Case Study

CRM Report Formatter

EDI Automation - 64 man-hour to 15 minutes saving. Zero order re-entry errors per week.

8 weeks (pre-AI assisted) Concept to Deploy
EDI Purchase Order Download, Review, and Transmit 15 minutes per week

The Challenge

Remote manufacturing plant with small purchasing group reviewing weekly MRP requirements, manually creating multiple purchase orders for each supplier and distributor, faxing, each supplier manually re-entering each line item.

The existing process involved:

Pain Point: Inefficient paper-to-computer re-entry for customer and suppliers. One wrong or missing part number would shut the production line down. Happened frequently.

The Solution

EDI Automation. Download MRP requirements, quick review, transmit, done.

Key Features:

  • Simple and fast: Import MRP flat file, review, transmit. 15-minute process.
  • Eliminates Errors: Machine-to-Machine. No human re-entry of part number, quantity, required date needed.

The system a custom Windows desktop application with local database.

Results & Impact

Went from 2 people x 4 days of work, to 1 person for 15 minutes

Adoption: Used weekly by customer for 10+ years.

Technology Stack

Clarion (Softvelocity) Database Application Generator

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