McElroy Metal
McElroy Metal, an industry-leading manufacturer of metal roofing, metal siding, and substructural components with more than 80 locations, faced a growing challenge: managing thousands of invoices manually across decentralized operations. In search of a JD Edwards-compatible solution to reduce manual processing and boost organizational agility, they turned to AP Express by Nivo1. The result was a dramatic drop in manual invoice entry, improved workflow flexibility, and a leaner AP team capable of scaling with business growth.
Key Data Points
- Before AP Express: 91% of invoices processed manually
- After AP Express: 15% of invoices processed manually
- 99% of AP balances maintained current (improved from 97%)
- 80% and counting vendors now routing invoices through centralized system
- AP coverage: Down one FTE with no drop in performance
- Remote flexibility: Key personnel can work from anywhere
- Custom workflow: Adapted for unique approval chains
Background and Challenges
Founded in 1963 and headquartered in Bossier City, Louisiana, employee-owned McElroy Metal operates a complex business structure with 80+ locations nationwide, including manufacturing plants, service centers, and retail stores. Its AP department faced heavy operational strain, processing over 2,000 invoices weekly—nearly all of which were handled manually. Field staff across its locations, many of whom are salespeople without admin support, were often slow to approve invoices via email, resulting in delays, missed payments, and duplicated follow ups.
“Everything that [the locations] approved, we had to go back and forth through email. … so a lot of things were getting skipped and paid late because we were begging people to approve. Being able to track things and not let them fall through the cracks organizationally is a big thing for us.”-Amy Malone
Compounding the issue was the difficulty in recruiting and retaining talent for routine invoice processing. Even high-performing employees struggled to maintain workflow efficiency in a chaotic environment, especially as the company continued to scale.
“If you’ve got 2,300 invoices flowing through, and you’re having to follow up on 30 percent of them repeatedly … it’s an organizational nightmare. As a company, we are looking to find ways to use technology to do things better, cleaner, and more organized.
“When we started [with AP Express], we were down a person. We’re still down a person, but it’s not an issue. The [AP team is] able to handle everything. … We’re able to spend more time on other non-invoice related tasks.”
-Amy Malone, Accounting Manager, Accounts Payable, McElroy Metal
Why AP Express
When evaluating AP automation vendors, McElroy Metal prioritized Nivo1’s:
- JD Edwards expertise: The primary deciding factor was that AP Express is designed specifically to integrate with JD Edwards (JDE), enabling a faster, more seamless deployment. The promise of faster implementation due to JDE specialization was crucial for a company needing immediate operational improvements.
- Process-focused approach Nivo1 focused on functionality and process improvement. The company wanted a process that would remove busy work and enable a reduced number of FTEs to get more done with fewer issues.
- User-centric implementation: Nivo1 emphasized clear, transparent communication and hands-on guidance.
“I’ve gone through similar implementations, and this was the most efficient, smoothest one I’ve ever been a part of. Honestly, I’ve never had an implementation go so quickly.
“We had perfect instructions as far as what was expected from us and exactly what we needed to set up … There just weren’t a lot of question marks; Kristina always being accessible, that was the best thing. … We were able to work through issues very, very easily. … I hate to say it was so simple, but it was all very clear.” – Amanda Morton, Business Process Manager, McElroy Metal
“Looking back on it, I’ve never participated less in an engagement. … I’m usually pretty knee deep in these implementations, and it was a pleasure to watch from afar as the whole implementation happened.” Howell Hicks, CIO McElroy Metal
Deliverables
The AP Express implementation included several key components designed to streamline McElroy Metal’s accounts payable operations:
End-to-End Invoice Automation
- Seamless integration with existing JD Edwards infrastructure
- Automated invoice processing workflows
- Custom approval queues for different invoice types and locations
Phased Rollout Strategy
- Structured, milestone-driven onboarding led by Nivo1’s team
- Initial deployment at larger plants with administrative staff and gradual expansion to retail locations
- Systematic vendor onboarding to centralized processing
Training and Support
- Comprehensive implementation support with dedicated project management
- Weekly meetings with clear benchmarks and expectations
- Thorough testing phase before full deployment
- Ongoing, responsive support and user feedback loops for system optimization and feature requests that led directly to product improvements
Remote Access Capabilities
- Cloud-based system enabling remote work capabilities
- Flexible access for key personnel during emergencies or time off
- Mobile-friendly interface and role-based dashboards for approval workflows, improved tracking, and oversight
“I think the expectations we had for Nivo1—what you guys said you could do and what it would look like—were accurate. And I think that it’s a big deal, because that is not necessarily always true. I certainly appreciated the transparency and accuracy. What you guys said you were going to give us [was] exactly what we got.” – Amanda Morton
Results
The AP Express implementation delivered transformative results across multiple operational areas:
Dramatic Efficiency Gains
- Reduced manual invoice processing from 91% to 15%, limited mainly to exceptions like customer refunds and employee reimbursements that inherently require manual handling
- Despite being down one AP team member both before and after implementation, the team now handles all processing requirements effectively, proving the system’s scalability.
Operational Resilience
- Improved business continuity with remote invoice processing capabilities
- Greater agility in responding to disruptions like weather-related office closures
Financial Control
- Improved payment timeliness, maintaining 99% of AP balances current compared to its historical 97-100% range. This improvement occurred while processing the same volume with fewer staff members.
- Tightened up previously missed payments and reduced overdue transactions
Flexibility & Visibility
The system provides crucial business continuity capabilities:
- Remote access allows key personnel to work from anywhere during emergencies
- Custom queues allow for dynamic approval workflows tailored to non-standard vendors or customer payments.
- Managers can easily shift workload across the team, minimizing delays due to absences.
Ongoing Innovation
- McElroy’s enhancement suggestions were rapidly incorporated into AP Express updates, signaling a strong customer feedback loop. “I’ve made a number of wish list requests, little minor things, and quite a few of them have actually been in various updates.”
- With routine processing automated, the AP team can now focus on value-added activities. “We’re able to spend more time on other non-invoice related tasks, to have more accounting compliance functions handled to date, or deal with issues more proactively,” said Amy Malone.
- With 80% of vendors now routing invoices through the centralized system, McElroy Metal continues to migrate remaining vendors, pushing automation levels even higher.
“It does seem like [Nivo1] is spending time, paying attention, making things better, working on improving. I think that’s great. Some could be just like, ‘This is what it is,’ and leave it at that. But [you’re] definitely listening to what we’re talking about.”-Amy Malone
Conclusion
McElroy Metal’s AP Express implementation demonstrates how specialized software solutions can transform complex, multi-location operations. By focusing on process improvement and by leveraging deep JD Edwards expertise, Nivo1 delivered a solution that not only solved immediate operational challenges but positioned McElroy Metal for continued growth and efficiency gains.
With AP Express in place, their AP team has the bandwidth to focus on higher-value activities like resolving issues proactively, reconciling aged items, and improving financial accuracy. The partnership with Nivo1 not only has transformed their AP operations but also set the stage for long-term scalability and digital agility.
The success of this implementation serves as a model for other manufacturing and distribution companies facing similar accounts payable challenges in today’s evolving business environment.
Key Takeaway
With AP Express in place, McElroy Metal’s AP team has the bandwidth to focus on higher-value activities like resolving issues proactively, reconciling aged items, and improving financial accuracy. The partnership with Nivo1 not only has transformed their AP operations but also set the stage for long-term scalability and digital agility.
Key Statistics
Invoice Volume
~2,300 per week
Nivo1 Products
AP Express
Customer Since
January 2025
ERP
JD Edwards