Our customer is a non-profit umbrella organization that operates the largest public workforce system in the U.S. As a federal workforce development funding agency, the organization is responsible for ensuring the timely, systematic, and accurate release of funds to the subgrantees. The customer had been leveraging a manual (Excel based) process to track, approve, process invoices and generate reports. However, the existing expense management process without real-time tracking created several impediments to the smooth dissemination of funds and budget planning.
AgreeYa helped the non-profit organization develop an Expense Management System to help standardize, streamline, and optimize its expense management process for operational agility. The system received high adoption rates due to its simplicity of use and the ability to track the status of invoices in real-time. The AgreeYa-developed expense management system also delivered the top management with timely data and reports to plan their budget better. Download the Case Study to read more.