Case study
System automation
Manufacturing industry
Situation analysis
The sales team at a manufacturing company were tasked with processing sales manually, with these results:
- Personnel hours wasted by repetitive tasks
- Lack of uniformity in output documents
- Human error led to inaccuracies and omissions
- No database of sales information = no central source of truth
- Difficulty tracking the progress of orders through the fulfillment process
- Use of physical documentation that is easy to damage or misplace
Solution
The solution created by GoalSeek to solve these problems was an MS Excel tool that collects the following data:
- Product details from sales database housed in SQL
- Images from OneDrive online directory
- Quality Control Forms generated by Excel
- The tool then compiles this data and outputs the following:
- Sales records in the database with status for progress tracking
- A PDF file containing all components of the order
repetitive tasks automated
always accurate
digital documents
Outcomes
The results of the implementation of our solution:
- Significantly quicker to process orders = personnel hours saved
- A uniform professional look to the documentation, every time
- Automation minimises the potential for human error
- A sales database = one central, indestructible source of truth
- Easy traceability of orders throughout the fulfilment process
- Solution that leads the user through the process step-by-step
- PDFs saved to OneDrive = no more lost/damaged documents
GoalSeek have saved my staff several hours each month by automating reports. Complex tasks have now become simple. They are also great to work with.