BPM

Robust end-to-end order processing fast-tracked order fulfillment, built credibility with suppliers and enhanced customer satisfaction

Robust end-to-end order processing fast-tracked order fulfillment, built credibility with suppliers and enhanced customer satisfaction Banner

Client Profile.

The client is a leading store fixture manufacturer and distributor from CA, USA offering partial and turnkey solutions for interior layout and design to large and small retail stores as well as major design firms

Business Need.

Maintaining accurate and updated records of customers, raw materials, supplies, invoices etc. of thousands of clients across industries and geographies was a herculean task for the customer. It required resources, time, and meticulous coordination – taking away focus from core operational activities.

Uncoordinated and mismanaged document and data processing led to delays and inaccuracies in:

  • Sending quotes to potential customers
  • Placing orders for raw materials and hence missing out on the benefits of dynamic pricing
  • Order fulfillment
  • Dues collection from customers

They approached Hitech to streamline their order processing system by collecting, cleansing, validating, and entering order management data into their ERP system.

Challenges.

Maintaining 100% data accuracy and streamlining the entire document processing operations posed challenges such as:

Solution.

Delivered a streamlined and structured order processing system with a workflow that addressed data collection from relevant documents, collation, validation, and standardization before being entered into client’s ERP system using API credentials.

Approach.

Scanned images and documents like customer quotes, purchase order, material items, supplier details, bill of material, etc. received over email and FTP folders. After classification and tagging, they are routed to relevant stakeholders in the order management chain.

1. Procurement Management

2. Job Management/ Order Processing

3. Billing Management/ Invoicing

4. Reports and Updates

Software & Applications

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