Intelligent Workflow Automation – A complete guide

Workflow is a series of activities that cumulate into a complete task or a process. In a standard scenario, the execution of each activity entails the direct involvement of one or two human resources. But each process has specific recurring tasks that are minor in nature but integral to every operation and involve many hours of productivity. These time-intensive and laborious workflows slow down the subsequent processes and hamper the efficient execution of each function.

Intelligent Workflow Automation speeds up those tasks and completes them without human involvement. Obviously, automation can be applied to other intricate areas, but the implementation of workflow automation should start from simple, rule-based job roles. Once these simple yet intricate processes are automated, the rest of the pieces fall into place.

Traditional workflow management challenges

At a granular level, opening an email and extracting information from the long trail can be a minor task in a process. Conventionally, an employee would have to scan through long email trails to identify the specific email, download attachments, if any, or simply copy information and enter it in a centralized database. As simple as it may sound, the task can be tricky and time-intensive. This is because enterprises are already burdened by the weight of emails being exchanged daily. And some email trails can be pretty lengthy. The time spent on the task could have been better utilized in a more value-added role. If scanning emails, extracting data, and updating the database could have been automated, the rest of the tasks following it would have been executed in less time.

The above example highlights the challenges of conventional methods of task execution. Given the increasing market competition, companies can no longer afford to invest time and resources in simple data-entry tasks when other critical processes are left to execute within narrow deadlines. The example also alerts us about the diminishing efficiency of the resources and raises concerns about possible errors being committed additionally.

Here are a few obstacles faced by traditional workflow management:

Workflow automation takes the human, time, and error factors out of the processes and connects all on a unified platform to improve the visibility and transparency of operations. As a result, the above-mentioned challenges are duly addressed, allowing enterprises to execute more tasks in much lesser time.

Reasons for using Intelligent Workflow Automation

The above-mentioned challenges are strong enough to convince us why Intelligent Workflow Automation is necessary to catch up with the volatile digital world.
However, other factors are involved in governing enterprises’ decisions for workflow automation.

What is an Intelligent Workflow Automation?

Workflow automation orchestrates advanced technologies like Automation and AI, analytics, and skills to transform how work is done at a fundamental level. Intelligent Automation solutions minimize process frictions and provide insights into existing task executions to help enterprises improve their approaches immediately. It unlocks value and hidden opportunities for further improvement and efficiency. Needless to say, workflow automation is the perfect fit in the modern era of digitalization and hybrid work culture.

Significance of Intelligent Workflow Automation

Workflow automation has tremendous significance across all industries, specifically those with processes involving repetitive, non-intellectual tasks. These tasks could be quickly completed at record speed by keeping humans out of the loop. Furthermore, such workflows are usually rule-based and require no intelligent decision-making. Simply put, a robot emulating human behaviors like RPA or an automated software system can efficiently execute them without downtime or errors.

The objectives of Intelligent Workflow Automation are:

How does workflow automation improve end-to-end visibility?

The purpose of migrating the organizational structure to the digital space is to bridge the existing department gaps. By breaking down the walls and siloes, enterprises can achieve some form of end-to-end visibility. This is truly important at a time when data-driven decisions are prioritized to stay competitive. Hence, every process and every department should work in perfect tandem, exchanging data to maintain the workflow.

With solutions like Intelligent Workflow Automation, companies can induce a high degree of integration and visibility into their existing processes. As against traditional methods, enterprises today can add a technology layer over their in-house applications and connect those processes, data, and resources. Automation, AI, and Analytics are vital enablers in integrating an end-to-end workflow that offers complete visibility and transparency of operations.

Intelligent Workflow Automation – What does it mean for employees?

Intelligent Workflow Automation can be seen as a blessing in disguise for in-house resources. And the first impact could be seen in their high morale, leading to lesser employee turnover for a company.

