Problem Statement

A Fortune 500 manufacturing company faced inefficiencies in processing thousands of purchase orders (POs) for highly configurable products. The manual workflows required:  

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• Verifying intricate product specifications across multiple document formats.  
• Extensive manual data entry into systems like SAP and Salesforce CRM.
• Cross-checking for accuracy, which was error-prone and time-consuming.  

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Without automation these manual processes suffered from:

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• Bottlenecks during peak demand periods.  
• Errors that disrupted order accuracy.  
• Difficulty scaling operations effectively.  

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Solution: AI-Driven Document Processing

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Key Aspects of the Solution

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Advanced Document Intelligence:

• Leveraged state-of-the-art transformer models to extract and validate data from complex, unstructured documents like PDFs with multi-page attachments.  
• Automatically identified and categorized unique document types in real-time.  

AI-enabled RPA:

• With Automat, it's as easy as showing a workflow to a colleague. Simply record the workflow you want automated, share it with us, and we'll break it down into steps and build you an automation.

Seamless Integration:

• Integrated seamlessly with SAP, Salesforce, Oracle, and Microsoft to enable smooth data flow and synchronization across enterprise systems.  

Intelligent Data Validation:

• Real-time cross-referencing of POs against internal product specifications to detect configuration conflicts.  
• Automatic flagging of anomalies for human review to ensure high accuracy.  

Scalability and Autonomy:

• Operated unattended to handle large volumes of POs efficiently within a strict, one-hour SLA.  

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Results and Outcome

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• Enhanced Efficiency: PO processing times were significantly reduced, allowing faster order turnaround and improved customer responsiveness.  

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• Improved Accuracy: Manual errors were nearly eliminated, resulting in consistently reliable order processing.

 
• Scalable Operations: The solution handled increased order volumes without the need for additional resources.  

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• Time Savings: Procurement teams were freed from repetitive tasks, allowing them to focus on strategic initiatives.  

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Conclusion

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Our AI-powered RPA and Intelligent Document Processing platform transformed the company’s PO workflow from manual, tedious, error prone, and unnecessarily costly, to automated, simple, accurate, and scalable. By automating manual processes, ensuring deep integration with enterprise systems, and utilizing transformer-based RPA, we delivered a solution that addressed the company’s immediate needs while enabling scalability and operational excellence.

The success of this deployment highlights the transformative potential of RPA and IDP, proving that the future of enterprise workflows is adaptive, precise, and built for scale.

This solution serves as a benchmark for future OPEX saving automations across the organization.

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