A businessman overlaid with cityscape and data, embodying the merger of leadership and technology

McNaughton-McKay Electric Company

Reading time: 1 min

Key Takeaways

⇨ 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.

 

More Resources

See All Related Content