Enabling sustainable business growth with process automation

In today’s technological landscape, businesses are increasingly looking for ways to streamline and optimize their internal and external processes, through which, businesses can boost the quality of service, efficiency, and production rate at a rapid pace.

At Fortude, we’ve carried out a number of process automation projects for a variety of clients. In this article, I will showcase some of the interesting process automation solutions that we delivered.

A retailing company with high volume sales per day has customers who primarily make purchases on credit. As a result, most customers end up exceeding their credit limits before the business has time to notice. Even if the business identifies that a customer has exceeded their given credit limit, the time taken for this limit breach to be raised to management for approval or rejection took a long time. This often results in delays leading to customer frustration.

We worked with the customer to define their credit limits in the system and associated these limits with the orders. Now, when a customer makes a new order, the total order value is checked against their current credit limit. If an order exceeds the set credit limit, the system blocks the order and prevents the order from being further processed. At the same time, an email alert is sent to the management with the relevant details to check and approve or reject the credit limit breach. The solution allowed the users to control customer credit limits.

A manufacturing company has a high number of items created per day. These items need to be created in the system by the product design team; however, once they’ve created the item, it needs to be approved by the head of the team followed by the purchasing and finance departments updating the information related to the item in the system. The inefficient cross-departmental communication between individuals from different physical locations made way for miscommunication, inaccuracies, and delays.