10 Steps To Managed Sales Order Automation Implementation

10 Steps to Successful Managed Sales Order Automation Implementation

10 Steps To Managed Sales Order Automation Implementation | B2BE

In this article, we outline the 10 essential steps to successful managed sales order automation implementation.  If you missed it, you can also check out our Sales Order Automation Implementation FAQs here.

As we stand on the cusp of the automation era, the decision to embark on a journey to revolutionise your order management is before you. You’ve weighed the options, understood the challenges, and seen the promises of Sales Order Automation. Now, it’s time to take that crucial step forward. But here’s the question: Which path will you choose?

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Your journey begins with a fundamental decision: Will you opt for Sales Order Automation, where you take the reins and manage OCR changes, or will you embrace the seamless world of Managed Sales Order Automation, where the complexities are expertly navigated for you?

Sales Order Automation: Pioneering OCR Management

In the realm of Sales Order Automation, you become the pioneer of OCR management. You’ll oversee the templating and guide the system’s learning process. It’s a path chosen by those who prefer a more hands-on approach, where you have control over the fine-tuning of OCR algorithms. This option therefore empowers you to tailor the system to your specific needs and preferences.

Managed Sales Order Automation: Your Guided Odyssey

Alternatively, Managed Sales Order Automation offers you a guided odyssey into efficiency. In this journey, OCR changes and corrections are expertly managed by professionals who specialise in the intricacies of order processing. The entire process, from order capture to error resolution, is meticulously handled, leaving you with the freedom to focus on the bigger picture—growing your business.

Managed Sales Order Automation White Paper | B2BE Resources


The Steps to Sales Order Automation Implementation

As we venture deeper into the realm of Managed Sales Order Automation, the path to transformation becomes clearer. The decision to embrace this future is the first step, but what comes next? How do you embark on this journey with confidence and ensure a seamless transition? Here’s your step-by-step guide:

Step 1: Define Your Goals and Needs

Firstly, begin by setting clear objectives for your automation journey. What are your specific goals? Are you aiming to reduce errors, improve order processing speed, or enhance the customer experience? Understanding your needs will help you make informed decisions moving forward.

Step 2: Choose a Trusted Provider

Selecting the right partner is critical. You’ll want a provider with a proven track record in Sales Order Automation. Trusted providers like B2BE have the expertise and experience to guide you through the process seamlessly.

Step 3: Assess Your Current Processes

It’s important to take a close look at your existing order management processes. Identify bottlenecks, pain points, and areas where automation can make the most significant impact. Understanding your current state is essential for crafting an effective automation strategy.

Step 4: Customise the Solution

Whether you choose Sales Order Automation or Managed Sales Order Automation, customisation is key. Work with your provider to tailor the solution to your specific needs, including OCR templates, data capture requirements, and workflow configurations.

Step 5: Data Migration and Integration

Smooth data migration and integration with your existing systems are vital for sales order automation implementation. Because of this, you should ensure that your provider has a well-defined plan for migrating your data and seamlessly integrating the new system into your operations.

Step 6: Training and Onboarding

Training your team on the new system is crucial for a successful transition. Your provider should therefore offer comprehensive onboarding and training programs to ensure your staff are confident and capable in using the new technology.

Step 7: Testing and Quality Assurance

Before fully implementing the solution, conduct thorough testing and quality assurance checks. This step ensures that the system operates as intended and aligns with your goals.

Step 8: Go Live

Once you’re confident in the system’s functionality, it’s time to go live. Work closely with your provider to plan the transition, and be prepared for any initial adjustments or fine-tuning that may be needed.

Step 9: Continuous Improvement

Your journey doesn’t end with implementation. Continuous improvement is also essential. Regularly assess the system’s performance, gather feedback from your team, and collaborate with your provider to make refinements and optimisations.

Step 10: Monitor and Measure

Finally, implement key performance indicators (KPIs) to monitor the system’s impact on your operations. Measure improvements in efficiency, error reduction, and customer satisfaction to gauge the success of your automation journey.

Managed Sales Order Automation White Paper | B2BE Resources



In conclusion, as you embark on your journey to Managed Sales Order Automation implementation, remember that choosing a trusted provider like B2BE is your key to success. By following this step-by-step checklist and working closely with your chosen partner, you’ll unlock new levels of efficiency, customer satisfaction, and operational excellence. The future of order management is within reach, and your journey has the potential to reshape your business for the better.

Ready to take the next step? Contact our dedicated sales team today.

About B2BE

B2BE delivers electronic supply chain solutions globally, helping organisations to better manage their supply chain processes, providing greater levels of visibility, auditability and control. We’re driven by a passion for what we do, inspired by innovation, and underpinned by a wealth of knowledge. With over 20+ years of experience, the B2BE teams operate worldwide.

For more information, visit www.b2be.com.

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