August 20, 2021

SharePoint vs OpenText: The Ultimate Purchase Order Automation Software in Corpus Christi

In the current competitive landscape, companies of all shapes and sizes must develop ways to increase productivity and efficiency, while lowering expenditures wherever necessary.

A great place to begin is with business process automation (BPA). Through BPA, you can expedite monotonous and time-consuming processes, reduce the load on your colleagues, and upgrade your workflows by increasing productivity and amplifying accuracy.

There are a variety of tasks and business sectors that can make use of BPA. One of the most prevalent adopters are Accounts Payable departments who can utilize BPA to automate payroll, invoicing, and purchase order processing.

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

To start, let us talk about what purchase order automation is and how it works.

What is Purchase Order Automation?

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


Through automation, purchase requests can be generated in a matter of seconds using pre-formatted templates, and routing functionality can send approvals straight to the supply chain vendor after the approval process is done.

This eliminates the need for manual interference, record filing processes, and makes the operation smoother and more controllable.

The Purchase Order Process

While the purchase order process can differ from business to business, the following offers a good example of a conventional, physical purchase order system.

Step 1: The first step is creating a purchase order.

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

Step 3: Then, the purchase order must be routed to the merchant.

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

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

Step 6: The invoice must be reviewed and confirmed, and payment is released to the merchant.

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

This might not seem like a lot of steps, but in order for this procedure to go smoothly, all parties from your AP staff, to sales representatives, suppliers, and managers, must all deliver precise, timely responses. Several companies can attest that this is grueling.

There are several benefits to automating this procedure, which we’ll explore in the following section.

The Advantages of an Automated Purchase Order System

There are many benefits to adopting purchase order automation solutions for your company. These include:

  • Reduced Expenses

  • Time Saved from Physical Tasks

  • Real-Time Operational Visibility

  • A Faster, More Optimized Procurement Method

  • Reduced Manual Error

  • Greater Use of Human Resources


So, now that we’ve established what purchase order automation entails, the aspects of the operation that could be automated, and the gains of purchase order solutions, let’s now take a closer look at a couple of our preferred automation solutions, OpenText and Microsoft SharePoint.


SharePoint vs OpenText

SharePoint Overview

SharePoint is an enterprise content management software (ECM) that in its base form, is a tool for managing, collaborating on, and sharing content.


Having said that, with the inclusion of Microsoft PowerApps Power Automate, you can quickly modify SharePoint’s features to enable automation to most of your AP operations.

Pros


  • Excellent user experience and interface

  • Short learning curve for new users

  • Metadata search adds improved searchability

Cons

  • No native information capture or imaging feature

  • Struggles at meeting compliance standards in a few industries

  • SharePoint Online is not made to meet Enterprise ECM needs

OpenText Overview

OpenText is an ECM tool as well, but includes advanced add-ons that allow businesses to automate tasks, enhance business operations, and decrease the risk related to governance and intellectual property.

Pros


  • A better alternative for business with a high level of compliance

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

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

Cons

  • Intricate UX/UI

  • Typically requires expert optimization to ensure it meets organizational needs

  • Can be pricey for enterprise features 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 Corpus Christi

The reality is physical workflows in your accounting framework basically slow your company down, create bottlenecks and process issues, and sooner or later hurt your progress and adaptability.


Prolonged billing cycles can also result in greater costs associated with purchase order management and invoice processing, limit your transparency and control, and can add strain to your supplier relationships.

At Wave, we can assist you in streamlining your AP processes end-to-end, including purchase orders, procurement, data entry, payments, approval process, invoicing, and even document storage solutions.

We collaborate with Netsuite, Microsoft Dynamics, SAP, Oracle, as well as ECM and ERP systems like the ones we have examined in this piece and also MFiles, Oracle, Xerox, and many others.

We can assist you in implementing your AP automation solution locally, in the cloud, or in a hybrid concept contingent on your business regulations, budget, and compliance guidelines.

To discover more, reach out right now for a free consultation.