Manual handoffs are where margin disappears.
We automate order routing, inventory allocation, approvals, and document generation -- eliminating the manual work that slows your operation and creates errors.
Manual Processes Are Bleeding Margin
Service Scope
Automate order capture from EDI, email, portal, and phone channels into your ERP. Validation rules catch errors before they become shipment problems.
Match POs to invoices automatically, route exceptions for approval, and eliminate manual three-way matching. Reduce days payable outstanding and capture early-pay discounts.
Rules-based inventory allocation across warehouses, channels, and customer tiers. Replace spreadsheet-based allocation with governed, auditable logic.
Digital approval workflows with role-based routing, escalation rules, and SLA tracking. Every decision is logged and auditable.
Auto-generate quotes, sales orders, pick tickets, BOLs, and invoices from ERP data. Branded, accurate, and delivered to the right channel automatically.
Automated exception detection and routing -- backorders, pricing mismatches, credit holds, and shipping delays surfaced to the right person immediately.
Engagement Process
Document current-state workflows with swim lanes, handoff points, cycle times, and error rates. Identify the top automation candidates by ROI.
Design target-state automated workflows with business rules, exception handling, and integration points. Define governance and monitoring requirements.
Implement automations connecting your ERP, WMS, CRM, and communication systems. Iterative delivery with testing at each milestone.
End-to-end testing with real transaction data. Validate happy paths and exception paths. User acceptance before go-live.
Phased rollout with KPI dashboards tracking automation rates, error reduction, and cycle time improvements. Tune rules based on real production data.
Frequently Asked Questions
Every engagement starts with an assessment.
Not a proposal. Not a sales call. We tell you what we find, not what you want to hear. The Launchpad assessment maps your operation before any software work begins.