Implementing Best Practices for Their Clients and Themselves
Customer Company Size
Large Corporate
Region
- America
Country
- United States
Product
- DocuWare
- Oracle ERP system
- Salesforce CRM system
Tech Stack
- Excel
- FTP
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Productivity Improvements
- Customer Satisfaction
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions
- Sales & Marketing
- Business Operation
Use Cases
- Supply Chain Visibility
- Inventory Management
- Demand Planning & Forecasting
Services
- System Integration
- Software Design & Engineering Services
About The Customer
Toshiba Business Solutions is a network of wholly owned office equipment dealers throughout the United States. They provide their clients with software solutions to help capture, manage, deliver and secure documents. They also offer printing systems such as MFPs, barcode printers and fax machines. Toshiba Business Solutions is a division of Toshiba America Business Solutions or TABS, one of seven divisions of the Toshiba Company. The company is focused on developing Best Practices and evaluated its sales order processes, from order inception to payment, and decided to implement a document management solution.
The Challenge
Toshiba Business Solutions, a network of wholly owned office equipment dealers throughout the United States, was looking to streamline its sales order processes, from order inception to payment. The company wanted to implement a document management solution that would simplify information access by multiple departments, speed up the time it takes to process an order, and integrate with their Oracle ERP system and Salesforce CRM system. The company also wanted to create a full audit trail and standardize procedures between different locations. The tasks included streamlining workflow, simplifying information access, and speeding up order processing time to improve Days Sales Outstanding.
The Solution
Toshiba Business Solutions implemented DocuWare, a document management solution, to manage sales orders from origination through payment. The solution was initially rolled out to the Texas offices, but due to its success, it was expanded to every Toshiba Business Solutions office in the United States. Each time a sales order is created by a sales Account Executive a coversheet or passport is created using an Excel template then saved to a watched folder along with the sales order. The information on the passport is used to automatically index and route the document through an established workflow, allowing many departments to access different parts of an order simultaneously. The passport provides a place for notes and electronic stamps. It records a document’s “travel history” and becomes part of the audit trail. In order to eliminate double data entry and improve record quality, DocuWare is integrated with several other key business applications.
Operational Impact
Quantitative Benefit
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