Streamlining AP Invoice Processing at Moody Nolan Utilizing the UiPath Automation Platform

Introduction

Moody Nolan, a distinguished firm headquartered in Columbus, OH, stands as a testament to innovation and operational efficiency in the professional services sector. However, like many organizations, they faced challenges in their Accounts Payable (AP) department. With a monthly influx of over 1,000 invoices, the inconsistency and inaccuracy in the invoice content became a significant concern. This inconsistency required hours of human intervention to resolve questions and fill in the missing information, leading to inefficiencies and potential errors.

The Challenge: Inconsistent Invoice Processing

Every month, Moody Nolan dealt with a barrage of invoices, many of which were inconsistent, inaccurate, or incomplete. This inconsistency was not just a minor inconvenience; it represented a significant operational challenge. Each problematic invoice required manual intervention, leading to delays, potential errors, and inefficiencies. The need for a more streamlined and consistent AP Invoice induction process was evident.

Furthermore, the challenge was not just about streamlining the process but also ensuring consistency in the invoices received. The company recognized the need for a mandatory vendor template for invoice submissions, which would ensure that all invoices adhered to a standard format and contained all the necessary information.

The Solution: Embracing Automation with UiPath RPA

Alirrium, a UiPath Certified Partner, stepped in with a transformative solution. They proposed an AP invoice induction bot that would vet invoice submissions, ensuring that the Moody Nolan invoice template was used and that all information was complete. Once the bot verified the invoice's adherence to the template and its completeness, it would then scrape the necessary data and process it in accordance with Moody Nolan's business rules.

The solution was designed to be flexible and future-proof. With Moody Nolan in the process of migrating to Vantagepoint and implementing a solution from Deltek partner EleVia, the automation process was still in the developmental stages. Discussions were ongoing about whether the bot would populate Vantagepoint directly or integrate with the EleVia solution. This flexibility ensured that the automation solution would remain relevant and effective, regardless of the systems and solutions Moody Nolan chose to implement in the future.

Results & Benefits: A New Era of Efficiency in AP Processing

The introduction of the mandatory invoice template was a game-changer. By ensuring consistent submissions with all relevant information, the time spent tracking missing information was significantly reduced. This consistency not only streamlined the AP process but also reduced the potential for errors and discrepancies.

Furthermore, the solution's flexibility was a significant advantage. Whether integrating with other Deltek partner solutions or interacting directly with Deltek software, the automation solution could adapt and deliver consistent results. This flexibility ensured that Moody Nolan would continue to benefit from the automation solution, even as their systems and processes evolved.

The success of this project was evident, and Moody Nolan saw the potential for further automation. They identified many other processes that could benefit from automation once the initial processes were successfully implemented. This forward-thinking approach promises to bring even greater efficiency gains in the future.

Conclusion

The collaboration between Moody Nolan, Alirrium, and UiPath represents a significant step forward in AP invoice processing. By addressing the challenges of inconsistency and inaccuracy, Moody Nolan has not only streamlined their AP process but also laid the foundation for future automation initiatives. This case study serves as a compelling example of how automation, when implemented thoughtfully, can drive operational excellence and set the stage for future innovations.

About Moody Nolan

Established in Columbus, OH, Moody Nolan is a beacon of excellence in its domain. With a dedicated team of over 200 professionals, the company has consistently demonstrated its commitment to innovation and operational efficiency. Their collaboration with Alirrium and UiPath in transforming their AP invoice process underscores their commitment to leveraging technology to drive efficiency and excellence.