Case Study: N.B. Handy achieves paperless invoice processing and major cost & time savings with IntelliChief

Distribution Ditches Paper Pileups for Paperless Workflow; Loves the Latitude

N.B. Handy, a leading wholesale distributor of commercial roofing and HVAC products, faced costly paper pileups in Accounts Payable that tied up staff time and slowed audits and approvals. Seeking an ERP-integrated document imaging solution, they chose IntelliChief and deployed its paperless process management along with the FastFax enterprise fax/email and Formtastic electronic forms/laser checks tools.

IntelliChief captures all incoming invoices (fax, email, mail) into the ERP so users can view, route and approve documents without printing or filing, and auditors can self-serve. The change eliminated manual retrieval, cut invoice approvals from days to minutes, and — with N.B. Handy processing 400–500 invoices per day — translates to hundreds of thousands of dollars in annual savings based on industry estimates that manual processing can cost up to $32 more and take 23 extra days per invoice. N.B. Handy plans to expand IntelliChief to AR, Credit, HR and Shipping.

N.B. Handy

Angela Isaacs

VP of Information Systems