Success Case: Transformation and standardization of files with AI

Challenge

Our client, a company specializing in engineering services, received files from their customers in various formats and with heterogeneous data. This made the quotation process slow and required significant manual effort to consolidate the information. This process not only caused delays but also increased operational costs and the risk of errors in quotations.

Solution

We implemented an advanced Artificial Intelligence (AI) and Robotic Process Automation (RPA) solution that now enables our client to manage orders autonomously, without human intervention in each key stage:

1. Automatic email reception and classification: The AI system identifies, classifies, and automatically extracts key information from the customer's email, recognizing the type of product and its specific requirements.
2. Automated communication with suppliers: Through RPA, requests are automatically sent to suppliers, checking stock availability and real-time price updates. Our system integrates directly with supplier platforms, ensuring up-to-date information and avoiding any delays in the supply chain.
3. Real-time price and stock updates: The AI solution constantly monitors the availability and cost of each product, enabling rapid adjustments to offers based on the latest market conditions. This ensures the client receives an accurate and up-to-date proposal tailored to each supplier's reality.
4. Automatic preparation of proposals and documentation: We generate a draft response that includes a detailed and personalized offer for the customer, complete with the appropriate technical documentation and any relevant additional files. All of this is presented in a response email ready to be sent with a single click.

Result

The standardization of customer files through artificial intelligence has led to a significant transformation in the quotation process, resulting in time, effort, and cost savings. This solution has become a key competitive advantage for our client, improving both internal efficiency and their customers' experience.

Why trust CodeGenia?

Our expertise in AI and RPA solutions allows us to create business processes tailored to the needs of each client. The automation of product orders demonstrates our ability to combine artificial intelligence with the automation of complex processes, ensuring not only efficiency but also an improvement in service quality.

Transform your business, contact us now to take your ordering process to the next level: