onPhase Case Studies

One AP Specialist, 3,000+ Invoices, Zero Weekends: Thompson Truck’s Story

Admin — Mon, 09 Feb 2026 18:56:09 GMT

Bruckner’s Truck & Equipment Customer Story

Admin — Wed, 10 Sep 2025 16:53:20 GMT

Overview

With 47 locations processing more than 30,000 invoices each month, Bruckner’s Truck & Equipment has built a reputation as one of the most capable heavy truck dealership operations in the country. In just 3.5 years, the company added 12 new rooftops through strategic acquisitions, bringing both exciting opportunities and new operational challenges.

Each location managed its own day-to-day operations, while the corporate finance team provided oversight. As the company scaled, it became clear that the accounts payable struggled to keep pace. Manual work and disconnected systems made it harder to stay on top of payments, manage exceptions, and maintain visibility across rooftops.

The team needed a system that could work with their existing ERP, Excede, bring every location onto the same page, and grow with them as they continued to expand.

They found that solution in onPhase.

Cumberland International Trucks

hello@onphase.com (onPhase) — Mon, 25 Aug 2025 15:24:31 GMT

Overview

Cumberland International Trucks transformed their accounts payable process with onPhase. What once required manual “payment packets” and slowed approvals now runs seamlessly. Productivity grew from about 60 invoices per person each day to record-setting capacity of more than 900. Watch Controller Steven Bodine share how his team eliminated bottlenecks and unlocked new efficiency with AP automation.

Pet Supermarket

Admin — Mon, 25 Aug 2025 15:21:17 GMT

Overview

Pet Supermarket’s AP team simplified invoice processing with onPhase automation and document management. Vendor invoices now flow directly into the right workflow for approval, cutting manual steps and reducing reviews from minutes to just 10 seconds. Hear AP Manager Michelle Drake Brown share how her team gained speed, visibility, and confidence with onPhase.

Leander ISD Automated Admin Processes Using onPhase Forms

Admin — Wed, 23 Jul 2025 20:52:11 GMT

Overview

Leander Independent School District (LISD) educates over 43,000 students at its 43 campuses in Texas, serving families in seven different municipalities. Leander ISD teachers and support staff focus on engaging and inspiring students for achievement and lifelong success. With that student-focused mission, they need to simplify complex administrative processes to keep the district operating smoothly.

One role of the LISD Facilities Department is to support room setup, for example, when a teacher moves to a new classroom, or an organization hosts a banquet or conference on one of the campuses. LISD chose onPhase to automate this process because of its easy-to-use design features and enterprise-grade integration options – particularly its ability to connect with SQL databases.

Community Renewal Team

hello@onphase.com (onPhase) — Fri, 20 Dec 2024 05:00:00 GMT

Overview

Founded in 1963, the Community Renewal Team (CRT) is one of the largest non-profit human service agencies in Connecticut. It proudly offers a broad-based network of innovative, high-quality programs and services for people throughout the state.

CRT supports over 27,000 households and 57,000 individuals throughout its core service area in Central Connecticut. Their main goal is to help this community lift up their quality of life with a variety of services, including housing, food, energy bills, recovery, jobs, childcare, veterans' services, and more.

"onPhase is a great partner. We’ve been able to adopt solutions as we need, at our pace, as our organization has continued to evolve."

Moemedi RakhunduManager of IT - Business & Data Analytics

The Problem

The Community Renewal Team’s main mission of providing essential services and support to a community of over 57,000 strong requires accurate, efficient, and quick information-gathering procedures. As CRT continued to grow, it became rapidly apparent that its paper-based forms and traditional document collection methods were causing bottlenecks and delays throughout the organization.

Team members often found themselves having to hunt down data or re-enter contract information in multiple systems. Their form solution didn’t integrate with their heavily used HR software, ADP, which often resulted in missing, incomplete, or repetitive staff information. With multiple locations, paper files were a nightmare to manage, eating up efficiency and valuable staff time.

