Automate Order Processing And Customer Management With RPA

Challenges

With increasing operational costs and changing customer demands, businesses across industries are looking for new ways to enhance operational efficiencies and drive business revenues. However, many organizations are still continuing with manual processes thus spending a lot of time and money. The finance area is no different when it comes to manual customer management and order entry are one of the most potential contenders for automation as the manual process is prone to human errors and consumes hundreds of man-hours.

Many companies in the manufacturing and service industry manually process thousands of customer orders every day. Most of the customer orders are received in multiple formats like unreadable hard copies, scanned PDFs, and some from multiple customer portals. It requires a huge amount of time and manual effort to get these orders processed and manually entered into the ERP systems.

Since this process is time-consuming, the companies sometimes fail to promptly respond to each customer request, failing which could risk losing valuable business opportunities.

With a fast–growth, the businesses need to replace the traditional laborious process with a more efficient and cost-saving automated process which would streamline the business processes and make it more efficient.

In the traditional order processing, the Professionals spend a lot of time in keying in the orders and pasting order entries in various applications such as ERP and CRM. The organizations must leverage Robotic Process Automation (RPA to automate all the repetitive tasks involved in the order processing).

Deploying Robotic Process Automation doesn’t require any changes in the existing applications and IT landscape. RPA is the ideal solution when it comes to customer order processing as it seamlessly integrates sales data with all the applications including ERP, CRM, and inventory

In order to automate customer order processing, RPA follows these steps:

• Read the incoming emails for all the sales orders from emails, handwritten scanned documents, or any other unstructured format.
• BOT performs the Validation check.
• If BOT encounters any exception, it will notify the user via email.
• BOT will then Upload the sales data into enterprise applications like ERP or CRM.

RPA offers 100% error-free sales order processing by leveraging AI-based OCR and machine learning techniques. With the help of Optical Character Recognition (OCR), the BOTs automatically extract the data from unstructured documents and key into the enterprise applications like ERP or CRM.

Conclusion

The automation of customer order processing delivers the following added advantages to the organizations:

• Reduce Operational Costs

As the software BOTs do most of the critical and time-consuming tasks like extract data such as customer name, unit price, quantity, etc., and keying into the enterprise applications, they help organizations cut down on operational costs and boost ROI.

• Enhanced Customer Experience

Since there is no human involvement, the data entered becomes 100% error-free.

• Repeat order and Increase Revenue

With the automation, the TAT of the order processing end-to-end cycle gets reduced drastically. Thus, the organizations experience better customer retention and repeat orders from the customers.

• Better Customer retention

By automating the repetitive and tedious processes, we help in freeing up the teams to focus more on managing customer relationships thus reducing the customer attrition rate drastically.