Esker Achieves ISO 27001:2013 Certification

The Certification assures Esker on Demand customers that their data is safe, secure and accessible

Sydney, Australia — January 30, 2018Esker, a worldwide leader in document process automation solutions and pioneer in cloud computing, today announced that it received ISO 27001:2013 (ISO 27001) certification for its Information Security Management System (ISMS) by A-lign, an independent, third-party auditor. ISO 27001 is the internationally recognised standard for certifying that a company’s ISMS protects its data and that of its customers.

This certification demonstrates that Esker has implemented security measures and countermeasures that protect it from unauthorised access or compromise, that the security of data has been addressed, implemented and properly controlled in all areas of the organisation, and that IT personnel were found to be conscientious and knowledgeable in best practices.

ISO 27001 is invaluable for monitoring, reviewing, maintaining and improving a company’s ISMS. Accredited certification to ISO 27001 demonstrates to existing and potential customers that an organisation has defined and put in place best-practice information security processes and that all internal data and data submitted by customers and suppliers are handled in a secured way.

The benefits of information security, particularly the implementation of ISO 27001, gives partner organisations and customers greater confidence in the way they interact with a business. Benefits to customers are numerous, including:

  • Security risks are appropriately prioritised and cost-effectively managed
  • Security best practices are in place along with a managed approach to business information protection including risk, governance and compliance
  • Defined framework to ensure fulfillment of commercial, contractual and legal responsibilities

“This certification confirms our continued commitment to information security at every level,” said Jean-Michel Bérard, CEO at Esker. “Esker provides a consistent, reliable and secure operating environment to provide the highest quality of service to our customers worldwide.”

About ISO 270001

The International Organisation for Standardisation (ISO) is an independent organisation that develops a variety of standardised processes across numerous industries and sectors in order to offer a uniform method for completing specific actions in a business or governmental setting. ISO 27001 provides an international methodology for the implementation, management and maintenance of information security within a company. ISO 27001 certification requires that an organisation systematically examine its information security risks, taking account of the threats, vulnerabilities and impacts, and implement a comprehensive suite of information security controls to address those risks that are deemed unacceptable. ISO 27001 advocates a plan-do-check-act methodology via an iterative process designed to drive continuous improvement.

The Business Case Backing Order Processing Automation

Creating a culture of great customer service is tricky. One of the largest challenges for departments looking to boost customer satisfaction is bandwidth. Do your team members have enough time to start focusing on helping customers versus manual tasks like data entry and filing documents? If not, it’s time to make the case for a solution that removes manual activities and helps businesses achieve top-notch customer service.

It should be a solution that benefits not only customer service but your entire business. We’ve got just the thing: Order processing automation.

Bettering customer service with automation

Thanks to machine-learning technology, an electronic workflow and digital archiving, order processing automation streamlines even the most complicated processes to overcome challenges like:

  • Unhappy customers because of order errors, lengthy processing times and poor support
  • Low staff productivity due to a high level of manual tasks
  • High costs resulting from excess paper, re-shipping orders and other inefficiencies
  • Order errors due to staff manually entering data
  • Low visibility and accountability over the process
  • Difficulty reporting and lack of reporting on Key Performance Indicators (KPIs)

What may seem like a benefit for customer service teams translates into benefits for the entire organisation. From wasteful spending to customer churn, the impact of manual methods in order processing is widespread — and so are the benefits of automating it.

Getting buy-in from upper management doesn’t have to be a daunting challenge. We’ll show you the ropes on what to sell, how to say it and who to talk to, to get your project approved.

Building a business case for order processing automation

Want the best shot at getting c-suite’s approval? Building a strategic business case is what you need. Follow along as we guide you through solution knowledge and strategies needed to make your dream of order processing automation a reality.

It’s 2018. Time to step into the future and step up your customer service standards with order processing automation.

Why Finance Leaders Should Kill Spreadsheets

Capturing and handling data from accounting solutions to ERP systems has certainly evolved. We’ve moved from information viewed on printed pages to cloud-based business intelligence (BI) tools.  With new ways of processing information faster and with greater visibility, why in the world are so many executives still using Excel spreadsheets to manage critical accounts receivable (AR) and collections management data?

