Client SUCCESS STORY

Transforming Operational Efficiency and Financial Processes

GTR TeK helped AEG Vision modernize financial operations by automating invoice processing, streamlining approval workflows, and centralizing enterprise data—enabling faster transactions, improved financial accuracy, and real-time visibility across its nationwide network of eyecare clinics.

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Company

AEG Vision

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Industry

Healthcare & Eyecare

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Focus

Financial process automation, accounts payable optimization, and operational efficiency

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Platforms

Microsoft Dynamics 365 Business Central

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Timeline

Phased enterprise rollout

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Primary Outcome

Streamlined financial operations, improved invoice processing efficiency, and stronger financial control across the enterprise.

Posted On: 02 Oct 20206

Proven Business Results

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Client Overview

AEG Vision is a leading provider in the eyecare industry with a large network of clinics across the United States, managing high volumes of transactions and operations across distributed locations.

Project Overview

The Challenge

AEG Vision faced growing operational complexity across its nationwide eyecare network. Fragmented financial systems, manual invoice processing, and inconsistent approval workflows created inefficiencies, delayed vendor payments, and limited financial visibility—making it difficult to maintain accuracy, control, and scalability.

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Core business problems

  • Disconnected financial systems created data silos and duplicate records.
  • High transaction volumes increased administrative workload across locations.
  • Inconsistent financial processes made enterprise-wide coordination challenging.
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Operational Bottlenecks

  • Manual invoice entry and processing consumed significant time and resources.
  • Unstructured approval workflows delayed invoice processing and vendor payments.
  • Repetitive tasks increased the risk of errors and rework.
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Technology Gaps

  • Lack of a centralized platform for financial data and operational visibility.
  • Limited workflow automation for invoice processing and approvals.
  • Inadequate real-time reporting and transaction tracking.
  • Gaps in audit trails and financial compliance controls.

Business Impact

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Delayed Invoice Approvals and Vendor Payments

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Increased Manual Workload and Processing Errors

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Limited Financial Visibility and Decision-Making

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Challenges in Maintaining Compliance and Audit Readiness

SOLUTION OVERVIEW

Streamlining Financial Workflows for Greater Accuracy and Visibility

GTR TeK helped AEG Vision transform fragmented financial processes into a centralized, automation-driven ecosystem. By streamlining invoice processing, standardizing approval workflows, and unifying financial data, the solution improved operational efficiency, strengthened financial accuracy, and enhanced visibility across its nationwide network of eyecare clinics.

From disconnected financial systems to unified, automated operations—improving financial accuracy, vendor management, compliance, and enterprise-wide visibility.

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Transformation Approach

  • Centralized Operations: Established a unified source of truth across finance and operations for better coordination and control.
  • Financial Process Automation: Reduced manual effort through automated invoice processing and structured approval workflows.
  • Accuracy & Compliance: Improved data reliability, transaction traceability, and audit readiness.
  • Real-Time Business Insights: Enabled timely financial reporting to support faster, data-driven decisions.
  • Customer & Vendor Experience: Improved payment coordination and service delivery across clinics, departments, and vendor relationships.
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Architecture / Ecosystem Snapshot

  • Invoice Processing Automation: Automated invoice capture and processing to minimize manual workload and errors.
  • Approval Workflow Management: Standardized approval routing with tracking and notifications for greater transparency.
  • Centralized Financial Data: Unified financial and operational information into a single platform.
  • Vendor Management: Streamlined vendor-related financial processes and payment coordination.
  • Historical Data Migration: Enabled access to legacy financial records for reporting, continuity, and compliance.
  • Dashboards & Reporting: Delivered real-time visibility into financial transactions and operational performance.
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What We Delivered

  • Automated high-volume invoice capture and processing to improve efficiency and reduce manual intervention.
  • Implemented structured approval workflows with tracking and notifications to accelerate financial approvals.
  • Centralized financial and operational data to eliminate silos and improve information accuracy.
  • Streamlined vendor invoice processing and payment coordination to strengthen vendor relationships.
  • Migrated historical financial data to support reporting, accessibility, and audit readiness.
  • Introduced real-time dashboards and reporting for improved financial visibility and decision-making.
  • Strengthened transaction tracking, financial controls, and compliance through standardized processes.
  • Improved operational coordination across clinics and departments to support consistent service delivery.
  • Established a scalable financial operations framework capable of handling growing transaction volumes without proportional increases in resources.

Core Technology Stack

Leveraged Microsoft technologies and connected enterprise systems to streamline financial operations, automate business processes, and enable real-time reporting across AEG Vision’s nationwide eyecare network.

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Microsoft Dynamics 365 Business Central

Centralized financial management, invoice processing, and transaction tracking to improve financial accuracy and operational control.
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Microsoft Power BI

Enabled interactive dashboards, financial reporting, and real-time business insights to support informed decision-making.
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Connected Enterprise Systems

Enabled seamless connectivity across internal platforms and external services to streamline financial data exchange, invoice processing, and vendor management workflows.

See the Transformation in Action: Key Financial Workflows and Capabilities

Enterprise financial onboarding workflow showing improved approvals, visibility, and system efficiency in a corporate environment
Enterprise financial onboarding workflow showing improved approvals, visibility, and system efficiency in a corporate environment
Enterprise financial onboarding workflow showing improved approvals, visibility, and system efficiency in a corporate environment

BEFORE VS. AFTER SNAPSHOT

From Manual Financial Workflows to Operational Excellence

AEG Vision modernized its financial operations through intelligent automation, integrated processes, and improved data accessibility—enabling faster approvals, greater financial accuracy, and better coordination across its nationwide eyecare network.

Area Before GTR TeK After GTR TeK
receipt_longInvoice Processing
Manual invoice handling with frequent errors Automated invoice capture and processing with improved efficiency
groupsVendor Management
Payment delays and inefficient vendor coordination Improved payment cycles and stronger vendor relationships
approvalApproval Workflows
Unstructured approvals causing delays Defined approval workflows with tracking and notifications
databaseFinancial Data
Disconnected systems and duplicate records Unified financial information with greater accuracy
monitoringFinancial Visibility
Limited access to timely financial insights Real-time dashboards supporting informed decisions
verified_userCompliance & Audit
Inconsistent audit trails and manual tracking Improved transaction traceability and audit readiness
speedOperational Efficiency
Repetitive tasks and high administrative workload Reduced manual effort, errors, and processing time
trending_upScalability
Growing transaction volumes strained resources Increased processing capacity without additional resources
support_agentService Delivery
Coordination challenges across clinics and departments Better cross-functional collaboration and service delivery
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CLIENT TESTIMONIAL

The Experience, Firsthand

The GTR TeK team delivered an integrated AP solution that has materially improved efficiency, visibility, and control across invoice processing and approval workflows. The system centralized operations, went live on schedule, and has already delivered measurable results within the first few months. We’re now well-positioned for Phase 2

— Katherine Tonsi,
VP, Core Controller, AEG Vision

Key Takeaways

  • Automation improves efficiency — Faster invoice processing and approvals with fewer manual errors.
  • Unified data strengthens control — Improved financial accuracy, transparency, and audit readiness.
  • Vendor management builds trust — Streamlined payments and stronger vendor relationships.
  • Real-time insights drive decisions — Better financial visibility and informed business planning.
  • Scalability enables growth — Efficient operations supporting increasing transaction volumes.
  • Future-ready transformation — A strong foundation for continued automation and optimization.

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