Background:
Aronson &
Novicki is a title examination company with over 300
clients. The company’s work predominately entails
organizing client files, compiling details for new work
order, researching titles, completing invoices and matching
contact information to billing statements.
Challenges:
A&N needed to improve their file management
system and reduce their dependence on paper files. They
wanted to electronically generat to-do lists and associated
reports. Work order, billing details and invoices were
being created by hand and then re-entered into a limited
database. If work orders, invoices and billing data
were not carefully collected at the end of each day,
important data was lost and the collections process
incomplete. In addition, the competition was beginning
to use email to contact their clients and a website
to accept work order forms and review billing statements.
Diagnosis:
In order to streamline business processes and
ensure collections, A&N needed to develop an automated
electronic process. The first step was to create a customized
database that would allow the company to operate their
entire business from one master form. The database would
also allow invoices and mailing labels to be printed
on a pre-determined schedule.
Master Form:
Allows the user to scroll through each client’s
history and review contact information, payment history,
outstanding invoices and the results of their title
exam.
 |
Automated
Search:
The database allows A&N staff members to
search for specific client details and run custom reports,
such as address lists formatted to print on mailing
labels, pending jobs, payments received and payments
due.
|
Customer Reporting:
A&N can now use the information stored
in the database to create several reports. This Pending
Jobs Report once had to be filled out by hand. Now it
can be printed with the click of a button and used as
the daily To-Do list.
Automation:
A&N can now automate the production of
its customer invoices, FedX packing slips and mailing
labels
Results:
1. The custom database was created in three
days.
2. The database saves approximately 10 hours of work
per week.
3. Daily task lists are now automatically generated.
4. Automating the accounts receivable processes is expected
to improve revenue.
Customer Quotation:
“ePD reviewed our business processes
and managed to convert most of our hard-copy material
into a database that put us one click away from all
work orders, invoices, contact information, project
lists, collection data and sales summaries. The electronic
process has translated to the effective reduction of
10 hours per week.”
-Carl Aronson, Aronson and Novicki Title Examiners,
LLC |
