Talbot Marketing 利用 DocuWare 实现销售订单流程自动化
公司规模
1,000+
地区
- America
国家
- Canada
产品
- DocuWare
技术栈
- ERP system
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据交换与集成
适用行业
- Professional Service
适用功能
- 销售与市场营销
用例
- 过程控制与优化
服务
- 系统集成
关于客户
Talbot Marketing 是加拿大领先的促销产品、企业服装和制服供应商。该公司通过安全、认可、激励和产品发布等计划帮助客户利用其品牌并向客户和员工推销自己。Talbot Marketing 被评为加拿大 50 家最佳管理公司之一，该奖项是在对公司结构（包括战略、能力、承诺和投资回报率）进行严格审查后颁发的。该公司对创新技术的使用（例如 DocuWare 的实施）为这一享有盛誉的奖项称号做出了贡献。
挑战
Talbot Marketing 是加拿大最大的促销产品、企业服装和制服供应商之一，该公司在处理手动、纸质销售订单流程时遇到了困难。该流程需要使用马尼拉信封（称为票据）来收集与订单相关的所有文件。这包括从初始订单到艺术品审批、运输和开票的所有内容。然后，票据被从一个部门转移到另一个部门。这种方法耗时、容易出错，并且使文档检索变得困难。管理团队无法有效地管理现金流、平衡工作量、避免瓶颈并确保没有订单丢失或停滞。
解决方案
Talbot Marketing 实施了 DocuWare 来自动化其销售订单流程。销售订单现在要么先扫描，要么以电子方式导入 DocuWare，在那里它们在数字队列中等待，直到订单输入人员可以将它们输入到公司的 ERP 系统中。使用 DocuWare Smart Connect，ERP 系统中的数据被导入 DocuWare 并用于索引发票。这种方法消除了重复数据输入，并确保 DocuWare 中的发票索引字段和 ERP 中的数据一致，使文档检索变得快速而简单。现在，发票由销售订单号和销售代表的姓名索引，并使用数字印章以电子方式通过公司的工作流程。一旦艺术品获得批准，Talbot 就会向其供应商下订单，商品将直接运送给客户。一旦 Talbot 收到供应商的发票，它就会触发另一个工作流程向客户开具发票。
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