The 8 Pitfalls of AP Automation for Dynamics Users - Part 1

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I have been helping accounting professionals go from a paper-based Accounts Payable process to an automated Accounts Payable process since 2000. Having spent most of my time in some capacity of training, project management, or consulting and having done 89 automation projects single-handedly, I have experienced a lot of things--both good and bad. Now, before this starts to sound like a personal pep rally… here is my point.


A Little Help

Having had so many good and bad experiences, I realized about 3 years ago that I have been getting the same question over and over again from people who have just started or want to start an automation journey, “What do I need to be prepared for when I automate AP?” As you would imagine, I have an answer to that question. Not only do I have an answer, but over time it has become obvious to me that there are certain things companies do that make them successful in automation and there are certain things that companies do to make their automation efforts unsuccessful (sometimes really unsuccessful).

That’s It!

That’s where The 8 Pitfalls of AP Automation for Dynamics was born. The 8 Pitfalls is a book that is written for Dynamics users and their unique position in the market. It’s not a textbook and it’s not a whitepaper. As a matter of a fact, you won’t find too many graphs, charts, or numbers (although I really love those things). What you will find is good old-fashioned advice and stories that are based on real people, real struggles, and real success.

Here They Are:

  1. Know Your Current Environment
  2. Selecting a Service Provider
  3. Get Organized
  4. Execute the Project
  5. Communicate with AP Vendors
  6. Train and Go Live
  7. Evaluate
  8. Know the Future

What’s Next?

Over the next few weeks, stay tuned to this blog to get a synopsis of each pitfall, so you can learn to stay out of the pit!

by AvidXchange


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