DocuWare Case Studies Talbot Marketing Automates Sales Order Process with DocuWare

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	Talbot Marketing Automates Sales Order Process with DocuWare DocuWare

Talbot Marketing Automates Sales Order Process with DocuWare

DocuWare

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries	Professional Service
Applicable Functions	Sales & Marketing
Use Cases	Process Control & Optimization
Services	System Integration
Challenge	Talbot Marketing, one of Canada’s largest providers of promotional products, corporate apparel, and uniforms, was struggling with a manual, paper-based sales order process. The process involved using a manila envelope, referred to as a docket, to collect all documents relating to an order. This included everything from the initial order, to artwork approval, and shipping and invoicing. The docket was then transferred from department to department. This method was time-consuming, prone to errors, and made document retrieval difficult. The management team was unable to effectively manage cash flow, balance workloads, avoid bottlenecks, and ensure no orders were lost or stalled. Read More
About Customer	Talbot Marketing is a leading provider of promotional products, corporate apparel, and uniforms in Canada. The company helps its clients leverage their brand and market themselves to customers and employees with programs like safety, recognition, incentives, and product launches. Talbot Marketing is recognized as one of Canada’s 50 Best Managed Companies, an award given after an intense review of the company’s structure, including strategy, capability, commitment, and return on investment. The company's use of innovative technology, such as the implementation of DocuWare, contributed to this prestigious award designation. Read More
Solution	Talbot Marketing implemented DocuWare to automate its sales order process. Sales orders are now either scanned first or imported electronically into DocuWare where they wait in a digital queue until the order entry staff can input them into the company’s ERP system. Using DocuWare Smart Connect, the data from the ERP system is imported into DocuWare and used to index the invoice. This method eliminates double data entry and ensures that the invoice index fields in DocuWare, and data in the ERP is consistent, making document retrieval quick and easy. The invoice is now indexed by the sales order number and the sales representative’s name and routed through the company’s workflow electronically using digital stamps. Once the artwork has been approved, Talbot places an order with their supplier and the merchandise is shipped directly to the customer. As soon as Talbot receives the invoice from the supplier, it triggers another workflow to invoice their customers. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Industries

Professional Service

Applicable Functions

Sales & Marketing

Use Cases

Process Control & Optimization

Services

System Integration

Challenge

Talbot Marketing, one of Canada’s largest providers of promotional products, corporate apparel, and uniforms, was struggling with a manual, paper-based sales order process. The process involved using a manila envelope, referred to as a docket, to collect all documents relating to an order. This included everything from the initial order, to artwork approval, and shipping and invoicing. The docket was then transferred from department to department. This method was time-consuming, prone to errors, and made document retrieval difficult. The management team was unable to effectively manage cash flow, balance workloads, avoid bottlenecks, and ensure no orders were lost or stalled.

About Customer

Talbot Marketing is a leading provider of promotional products, corporate apparel, and uniforms in Canada. The company helps its clients leverage their brand and market themselves to customers and employees with programs like safety, recognition, incentives, and product launches. Talbot Marketing is recognized as one of Canada’s 50 Best Managed Companies, an award given after an intense review of the company’s structure, including strategy, capability, commitment, and return on investment. The company's use of innovative technology, such as the implementation of DocuWare, contributed to this prestigious award designation.

Solution

Talbot Marketing implemented DocuWare to automate its sales order process. Sales orders are now either scanned first or imported electronically into DocuWare where they wait in a digital queue until the order entry staff can input them into the company’s ERP system. Using DocuWare Smart Connect, the data from the ERP system is imported into DocuWare and used to index the invoice. This method eliminates double data entry and ensures that the invoice index fields in DocuWare, and data in the ERP is consistent, making document retrieval quick and easy. The invoice is now indexed by the sales order number and the sales representative’s name and routed through the company’s workflow electronically using digital stamps. Once the artwork has been approved, Talbot places an order with their supplier and the merchandise is shipped directly to the customer. As soon as Talbot receives the invoice from the supplier, it triggers another workflow to invoice their customers.

Impact #1	The implementation of DocuWare has made the sales order process more efficient and transparent. Management can now see at-a-glance how many orders are waiting to be processed, where they are in the process, and the value of each order. This allows them to better manage cash flow, balance workloads, avoid bottle-necks and ensure no orders are lost or stalled.
Impact #2	The use of DocuWare Smart Connect has eliminated double data entry and ensured consistency between the invoice index fields in DocuWare and data in the ERP system, making document retrieval quick and easy.
Impact #3	The digital workflow has streamlined the process from order placement to customer invoicing, improving overall operational efficiency.

Impact #1

The implementation of DocuWare has made the sales order process more efficient and transparent. Management can now see at-a-glance how many orders are waiting to be processed, where they are in the process, and the value of each order. This allows them to better manage cash flow, balance workloads, avoid bottle-necks and ensure no orders are lost or stalled.

Impact #2

The use of DocuWare Smart Connect has eliminated double data entry and ensured consistency between the invoice index fields in DocuWare and data in the ERP system, making document retrieval quick and easy.

Impact #3

The digital workflow has streamlined the process from order placement to customer invoicing, improving overall operational efficiency.

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Overview

Talbot Marketing Automates Sales Order Process with DocuWare

Operational Impact