Achieved Sales Order Efficiency with Seamless RPA Process Automation
Industry:
Design and Consulting
Region:
Australia
Technology:
UiPath
About the Company
The client, an Australian design and consulting company, specializes in architecture, engineering, and construction. Considering the wide range of services, the company faced challenges maintaining sales data order accuracy and transparency. Moreover, manual data detailing and tracking led to incorrect orders, data discrepancies, and inefficiencies. Evoke developed an RPA automation solution to streamline the sales order process and address these problems. This resulted in accurate data processing consistently, ensuring delivery on time and customer satisfaction.
Challenges
- Data Inaccuracies: Error in material details, pricing and quantities led to incorrect orders. It further resulted in discrepancies between agreed pricing and applied discounts
- Lack of Data Credibility: Insufficient checking led to data mismatches or errors, causing data inconsistencies and delays. This in turn led to disjointed workflows
- Poor Data Visibility: Inept tracking and fulfillment processes restricted data visibility and transparency
Solutions
Leveraging UiPath, Evoke provided a robust, scalable RPA bot to streamline and enhance the Sales Order Creation process, enabling the company in:
- Data Retrieval Automation
- Key Order Validation
- Real-Time Order Updates
Results
- Enhanced Accuracy: The UiPath RPA solution with its data validation features reduces errors, ensuring precise sales orders from the start
- Boosted Efficiency: Automation of sales data creation accelerated error-free order creation, thereby enhancing overall productivity
- Consistent Processes: Standardized order creation and validation procedures ensured uniformity across all sales orders
- Improved Customer Satisfaction: Accurate order processing, timely delivery, and proper discount application reduced issues, elevating customer experience
