern. While managing invoices with Oracle ADFdi and FBDI is possible, the process is time-consuming and frustrating. Mistakes are easy to make and hard to find, hurting the accuracy and reliability of our client’s ERP data.