Initially, software bots were deemed suitable for handling rule-based, recurring tasks with minimal to negligible variations. For instance, Robotic Process Automation being one such technology running basic data-entry back-end and front-end workflows. However, more capabilities are added to expand the potential of RPA bots and other automation tools so the latter can deal with a lot of variability in processes without needing humans. Probably, technology is still far behind in achieving a higher rate of automation within key processes, but companies should make efforts to achieve a reasonable automation rate. Consequently, this attempt will unlock the business value that was not apparent with humans-in-the-loop.

AI, data analytics, and automation are actually unlocking value for the resources too! Now employees could deliver more value for their organization than merely executing tasks. They can upskill themselves to explore endless possibilities when working in close tandem with technology. And that is precisely what the developers aspire to do – building a unique human-machine partnership.

How to implement Intelligent Workflow Automation?

As per experts, there will be approximately 55.9B connected devices worldwide by 2025. However, enterprises still reluctant to change their approach have a lot to catch up with. This is because most organizations have started ramping up their automation initiatives to stay ahead of the competition curve. That being said, implementing any automation solution into the existing infrastructure follows certain ground rules and basic steps to ensure its success.

Intelligent Workflow Automation – Benefits and use cases

As stated earlier, Intelligent Workflow Automation has broader applications and use cases across industries. So, let’s have a quick overview of the same.

Healthcare: Medical providers can quickly generate staff work schedules and on-call rotations using workflow automation. Further to this, the same platform can be used effectively to adhere to other recurring tasks like supporting patient admission, discharging, and transferring patients’ electronic health records. This allows healthcare workers to focus on direct patient care.

Legal: Billing, entering new client information, submitting and tracking contract reviews, and managing case deadlines are some mundane tasks that can be sped up and automated with the same tool.

Financial: Financial groups and banks use workflow automation for laborious data entry and account approval processes.

Sales and Marketing: Here, workflow automation can scale up workflows related to brand management and campaigns in a prescribed order.

These sales departments are burdened with various recurring tasks that are of lesser value but consume more productivity hours. For example, approval of proposals and quotes, the introduction of salespeople to leads, the process of website interactions with clients/leads, and the generation of task lists based on a lead scheduling a meeting with a sales rep. All of these workflows can improve and speed up with Intelligent Workflow Automation.

Cybersecurity: Response to incidents is one key area in cybersecurity that demands immediate attention. Here, automation can improve the speed and efficiency of responses to such events.

Human resources: Workflow automation can easily facilitate various cumbersome HR processes, including timesheet approvals, onboarding & offboarding employees, and managing personnel changes.

Operations: Operations department of any company, regardless of which industry they fall under, includes many long-haul tasks that could be automated to reach efficiency and speed. Such workflows include compiling reports and assigning tasks to teams.

Hence, every organization, irrespective of which sector they fall under, stands to benefit from the power of Intelligent Workflow Automation. The reason being all of these industries will have some form of lesser-value job roles that are executed without depending on human intellect. Hence, automation can easily take over and complete those tasks at record speed by emulating human-machine interactions aptly. Therefore, workflow automation should be converted into an accepted work culture to sustain and stay ahead of the competitive digital market.

Intelligent Document Automation – Scaling enterprise digital transformation end-to-end

Document-heavy enterprises struggle with managing high volumes of documents and files entering their system daily. Document management is cumbersome and requires at least two or three dedicated resources. Their struggles are endless but recurring, which often transcends into missed or replaced crucial files, missed data for entry, or errors while entering them in a shared excel format. And poor-quality data reflects badly in data-driven strategies. This is why an Intelligent Document Automation solution is crucial for enabling end-to-end digital transformation.

