Case Studies

Empowering our people to deliver their best at all times is a continuous process at CSI

Cases

Helping Customers Realize Greater Productivity and Cost Efficiency:

Utility Company in Texas and New Mexico. Manufacturing Company in Taipei. Technology Company in Georgia. Energy Company in Houston. Across industries and nations, CSI has helped a multitude of customers solve their business problems through a unique blend of focused products and efficient service delivery.

Each of our customers have realized benefits in efficiency, cost control, customer service and more using CSI solutions. Learn from their unique experiences how you, too, might write your own success story with CSI: Workforce.

Curtis-1000 Company in Georgia

Accounts Payable

For this, printing giant in Georgia business was booming. In order to maintain the pace of their success, they looked to gain new efficiencies in AP processes and customer service by implementing PeopleSoft Accounts Payable Interface with a Document Managing program, utilizing synchronous enterprise integration point and workflow.

The Challenge

  • Paper copies slowed access to documentation and customer response time
  • Required tight integration with PeopleSoft Financial Management application
  • Remote workers and customers needed easy access to documents
  • Had to formalize and simplify their company’s signature authority policies.
  • Took over one year to document entirely due to early retirements, reengineering.
  • Constantly evolving due to turnovers, promotions, retirements, restructuring, etc.
  • Had to find a way to keep the original document flowing with the approval routing.
  • Interoffice mail not synchronized with electronic approval routings.
  • Utilized the Hummingbird imaging system they already owned. 
  • Had to integrate and cross reference two databases.
  • Had to find a way for all users to access PeopleSoft.

Waited until version 8 so they didn’t have to install PeopleSoft on everyone’s workstation. PIA made it possible to avoid workstation installation.

In addition to the challenges mentioned above, the company faced the following challenges:

  • Ensuring that the right people were signing for the right dollar amounts was difficult
  • Difficulty in knowing status and/or location of items awaiting approval.
  • Awkward long-term archival/retrieval process.
  • Minimum of 2 signatures required and budget center manager must be one of the signatures.

The Results

  • Scanned documents are immediately available companywide
  • Easily and cost-effectively integrates with PeopleSoft to deliver images directly from any screen
  • New paradigm an individual could be both requestor and manager.
  • Disabled delivered feature that eliminated the need for an individual to approve the PR more than once