Case Study: White-Rodgers achieves 30% efficiency gains and faster AP processing with DataServ

Evolving an Entire AP Process by Reducing Paper, Increasing Efficiency, and Implementing Workflow Management

White-Rodgers, a global manufacturer of hundreds of products, struggled with a paper-driven accounts payable process that led to lost or unpaid invoices and time-consuming, resource-intensive tax audits. To address this, White-Rodgers selected DataServ to provide a digital mailroom, capture, workflow and management solution for its AP documents.

DataServ analyzed White-Rodgers’ payables process and implemented an electronic workflow: DataServ personnel handle mailed invoices, perform mail prep and scanning, and deliver secure, indexed images that can be routed electronically for global approvals. The DataServ solution delivered measurable results — roughly 30% efficiency gains in implemented departments, lower financial operating costs, faster tax audits with documents available in seconds, fewer lost invoices, and expansion of the contract to include peso-based invoices in Mexico.

White-Rodgers

Joe Zulich

Manager of Accounting Operations