Order and Quote Automation

Overview

SchoolHealth Inc., a leading provider of health and safety solutions for schools, sought to streamline their order and quote management process to improve efficiency, accuracy, and turnaround time. Tytan Technology was contracted to develop an automation solution that would reduce manual efforts, enhance processing speed, and improve data accuracy.

Challenges

Before automation, SchoolHealth Inc. faced several challenges:

• Manual order processing led to delays and inefficiencies.
• Errors in quote generation due to human intervention.
• Lack of real-time tracking for orders and quotes.
• Scalability issues as the business expanded.
• Integration challenges with existing ERP and CRM systems.

Solution Delivered by Tytan Technology

Tytan Technology designed and implemented a comprehensive Order and Quote Automation solution, integrating Automation and intelligent workflows to streamline operations.

1. End-to-End Order Processing Automation

• Implemented an automated order capture system that extracted order details from emails and web submissions.
• Integrated the system with SchoolHealth Inc.’s ERP and CRM for seamless data flow.
• Introduced real-time tracking and status updates, enabling better visibility and customer communication.

2. Intelligent Quote Management System

• Automated quote generation based on predefined pricing rules and inventory levels.
• Incorporated AI-powered validation to detect errors and discrepancies before submission.
• Enabled instant approvals and modifications with role-based access for sales representatives.

3. System Integrations for Enhanced Efficiency

• Connected the automation system to existing Platforms (SharePoint, Microsoft Dynamics) to ensure real-time data synchronization.
• Integrated email and notification systems for automated communication.
• Developed an MS List with reporting and insights for better decision-making.

Achievements & Business Impact

• >50% Reduction in Order Processing Time: The automation significantly decreased manual intervention, enabling faster turnaround.
• 100% Accuracy in Quote Generation: AI-driven validation eliminated human errors, leading to more precise quotes.
• Improved Scalability: The solution was designed to handle increased order volumes without additional manpower.
• Seamless CRM Integration: Ensured end-to-end visibility of order and quote management processes.
• Enhanced Customer Experience: Real-time tracking and proactive notifications resulted in higher customer satisfaction.

Conclusion

Tytan Technology’s Order and Quote Automation solution transformed SchoolHealth Inc.’s operations, enabling them to scale efficiently while improving accuracy and responsiveness. By leveraging Automation, AI-driven validation, and seamless integrations, the company now operates with a streamlined, data-driven approach, setting a benchmark for efficiency in the industry.

For businesses seeking to automate and optimize order and quote processes, Tytan Technology delivers cutting-edge solutions to drive operational excellence and business growth.