Case Study
Value Through Flexible Document Management Along the Order Process
Problem
- Our large forestry customer needed support in building a solution for the management of a large body of documents generated along their order process.
- The solution needed to smoothly integrate with different systems across the globe, within the different steps of the value chain & with external systems, e.g., Custom Offices and Customers’ ERP systems.
- The solution needed to boost automation and be scalable.
Approach
- Clustering of the document types and relative end-to-end processes (from creation to archive).
- Identification of key users and their pain points.
- Definition of performance and financial KPIs to evaluate different solutions (build/buy).
- Identification of market and possible in-house solutions.
- RFI with potential providers with appropriate KPIs.
Results
- The three best solutions were identified.
- Evaluation process and KPIs to support the RFP defined.
- Prepared an RFP for the best three providers.
- Consolidation and analysis of all requirements and materials.
- Alignment with all internal stakeholders and players.
Business Value
Automation for the management of a large body of documents generated along the order process.
Tech & Methods
Industry
Client
Forestry Company
Our client is a large global forestry company with factories and operations around the globe.