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Business process expertise
differentiates PBT from the competition.
PBT's solution won the prestigious Aberdeen Award for “Best Practices in Invoice Reconciliation
and Payment” for their BPM-enabled T&E deployment.
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PBT’s Content and Business Process Management solution “has helped us significantly reduce
the cost of claims processing and deduction resolution.”
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“Our BPM deployment is recognized by the corporate management team as a City success story.”
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We deliver business expertise and technological skill. Let us put our experience to work to optimize your business process.
Contact us today.
PBT’s Solutions address business processes common to most companies and government offices. PBT works with each customer to identify the documents and activities that drive the solution. Together, we reconfigure processes and improve the user experience to achieve bottom line results.
We deliver business expertise and technological skill. Let us put our experience to work to optimize your business process.
Contact us today.
BPM-enabled AP allows our customers to achieve several
universally important business goals; a lower cost of operations,
better control over Payables and improved vendor relationships.
PBT’s award winning Expense solution addresses frequent expense payment problems
by providing an elegant, robust and configurable content and process
management solution.
PBT's solution won the prestigious Aberdeen Award for “Best Practices in Invoice Reconciliation and Payment” for their BPM-enabled T&E deployment.
Learn More...
A large publishing firm and an international lens manufacturer integrate ECM and BPM with AP to reduce cost and improve invoice processing. The result: “a smash hit!” Learn More...
Keeping the AP processing simple and smart the system indexes and archives 31,000 invoices per month without human intervention. Invoices are available 24 hours a day to over 1,000 employees. Learn More...
PBT’s configurable Records Management Solution organizes all
media types pertinent to a business transaction and restricts rights
based on rules you set. Document integrity is maintained across the organization while giving
customers and participants immediate access to relevant business records.
Activity grew by 80% in Record volume and 70% in Claims while staff
was reduced by 20% and work was delivered electronically within 24 hours of receipt.
A 6 month backlog was eliminated.
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Solution recognized as a “City success story” that transformed the permitting process
throughout the city with a records management system.
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Whether you process life, disability, unemployment, medical
or retirement benefit claims, PBT’s Claims Management Solution
pulls the data and documentation together for prompt, accurate resolution
and exception handling.
Content and process management automatically collect and add the right documents
for review, prioritize work based on your rules and integrate resolution outcomes
with your ERP system.
Activity grew by 80% in Records volume and 70% in Claims while staff
was reduced by 20% and work was delivered electronically within 24
hours of receipt. A 6 month backlog was eliminated. Forms were reduced
from 284 to 95 through redesigned and standardization.
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The high dollar claims backlog previously measured in months are
now resolved in 24 hours; low dollar claims were accepted without research
are now collected and negotiated for settlement.
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PBT's Sector Specific Solutions address business processes unique to particular industries. PBT works with each customer to identify the documents and activities that drive the sector solution. Together, we reconfigure processes to achieve bottom line results by improving the user experience; we make it both easier and more interesting to do your job. The logos represent a sample of PBT’s cross industry solution customers.
It is estimated that between 12 and 30% of supplier costs are
monies paid to retailers in the form of trade spend. Knowing
what constitutes effective trade spend and properly managing it
is critical to the supplier in terms of ROI and to the retailer
in terms of revenue.
PBT provides content and process management solutions to
manufacturers and retailers for deduction resolution and trade
payables, addressing both sides of the coin.
BPM has improved revenue, morale and customer service.
It has also lowered costs and supported significant growth.
Orders have increased by 50%, more claims are resolved and
write-offs have been dramatically reduced with the same staffing levels.
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The high dollar claims backlog previously measured in months are now
resolved in 24 hours; low dollar claims were accepted without research
are now collected and negotiated for settlement.
Learn More...
Problem Indicators for CPG Manufacturers
| Increases in: | Inability to: |
|---|---|
| - Unapproved deductions | - Efficiently access resolution documentation |
| - Days Sales Outstanding (DSO) | - Reconcile marketing spend to deductions |
| - Deduction resolution turnaround | - Prioritize deductions for resolution |
| - Sales/Receivables antagonism | - Manage deduction volume |
Deduction Resolution is the process by which CPG and apparel
Manufacturers monitor and resolve customer deductions from gross
sales. It affects customer satisfaction and retention as well as
the manufacturer’s internal departmental relationships, the
brand, and the bottom line. PBT’s DRM solution employs content
and process management to bridge the information and process
gaps in the customer to cash cycle.
