Case Studies / EX-01

EX-01 · Wholesale Distribution

NorthBridge Industrial Supply

Quote-to-order handoff done manually across inboxes and ERP screens.

Fictional example: illustrative composite, not an anonymized client case.
Timeline

8 weeks from kickoff to handover.

Value

Projected annual impact: $182k recovered capacity.

Challenge

Inside sales retyped every approved quote into the ERP, creating delays, avoidable errors, and inconsistent margin controls during rush hours.

Scope Defined in Blueprint

  • Sales quote inbox monitoring and document normalization.
  • Order payload generation mapped to ERP line-item schema.
  • Margin-guard approval policy with escalation and audit logs.
  • Auto-notification to customer and order-status visibility for operations.

Automation Delivered

  • Email-to-order parser with line-item validation and duplicate checks.
  • Approval rules for margin thresholds before ERP write-back.
  • Automated customer confirmation with exception routing to Slack.
  • Daily reconciliation report for finance and operations leads.

5-Step Delivery Breakdown

Step 1

Discovery & Scope Lock

Baseline quote volume, handoff delay, and error cost with sales ops.

Output: Approved KPI baseline and mapped quote-to-order process.

Step 2

Solution Blueprint

Define parser rules, ERP mapping contract, and approval model.

Output: Signed blueprint with integration sequence and fallback path.

Step 3

Build + Validate

Ship parser and approval workflow, then validate on historical quotes.

Output: UAT evidence for extraction accuracy and order integrity.

Step 4

Production Cutover + Hypercare

Switch to live quote intake with rollback and daily monitoring.

Output: Stabilized production flow with incident log and fix cadence.

Step 5

Handover + Continuous Improvement

Transfer runbook ownership and prioritize phase-two opportunities.

Output: Ops runbook, SLA matrix, and monthly optimization backlog.

Outcome Metrics

Quote-to-order lead time

19h → 4.8h

-75%

Manual touches per order

7 → 2

-71%

Order input error rate

5.9% → 1.1%

-81%

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