In order to serve their community to the best of their ability, the CRT team knew they had to make a change to their data-capturing processes.

onPhase's Impact

Prior to turning their attention to their forms-related complications, the internal team had already found a solution for better managing their important documents: onPhase’s Document Management. With its automated features and cloud-based capabilities, it was able to quickly modernize CRT’s important back-office processes and digital library.

Contracts could be easily stored and accessed through onPhase’s online portal. Staff members were now able to easily see when contracts were approaching their expiration dates, at crucial 30-, 60-, and 90-day intervals. Important leases were also migrated into onPhase’s Document Management solution, sorted and stored based on their expiration date. While CRT still has a small, physical library of historical documents, its reliance on paper and the storage and costs associated with its use have greatly decreased.

With the success they’d had with onPhase’s Document Management solution in mind, the CRT team decided to enhance their existing platform even more by adding the onPhase Forms solution as well.

After onPhase’s Forms solution launched in June of 2024, CRT experienced almost immediate relief from its most pressing challenges. Since the solution was designed to create scalable, adaptable, and unique workflows to meet CRT’s specific needs, information began flowing more accurately and quickly throughout the organization. Staff members across multiple departments were now able to create more dynamics lists via the solution’s integral database connector. Additionally, they were able to create request for hire and personnel information forms that streamlined their onboarding process, resulting in increased back-office efficiency.

In the future, the CRT team has plans to build workflows for check requests, purchase orders, and other forms to continue to help them reach their important goals.

By expanding their partnership with onPhase, the Community Renewal Team is now better positioned to provide accurate and secure support to their communities without having to spend valuable time manually chasing down information or inputting data. With more time to focus on strategic initiatives, CRT has established itself as a trusted, reliable resource for its users.

Northwestern University

Admin — Thu, 12 Sep 2024 04:00:00 GMT

Overview

Northwestern University is proud to be an innovative, collaborative, and multidimensional community, delivering an impact that is rare in higher education.

Founded in 1851 in Evanston, Illinois, this private institution prides itself on being one of only 4 top 10 universities ranked in the top 20 in each of the five graduate education categories. Currently serving over 8,000 undergraduates and 14,000 graduate students at two campuses, Northwestern is a well-known name for academic excellence.

"The implementation of onPhase has been pivotal for the Registrar’s Office and the community we serve. COVID necessitated a rapid move away from in-person services. Courtney and the onPhase team helped us make the change as smoothly as possible and allowed us to support our community through a crisis while giving us a new way to innovate and solve problems in the future."

Nicholas TonozziAssociate University Registrar

The Problem

At the beginning of the COVID-19 pandemic, Northwestern's strategy regarding not only their class schedule, but also their administrative processes suddenly needed to pivot from in-person to online. This rapid change threatened to hamstring the level of service and communication they pride themselves on providing their students with.

Three of their registrars’ important paper-based processes needed to move online quickly. This meant a complete shift from traditional paper recording, filing, and processing. Northwestern needed workflows that would allow students to add a course, withdraw from a course, and withdraw from the quarter almost instantaneously without having to break the COVID-19 protocols that kept them safe.

Luckily, onPhase’s Client Services team was up to the challenge.

onPhase's Impact

onPhase worked rapidly to create custom workflows that were then tested and rolled out to users in less than two weeks—using just half of the estimated project hours. Not only did these workflows eliminate the need for risky in-person meetings, but they also enhanced the original processes by providing data validation to help users complete forms error-free, rejection to allow approvers to send the form back for more information, and escalations to ensure workflows were completed in a timely fashion. Because onPhase seamlessly integrated with Northwestern’s Active Directory, students and advisers were able to log in with their existing credentials—no new username or password necessary.

