BACKGROUND Although ProScreening, a background check provider, had successfully transitioned the client-facing aspects of its business to a paperless environment, many of its back-end operations still relied on manual processes. Customer service staff handled as many as 300 inbound emails every day and, twice a month, accounting personnel stopped all other work to send out between 800–1,000 invoices. As a growth-driven company looking to scale quickly without adding headcount, ProScreening began exploring what it would take to automate these and other manual workflows. The company also began researching payment processors that could guarantee compatibility with its existing cloud-based ERP system. “Our goal was to increase capacity, not only to manage the volume of new clients bu

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