Our Process
Since 1994, Companies have trusted DataServ to automate their Accounts Payable.
Why DataServ?
We Believe in Evolution Instead of Revolution.
In our experience, we have seen that most companies encounter a natural evolution in their AP processing. Yet, most solution providers don’t allow companies to add technology as they evolve, preferring to sell their software capabilities as a “one size fits all” package or a custom-developed solution.
DataServ, however, supports the “bite-sized” evolutionary approach. You can start with our Standard Solution and gradually evolve into more automation at your own pace. All our solutions integrate seamlessly, but they also work independently.
- For example:
- Start by centralizing AP invoice receipt, digitizing all documents and eliminating manual data entry time, labor and costs.
- Or, if it makes more sense:
- Roll out a scaled-down AP automation solution for a single division/location to work through the Change Management and show a quick win before rolling out company-wide.
- Start with one process
- Such as capturing and routing all of your Non-PO invoices for Coding and Approval via a simple desktop or mobile browser-based interface.
Either way, take an approach that affords you the ability to ease into a solution if that is what is best for your organization.

Our Process
We have a plan for every stage of your evolution, and wherever you are now we can help. From a single capability to a full-blown solution, we’ll work with you to tailor the ideal configuration for your situation.
Project Planning
Our dedicated Initialization Success Manager works with you to establish a project timeline that aligns with your specific needs and goals for AP Automation.
Quick Start Delivery
Our Quick Start Solution allows for a fast and efficient implementation process, getting you up and running with your AP Automation in a short period of time.
Tailoring
Similar to a tailor measuring you and adjusting a new pair of pants to fit you perfectly, we offer a wide range of tailoring options to create a custom solution that fits your company's unique needs and processes.
Testing
Before going live, we conduct thorough testing to ensure the software is functioning as expected and to identify any potential issues that need to be addressed.
Training & Rollout
To ensure a successful implementation, we provide training for your internal teams to use your AP Automation solution effectively and efficiently. Once your AP Automation solution is tested and ready, the final step is to roll it out to your company. We work closely with you and your team to ensure a smooth and seamless rollout, providing ongoing support and assistance as needed.
HyperCare
Post Go-Live support to ensure a smooth transition and successful user adoption.
Continuous Improvement
We know you want to get better and so do we. Our clients stay with us for more than 10 years because we are always striving to automate more, to innovate and to deliver more value.
Let’s Start a Conversation
Regardless of where you are at in your AP automation journey, DataServ will meet you there and help you evolve.