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Workato > 实例探究 > Learn how Biopak used automation to reduce document processing time by 90%

Learn how Biopak used automation to reduce document processing time by 90%

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公司规模
Mid-size Company
地区
  • Pacific
国家
  • Australia
产品
  • Docparser
  • Netsuite
  • Workato
技术栈
  • Integration Platform
  • Document Parsing
  • Automation Software
实施规模
  • Departmental Deployment
影响指标
  • Productivity Improvements
  • Cost Savings
技术
  • 应用基础设施与中间件 - 数据交换与集成
  • 功能应用 - 企业资源规划系统 (ERP)
  • 自动化与控制 - 自动化与过程控制系统
适用行业
  • 包装
适用功能
  • 商业运营
  • 采购
用例
  • 过程控制与优化
服务
  • 系统集成
  • 软件设计与工程服务
关于客户
BioPak is a prominent global manufacturer specializing in compostable packaging solutions and environmental consultancy. Based in Bondi Junction, Australia, the company employs over 90 individuals and operates within the manufacturing sector. BioPak is committed to sustainability and works closely with a diverse range of suppliers and customers. This interaction necessitates the processing and management of numerous purchase order forms and invoices. As a leader in sustainable packaging, BioPak is dedicated to reducing its environmental impact while maintaining efficient business operations. The company is continuously seeking innovative solutions to streamline its processes and enhance productivity, aligning with its mission to provide eco-friendly packaging options to its global clientele.
挑战
BioPak faced significant challenges in document processing due to its manual nature. The company, which manufactures sustainable packaging, had to process and manage a large volume of purchase order forms and invoices weekly. The sales team was responsible for manually processing at least 1,000 purchase orders each week, with each order taking up to 30 minutes to process. This manual process was not only time-consuming but also prone to errors, leading to inefficiencies in operations. Jan Cerny, the Chief Technology Officer at BioPak, recognized the need for a more efficient solution to assist the sales team in handling document processing. The goal was to find a way to automate the process, reduce the time spent on each order, and allow the sales team to focus on more value-added tasks.
解决方案
To address the challenges of manual document processing, BioPak's IT team implemented an automated solution using Workato to integrate Docparser with Netsuite. This integration allows for the automatic extraction and transformation of data from documents according to BioPak's specific requirements. The process involves creating individual customer sales orders within Netsuite, with validation checks to ensure accurate data mapping to the correct customer. A notification is sent to the sales team for a final review before the sales order is made available to the warehouse for fulfillment. This automation significantly reduces the time spent on manual processing, allowing the sales team to focus on higher-value tasks. BioPak is also exploring the expansion of this automation to other departments, such as Finance, to automate account receivables, payables, and manage large volumes of documents from suppliers and customers. The ultimate goal is to eliminate manual involvement and free up human capital for more strategic activities.
运营影响
  • BioPak achieved significant time savings by automating the document processing workflow, allowing the sales team to focus on higher-value tasks.
  • The manual processing of documents was eliminated, reducing the potential for errors and increasing operational efficiency.
  • The automation solution provided the sales team with more time to refocus their priorities on other work, enhancing overall productivity.
  • BioPak is planning to expand the document processing automation to other departments, such as Finance, to further streamline operations and improve efficiency.
数量效益
  • Document processing time reduced by 90%.

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