A leading manufacturer and supplier of surface coatings was looking to transform their forms-based processes, to achieve seamless and optimized deliveries and issue-free invoicing. Infosys leveraging the established capabilities of Office 365, SharePoint, and Power Apps, not only brought seamless automation to their delivery and invoicing processes but also helped to rewrite employee experience and create a positive impact for back office, front-line, and third-party workers.
Key Challenges
Some of the key challenges that the organization faced due to the existing systems were -
- Manual filling of forms and spreadsheets
- Using Excel for report generation
- Stagnant operational visibility
- Schedule management systems inefficiencies resulting in scheduling conflicts and the need for frequent adjustments
- Delayed invoicing process due to lack of seamless, automated, and real-time integration across systems and people
- Poor employee and customer experience
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The Solution
To improve user experience and optimize operations, Infosys developed a next-gen collaboration application using the Microsoft Power Platform and SharePoint. The app provided role-specific features and incorporates O365 security protocols aligning seamlessly with the organization's security policies.
The solution was made available as desktop and mobile applications so that sales representatives, managers, other users, as well as drivers, could use it conveniently across various devices and locations. With SAP integration, the solution significantly streamlined and simplified the invoice processing.
- Sales -The Microsoft Cloud enabled automated scheduling and real-time delivery slot availability, enhancing sales representatives’ efficiency and accuracy.
- Delivery and end-customer – The all-digital solution eliminated conflicts keeping delivery drivers connected in real-time. This created a stress-free environment leading to satisfied customers.
- Finance - Automated invoice generation showcased scalability streamlining manual validation.
Reimagining workplace experience with Infosys Collaborative Apps
- Manual forms and spreadsheets to a fully automated PowerApps based modern system.
- In just two months, adoption grew from 20 to 130 stores, with a mapped plan for enterprise-wide expansion. This shift improved efficiency and productivity.
- User experience evolved from a legacy approach to a state-of-the-art mobile interface.
- Data management moved from being uncontrolled to well-governed, aligning with centralized security standards.
Benefits
Utilizing Infosys’ human-centric approach and Collaborative Apps, we successfully modernized the entire process, spanning from scheduling to invoicing
Increased Invoicing accuracy
A tailored module has removed invoice discrepancies that previously burdened the finance and invoice management team.
Productivity Improvement
Elimination of scheduling overlaps and errors reduced switching from manual forms and decreased rescheduling rates to under 5%.
Effort reduction
The non-PO invoice validation and processing efforts are reduced by 30%.
Improved Security
Standardized by aligning data controls with company-wide security and privacy policies leveraging O365 security standards.
Experience Enhancement
Real-time app access from any device for all stakeholders.