Intelligent Document Automation – A step beyond the conventional approach

The traditional methods of maintaining documents and extracting data have been proven inefficient in terms of operational efficacy and productivity of resources. The time spent searching for desired files or documents from shared servers, folders, or email trails is immense. And manually scanning each file, extracting data, and updating the data entry file is labor-intensive. So many productive hours are spent that could have been better utilized for executing more critical tasks. In addition, employees are likely to lose track of documents to be processed; hence, deadlines are not met eventually. Further to this are the confusing file server structures and misfiled or wrongly filed papers. The challenges are never-ending, and the companies are at the losing end.

The advent of new-age technology solutions like AI and Automation has streamlined the intricate document management process. Company files are digitized, processed, categorized, and stored in a centralized network easily accessible by all. These cloud-based Intelligent Document Processing platforms simplify document processing and data extraction workflows and complete tasks in lesser time. As a result, employees are benefited most in terms of their efficiency, productivity, and speed.

Compared to legacy systems, Intelligent Document Automation is what companies need to scale their automation journey end-to-end. The reason behind this would be data, which is paramount in transforming an aging process into a smart one with the help of RPA tools and other AI solutions. Data is central for any digital transformation and for AI tools to work effectively. If accurate data are available on time, then automating key processes becomes easy.

These are reasons strong enough for companies to step beyond the conventional approach and make Intelligent Document Automation a part of their work culture.

What is Intelligent Document Automation?

Intelligent Document Automation process enterprise documents, regardless of document types and formats, and unlock empirical data from customer-submitted files. Powered by advanced AI capabilities like Machine Learning, Natural Language Processing, and Computer Vision, scattered and unstructured data are converted into machine-readable formats.

This innovative tech-enhanced platform leverages the OCR tool to identify critical data from documents. ML/AI capabilities are harnessed to extract, evaluate, and transform it for auto-updates into backend systems. Document and data-centric industries like banking and finance, hospitals, and retail, can benefit from Intelligent Document Processing tools. These sectors can effectively improve and accelerate operations to serve customers faster and amplify their satisfaction.

Strategies for implementing Intelligent Document Automation

Today, businesses are generating more documents than ever before. The task of processing vast volumes of documents in different formats and originating from multi-sources is overwhelming. And the task gets more intricate when data needs to be extracted from each file, image, PDF, or email. In addition, the pressure to meet deadlines adds to the never-ending problems of dedicated resources. For instance, banking employees face the same daily challenge while processing customer documents and verifying their details for KYC. Such recurring tasks are unavoidable because businesses have shifted towards data-driven processes recently. Hence, the transformation to intelligent technology should commence from document-heavy and data-centric operations.

However, the implementation of Intelligent Document Automation entails a comprehensive strategy and complete preparedness of resources. Moreover, it’s a given fact that employees can never adapt to change overnight for multiple reasons. So, the first stride towards the shift would be the identification of a pilot project, and the rest of the steps would follow sequentially, as stated below:

Obviously, the above-mentioned steps are not one-size-fits and can vary depending upon the objectives of enterprises.

Use cases for Intelligent Document Automation

Again, as mentioned before, document automation tools have found their way into different industries; Banking and Finance being one of them. Here’s a rundown of some of the essential use cases:

All these above use cases are document-centric and involve extensive paperwork. And these documents come in bulk at a time. Such hefty and recurring workflows that are vulnerable to human errors, data theft, or damage of documents need an intelligent and heavily secured software solution. Document intelligence automation tools can effectively prevent such instances, saving the company millions of dollars in loss.

Key benefits of Intelligent Document Automation

Intelligent Document Automation – The way ahead

Many enterprises are still consumed by paper-intensive processes. Regardless of technological improvements, most companies are reluctant to embrace the change. However, increasing competition and market demand have compelled others to join the bandwagon. The most rudimentary AI-based data extraction tools can save business time between 30%-40% of the hours typically spent on such processes. Therefore, investing in such smart tools will garner higher returns for the company.

Intelligent Document Automation is the need of the hour and is likely to stay for a long. Its benefits and applications are immense, not necessarily industry-specific. Since enterprise documents will only increase in volume and complexity, traditional methods would fail to keep up. Document automation tools are the missing link for enterprises in their quest to scale digital transformation end-to-end.

