Sales order automation promises to revolutionize the way companies do business and transform the sales order process from a cost center to a source of new business insights and greater customer satisfaction. While any digital transformation initiative may seem daunting when taking your first steps, there are tons of real world examples where companies have been able to walk before they run to deliver process improvements that translate into a quick return on investment.
The good news is that companies no longer need to be pioneers, relying on custom coding or early proof of concepts to deliver on the promise of end-to-end process automation for customer sales orders. The way in which successful companies evolve to embrace new systems and processes is well paved by now, and often follows four stages:
Step 1: Build and formalize your internal competencies. When it comes to adopting and embracing new technologies, companies have to learn to walk before they can run. Establishing and tracking the right metrics and focusing on continuous process improvement define the first stages of a successful implementation.
Acquiring new skills to adapt to automated processes may require a team’s culture to evolve as part of the process. As in many cases, it’s this human factor that often gets over-looked when considering the obstacles to success. Making sure to get buy-in from stakeholders at all levels, keeping them engaged and empowered is often key at this early stage to get the team thinking less but the way things have always been done and embracing the best way to achieve common goals.
Step 2: Know the rules, then break them. Once the customer service department has confidence in new systems and processes, the company can begin to realize a return in investment, benefitting from efficiency gains and process visibility and control. NOW is the time to look at new business rules or process improvements to drive even greater efficiency and boost KPIs
Step 3: Simplify and Streamline. Straight through processing of customer sales orders is the ultimate goal for any organization, resulting in a seamless system (or connected ecosystem) that is reliable and repeatable each step of the way. This is the stage at which departments and their staff let go of manual tasks that often linger until everyone has gained enough confidence to deliver integration among various systems.
This stage also involves continuing to tighten the rules, optimize sales order processes and modify workflows based on feedback, and from the business and learning.
Stage 4: Ongoing Improvement. In the final stage, companies have achieved fully automated processes, with access to KPIs that allow them to continually monitor and improve. At this stage, companies consolidate changes from stakeholders, share successes and set new targets for improving SALES ORDER performance—or share their knowledge with other departments and broaden the reach of innovation within the organization.
Artsyl Technologies helps organizations to take the pain out of their sales order processes by automating the most inefficient and error-prone tasks—including document handling and data entry. By relying on Artsyl’s docAlpha Transformation Platform and OrderAction application, customer service teams can transform scanned paper and digital orders into actionable information that is automatically entered into their ERP system. The result? Shorter cycle times, fewer errors and better process visibility and control.