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Streamlining Document Processes: A Case Study on EBP Supply Solutions
技术
- 分析与建模 - 计算机视觉软件
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 建筑物
- 运输
适用功能
- 物流运输
- 销售与市场营销
用例
- 库存管理
- 最后一英里交付
服务
- 系统集成
挑战
EBP Supply Solutions 是一家商业清洁和食品服务供应商，其文档管理流程面临着重大挑战。该公司为美国东部的客户提供服务，但报告流程效率低下。报告打印在绿条纸上，并手动发送给三座不同建筑物的接收者。该公司的 50 名销售代表将从他们的 IBM i（AS/400、iSeries）系统收到数百页的报告，这些报告必须手动分离和分发。此外，EBP 还需要处理大量文档打印，每个订单都需要交货单和发票。该公司每月还打印数千份 AR 报表，所有这些报表都必须单独打印，从而导致每月产生数万份文档。财务部门还因交付证明 (POD) 的请求而不堪重负，这需要耗时的打印、扫描和通过电子邮件发送文档的过程。
关于客户
EBP Supply Solutions 是一家家族企业，成立于 1918 年。该公司为美国东部的客户提供商业清洁和食品服务用品。他们在三个仓库中运营，并拥有 50 名销售代表，为该地区提供服务。 EBP 拥有大约 30,000 名客户，每个客户都有不同的交付时间表。有些客户每天接受服务，有些每周接受服务，有些每月接受服务。该公司每天派出约 50 辆送货卡车向客户送货，总共运输约 700-800 个订单。
解决方案
为了应对这些挑战，EBP 实施了 Webdocs 文档管理系统。最初，他们使用 Fortra 软件将假脱机文件转换为 PDF 并将其通过电子邮件发送给收件人，从而消除了对纸张的需求，并允许收件人在移动设备上查看报告。他们还使用 Webdocs 创建和交付报告拆分器来自动分离销售代表的假脱机文件报告并通过电子邮件发送。这使得流程更快，并且无需手动分离报告。为了使文档流程更加高效和专业，EBP 开始将 Webdocs 与激光打印机结合使用来创建整洁的品牌发票、票据和报表。他们还重新设计了处理 POD 的流程。现在，当创建交货单时，也会自动创建发票。当签名的交货单被扫描为 POD 时，Webdocs 会自动将其与发票进行匹配，并将其通过电子邮件发送给客户。 EBP 还计划将其电子商务网站与 Webdocs 集成，以允许客户自助访问其帐户文档。
运营影响
数量效益
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