Implementing Autonomous Finance: OpenEnvoy's Onboarding Sets You Up for Success

The promise of AI-powered autonomous finance is compelling: automated processing, real-time insights, and intelligent decision-making. However, achieving these benefits quickly and effectively depends on one critical factor—onboarding. We designed our onboarding process to deliver rapid results with minimal disruption, setting you up for long-term success.

Why OpenEnvoy’s onboarding stands out

Quick Time to Value: We guarantee rapid deployment, with AI automation up and running in 60 days or less.
Minimal IT Involvement: Our plug-and-play integration with platforms like Oracle and SAP ERPs ensures a smooth setup with minimal IT support.
Risk-Free Commitment: No long-term contracts, transparent pricing, and dedicated onboarding support ensure a low-risk, high-reward experience.

A customer-centric, proven process

Our onboarding isn’t one-size-fits-all. We tailor the process to your business needs, focusing on speed, accuracy, and continuous improvement.

Discovery Phase. We invest time in understanding your workflows, uncovering tribal knowledge, and identifying process gaps.
Configuration Phase. Our AI models are customized to your data, ensuring relevance and precision.
Testing & Feedback Loop. We use an iterative approach, making real-time adjustments based on your team’s feedback.
Go-Live Support. Hands-on guidance ensures a smooth rollout, with immediate troubleshooting if needed.
Post-Go-Live Optimization. We continuously gather performance data, refine processes, and maximize ROI.

Real-world results: quick wins, long-term value

Consider this typical example: A client starts with basic invoice capture and sees immediate benefits, eliminating manual keying in under 90 days. This quick win built momentum, leading to full AP automation (adding N-way matching, among other advanced features) in less than five months. Our focus on rapid results creates a foundation for broader transformation.

Accelerating time to ROI

To accelerate time to ROI, we prioritize five areas:

Understanding your unique processes. We invest in discovery to learn your existing workflows, identify "tribal knowledge," and document processes or "edge cases."
Iterative development. We focus on delivering core value quickly through an iterative approach, allowing for adjustments based on your feedback and evolving needs.
Core functionality first. We prioritize implementing core functionalities that deliver immediate value and build a strong foundation for future enhancements.
Minimize scope creep. We first focus on addressing critical needs, deferring less critical features or complex edge cases to later phases.
Continuous improvement: We continuously gather feedback, analyze usage data, and refine the solution to ensure ongoing value and optimize your ROI.

Collaboration is key

Let's be candid: successful implementation requires commitment from both sides. While we bring the technology and expertise, our most successful deployments share these characteristics:

Executive sponsorship that actively removes roadblocks
Dedicated project team with decision-making authority
Decision-making that prioritizes quick wins
Investment in change management

Metrics that matter

We track key performance indicators to ensure your onboarding process is a success:

Time-to-ROI. Achieve quick cost savings and efficiency gains through a focused approach to understanding your processes, iterative development, and minimizing scope creep.
Error Reduction. See significant decreases in manual processing errors.
User Adoption Rates. Get high engagement through comprehensive training programs designed to ensure your team fully embraces and benefits from the new system.