5 key strategies to use while incorporating call center automation

Automation has lately reimagined most of the business processes in enterprises, and call center automation is no exception. Technology implementation has become rampant that it helps take customer experience to a new level by offering benefits like reduced wait times, improved data accuracy, and scalability for handling calls.

However, call centers willing to implement automated solutions must also be well-equipped with the best strategies. Hence, let us deep dive into how businesses can make the most of their call center automation by utilizing key automation strategies.

Roadblocks before applying automation

Before implementing automation in call centers, several roadblocks must be addressed. One of the most significant is the cost associated with implementing an automated system. Automation solutions can be expensive and require a considerable investment upfront and ongoing maintenance costs. In addition, staff training may also be necessary for the system to be properly and efficiently used.

Another roadblock is the potential disruption of existing call center operations when implementing automation. Hence, these solutions will likely require changes to current processes, which can result in an adjustment period for staff members. Moreover, automated systems may not be able to handle all customer inquiries, meaning that customers may still need to speak with a live representative at times.

Finally, there is the issue of accessibility when it comes to implementing automation in call centers. Automation solutions must be compatible with existing systems and infrastructure to ensure seamless integration. If a solution is incorrectly configured or integrated, it could lead to issues with the system’s performance. For these reasons, any organization must consider automation for its contact center.

What is call center automation?

Call center automation streamlines processes and increases efficiency thus allowing customer service agents to focus on providing excellent customer service. It also helps reduce costs associated with running a call center, such as labor expenses, materials, and facilities.

Some primary call center automation solutions

Incorporating automated tools like AssistEdge Engage, call centers can achieve a minimum of 30% reduction in return calls for unresolved queries. In addition, call center automation tools can help diminish costs by streamlining processes and eliminating manual tasks.

Benefits of call center automation

With the right call center automation solution, businesses can reap all these benefits while providing a superior customer service experience.

5 key call center automation strategies

Businesses need to step up their automation initiatives to handle call center operations and deliver excellent customer service. Here are five critical strategies for call center automation that companies should implement to improve contact center agents’ performance and efficiency.

Call center automation is the future

Call center automation provides an enhanced customer experience by reducing wait times and improving overall efficiency. Automated systems can handle routine inquiries quickly and accurately, allowing customers to get the answers they need without waiting for an agent. It also helps reduce costs by eliminating errors and improving call center efficiency. Automating tasks such as routing calls, recording customer data, and managing workflows have enabled businesses to increase productivity, reduce customer wait times, and offer a more personalized experience with each contact.

While there are many different ways to automate your call center, these key strategies are a great place to start. By implementing these strategies, companies can improve customer service while freeing up time for agents to handle more complex tasks.

Why are supply chain leaders investing in order management solutions?

Conventional order management heavily relies on deploying multiple systems to fulfill the demand and supply needs of the customers. As a result, this creates a potentially chaotic situation for the stakeholders to collaborate seamlessly. This state is further burdened by the ongoing and ever-evolving requirement of dynamic inventory practices, wherein consumers can expect live orders to be fulfilled quickly and systematically.

Also, limited visibility and predictability, along with supply chain silos, are just some of the other challenges encountered with the existing systems. Also, automating processes, controlling stock, boosting customer satisfaction, and driving resource efficiency to mitigate wastage further hinder the flawless running of the supply chains. Moreover, inferior team collaboration, subsequent mismanagement, and ill decision-making lead to poor execution of order fulfillment leading to sluggish deliveries. This is why supply chain leaders are prioritize implementing order management solutions in their businesses.

Why are supply chain leaders moving towards order management solutions?

By promoting reporting accountability, supply chains can benefit from more agile, apt, and intuitive solutions. . Such innovative supporting tools operate on the underlying concepts of demand sensing, which helps firms to forecast trends and solutions to challenges. Hence, supply chain leaders desiring to take more ownership of their businesses can now improve the order protocol by tweaking the buffer stock volumes. Also, live data feeds will provide the much-needed intelligence to drive informed product cycles.