Northwestern was so pleased with these new workflows that they immediately had the onPhase Client Services team guide them through building another one: the Petition to Graduate. In this workflow, students have the flexibility to petition for one or more majors and minors. All of an individual student’s data is stored in one submission document for ease of access and processing. Each department has its own permissions to approve or reject their respective petitions. Most noticeably of all, onPhase’s drag-and-drop precondition and rejection features made this very complex workflow possible, allowing for the flexibility required to handle a decentralized process with ease.

Northwestern also used the onPhase Google Sheets Connector to add dynamic dropdown lists to the form that allow students to choose a department, corresponding major or minor, and concentration. This feature also populates the correct advisor for each step so that the workflow routes dynamically without the need for complicated, manual processing. Thanks to onPhase’s rapid implementation, Northwestern was able to keep its important registrar procedures error-free and adaptable in the face of a global health crisis.

Though initially motivated by the quick pivot required by many higher education organizations as a result of COVID-19, Northwestern's partnership with onPhase has expanded beyond those original forms and workflows. Their more recently added forms and workflows include enrollment/dual enrollment forms, the ability to transfer credits to and from other schools, degree tracking, study abroad applications, grade requests, and more. All of these new forms and workflows continue to enable Northwestern to operate as a top university, positioning its students for success while being able to operate its crucial back-office processes with ease.

MetroTex Association of REALTORS®

Admin — Wed, 07 Aug 2024 04:00:00 GMT

Overview

MetroTex Association of REALTORS® is the fifth-largest real estate trade association. It is focused on promoting success for its members and partners and the communities they serve through cutting-edge, innovative, and inclusive member-focused real estate resources.

Based out of Irving, Texas and boasting over 100 years of service to North Texas Realtors, MetroTex supports thousands of agents, brokers, and office managers. Additionally, they have impressive partnerships with prestigious industry partners and other allied organizations, driving their impressive reach and lofty goals.

University Of Nebraska-Lincoln

Admin — Mon, 20 Nov 2023 05:00:00 GMT

The University of Nebraska-Lincoln (UNL) is a prestigious research institution renowned for its commitment to excellence in education, research, and innovation. With a rich history spanning over 150 years, UNL has a reputation for producing graduates who are well-prepared for successful careers and leadership roles in various fields.

Previously, UNL faced significant challenges managing their HR and finance processes. Each of the university’s departments had its own staff responsible for managing these complex procedures, resulting in over 120 different practices scattered across the campus.

The lack of standardization resulted in delays, errors, and difficulties in tracking and managing HR and finance operations effectively.

Recognizing the pressing need for a standardized approach to streamline and enhance these processes, UNL took proactive steps by creating a dedicated department called Shared Services. This department was tasked with identifying and seeking a digital solution that could bring consistency and efficiency to these critical processes. The goal was to streamline workflows, eliminate inconsistencies, and enhance overall productivity.

JetBlue Airways

Admin — Tue, 15 Aug 2023 04:00:00 GMT

Overview

JetBlue is an award-winning airline committed to providing value and quality service to its customers. They have emerged as the sixth largest airline in North America and attract over 40 million passengers annually for both domestic and international travel.

With a monthly volume of over 51,000 invoices to coordinate between 4,000 approvers and 10,000 suppliers, JetBlue sought an automated solution to streamline their complex accounts payable processes and lighten the workload of their internal staff.

The team turned to onPhase’s AP automation solution and witnessed a significant surge in their straight-through and touchless processing rates, with nearly 90% of invoices being processed automatically without the need for any manual intervention.

As a result, JetBlue’s financial back office regained valuable hours that allowed them to shift their focus from tedious tasks to strategic initiatives like cash flow optimization and data reporting.

A particular area of focus was supplier relationships. With a newfound ability to direct more effort toward operational enhancements, JetBlue’s financial back office decided to implement a dynamic discounting system to protect their bottom line while improving supplier relationships.

They acknowledged the potential complexities of executing this plan manually and, given the success of onPhase’s AP automation solution, JetBlue decided to partner with them again to implement this new accounting workflow.