Aronson & Novicki

by Kurt Rodenhizer, MS, MBA

Aronson & Novicki is a title examination company with over 300 clients. The company’s work predominately entails organizing client files, compiling details for new work order, researching titles, completing invoices and matching contact information to billing statements.

Challenges:
A&N needed to improve their file management system and reduce their dependence on paper files. They wanted to electronically generat to-do lists and associated reports. Work order, billing details and invoices were being created by hand and then re-entered into a limited database. If work orders, invoices and billing data were not carefully collected at the end of each day, important data was lost and the collections process incomplete. In addition, the competition was beginning to use email to contact their clients and a website to accept work order forms and review billing statements.

Diagnosis:
In order to streamline business processes and ensure collections, A&N needed to develop an automated electronic process. The first step was to create a customized database that would allow the company to operate their entire business from one master form. The database would also allow invoices and mailing labels to be printed on a pre-determined schedule.

Solutions

Master Form:
Allows the user to scroll through each client’s history and review contact information, payment history, outstanding invoices and the results of their title exam.

Automated Search:
The database allows A&N staff members to search for specific client details and run custom reports, such as address lists formatted to print on mailing labels, pending jobs, payments received and payments due.

Customer Reporting:
A&N can now use the information stored in the database to create several reports. This Pending Jobs Report once had to be filled out by hand. Now it can be printed with the click of a button and used as the daily To-Do list.

Automation:
A&N can now automate the production of its customer invoices, FedX packing slips and mailing labels

Results:
1. The custom database was created in three days.
2. The database saves approximately 10 hours of work per week.
3. Daily task lists are now automatically generated.
4. Automating the accounts receivable processes is expected to improve revenue.

Customer Quotation:
“ePD reviewed our business processes and managed to convert most of our hard-copy material into a database that put us one click away from all work orders, invoices, contact information, project lists, collection data and sales summaries. The electronic process has translated to the effective reduction of 10 hours per week.”
-Carl Aronson, Aronson and Novicki Title Examiners, LLC