Sales Order Processing Automation for a Logistics Company driving operational excellence and impressive cost savings

Challenges

A logistics company faced increasing cycle times in sales order processing due to a surge in order volumes. Despite adding additional resources, the team struggled to meet Service Level Agreements (SLAs), leading to inefficiencies and operational bottlenecks.

Solution

To overcome these challenges, we implemented a comprehensive automation solution leveraging unattended bots and advanced integration capabilities:
• Technology Integration:
Deployed unattended bots built using Argos Studio, PAM, and Supervisor to automate web applications and data manipulations.
• End-to-End Automation:
Enabled seamless processing of sales orders across platforms, including NetSuite, Salesforce, and Dropbox.
• License Management:
Automated license generation and attachment processes within NetSuite by monitoring license portals through the bot framework.

Approach

Process Assessment: Analyzed the existing sales order processing workflows to identify inefficiencies and high-friction areas.
Solution Design: Designed a scalable automation framework integrating Argos Studio and PAM to address data manipulation and system connectivity challenges.
Implementation and Testing: Piloted automation with key workflows, ensuring error-free execution before full deployment.
Monitoring and Optimization: Established continuous monitoring mechanisms to optimize bot performance and maintain system integrity.