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Presented By:


Joel Halvorson

Sr. Software Sales Account Executive








Process Automation Playbook: From Accounts Payable to Order Entry and Beyond

In a post-COVID world, it is important to formulate a plan for future financial success. Organizations can find themselves at risk of losing money due to preventable, mismanaged manual practices, poorly executed processes, and accidental duplication of important documents such as invoices or customer purchase orders. Failure to properly manage these manual, repetitive tasks can lead to a whole range of issues – especially in today’s climate.

To manage your content and business processes, you need a solution that fits the way you work, and not the other way around. In this session, you will explore IntelliChief’s proven playbook for streamlining operations, improving process visibility, and removing tedious obstacles that prevent profitability. Our playbook will help you:

  • Gain a better understanding of the end-to-end use cases for process automation in various areas of your organization, including Accounts Payable, Sales Orders, Human Resources, etc.
  • Eliminate manual data entry that results in customer/vendor information errors
  • Understand how to leverage real-time JD Edwards integration to help streamline processes such as touchless invoice processing, validate line items with the corresponding purchase order, invoices, receipts and more
  • Empower workflows to eliminate redundancies that cause bottlenecks in production
  • Receive real-time data verification within your JD Edwards ERP system and other line of business applications, ensuring consistent, accurate transactions
  • Accelerate order fulfillment by automating departmental approvals
  • Improve order processing visibility throughout each transaction


IntelliChief’s process automation and content management capabilities simplify and improve how you do business at every touchpoint. Join us for Process Automation Playbook: From Accounts Payable to Order Entry and Beyond to learn how to set up a successful financial path for your enterprise organization.

July 22, 2021 2pm EST Your Desk!

About the Speaker:

Joel Halvorson

Joel is the Sr. Software Sales Account Executive for IntelliChief and is responsible for helping new and existing clients with their digital transformation journey to achieve their goals and realize savings. With 5+ years of experience in the Capture and Enterprise Content Management industry, Joel has a wealth of knowledge and a special skillset for automating processes. Although he has helped many different departments in an organization, his primary focus and passion has been Accounts Payable.


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