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EFFICIENCY ENTERPRISES Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by EFFICIENCY ENTERPRISES and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 EFFICIENCY ENTERPRISES employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that EFFICIENCY ENTERPRISES has purchased the following applications: Fortra Intelligent Accounts Payable (AP) Automation for AP Automation in 2006, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, Fortra Webdocs Document Management for Document Management in 2006 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems EFFICIENCY ENTERPRISES is running and its propensity to invest more and deepen its relationship with Fortra , Cisco Systems , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing EFFICIENCY ENTERPRISES revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for EFFICIENCY ENTERPRISES intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fortra | Legacy | Fortra Intelligent Accounts Payable (AP) Automation | AP Automation | ERP Financial Management | n/a | 2006 | 2006 |
In 2006, EFFICIENCY ENTERPRISES implemented Fortra Intelligent Accounts Payable (AP) Automation, deploying Fortra Webdocs to establish a paperless invoice processing workflow. The AP Automation deployment followed a consolidation of customer service and centered on scanning and sharing signed delivery invoices across locations to reduce physical document movement.
The implementation used the Fortra Webdocs EDMS for document capture, indexed archival, and workflow-driven routing to finance and accounts payable staff. Configuration emphasized invoice capture, image storage, searchable indexing, and automated routing to support standard accounts payable processing and retrieval workflows.
Operational scope was finance and AP with a targeted rollout in New York, enabling scanned delivery receipts to be accessed across sites which improved document retrieval times and disaster recovery. The deployment integrated with the company IBM i ERP Movex Lawson M3 to link scanned documents to enterprise transaction records and AP workflows.
Governance adjustments centralized AP document handling and formalized scanning and approval workflows to eliminate reliance on physical couriers, removing a stated $1,000 per month courier cost. The Fortra Intelligent Accounts Payable (AP) Automation implementation relied on EDMS-based processes to provide cross-location access to signed delivery invoices and to strengthen document-level continuity for AP operations.
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AP Automation | ERP Financial Management |
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2006 | 2006 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fortra | Legacy | Fortra Webdocs Document Management | Document Management | Content Management | n/a | 2006 | 2006 |
In 2006, EFFICIENCY ENTERPRISES deployed Fortra Webdocs Document Management after consolidating customer service operations, implementing paperless invoice processing and accounts payable automation across its Upstate New York operations. The deployment positioned Fortra Webdocs Document Management as the companys central Document Management system for AP and customer service records, providing instant retrieval of invoices at any location.
Configuration centered on AP and invoice capture as the initial use case, with the system set up for document imaging, automated capture, index metadata assignment, and workflow routing for exception handling and approvals. Fortra Webdocs Document Management was configured to support capture, indexing, workflow orchestration and archival storage consistent with core Document Management capabilities.
The implementation integrated with the companys Movex/Lawson ERP to post invoice data and reconcile payables, enabling an end to end accounts payable automation flow and invoice lifecycle visibility. Operational coverage included AP and customer service teams across the consolidated Upstate New York sites, allowing staff at any location to retrieve invoices instantly.
Governance and rollout began with AP/invoice capture as the primary scope and extended process ownership to customer service to speed inquiry resolution. The case study documents elimination of a $1,000/month courier cost and improved customer response times as explicit outcomes of the Fortra Webdocs Document Management deployment.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Tracking and Recording | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2019 | 2019 |
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Tag Management | CRM |
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2015 | 2015 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2002 | 2002 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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