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Health Food Associates, Inc.

BV Dairy

Location: Blackmore Vale and Shaftesbury, Dorset, United Kingdom  

Industry
: Dairy and Food Processing and Manufacturing

Website: www.bvdairy.co.uk

Challenges

  • Lacked an ERP solution that could scale with the company’s growth
  • Needed to automate routine tasks in order to upskill staff and boost efficiency and accuracy

Solution

  • DocStar® Enterprise Content Management (ECM)
  • Epicor® ERP

Benefits

  • Provided the company with an integrated ERP and document management system to help support their 10% annual growth targets
  • Allowed for customization to fit and drive workflow requirements
  • Automated tasks to save staff more than 10 hours of extra work per week

BV Dairy Unleashes Growth With Epicor ERP and DocStar

Founded in 1958 as a family farm in England’s West Country, BV Dairy is now a thriving modern business. Each year, the company purchases 35 million liters of milk from dairy farms within a 25-mile radius of their production facility in Shaftesbury, Dorset and turns them into dairy products for food distribution and manufacturing firms. BV Dairy’s range includes their award-winning Dorset clotted cream, as well as yogurts, buttermilk, soft cheese, and mascarpone.

Healthier AP Results With Electronic Invoice Handling

Akin’s Natural Foods is one of the longest operated natural foods markets in the nation. They own and operate 16 retail locations under the Akin’s Natural Market and Chamberlin’s Natural Market brands. The company has been recognized as one of the most steadfastly innovative retailers of natural foods in the U.S., and provides thoughtfully selected, responsibly sourced food and supplements to those that have made the conscious and intentional choice to live a healthier life.

“Natural, wholesome, and trustworthy has always been our creed,” said Philip Campbell, vice president of accounting, Akin’s Natural Market. “Beyond supplements, cruelty-free cosmetics, aromatherapy, organic groceries, allergen-friendly foods, organic produce, fresh packaged foods, pet supplies and carefully-curated cooking items, we have the most knowledgeable and well-trained staff in the industry. Our employees care deeply about helping our customers achieve their health goals safely and with products that are truly beneficial.”

Challenges

  • Streamline and add greater visibility to AP system serving 16 retail store locations

Solution

  • DocStar Enterprise Content Management (ECM)

Benefits

  • Eliminated manual invoice handling
  • Increased AP accuracy and visibility
  • Automatic distribution of invoices between three accounting staffs
  • Reduced the time spent sending check and payments by 25 percent
  • Provides an electronic view of past and present AP work

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“DocStar gives us the power to add and retrieve more documents to and from the system. It increases our accuracy, efficiency, and traceability. Furthermore, this solution has plenty of flexibility that lets us tune and tweak workflows as our business processes change and grow. Most of all, the introduction of DocStar has allowed us to streamline processes and save time—notably in terms of invoice approval and delivery note processing—because it brings all of the relevant information and documentation together in one place.”

 

-Mark Damen, ERP Systems Manager | BV Dairy

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“We’re looking to radically simplify our entire invoicing system across all our stores. Less time spent handling paper will help us provide even better support for our stores in their mission to serve customers. DocStar is helping us focus on what really matters in our business.”

-Phillip Campbell, VP of accounting | Health Food Associates, Inc.

Better handling of 4,000 monthly invoices

In 2017, Akin’s Natural Foods decided to further support the efforts of its retail and corporate staff by easing the time spent on invoice processing and related procedures. The company’s accounting department, based at its corporate headquarters in Tulsa, Oklahoma, received an average of 4,000 invoices a month from vendors. Many of the invoices were received by Akin’s Natural Foods store locations and on a daily basis were bundled by each store and sent for payment to the accounting department via mail and UPS.

To streamline the entire operation, the company went online in December 2017 with the DocStar Enterprise Content Management (ECM) solution including electronic processing of invoices, advanced workflow, and real-time reporting capabilities. Akin’s Natural Foods chose the DocStar ECM solution to add visibility into the accounts payable process for management, eliminate the manual handling of invoices, and streamline the entire pipeline of steps ranging from the bundling of invoices at each store to the sending of checks to vendors.

DocStar achieves this by storing documents from virtually any input device for centralized storage accessible from widely distributed locations. In addition, the DocStar ECM solution was designed to integrate with any ERP or accounting system including Dynamics GP, making it easy to retrieve data, review invoices, and automatically push AP workflow in real-time through the use of any computer, tablet or smart phone.

Reduced invoice transaction times

According to Campbell, DocStar began with a pilot program that synched the solution with the company’s existing AP system. Once live, the DocStar ECM system reduced the time spent on invoice transactions, while offering an electronic view of past and present work in the queue.

“The elimination of paper alone has freed up so much time,” explained Campbell. “In addition to increasing the accuracy of the AP process, we can now spend more time on verifying the accuracy of vendor pricing and other activities that can help the company save money. Plus, manual mistakes have dropped since invoices are automatically coded with individual store information.”

Enhanced AP workflow

Another daily advantage is the ability to distribute the invoicing work between three accounting staffs. “With the receipt of so many invoices every month, it was very easy for any one of us to get overwhelmed,” added Danelle Gelino, office and accounting manager, Akin’s Natural Markets. “DocStar allowed us to preset invoice information and have each invoice sent directly to an accounting person based on specific coding and related criteria. We’ve not only decreased errors, but actually reduced the time disbursing checks and sending payments by 25 percent. This allows us to dedicate more time to value added activities that help the bottom line.”

As for the future, Akin’s Natural Markets is working with DocStar to create a platform enabling the direct electronic receipt of vendor invoices. This will include syncing the invoice with each store through the solution.