Additionally, if the leaders strategize and apply an efficient order management system whereby the pain areas are identified and prioritized, and then further recurrences are prevented, companies will surely reap benefits. Hence, greater transparency, accessibility of data, traceability, information continuity, and updated workflows curb redundant maintenance costs. Thus, such solutions can offer a universal approach where specific details are instantly available upon request.

Order management system and its significance for supply chain leaders

Order management systems, which digitally map the product life cycles, are solutions that operate on the principle of predictive analytics, efficiently categorizing order processing. As a result, the solution saves resources (namely time and money) and promotes better awareness within the entire supply chain. Thus, by automation, companies will benefit from faster processing with greater accuracy and look out for all actions, thus creating a robust audit path for future evaluation.

Order management is all about placing an order, fulfilling it, and then managing the entire procurement through to the supply process. Costs can be reduced by powering these vital processes and automating them to generate essential revenue for growth and reinvestment. In addition, this continual development enables further promotion of products and services through cross and up-selling practices. Also, customer experience improves along the way, with faster payment and fulfillment avenues and greater accuracy rates.

The impact of scalability and adaptability on business outcomes necessitates order management solutions in commercial industry settings. Thus, every process becomes uniformly automated and streamlined by deploying powerful technological tools, including AI (Artificial Intelligence) and ML (Machine Learning). Consequently, data is processed at speed and with improved accuracy. Such productivity ensures that all outputs are relevant when applying statistical extrapolation. Now all information flows can be seamless yet remain accountable.

Order management solutions offer various benefits, ranging from automated process flows to quicker processing. Additionally, order management solutions ensure that the entire customer journey is tracked with checkpoints. Hence, this eases the whole supply chain management process, including  e-commerce.

Let us explore just some of these advantages in further detail, beginning with why order management solutions are the right choice for many supply chain leaders to execute them.

Benefits of an order management solution

Capturing data efficiently and omnichannel collaboration: Order management solution efficiently captures the relevant data and reduces transportation costs with efficient route planning. It also systemizes omnichannel alliances from single centralized contact points for excellent service coverage.

Enhances inventory management: It ensures better organization of warehouse stock, coordinated shifting activity, and tracking. Besides these, it updates the inventory automatically, bypassing unnecessary cluttering paperwork. Thus, it maintains the ideal stock levels, thus reducing the supply shortage issue. This definitely gives a clear understanding client invoicing process. Furthermore, applying AI-enabled supply-chain management drives early birds to reduce logistics costs by 15%, and improve inventory volumes by 35% and service levels by 65%, instead of sluggish competitors.

Improved decision making: Order management solution helps companies make better market data-based decisions for sustainable outcomes by applying advanced logic rule-based order systems to simplify the entire process.

Improves organization of customer data: Order management solutions augment the structuring of customer data, thus organizing it as per the requirement, leading to accurate inventory volume monitoring. It provides continual accessibility and drives efficient automation, commercial growth, inventory management, and centralization of operations and data, which is continuously updated. Multichannel capabilities also drive business potential by creating new expansion avenues for the betterment of supply chain industries. Thus, it ensures that every stakeholder can always benefit from an accessible process flow.

Different stages of applying an order management system

All stages of the supply chain process should be sufficiently documented to ensure comprehensive coverage of every movement. Hence, by categorizing their needs, supply chains can benefit from knowing what has happened so far, is happening currently, and could occur in the future. In addition, this provides an updated progress report for everyone to reflect over and improve wherever necessary.

Additionally, extensive testing through real-life scenario recreations will ensure that customers are always protected against system bugs and flaws to help mitigate potential losses, enhance productivity, and minimize errors. Consequently, a seamless yet accurate product flow can follow. This ‘test mode’ will also safeguard customers from unexpected and unwelcome surprises. Following this, training employees to navigate new systems and making them familiar with innovative interfaces is another vital factor to consider during the implementation of order management solutions.

