Problem Identification
For one of our clients in the naval sector, we transformed their product order
management process, achieving comprehensive automation that optimizes time, accuracy, and
efficiency throughout the entire order cycle.
The client was looking for a way to improve the management of their orders received
via email, a task that required significant time and manual effort to coordinate with suppliers,
update prices, and verify stock availability. Additionally, they needed to streamline the
creation of personalized proposals for each customer, including the corresponding technical
documentation.
Process inefficiencies:
- Manual and error-prone order management.
- Lack of integration: ERP hosted on a local server, with no API or external connectivity.
Solution
We implemented an advanced solution combining Artificial Intelligence (AI) and
Robotic Process Automation (RPA), enabling our client to manage orders autonomously and without
human intervention at every key stage:
- 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.
- Automated communication with suppliers: Through RPA, requests are automatically sent to
suppliers, verifying stock availability and real-time price updates. Our system integrates
directly with supplier platforms, ensuring always up-to-date information and avoiding delays
in the supply chain.
- Real-time price and stock updates: The AI solution continuously monitors the availability
and cost of each product, allowing quick adjustments to offers based on the latest market
conditions. This ensures the client receives a precise proposal tailored to the current
situation of each supplier.
- Automatic preparation of proposals and documentation: We generate a draft response that
includes a detailed, personalized offer for the customer, along with the appropriate
technical documentation and any other relevant attachments. All of this is presented in a
response email, ready to be sent with a single click.
Result
Thanks to this advanced automation, the order process now operates seamlessly with
only system supervision. The team can now dedicate time to strategic and value-adding tasks,
leaving efficient and effective order management in the hands of AI.
- 70% reduction in time spent on administrative tasks.
- Automation has significantly decreased the time required for manual management.
- 35% increase in order accuracy.
- Process improvements have led to more effective inventory management.
- Significant improvement in customer satisfaction.
- Faster and more accurate responses.
- More efficient processes allow the team to focus on value-added tasks and deliver better
service and personalized attention.
- Scalability: The client now has the flexibility to scale operations without the need for a
proportional increase in staff.
Why Trust CodeGenia?
Our expertise in AI and RPA solutions enables us to design business processes tailored to each
client's needs. The automation of product orders showcases 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 order process to the next level: