Building Products
Plagued with order processing delays and human errors, the customer service team was looking to evolve past their current process, which involved taking in new orders manually by typing data from PDFs, email orders, and make-to-order (MTO) submissions into their core processing system.
Luckily, ProfitOptics was there to improve customer order efficiency and reduce the number of processing errors.
Using ProfitOptics proprietary technology platform, Catalyst, as an integrator between the processing system and third-party applications, ProfitOptics created data flows to process each type of customer order within the operation.
Rather than employees doing manual data entry for incoming purchase orders, Catalyst serves as a broker and instantly exchanges order details from emails, PDFs, documents, spreadsheets, and third-party systems automatically.
“ProfitOptics came to the table with ideas, questions, and an in-depth knowledge of our business. The solutions they built exceeded our expectations and have been a critical driver of our ability to support our record growth.”
Key Technologies
Contact Info
Increased Order Efficiency, Better UI/UX
instead of hours or days
since order data was auto-generated from files and emails rather than through human data entry
in order processing efficiency through workflow automation
or lower resource capacity; resources could jump between solutions
minimized customer service training requirements
