PBT - Solutions

Financial Operations

¡ Payroll

§ Human Resources

§ Accounts Payable

•Travel & Expense

• Invoice Processing

• Check Requests

¡ Accounts Receivable

• Credit Claims

• Customer Service

• Order processing

• Royalties

Public Sector

¡ Permits

¡ Occupancy

¡ Retirement

• Enrollment

• Planning

• Retired Payroll

• Survivor Benefits

• Disability Claims

• Records

Healthcare

¡ Medical Records

¡ Patient Accounting

Financial Services

¡ Insurance Underwriting

§ Mortgage Lending

§ Signature Cards

§ Credit Consolidation

With our guidance and team approach, PBT customers have successfully replaced manual SG&A activities with rules-based workflows initiated via EDI, COLD, fax, email and web forms. We have helped dozens of customers successfully transition from labor-intensive paper processing in Human Resources, Payables and Receivables to automated processes that reduce costs, eliminate backlogs and insure compliance with Sarbanes-Oxley, HIPAA and other laws affecting accounting activities. Our customers range from sportswear, cosmetic and personal care product manufacturers, to the largest telecommunications provider in the United States, the largest utility company in the Southeast, the oldest public university in the United States and a worldwide provider of online publishing and information services. Each PBT customer has met or exceeded their goals for improving financial operations and continues to realize lower costs through effective and efficient content, process and goal management as documented in the listed Case Studies.

Process compliance and content management are two key requirements of PBT’s government customers. As essential service providers and keepers of the public record, it is crucial that Government agencies respond quickly and correctly to citizen requests and that they maintain records of the highest quality. From building permits to state retirement plans, PBT has developed case management protocols that help our public sector clients implement collaborative processes to assess, plan, execute, coordinate, monitor and evaluate the activities and information required to insure compliance with established statutes, by-laws and procedures. Please refer to PBT’s Public Sector Case Studies for more information.

More than most industries, Financial Services tend to be driven by unstructured information such as consumer applications, insurance claims, credit consolidation information, mortgage lending documents, signature cards etc. The advent of electronic input sources has had a dramatic impact on traditional processing methods and created an enormous opportunity to implement content, process and goal management systems that reduce costs and improve quality. Technologies such as OCR, full text search, forms management and rules-based workflow have replaced tedious, repetitive tasks with automated processing and allowed human resources to be assigned to functions that require comparative analysis and decision-making skills. Please refer to PBT’s Financial Services Case Studies for more information.