Customer Sales orders are critical to both the sustainability and growth of any business. However, manual Sales Order Processing (SOP) can be time-consuming, error-prone and lead to fulfilment delays, potentially hindering delivery lead times ultimately leading to poor customer satisfaction and stunting growth.
Within Sales Order Processing a high level of automation can be achieved through the use of inSTREAM™’s IPA, delivering a smarter, more efficient process, improving processing time and reducing cost.
Intelligent automatic data extraction, validation and enrichment
Header, footer and line item data extraction
Continual process automation with Machine Learning AI algorithms
Automatic emails to customers with any queries
Seamless integration and automatic export to ERP, Finance systems and Order systems including Sage, SAP, Oracle, Microsoft Dynamics and many more
Duplicate checks and error minimisation
Multiple currencies and languages
Pricing, PO and customer validation
Anomalies and exceptions sent for human validation
Secure document archive for instant access and compliance
Real-time visibility through online dashboards and self serve MI reports
User-friendly application designed for multi-site and remote working
inSTREAM is able to process all sales orders received by businesses regardless of how they are received including paper (post), email and attachments, fax and EDI. It is able to read and process all formats, structured, semi -structured and unstructured ensuring all sales orders you receive follow a single process through inSTREAM.
inSTREAM’s Intelligent Process Automation (IPA) solution negates time-consuming manual data extraction of both customer information and line item information including product description, product code, quantities and price from sales orders.
Once inSTREAM has extracted the data it is able to carry out further tasks to validate data including (but not limited to):
Verification of customer details
Matching line order details against product lists
Checks and measures including duplication, date validation, values add up to totals etc.
As an AI platform inSTREAM requires human interaction to learn. Through a user friendly interface inSTREAM collaborates with the order processing teams who teach it where to find key information, such as pricing, product codes and details, and customer information. inSTREAM learns from every sales order it processes, therefore as the volume of orders processed increases, its confidence and accuracy improve and the amount of interaction needed with humans decreases, enabling employees to focus on the complex, value-based tasks.
Reporting & Dashboards
inSTREAM’s dashboards and reports provide organisations with visibility of processes and people enabling monitoring of costs, quality, capacity and productivity leading to greater control. inSTREAM provides analytics and insights into:
Data audit trails
All information is kept within a secure environment, with appropriate access granted. InSTREAM provides organisations with a simple and powerful way to bring together documents into a secure repository and create reports for management information.
Full visibility of processes enables organisations to be fully GDPR compliant. Celaton is an ISO 27001:2013 certified organisation ensuring your data is protected. Celaton is certified as compliant with ISO 27001:2013 which is globally recognized as the premier information security management system (ISMS) standard. Celaton achieved certification by developing and implementing a comprehensive Information Security Management System (ISMS).
Celaton also delivers trusted Intelligent Process Automation solutions for Accounts Payable, Customer Correspondence handling and Delay Repay for train operators.