Our Approach to Sales Order Process Transformation

If updating your ERP, CRM or other core system is looking like a false promise and your existing systems are failing to meet your specific requirements for digital process management and automation – we can help.

We specialise in custom & bespoke business process and task management to digitally manage and automate processes such as sales order processing, QTC and wider operational processes. We don’t sell ERPs but we make then work by delivering the elements that they can’t do well. We then integrate processes with ERPs and other core business systems to maintain their integrity as well as deliver the transformation benefits required at speed and at a lower cost

Our capabilities for business process management, process automation and data capture can be tailored to digitise, automate and manage sales order processing tasks and workflows. Examples include:

• Order booking, data entry, data capture, extraction, classification. Governed interaction between humans and machine
• Order verifications, matching, look-ups and checks of other systems and business logic
• Part codes, pricing , calculations, configurations, scheduling
• Error or exceptional handling, alerts, status, checklist, routing, change management
• Internal or external route approval processes
• Multi-channels communications, status updates
• Custom process management & task Automation We can also combine automation with exception handling through our service desks.
• Content management, document templates, generation, clause libraries and
• Disparate Systems updating via workflows, order documents or data distribution, archiving
• Our solutions work alongside and integrate with your core systems to maintain integrity and simplicity whilst addressing the gaps and complexity they can’t handle. We have years of experience integrating with the following systems:  SAP, Microsoft Dynamics, Oracle, Sage, Finest, Dream.
• Solutions can be on-premise, hybrid or cloud-based.
• For more complex processes or requirements, our workflow platform and software development team can deliver fully customised and automated workflows based on industry standards best practice for Business Process Model & Notations (BPMN 2.0).

Sometimes automation isn’t the only answer. Through our managed service delivery centre, we can provide outsourced sales order processing tasks as a service as well as provide sales order process itself as a service according to SLAs. Outsourced sales order processing could be as simple as dealing with the exceptions in an automated process or supporting with peak teams for your team. These services can complement and support automation or digital process management initiatives.

• We can manage and deliver a wide range of sales order or wider operational tasks as a service in a compliant manner based on SLAs and standard operating procedures agreed with yourselves ie. process or automation exception handling, tracking, reports, checks, monitoring, manual processing or tasks
• Single point of escalation and management of internal or external orders, queries, escalations, change requests, incidents etc
• Helpdesks support or pro-active Service Desks – Out of hours, Multi-lingual support
• Scale to extend hours or reach of operations to cover gaps
• Our delivery centre can use your own systems, or our systems for service desks and automation – depending on what meets your requirements

Find out more about our outsourced services here

Where any order information isn’t digitised or isn’t structured ready for processing, we can provide automatic data capture, extraction and classification of the order ready for further processing ie an image of an order, a complete form or data in another system. Structured data is relatively simple to capture or integrate into core systems. Advances in capture  technology and our integrated service desks we can offer the highest level of accurate capture rates even semi structured or unstructured data. This support automated or digital sales order processing