August 20, 2021

SharePoint vs OpenText: The Best Purchase Order Automation Tool in Oklahoma City

Considering the current competitive marketplace, companies of varying sizes must find ways to increase efficiency and productivity, while lowering expenditures wherever appropriate.

One of the best places to start is with business process automation (BPA). Via BPA, you can streamline tedious and time-consuming processes, reduce the stress on your colleagues, and upgrade your processes by developing productivity and amplifying reliability.

There are a number of processes and business sectors that could make use of BPA. Some of the most common adopters are Accounts Payable departments who can use BPA to automate purchase order processing, payroll, and invoicing.

In this piece, we’re going to hone in on purchase order automation - how it works, why automation is an excellent option for this area, and compare two of our preferred PO process automation tools: Microsoft SharePoint and OpenText.

To begin, let us go over what purchase order automation is and how it performs.

What is Purchase Order Automation?

Automated purchase order solutions employ business software armed with artificial intelligence (AI), machine learning (ML), and robotic process automation (RPA) technology to automate the purchase order process.


Via automation, purchase requests can be generated in a matter of seconds using pre-formatted templates, and forwarding capability can send approvals directly to the supply chain vendor once the approval process is done.

This removes the need for manual intervention, record filing processes, and makes the operation simpler and more manageable.

The Purchase Order Process

Though the purchase order process may look slightly different from business to business, the following provides a great example of a typical, manual purchase order system.

Step 1: The first step is to create a purchase order.

Step 2: Then another staff member will assess and approve/reject the purchase order.

Step 3: Following that, the purchase order must be forwarded to the vendor.

Step 4: Once filled, the firm will then obtain its product or service.

Step 5: Then the company will receive the vendor invoice.

Step 6: The invoice will need to be examined and confirmed, and payment is delivered to the merchant.

Step 7: The last step of the purchasing procedure is to file the associated files to create an audit trail.

This may not seem like many steps, but in order for this procedure to go smoothly, all participants from your AP team members, to sales reps, vendors, and executives, must all provide accurate, timely responses. Most firms can testify that this is grueling.

There are many benefits to automating this procedure, which we’ll discuss in the next section.

The Benefits of an Automated Purchase Order Process

There are many benefits to implementing purchase order automation solutions for your business. These include:

  • Lower Costs

  • Time Saved from Hand-Operated Processes

  • Real-Time Operational Visibility

  • A Faster, More Efficient Purchasing Method

  • Decreased Human Error

  • Greater Use of Human Resources


So, now that we have established what purchase order automation is, the elements of the operation that could be automated, and the benefits of purchase order software, let’s now go over a couple of our favorite automation solutions, OpenText and Microsoft SharePoint.


SharePoint vs OpenText

SharePoint Overview

SharePoint is an enterprise content management platform (ECM) that in its base form, is a program for managing, collaborating on, and publishing content.


Having said that, with the integration of Microsoft PowerApps Power Automate, you can quickly adapt SharePoint’s functionality to incorporate automation to several of your AP operations.

Pros


  • Excellent user experience and interface

  • Minimal learning curve for new users

  • Metadata search enhances searchability

Cons

  • No local information imaging or capture capability

  • Struggles at meeting compliance requirements in a few sectors

  • SharePoint Online is not made to fulfill Corporate ECM requirements

OpenText Overview

OpenText is similarly an ECM platform but offers advanced add-ons that enable companies to automate workflows, enhance organizational activities, and lower the risk related to governance and intellectual property.

Pros


  • An excellent alternative for companies that must adhere to strict regulations

  • Powerful document filtering, management, classification, and access authorizations

  • OpenText Documentum adds case and inventory management capabilities to its feature set.

Cons

  • Complicated UX/UI

  • Often requires expert tuning to guarantee that it fulfills business requirements

  • Can be expensive for enterprise capabilities and add-ons


SharePoint & OpenText Pricing & Features Table



SharePoint

OpenText Documentum

Pricing

$5-$20 Depending on Pricing Tier

By quote


Deployment

Cloud, SaaS, Web-Based

Cloud, SaaS, Web-Based

Support

Email

Phone

Email

Phone

Chat

Features

Android/iOS Mobile Apps

Access Services

Compliance-Capable

Customized Web Parts

Durable Links

e-Sign Off

Encrypted Connections

Fast Site Collection Creation

Image/Video Preview

Large File Support

Mini Roles

Network Folders

Site Templates

Storage Library

User Rights Management


Integrations:

Microsoft Office Products

Microsoft PowerAutomate

ERP

Business Intelligence

CRM


Access Controls

Administration

Advanced File Versions

Analytics

Business application

Capture

Collaboration

Content Security

Content management

Delivery models

File Sharing

Governance

API

Metadata Search

Microsoft Office 365 Integration

Records Management

SAP Automation Functionality

Security, 2FA, SSO

Workflow Automation




How Wave Can Assist You in Implementing Purchase Order Automation in Oklahoma City

The fact is that manual workflows in your accounting system just slow your business down, generate bottlenecks and process issues, and ultimately hurt your progress and flexibility.


Longer than necessary payment cycles can also result in higher expenses associated with purchase order management and invoice processing, reduce your transparency and control, and can damage your merchant partnerships.

At Wave, we can aid you in optimizing your AP processes thoroughly, including data entry, purchase orders, procurement, invoicing, payments, approval process, and even file storage platforms.

We work closely with Netsuite, Microsoft Dynamics, SAP, Oracle, in addition to ERP and ECM systems like those we have mentioned in this article and also MFiles, Oracle, Xerox, and much more.

We can aid you in implementing your accounts payable automation tool on-premises, in the cloud, or in a hybrid framework contingent on your organizational regulations, budget, and compliance requirements.

To discover more, connect with us today for a free consultation.