Modernizing Purchase Order Processing for a Fortune 500 Manufacturer

Altimetrik helped a Fortune 500 manufacturing organization achieve 70% automation in purchase order processing, improving accuracy, scalability, and employee experience through intelligent automation.

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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.

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Client Success Stories

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