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.
