Learn How WinfoBots Transformed Sales Order Creation in SAP and Oracle
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Winfo
Operational Excellence Lead
A global leader in the design and manufacture of highly engineered, precision power conversion, measurement and control solutions, recognized the need to migrate from Oracle to SAP as their preferred Enterprise Resource Planning (ERP) tool. The migration process required significant resources and attention from the organization. To maximize engagement in the SAP implementation, the business identified Sales Order creation as the initial process to leverage Intelligent Business Process Automation to kickstart their automation journey.
The Challenge
The migration process required significant resources and attention from the organization.
To maximize engagement in the SAP implementation, the business identified Sales Order creation as the initial process to leverage Intelligent Business Process Automation to kickstart their automation journey.
When the company made their initial enquiry, Winfo helped review their specific challenges and build an automated solution that will work together with both Oracle and SAP and provide the biggest ROI impact using the power of WinfoBots.
The Solution
The Company selected WinfoBots to address the Sales Order creation challenges during the Oracle to SAP migration.
The WinfoBots Sales Order Creation assistant was implemented to streamline and automate the Sales Order creation process in both SAP and Oracle environments.
Easy Onboarding of New Customers
The solution provided a seamless onboarding experience for new customers, ensuring efficient integration into the Sales Order creation process.
Automated Downloading of Purchase Orders (POs) from Customer Portal
The WinfoBots assistant facilitated the automatic downloading of POs from the customer portal, eliminating the need for manual retrieval.
Creation of Sales Orders from PDFs or Images
The solution had the capability to process and create Sales Orders directly from POs in PDF or image formats, reducing manual data entry efforts.
End-to-End Visibility of Sales Order Creation
The WinfoBots assistant offered complete visibility into the Sales Order creation process, providing real-time tracking and monitoring from PO to Sales Order.
Why our clients trust us:
Steps that were automated monthly
WinfoBots helped to automate 25,000 Sales Orders created in their SAP system and 45,000 created in Oracle each month.
0Total hours of human effort reduced every month
By automating the Sales Order creation process, employees were freed from repetitive and time-consuming tasks, allowing them to focus on more value-added activities.
The WinfoBots assistant minimized the need for direct business involvement during the Sales Order creation process. This enabled employees to allocate their time and resources to other critical tasks related to the Oracle to SAP migration, ensuring a smooth transition.
The implementation of WinfoBots not only improved operational efficiency but also promoted work-life balance and increased employee engagement. By reducing manual effort and eliminating repetitive asks, employees had more time for strategic initiatives, leading to a healthier work-life balance and higher levels of employee satisfaction.
Summing Up...
“WinfoBots Sales Order Creation assistant was instrumental in our ERP migration from Oracle to SAP. The solution simplified sales order creation in both systems, allowing us to utilize resources efficiently during implementation. Onboarding new customers became easier, and we could download purchase orders from the customer portal. The ability to create sales orders from PDF or image formats streamlined the process. With complete visibility, we achieved significant time savings and minimized human effort.”
Senior Vice President and Chief Technology Officer
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