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.
