cp-130...hepaco background hepaco is a leading provider of emergency response, environmental...
TRANSCRIPT
CP-130:HEPACO’s Formula for Digital Transformation
Chris Zurn, Colman LalkaHyland
AGENDA
Hyland at a Glance
Product Offerings
HEPACO Background
Partnering with Hyland
Hepaco’s Digital Transformation
Questions
HYLAND AT A GLANCE
Customers Experience Employees Customer Retention Rate
Delivering Deltek
Integrated
Solutions
15,500+in 73 Countries 3,000+ 97% Since 2007Over 26 years
PRODUCT OFFERINGS
IACONNECT
AP INVOICE AUTOMATION FOR COSTPOINT
INVOICE ENTRY INTEGRATED WITH COSTPOINT
Queue
Management
Invoice
List by
Queue
Costpoint
Validated
EntryDocument Viewer
Direct integration to CostpointProject / Account / Organization entry Binocular lookups to live Costpoint dataLookups on number or descriptionConstant reconciliation of expenses allocated
to Invoice AmountManages both PO and non-PO coding
IAConnect – GL EXPENSE CODING
INDEXING PANELCLOSE-UP
APPROVAL LEVEL 1 APPROVAL LEVEL 2
Requestor
Document Type = AP Invoice
Invoice >$0Type = PO Invoice
Invoice >$0Type = Non-PO Invoice
Invoice >$10,000
Invoice >$5,000
Carol Parker
Controller
Karen Taylor
Karen Taylor
APPROVAL AUTOMATION
DELEGATION OF AUTHORITY
AP INVOICE APPROVALS VIA EMAIL
Mobile
Approvals
too!
REQCONNECT
AUTOMATED PURCHASE REQUISITION FOR COSTPOINT
Mobile Requisition Form
HEPACO AT A GLANCE
HEPACO BACKGROUND
HEPACO is a leading provider of emergency response,
environmental remediation, abatement services, maritime services,
wastewater treatment, and other industrial services across a
diversified group of end markets including rail, oil & gas,
transportation, power & utility and manufacturing.
HEPACO is a privately held company owned by Gryphon Investors
based in San Francisco, CA.
HEPACO corporate office is based in Charlotte NC.
HEPACO employs more than 800 employees and growing.
RAPID ORGANIC GROWTH & ACQUISITIONS
Chronology:
• HEPACO established in 1984 in Charlotte NC. a
family owned business started with 6 employees
and one location.
• Over twenty-year period the company grew to 13
locations and 250 employees.
• 2010 HEPACO acquired React Environmental
Services expanding services and employees to
400.
• 2016 Gryphon Investors announce majority
investment in HEPACO.
Growing Business
• Doubled in size since 2016 due to organic growth
& acquisitions the company has more than 40
locations covers 20 states in the Mid-Atlantic,
Midwest, Northeast and Southeast United States.
PARTNERSHIP WITH HYLAND
“THE THEME HAS TRULY BEEN A PARTNERSHIP. THE ENGAGEMENT DEVELOPED FROM WHAT WAS A LIMITED CONSULTING ENGAGEMENT INTO AN INTEGRATED PARTNERSHIP BETWEEN HYLAND & HEPACO IN ORDER TO EXECUTE A VISION.”
JOHN MARCINKOHEPACO - PROGRAM MANAGER
HEPACO’S DIGITAL TRANSFORMATION
GOAL & VISION
INTEGRATED SYSTEM
Develop an
integrated system
Support current and
future growth
Leverage the data to
keep management
informed
DISPARATE SYSTEMS
Currently working
with disparate
systems
Paper driven data
capture
FIELD DATA CAPTURE
Vision started with
automation of field
data capture on
tablets
• Used by Field
Supervisors and
Project Managers
In support of manual
invoice process
TOTALLY AUTOMATED PROCESS FLOW
Quickly realized
vision needed to
expand
Develop a totally
automated process
flow
• Field forms
• Purchasing
• Vendor invoicing
Packaged together
to produce customer
invoice
EXPECTATIONS
Visibility into…
• How the business functions
• Multiple locations as business grows
• Management of Projects
• Purchasing Controls
• Requisition Process
• Financial Improvements
• Cash Flow via quicker invoicing
• Cost capture via field data forms
• Calculated and viewed via dashboards
• Dashboards used field, management & board presentations
AUTOMATION PROJECT PROCESS FLOWS FULLY INTEGRATED &
EXTERNAL RELATIONSHIP
MOBILE REQUISITION
CHECK REQUEST FORM
GL CODING/LINE PAIRING APPLICATION
PNF FORMS
PROJECT SCREEN
DAILY FORM PACKET
CUSTOMER BILLING SCREEN
CUSTOMER BILLING DASHBOARD
Questions?
Chris Zurn, Manager, Global Services
Colman Lalka, Lead Consultant, Global Services
