Hooksett, 3106, NH,
United States
PiF Technologies
PiF Technologies, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. PiF Technologies collaboration with software players such as Epicor empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| PiF Technologies | Epicor | DocStar Enterprise Content Management | Document Management | Content Management |
| PiF Technologies | Epicor | Docstar AP Automation | AP Automation | ERP Financial Management |
| PiF Technologies | Epicor | Epicor ECM | Enterprise Content Management | Content Management |
| PiF Technologies | Epicor | Epicor ECM AP Automation | AP Automation | ERP Financial Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Cedar’s Mediterranean Foods | Consumer Packaged Goods | 750 | $100M | United States | Epicor | Epicor ECM AP Automation | AP Automation | 2018 |
In 2018, Cedar’s Mediterranean Foods implemented Epicor ECM AP Automation with PiF Technologies to automate Accounts Payable and streamline procure-to-pay workflows at its Haverhill, Massachusetts operations. The Epicor ECM AP Automation deployment targeted the Accounts Payable function across the company, replacing paper-centric invoice routing with a digitized invoice capture and approval pipeline designed for a mid-market consumer packaged goods operation.
The implementation used Epicor ECM DocStar components, including Epicor ECM/DocStar Intelligent Data Capture, Epicor ECM/DocStar Advanced Workflow, Epicor ECM/DocStar Datalink, and Epicor ECM/DocStar Application Integrator. Intelligent Data Capture was configured to extract invoice and purchase order data, Advanced Workflow orchestrated multi-step approval routing, and Datalink with the Application Integrator provided the connective layer to push validated invoice data into the financial system. Epicor ECM AP Automation was configured to support automatic purchase order matching to enable touchless straight-through processing where invoice and PO data aligned.
PiF Technologies implemented an integration engineered to work directly with Microsoft Dynamics NAV, eliminating manual invoice keying and the need to print emailed invoices for processing. Integration approaches referenced during the engagement included direct API connections, .CSV flat file exports with data push, and options for robotic process automation to address varied ERP connectivity patterns. The resulting operational coverage included invoice capture from mail and email, routed approvals across finance and procurement stakeholders, and archival of AP documents within a centralized enterprise content repository.
Project governance followed PiF Technologies’ seven step implementation methodology, beginning with assignment of a PMP certified project manager, coordinated discovery and a Statement of Work, followed by configuration, User Acceptance Training, Go-Live, and post-implementation triage and support. Explicit benefits delivered included automatic purchase order matching for touchless processing, workflows that removed the paper shuffle, reduced physical storage requirements for AP documents, improved visibility to validate invoice receipt approval and payment status, and greater processing efficiency that allowed the company to handle more vendor invoices with fewer staff.
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Cedar’s Mediterranean Foods | Consumer Packaged Goods | 750 | $100M | United States | Epicor | Epicor ECM | Enterprise Content Management | 2018 |
In 2018, Cedar’s Mediterranean Foods deployed Epicor ECM as an Enterprise Content Management solution. The deployment was delivered by PiF Technologies and focused on Accounts Payable automation and document centralization for the company headquartered in Haverhill, Massachusetts. The implementation targeted Accounts Payable and finance functions to simplify procure to pay and reduce paper handling across the organization.
The project implemented Epicor ECM/DocStar Intelligent Data Capture, Epicor ECM/DocStar Advanced Workflow, Epicor ECM/DocStar Datalink, and Epicor ECM/DocStar Application Integrator. These modules were configured to capture invoice images and metadata, execute workflow routing and approvals, perform automated purchase order matching for straight through processing, and archive documents in a centralized repository. The Epicor ECM solution supported digitization of inbound invoices received by mail and email, removing the need to print and physically circulate invoices.
Integration architecture centered on a direct integration with Microsoft Dynamics NAV, using PiF's Application Integrator and Datalink components to push validated invoice data into NAV. PiF documented integration options including direct API calls, CSV or flat file exports combined with a data push, and robotic process automation, allowing the ECM instance to synchronize invoice status, check numbers, and payment dates back to the ERP. The resulting architecture created a single source of truth for invoice documents and processing state accessible to accounting staff.
PiF Technologies led a structured implementation governed by a seven step process starting with assignment of a PMP Certified Project Manager, coordination and discovery, a Statement of Work with clear deliverables, followed by user acceptance testing, go live, and post implementation triage and support. Workflow redesign replaced paper based routing with configured approval flows, and project governance included professional services support to ensure handoff and long term operational stability. Training and UAT were used to validate automated routing and PO matching before full production use.
Outcomes explicitly realized included automatic purchase order matching enabling touchless straight through Accounts Payable processing, elimination of physical storage for Accounts Payable documents, streamlined approvals that removed the paper shuffle, and greater efficiency that allowed processing more invoices for more vendors with fewer staff. The system provided visibility to validate invoice receipt, approval, and payment status including check number and date. Ongoing support from PiF maintained the integration and workflows after go live.
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