DRM generates the claim folder from the AR Deduction report,
collects supporting documents, prioritizes and distributes
claims based on customer configured attributes and transparently
synchronizes resolution outcomes with the ERP system.
Our solution gives your company the information and processes it
needs to address both the dispute management aspect of
deductions which may reduce revenue by 10% or more, as well as
the trade promotion component, which typically averages 15% of
revenue.
Trade Payables is the AP function that pays for goods
purchased by a retailer for resale. An invoice is received,
matched with the purchase order and receiving documents and all
or a portion of the invoice is paid based on the outcome of the
match process.
PBT adds significant value to your AP function by giving you the
tools to automatically collect, assess and present the data and
documents relevant to the match process using content
management. The ‘documents’ you collect may be electronically
generated from a report, scanned, faxed or received via email;
the medium no longer matters because content management supports
the creation of an electronic folder based on your requirements.
The second component of Trade Payables is process management:
the application of your business rules to facilitate work
distribution and prioritization, route work per established
payment protocols, and insure compliance with monetary and
approver thresholds.
Keeping the AP processing simple and smart the system indexes and archives 31,000 invoices
per month without human intervention. Invoices are available 24 hours a day to over 1,000 employees.
Learn More...
Vendor Deal Management is an important component of Trade
Payables. VDM helps retailers plan, negotiate, execute, monitor
and recoup Manufacturer or Supplier discounts for in store
product promotions. It affects retailer/ vendor relationships,
revenue, margins, the brand, SG & A costs and consumer
satisfaction.
In addition to deal sheets, retailers face issues with pricing
and pricing updates, deal resolution timing, inconsistent
reconciliation processes across stores and access to sales
history. With PBT’s Vendor Deal Management, you can configure
and deploy a solution that helps leverage your existing Trade
Payables applications while adding content and process
management to improve vendor deal administration.
PBT’s VDM solution uses content management to collect and manage
documents relevant to a deal. It interfaces with the ERP system
for real time allowances – no more recovery audits – improving
cash flow and lowering administrative costs. Process management
helps insure company-wide practice compliance by establishing
standard workflows across stores to facilitate real-time
reconciliation.
The insurance and financial industry are document driven.
PBT’s content and process management solutions automate
workflows while managing paper, email, fax or web content.
PBT’s BPM / ECM solution to automate manually processed unidentified
payments reduced volume 65%, while doubling productivity!
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Posting errors were reduced 60% and payment volume increased 40% while staffing levels decreased!
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We met our primary goal to deliver a system sufficiently robust to support an exponential
increase in new business with half the staff!
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PBT’s Insurance solution templates range from front end
administrative processes to claim adjudication and all points in
between, including agent set-up, cash management and
correspondence. PBT’s success in the Insurance sector is based
on our understanding of the volume, cash flow, access and
turnaround issues our customer’s face. Our solutions support
multi-threaded administrative processes to improve cash flow.
Configurable protocol compliant processes expedite departmental
hand-offs and reduce risk.
We leverage and communicate with existing administrative,
underwriting, cash management and policy generation systems and
maximize efficiency by insuring that application or claim
content is complete and available before presenting work for
processing.
We met their primary goal to deliver a system sufficiently robust to support
an exponential increase in new business with half the staff!
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A Medical Review is initiated when a claimant appeals a
benefit decision or when system adjudication is unsuccessful
because plan coverage terms and delivered services are
discrepant.
PBT’s Medical Review Solution applies BPM to reviews from
initiation through resolution, including notification, appeals,
determination, compliance and quality assurance. Content
management allows the insurer to identify the data and documents
required to resolve a claim in review and to identify the
factual basis for the outcome. It associates the claimant or
provider response with the insurer’s request for information,
eliminating manual follow-up.
