Automate Direct Procurement
Location: Philadelphia
The Client
A global health and wellness focused consumer products company, known for its premium quality and innovative products.
Client operates in multiple markets worldwide, with a diverse customer base and a wide distribution network, which drives complexities in terms of ensuring seamless operations across different regions, managing supply chain complexities, and meeting the demands of it’s fast-growing customer base.
Project Statistics
Client Team Member: 5
Ignatiuz Team Members: 3
Project Duration: 5 Weeks
Business Issue
The procurement team seeks to streamline the conversion of demand and supply plans into individual purchase orders for contract manufacturers. The current procurement system in Microsoft Navision is inefficient and error-prone, requiring significant time and effort to generate individual purchase orders for each product from various suppliers with specific delivery dates. This results in a high level of non-productive work for the procurement team as they manage monthly direct purchase orders for every item.
Approach
To address the identified challenges, Accelance initiated a transformative approach by deploying a tailored Robotic Process Automation (RPA) solution to automate the direct procurement workflow.
This digital initiative involved the following steps:
- Materials stored at incorrect storage condition can make material unfit for production
- Data Access and Validation: Accessing and validating product-specific supply plan files (in xls format) to ensure accurate data extraction and validation.
- Data Transformation:
- Applying specific business rules to calculate requested delivery dates.
- Updating the requested delivery dates within the excel files.
- Applying business rules for split batch quantity calculations.
- Applying business rules for split batch quantity calculations.
- Accessing the client's Microsoft Dynamics NAV instance.
- Navigating to the relevant division/company within Dynamics NAV.
- Creating individual purchase orders based on the finalized supply plan.
Results
60% reduction in
processing time
Faster order
generation
Elimination of manual
data entry errors