At EQ8R, we love our customers and care about their businesses. We work hard to ensure that comes through in each of our engagements. Here are some comments from customers currently using one or more managed functions:
"SURA receives payments on large numbers of policies each day. The payments are made into our bank account in lump sums and need to be allocated to policies in our underwriting systems. To do the allocation, our finance staff have to find PDF or Excel remittances emailed to us each day. The format of these remittances varies from agency to agency so it's tough to automate. We set up two EQ8R managed functions to handle the process. The first function extracts the allocation data from the PDF or Excel remittances. The second function matches the allocation data with the policy in our underwriting system so our finance staff can easily see how to allocate each of the payments. Next step is putting in a third managed function that automatically pushes the payment information directly into our underwriting system."
"The EQ8R team has been great to work with during this project. They care about getting the best result for our business and work well with every member of our team from finance through to IT. And now that we know the capability and flexibility of managed functions we are looking for other areas of our business to apply the solution."
- Andy Pytches, CFO
"At The Pharmacy Guild we needed to incrementally migrate our payroll data from one system to another. EQ8R set up two managed functions that allowed us to do this repetitively over a period of months. Without the managed functions, we would have had to maintain a series of complex spreadsheets which would have been really challenging to get right. We greatly enjoyed working with the EQ8R team during this project. They are responsive and outcome-focused and work through problems with good humour and innovative approaches."
- Rebecca Smith, Payroll Services Manager
"optiBPO's monthly billing cycle was highly manual and taking a significant amount of time to process. We were also concerned with data accuracy and completeness of the invoices that were being created in Xero. We now use two EQ8R managed functions for our billing process. The first function gathers the data from multiple sources and combines the data sets together. After validation, the second managed function takes the data and automatically creates invoices in Xero. This process is now done quickly, automatically and accurately by EQ8R managed functions. We have enjoyed working with the EQ8R team in developing these functions. They take a pragmatic and innovative approach to solving problems and we look forward to working with them on future projects."
- Nicola Mace, Director
"At Aquiliti we do a lot of spend categorisation for our clients. Once we categorise products and spend according to a taxonomy that is meaningful to our client we use an EQ8R managed function to identify similar products to those we've already classified. It's the perfect meld of human expertise and machine automation. The EQ8R team is approachable, energetic and insightful. We'll definitely work with them when future opportunities arise."
- Matt Dunn, Director
"At Carnivore Qld we turned to EQ8R when we were asked to integrate with one of our big customers. The EQ8R team quickly implemented an electronic invoicing solution that has just worked ever since it was deployed. The team at EQ8R talked us through exactly what needed to be done and why; and have managed everything since. I wish all of our IT worked the same way.
- Scot Tier, Owner