Key Takeaways
What you need to know
Conexiom captures data from a purchase order and seamlessly transforms it into a sales order in the ERP system.
The SaaS automation solution delivers touchless document processing with 100% data accuracy
This type of automation resolved McNaughton-McKay’s issues with resource restraints and the potential for dataentry errors.
As a busy distributor, McNaughton-McKay enjoyed efficient order processing with many of their EDI-enabled customers. But many medium and large companies still processed orders via paper or phone. To accommodate these customers, McNaughton-McKay staffed a team of customer service representatives (CSRs) to manually re-enter customer information, which led to several challenges:
- CSRs spending hours each day on data entry as opposed to interacting with
clients - The opportunity for human error when keying purchase orders into the ERP
system as sales orders - Allocating time for returns, exchanges, and rebills for inaccurate orders
McNaughton-McKay looked for a solution that could seamlessly and accurately
process orders while allowing CSRs to serve customers instead of processing
paperwork.