公司规模
Large Corporate
国家
- United States
- China
产品
- DocuWare
技术栈
- Electronic Document Management
- Digital Workflow
- Automatic Indexing
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
- Customer Satisfaction
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用功能
- 销售与市场营销
- 商业运营
用例
- 供应链可见性(SCV)
- 库存管理
服务
- 系统集成
关于客户
PEER 轴承公司是一家充满活力、以客户为中心的制造商,为全球市场提供有价值的解决方案。该公司提供各种轴承和轴承相关产品,包括径向球轴承、带座轴承、圆锥滚子轴承、农业轴承和密封件。PEER 拥有通过 TS 16949 认证的制造设施,高度重视质量保证,为农业、暖通空调 (HVAC)、电气、传动和物料搬运行业(但不限于此)的顶级 OEM 和分销公司提供服务。该公司总部位于伊利诺伊州,在美国、南美、欧洲和中国设有销售和制造工厂。
挑战
PEER Bearing Company 是一家全球轴承及轴承相关产品制造商,其销售订单工作流程面临挑战。该公司使用手动流程和传真传输相结合的方式接收客户订单。下订单后,会打印确认订单条款的确认书并传真回客户。此流程非常耗时,而且纸质文件容易丢失或放错。这些重要的销售记录存储在文件抽屉中,最终被转移到仓库的盒装仓库中。每周需要近 140 个工时来整理和归档订单文件。由于办公室里有这么多纸质文件,员工总是离开办公桌去查找所需信息。该公司每年在打印和传真方面花费 18,000 美元,此外在传真、归档和检索纸质文件方面的人工成本为 42,000 美元。
解决方案
PEER Bearing Company 实施了 DocuWare,以简化其销售订单工作流程。该公司之所以选择 DocuWare,是因为其实施简单、成本低、可扩展且平台灵活。使用现有的复印机扫描纸质文件,实施了部门的文档管理系统。DocuWare 和 PEER 的纸质系统并行运行了几周,直到员工熟悉了新系统。如今,无论订单是通过电话、传真还是电子邮件收到的,它们都会以电子方式处理,并通过 DocuWare 的工作流程发送给正确的员工。一旦 CSR 处理了订单,他们就会发出销售订单确认书,该确认书会根据系统中每个帐户的规则通过 DocuWare 自动传真或通过电子邮件发送给客户。订单、销售订单确认书和采购单会自动编入索引并存储在 DocuWare 中,将这些重要信息链接在一起。
运营影响
数量效益
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