Universal Electronics Inc. (UEI) is the global leader in wireless control technology for the connected home. UEI designs, develops, and delivers innovative solutions that enable consumers to control entertainment devices, digital media, and home systems. In order to optimize the sales order processing system and to minimize the expense and time previously needed to service a customer UEI decided to implement Krystal EDMS and Workflow system.
Universal Electronics has a lot of customers worldwide that send orders for remote controls. Customers sent their order by faxes. The faxes would be collected by an employee and pass it to a processor, who then feed the order into the ERP system. A copy of the fax is sent to the Sales Representative who is responsible for the customer. Another faxed copy of the order is sent over to the Customer Service Representative (CSR), who is then responsible for fulfilling the order. CSR checks the inventory to see if the order can be fulfilled in time. If the parts are not in stock he contacts the buyer to order the parts. After the parts are received the buyer contacts the CSR to notify that the parts are available to fulfill the order. The CSR creates an associated Sales Order then contacts the customer and Sales Representative notifying them of the tentative ship date.
Most of the process listed above is paper intensive and it involves transporting paper from one desk to another. Cost for lost or damaged replaced documents is very high.
Aim of the automation process was to eliminate the paper trail.
Purchase orders are received by the fax server and converted into digital images. These are passed to the OCR engine. The OCR engine compares the incoming image to a set or predefined templates to detect the customer information. The customer information and the purchase order is then archived in the DMS repository.
As soon as the image is archived, a workflow case is started with Purchase Order as associated content.
The following diagram describes the steps of the workflow:
Whether your organization is looking to go paperless, manage digital content or automate document-driven processes, KRYSTAL DMS is the right Document Management System for your needs.
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