As I followed the senior accountant back to her office, we passed aisles of massive cabinets. Only later would I learn that those cabinets are where their vendor invoices went to die! I say “die” because, although it seemed like a proper storage option, it really was an expensive, never-touched solution. The reason I took that dreaded walk was to show the customer our invoice processing software which we would later implement.
There was one missing piece to this customer’s invoice automation strategy though: where would they store the electronic documents when our software was done extracting the data from them? They knew they wanted some sort of software, but which software would be best for them? We proposed SharePoint Online and after showing them how well our software connected to it, the customer chose to go that route. But why?