Talbot Marketing Automates Sales Order Process with DocuWare
Customer Company Size
Large Corporate
Region
- America
Country
- Canada
Product
- DocuWare
Tech Stack
- ERP system
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Customer Satisfaction
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
- Professional Service
Applicable Functions
- Sales & Marketing
Use Cases
- Process Control & Optimization
Services
- System Integration
About The 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.
The 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.
The 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.
Operational Impact
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