From theory to practice: Putting Infor Velocity Suite to work with Intelligent Automation
As businesses race toward productivity gains and digital maturity, one truth remains constant: processes sit at the heart of every organization. And when optimized, they become a powerful driver of business value.
Infor’s global research reinforces this reality, 74% of business leaders and software users say advanced technologies create business value. Yet, even with this awareness, many enterprises find themselves stalled in their digital transformation efforts.
The common barriers to tech-driven process improvement
From our conversations with clients across industries, the recurring blockers are clear:
- Uncertainty about where to start
- Lack of clarity about available technologies
- Limited internal resources or specialized skillsets
To tackle these hurdles, Infor launched the Infor Velocity Suite—a framework designed to diagnose inefficiencies, apply automation, and optimize outcomes using a combination of process mining, robotic process automation (RPA), intelligent document processing (IDP), and generative AI (Gen AI). At the heart of this approach is process mining, which uses data from enterprise systems to visualize actual process flows, identify bottlenecks, and detect deviations from ideal workflows. This gives businesses the clarity they need to focus their automation efforts where they’ll deliver the most value.
At Fortude, we’ve been at the forefront of putting this framework into action. In this blog, we spotlight two Velocity Suite use cases that showcase how we can help businesses unlock measurable productivity gains through intelligent automation.
Use case 1: Automating sales order entry from free-form emails
The challenge:
In industries like manufacturing and automotive, sales orders often arrive via free-form emails with attachments in PDFs or Excel files. The manual entry of these orders into Infor M3 leads to delays, inaccuracies, and inefficiencies that ripple into customer satisfaction issues.
The Fortude solution:
Our team built an end-to-end solution using Infor RPA, IDP, and Gen AI to automate sales order processing from unstructured emails.
How it works:
- Email ingestion: A Velocity Suite bot monitors a dedicated inbox and triggers the process upon new email arrival.
- Data extraction:
- IDP extracts structured data from attachments
- Gen AI parses the email body to interpret order details and fill in gaps intelligently
- Validation & creation:
- RPA queries M3 to validate customer and item details
- Sales orders are automatically created in M3 through OIS100/OIS101
- Communication: Gen AI crafts and sends a natural-language confirmation email to the customer.
Why it stands out:
- Dual-pipeline extraction handles both structured attachments and unstructured text.
- Contextual AI reasoning fills in missing details like SKUs or customer info from signatures.
- Human-like interaction ensures clear, personalized customer communication.
The outcome:
A process that once took hours can now be completed in minutes, with significant reductions in error rates and enhanced scalability, freeing sales teams to focus on relationship-building rather than data entry.
Use case 2: Automating vendor invoice processing (AP Automation)
The challenge:
Accounts Payable (AP) teams deal with a high volume of invoices in varying formats—PDFs, scanned images, Excel files, and email text. Manually extracting data, matching it with POs and goods receipts, and entering it into Infor M3 slows the invoice-to-pay cycle and introduces compliance risks.
The Fortude solution:
We developed a fully automated AP solution using Infor RPA, IDP, and Gen AI, tailored to work across diverse invoice formats and seamlessly integrated with Infor M3.
How it works:
- Invoice ingestion:
- Invoices are captured from an email inbox or file repository.
- Data extraction & enrichment:
- IDP extracts key details like vendor name, PO number, and line items.
- Gen AI handles handwritten notes, low-quality scans, and missing data fields.
- Validation & posting:
- RPA cross-checks invoice data with M3 records (e.g., PPS200, MWS410).
- Invoices are posted directly into M3 (APS100), or flagged for exceptions.
- Exception handling:
- Gen AI suggests remediation steps or drafts vendor communication emails.
Why it stands out:
- Hybrid logic combines IDP precision with Gen AI interpretation for even messy or non-standard invoices.
- Smart matching engine resolves discrepancies using contextual data and business rules.
- Modular design allows easy scaling and reuse across other finance processes.
The outcome:
This solution slashes processing times, boosts accuracy, and ensures AP teams focus on strategic tasks like vendor negotiations, not manual data entry.
Why it’s important to move from theory to practice
While the Infor Velocity Suite provides the blueprint, our implementation approach is what brings it to life:
- Rapid deployment: We package these as ready-to-deploy accelerators for Infor clients.
- Minimal disruption: Solutions are embedded into existing M3 workflows via APIs or UI automation.
- Scalability: Cloud-ready architecture supports global rollouts and multilingual formats.
- Audit-ready and compliant: Every action is logged and traceable, supporting compliance needs.
Where do you begin?
While the technology is robust, the key is choosing the right place to start. With Fortude’s experience implementing Infor Velocity Suite across functions—sales, finance, supply chain—we help businesses:
- Identify automation-ready processes
- Align business priorities with tech investments
- Calculate ROI and time-to-value
- Create a roadmap for process transformation
Take the Next Step with Infor Velocity Suite
These use cases represent just the beginning. As Infor continues to add enhanced capabilities to the Velocity Suite, the opportunity for businesses to embrace intelligent process automation is only growing.
If your enterprise is still manually handling sales orders or vendor invoices, now is the time to rethink your process strategy.
Ready to unlock the full power of the Infor Velocity Suite?
Reach out to Fortude’s automation specialists and explore how we can bring intelligent process innovation to your organization.FAQs
1. What is the Infor Velocity Suite?
The Infor Velocity Suite is a framework that helps businesses identify and resolve process inefficiencies using advanced technologies like process mining, RPA, IDP, and Gen AI. It provides a structured approach to automate repetitive tasks, enhance data accuracy, and drive faster outcomes—all integrated seamlessly with Infor M3.
Fortude’s solution uses RPA to trigger automation from incoming emails, IDP to extract structured data from attachments, and Gen AI to interpret unstructured text in the email body. The system validates and creates sales orders in M3, then sends a confirmation email—cutting processing time drastically while improving accuracy and customer responsiveness.
Our AP automation solution combines IDP for data extraction with Gen AI to handle low-quality or handwritten inputs. RPA validates invoice data with Infor M3 and posts it or flags it for exception handling. Gen AI also suggests next steps or drafts vendor emails—resulting in faster, more accurate invoice processing and fewer manual touchpoints.
Fortude offers ready-to-deploy solutions built on the Velocity Suite, with deep experience across sales, finance, and supply chain functions. We help businesses identify automation-ready areas, calculate ROI, and roll out scalable solutions that align with strategic goals—all with minimal disruption to current operations.
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