Key Solution Features:
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Intelligent automatic data extraction, validation and enrichment
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Header, footer and line item data extraction
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Continual process automation with Machine Learning AI algorithms
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Automatic emails to customers with any queries
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Seamless integration and automatic export to ERP, Finance systems and Order systems including Sage, SAP, Oracle, Microsoft Dynamics and many more
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Duplicate checks and error minimisation
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Multiple currencies and languages
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Pricing, PO and customer validation
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Anomalies and exceptions sent for human validation
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Secure document archive for instant access and compliance
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Real-time visibility through online dashboards and self serve MI reports
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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):
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Verification of customer details
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Matching line order details against product lists
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External compliance
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Checks and measures including duplication, date validation, values add up to totals etc.
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Credit checks
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Check account status (on-hold)
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Aggregate ‘same product’ orders
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Map product code variants
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Delivery date extraction and calculation
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Stock checks
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Handle / recognise re-ordering
Human in the Loop
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.
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:
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.