Mining information from different systems stored in various areas (such as an Excel-based aging report, collections call notes, ERP open invoice information, and cash application systems, just to name a few) is still exported, sliced and diced, and often manually compiled and pushed into a report. Then accounting has to dig into their email inbox, or navigate the share drive like Ferdinand Magellan, to gather the spreadsheets. It’s an upgrade over paper or not reporting at all, but still restrictive and does not provide immediate, actionable intelligence that today’s businesses need to remain nimble. While important data points that, once collected, deliver actionable BI, gaps in information exist that systems typically don’t capture (e.g., why customers are paying late, disputes or deductions, etc.)

Lack of visibility in AR and collections management is particularly apparent when managing:

  • Past due customers. A collector may receive a promise-to-pay, but the customer didn’t live up to their promise, and no follow up notes or reasons were captured. All the while, that customer continues to order product. Now you have capital tied up in the open AR, along with additional product being produced or procured from the supply chain.
  • Collections forecasting. Without the ability to easily uncover and report on late payment trends, recurring issues, and spot underlying problems, an accurate collections forecast is near impossible.

Accounts receivable automation maximizes ERP and other business application investments you’ve made by combining data from all systems to populate dashboards and centralize workflow. Introducing automated processes with algorithmic rules and strategies helps eliminate tedious tasks and allows you to focus on things that make a greater impact. No more spending countless hours capturing data from multiple solutions and putting findings in a spreadsheet.

Automation helps you prioritize activities and aggregate data — giving you the insight to perform pertinent tasks immediately. Details can be shared with your customers, making them self-sufficient, creating a greater user experience and providing immediate, automatic collaboration. And guess what? You get paid faster and avoid costly write-off or risk!

Esker Announces Partnership with Optima ECM Consulting to Expand Revenue Opportunities and Accelerate Delivery of Cloud Solutions

Alliance is designed to accommodate Esker’s growth while enhancing solutions offered by Optima

Sydney, Australia — January 9, 2018Esker, a worldwide leader in document process automation solutions and pioneer in cloud computing, announced today its partnership with Optima, a global implementation organisation. The relationship is aimed to benefit the customers of both companies by providing a more holistic set of offerings that complement the evolving nature of digital transformation. 

Esker’s exponential revenue growth and increased consumer demand for cloud-based solutions is predicted to continue into 2018. In order to accommodate such rapid growth while maintaining excellent customer service, Esker entered into a partnership with Optima to help create efficiencies and better implement its solutions.

“As the demand for our solutions grows, we continue to look toward trusted partners to help us scale while identifying new revenue opportunities,” said Steve Smith, U.S. chief operating officer at Esker. “Because Optima has a reputation for unparalleled expertise in purchase-to-pay (P2P) and order-to-cash (O2C), it was a natural fit for us.”

Optima turned to Esker to help capture the mid-size market and to expand its business service capabilities to include a cloud solution.
“Esker is a known entity in the cloud space with a superb reputation for integrity and excellent customer service,” said Alex Nadesan, founding partner and chief operations officer of Optima. “Our customers are looking to the cloud and, in Esker, we know we have found the technological and cultural fit we were searching for.”

Now that the two brands have forged a synergistic partnership, they will begin offering integrated solutions to current and future customers in 2018.

About Optima EDM Consulting

Optima ECM Consulting is a global implementation organisation that specialises in the strategy, design and implementation of Enterprise Information Management (EIM) solutions for Compliance, Optimisation, Revenue Enhancement and Collaboration. Optima’s unparalleled experience in strategy, design, implementation and management of EIM solutions such as Purchase to Pay, Sales Order Management, and Enterprise Content Management solutions enables companies to achieve both their strategic and business objectives as they look to execute their digital transformation. With more than 60 consultants and offices in USA, Mexico and Spain, Optima is uniquely suited to ensure businesses rapidly recognise expected ROI and drive immediate value across their organisation. For more information on Optima and its solutions, visit www.optimaecm.com.