Best Practices to Automate Email into EDI Order Entry

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Brighter Possibilities. © Copyright 2016. All Rights Reserved.

Best Practices to Automate Email into EDI Order Entry

Mark Toffoli, Director of Sales

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• Current Manual Workflow & Challenges

• Conexiom Process & Benefits

• Demonstration

• Sample Customer Stories

• Learning More

• Q&A

Agenda

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Current Manual Workflow & Challenges

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Challenge: Costly Errors and Disgruntled Customers

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Challenge: Delays in Order Cycle Times

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Challenge: Fluctuating Order Volumes

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1. Costly errors and disgruntled customers

2. Delays in order cycle times

3. Fluctuating order volumes

4. Backlog of orders awaiting manual processing

5. High cost of processing each order

6. Lost or misplaced orders

7. Long response times to customer inquiries

8. Low visibility

9. Failing to actually connect with your customers

10. A mountain of paper to be processed and archived

Order Processing Challenges

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Current Manual Process

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Conexiom Process & Benefits

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Conexiom Automated Process

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• Speeds up order processing (improves time to cash)

• Eliminates costly keying errors when entering orders

• Saves the cost of manual order entry (improves productivity)

• Frees up staff to better serve customers

• Lowers overall cost to transact business (reduced head count)

Benefits of Sales Order Automation

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• Suppliers with EDI and E-commerce capabilities are still not achieving 100% electronic ordering from their customers

EDI

• Some customers are not EDI-capable or unwilling due to financial, timing, or technical constraints

E-commerce

• Customers that require a purchase order to receive against don’t want to enter their orders a second time in the supplier’s E-commerce website

Market Situation

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Demonstration

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Buyer creates a PO (in Peachtree in this example…)

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Sample PO

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PO is emailed to you…

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Order arrives in your Inbox…

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You simply forward the email to Conexiom…

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Conexiom acknowledgement sent via email…

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Conexiom extracts the data with 100% accuracy based on your business rules and transforms it to XML…

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Order arrives in your system as a sales order…

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Sample Customer Stories

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Customer Quotes “We chose Conexiom because it eliminates duplicated effort and makes us easer to do business with.”

Ian Hardgrove, Senior Vice President, Corporate Communications and Enterprise Services at 3M

“It used to take about 45 days to get paid. But with Conexiom, we’re getting paid about 15 days sooner.”

Kelly Young, VP of Operations at Shop Tools

“We’ve moved beyond handling orders to actually helping our customers with their needs.”

Jim Swisher, Shared Service Manager at

Kirby Risk Electrical Supply

“It’s similar to doing an EDI implementation without having to get the customer involved.”

Chad Olson, Director of IT at Field Fastener

“We’ve shifted our CSR team away from manually keying orders and created space for other tasks, like in-depth customer service.”

Eric Cuellar, Manager of Administrative Logistics at ERIKS Seals

“Not only did we save time by avoiding manual entry, but we gained an extra 20-30 minutes to spend on other tasks. It’s a true success.”

Dave Christoffel, Customer Service Supervisor at Revere Electric

“The part that impresses me most is Conexiom’s ability to take a manual order process and reduce the time spent on it to virtually nothing.”

Denny Wyss, Senior Project Manager at McNaughton-McKay

“Conexiom offers significant time savings on large orders and allows us to meet our EDI requirements with suppliers.”

Richard Laramee, Vice President at Electro-Matic

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Background

• Leading provider of electrical, automation, lighting, and power distribution solutions for electrical systems. Have 38 supply locations across mid-west.

Challenge

• Introduce a solution that would enable them to be more efficient in the way they processed orders, allowing them to effectively do more with less

Solution

• Transform customer orders received via email and those printed and faxed and transform them into electronic sales orders automatically

Key Results

• Reduced entry of purchase orders from 15 minutes to seconds without touch by CSR

• CSRs moved away from transactional nature of order entry to focus on actual customer service activities

• Analyzed customer accounts based on their history, evaluated performance, and identified trends

Kirby Risk Electrical Supply

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Background

• Electrical and automation distributor based out of Chicago with eight locations across the Midwest

Challenge

• Streamline order processing to better serve customers, especially those with long, standardized orders

Solution

• Automation has eliminated entry errors by ensuring 100% data accuracy, reducing costly returns and rush orders

Key Results

• Eliminated 20-30 minutes data entry time per order for complex orders

• Saved an average of 80% of time processing orders

• Conexiom processes over 4,000 order lines exceeding $1.2m in revenue each month

Revere Electric

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Learning More

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• Send an email to [email protected]

• Visit conexiom.com Request a presentation/demo

View a guided tour

Download a case study/ebook

• Contact Info Mark Toffoli

866-447-9608 ext. 107

How Can I Learn More?

mailto:[email protected]

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Q&A

Best Practices to Automate Email into EDI Order Entry

Education