RPA for order entry at a distributor
How a distributor with an older desktop ERP could use a software robot for purchase order entry, with a pilot, controls and a maintenance plan.
The kinds of projects we take on: what we do, what we measure and the outcomes we design for. Named client stories are added as clients agree to share them. Every project below is an illustrative scenario, not a report of a named client’s results.
Reading, routing and posting invoices through an automated approval flow instead of manual email.
Weekly sales reporting handled by a dashboard fed directly from the CRM.
Leads are enriched, scored and sent to the right agent in minutes instead of days.
Illustrative, not client results. These are outcomes we design projects around. Your own targets are set after the free process review.
How a distributor with an older desktop ERP could use a software robot for purchase order entry, with a pilot, controls and a maintenance plan.
How an online shop could stop handling stock shortages, risky orders and delivery delays by hand, and tell customers before they ask.
How an estate agency could respond to portal, website and WhatsApp enquiries in minutes, assign them fairly and book viewings without long message threads.
How a private clinic could cut no-shows and reception workload with consented reminders, one-tap confirmation and an automatic waitlist.
Reading, routing and posting invoices without retyping or chasing.
Business cards scanned, scored and followed up the same day.
Customers hear about delays before they have to ask.
Accounts, forms and a day-one plan ready the moment an offer is accepted.