Case Summary
The client processes hundreds of multilingual customer Purchase Orders daily using Outlook Add-Ins, SharePoint, and ERP systems across time zones and geographies.
An unattended automation solution streamlined PO processing, reduced manual effort, improved accuracy, and enhanced employee experience, resulting in consistent and scalable order processing operations.
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.
