Enabling sustainable business growth with process automation

6th of March 2018 | Blog

In today’s technological landscape, businesses are increasingly looking for ways to streamline and optimize their internal and external processes, through which, businesses can boost the quality of service, efficiency, and production rate at a rapid pace.

At Fortude, we’ve carried out a number of process automation projects for a variety of clients. In this article, I will showcase some of the interesting process automation solutions that we delivered.

Problem 1

A retailing company with high volume sales per day has customers who primarily make purchases on credit. As a result, most customers end up exceeding their credit limits before the business has time to notice. Even if the business identifies that a customer has exceeded their given credit limit, the time taken for this limit breach to be raised to management for approval or rejection took a long time. This often results in delays leading to customer frustration.

The Solution

We worked with the customer to define their credit limits in the system and associated these limits with the orders. Now, when a customer makes a new order, the total order value is checked against their current credit limit. If an order exceeds the set credit limit, the system blocks the order and prevents the order from being further processed. At the same time, an email alert is sent to the management with the relevant details to check and approve or reject the credit limit breach. The solution allowed the users to control customer credit limits.

Problem 2

A manufacturing company has a high number of items created per day. These items need to be created in the system by the product design team; however, once they’ve created the item, it needs to be approved by the head of the team followed by the purchasing and finance departments updating the information related to the item in the system. The inefficient cross-departmental communication between individuals from different physical locations made way for miscommunication, inaccuracies, and delays.

The Solution

We automated the communication process and the information capturing process. Now, when creating an item, the product design team fills a form, which is then shared with the team head for approval. Once approved, the item details are shared with the remaining departments instantly via mail. The email also contains details of the created items and what is required from the receiver’s end to create the item.

These examples demonstrate only a fragment of the incredible potential process automation has for a business organization. Carrying out automation at the fundamental levels as described in these real-life scenarios has significantly reduced the workload, time, and space for human error. With the right application, process automation can rapidly transform the way businesses operate.

Author:
Bevon Raj
Associate Consultant – Application Support

Bevon is an ITIL-certified M3 Consultant with more than five years experience helping customers improve their Infor M3 implementations. Over the years, he has gained expertise in different ERP functions such as customer order management, supply chain execution, procurement and warehouse management in the apparel, F&B, and manufacturing domains.

Related Posts

From insights to thought-leadership

View More

Ensure Successful M3/CloudSuite Go-Live with a Robust Testing Strategy

Whether it’s a multi-site rollout or a minor fix, testing your ERP ensures that it works as expected. An error-free ERP implementation adds to the user experiences across the supply chain, and helps increase stakeholder productivity. A buggy, slow ERP can hinder operational efficiency. A carefully-planned ERP testing strategy ensures that the ERP performs optimally from the go-live itself, without hatching unprecedented errors, which not only require costly rework but also affect the smooth functioning of the organization’s operations.

Make your work meaningful with the power of Infor OS and Infor Document Management (IDM)

Infor OS is a cloud operating platform that seamlessly connects services to provide a robust integration framework. The scalable technologies on top of which Infor OS is built are capable of bringing together disparate technologies and solutions, whether it’s an application developed by Infor, by a third-party or in-house by your organization.

Moving to the Multi-Tenant Cloud: Busting the Top 3 Myths

We’re about to bust some serious myths about Infor’s multi-tenant cloud in this blog post—so brace yourself! Let’s start by demystifying the real difference between single-tenant and multi-tenant. Single-tenant is a single instance of the software and supporting infrastructure to serve a single customer, while multi-tenant means that a single instance of the software and its supporting infrastructure serves multiple customers.

#1724 – The Booth you need to visit at Inforum 2019!

Inforum 2019 has a lot to offer with rich content being discussed at speed sessions and guest talks, along with some of the industry’s best entertainers. With a week left to go - this Inforum, we’re giving you a few good reasons as to why you need to visit Booth #1724.

Earth.Ocean.Life launched on World Environment Day

World Environment Day by the United Nations was found to encourage international awareness to protect our environment.

The ERP Discovery Study – A Simple Bare Necessity!

Years of experience in implementing ERPs across multiple verticals have taught implementation partners the value of a comprehensive discovery phase – they make implementing ERP simpler.