Overview

The client processes hundreds of multilingual customer Purchase Orders daily using Outlook Add-Ins, SharePoint, and ERP systems across time zones and geographies.

Business Challenge

The PO processing function faced multiple constraints:

• Manual and repetitive processing across PO formats
• Handling multilingual POs across time zones
• Quality issues and order-entry delays
• Scalability challenges due to heavy manual effort

The Solution

An unattended automation solution was implemented, scheduled to run multiple times daily.

The solution:

• Ingested PO data from Outlook Add-Ins into SharePoint
• Used Xtracta to generate XML outputs
• Created sales orders through APNet
• Transferred orders to ERP systems
• Updated SharePoint and triggered automated email notifications

This automation shows how Intelligent Automation  can enable scalable, accurate, and efficient PO processing across complex environments.

Business Outcomes

• 70% automation achieved
• Improved employee experience
• Consistent and accurate processing

Summary

An unattended automation solution streamlined PO processing, reduced manual effort, improved accuracy, and enhanced employee experience, resulting in consistent and scalable order processing operations.