Process management categorizes screening criteria and required
next steps, insuring compliance with review, appeal and
grievance procedures as well as contract terms, schedules and
state guidelines. It also insures that reviews are conducted by
certified staff in a timely manner by comparing user profiles to
company configured work distribution and prioritization
requirements. If the Medical Review process is putting your
company at risk, BPM may be the answer.
A web-based, HIPAA compliant Electronic Health Record
repository manages over 25 million documents for university and
health administration providing immediate and secure access improving
patient care while reducing costs.
Learn More...
PBT’s Public Sector solutions drive services costs down and quality up by replacing manual processes with automated processes and making documentation accessible to the people who need it.
“Our BPM solution has completely
transformed the way we work. We’re saving about $400,000 a year
just as a result of eliminating the time spent by staff
retrieving paper documents.”
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Legislative pressure to decrease labor costs and
improve customer service, growing backlogs exacerbated by
seasonal spikes in volume and out-dated systems difficult to
maintain were the key business drivers in the project goal to
completely replace the information infrastructure and implement
content management and workflow. PBT was responsible for analysis,
design, testing, documentation, training and rollout of the ECM
and BPM components.
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PBT has broad-based public sector experience from city
government departments responsible for permitting, licensing,
engineering and housing, to state agencies responsible for
retirement and unemployment to public universities and Medicare
administration. Deployed solutions range from general operations
to specific services but the goal is always the same:
improve customer service and reduce cost. And to our
customer’s credit, the solution outcomes always do.
Every public sector solution deployment has resulted in the
elimination of processing backlogs and lost documents; the
opportunity to refocus resources from clerical to analytical
tasks; the elimination of callbacks due to the inability to
access information; the ability to process additional requests
with no commensurate increase in staff; better customer service
measured by dramatic improvements in request turnaround; and
improvements in the clarity and consistency of business
communications.
The Permitting solution at the City of Vancouver focused on
improving Inspector productivity by addressing content and
process issues.
Solution recognized as a "City success story" that transformed the
permitting process throughout the city with a records management system.
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PBT’s Pension solution uses content and process management to
help state, county and local authorities administer retirement
plans for public safety officers, educators, judges and other
government employees. From the initial enrollment application to
the payout of death benefits, pension management is a series of
form driven processes, so as form volumes increase, so do
services costs.
The only proven way to lower costs and improve member service is
to apply content and process management: to substitute
transparent, automated functions for form handling tasks; to
replace manual work evaluation, distribution and prioritization
with user-configured business rules; and to exchange processing,
approval and quality assurance functions with criteria based
compliance routing.
PBT’s application of content and process management to
transaction based retirement systems has repeatedly demonstrated
the power of BPM to deliver exponential improvements in member
services. BPM helps eliminate request backlogs and member
callbacks, increases process accuracy, supports member
self-service and delivers clear, consistent and compliant
pension administration outcomes.
Legislative pressure to decrease labor costs and improve customer
service, growing backlogs exacerbated by seasonal spikes in volume
and out-dated systems difficult to maintain were the key business
drivers in the project goal to completely replace the information
infrastructure and implement content management and workflow.
Learn More...
The Health Information Technology for Economic and Clinical
Health (HITECH) provision of the American Recovery and
Reinvestment Act of 2009 (ARRA) provides $19.2B in incentives to
physicians for “meaningful use” of an Electronic Health Record.
PBT has partnered with a recipient of the KLAS award to bring
you a CCHIT certified EHR and integrated Practice Management
system that insures your team’s full participation in
workflow-enabled front office, back office and point of care
responsibilities.
We believe our vendor’s solution provides the best clinical
value in terms of quality, cost, time and agility. It will
enhance your pre-care, point of care and post-care protocols,
maximize revenue and improve the patient/caregiver experience.
With the addition of PBT’s deployment expertise, change
management skills, and workflow redesign experience, your
practice will be properly prepared for EHR deployment.
A web-based, HIPAA compliant Electronic Health Record
repository manages over 25 million documents for university
and health administration providing immediate and secure access,
improving patient care while reducing costs.
Learn More...