Ideally, a phased transition from one system to another should be followed, as it allows owners to back up their data thoroughly before executing any modification. Additional to this integrity feature, sifting out the differences by comparing an existing legacy system with a new one is also ideal. Thus, a quick implementation of the new system, along with the previous order management system, will surely serve as a safety feature in case of any untoward event, which can be a good approach going forward. Hence, running both technologies correspondingly also enables comparative studies just like deep learning mechanisms do as part of a strategic futureproofing of such systems.

How do order management solutions work?

By unifying all customer and purchase data, along with sales forecasts, information can be accessed from a centralized system which drives efficiency and performance. Consolidating all orders and sales channels within a single unit also ensures that any data captured is efficiently funneled through to processing streams. With this in place, it becomes easier to hone all processes and reproduce successful outcomes by following a tried and tested practice methodology.

So, capturing the order details, processing payments, and integrating these two vital steps to select the correct item and pack it appropriately leads to shipping the order. Order fulfillment relies on proper payment processing too. To promote efficiency, item selection can be zonal, single, wave, or batch-wise. Next, the actual order needs to be validated (to check that it is correct); its size and consequent packaging are all to provide a genuinely fulfilling customer experience and journey. Labeling for shipping and delivery or receiving a return to be checked before being returned to stock for refunds also depends on such systems.


Considering the multiple advantages order management solutions can offer, supply chain companies are trying to find new ways to fulfill and achieve evolving customer expectations. With the technologies updated frequently, customers have also begun to expect quicker and better delivery services.

Hence, due to the ever-shifting customers’ preferences, an efficient order management solution is the best way to provide customers with a fast, personalized, and error-free order fulfillment experience going forward.

Everything you need to know about e-commerce order management

With the present-day supply chain rapidly transforming due to the ever-changing customers’ preferences, e-commerce order management has become the cornerstone of successful online business ventures. Hence, it is no longer about having an attractive website or offering competitive prices. It is about building effective order processing strategies that have turned out to be the backbone of modern-day’s digital storefronts and applying them in processes.

Due to these requirements, retailers have to be ready to meet the increasing demand for products or services with efficient order processing. Hence, it becomes imperative for companies to implement e-commerce order management as quickly as possible so that the customers receive timely deliveries. To help alleviate this problem and gain more understanding, let us walk through all the critical topics of effective e-commerce order management.

Challenges with traditional order management

Conventional order management problems can impair businesses, leading to decreased customer satisfaction and revenue losses. This further dents the seamless flow of order follow-ups that result in incorrect shipping of orders, late deliveries, or incomplete orders that need to be averted effectively. Customers also experience difficulty tracking their orders, leading to frustration and a lack of trust in the business’s services.

Communication between customer-facing teams and back-office employees can lead to numerous issues besides incorrect orders. These issues can be compounded by inaccurate data entry or a lack of visibility into the order management process. Finally, manual processes can slow down the order fulfillment process, leading to delays in delivery and customer dissatisfaction.

To mitigate these risks, businesses must implement robust order management processes to ensure accuracy and efficiency. This is where automation becomes key for streamlining the order management process and providing clear visibility into the current status of each order.

A shift toward e-commerce order management

E-commerce order management is a game-changer for businesses looking to streamline operations and improve customer satisfaction. By leveraging the power of order management solutions, companies can automate, track, and optimize all orders, payment processing, shipping, and delivery activities.

Unlike manual order management processes, which require manual entry of orders and delays in updating system statuses due to manual steps, e-commerce order management enables high-speed automation that drastically reduces time spent manually entering information or waiting for approvals.

According to EdgeVerve, eCommerce order management systems can reduce manual order touches by 80%. This boosts salesforce productivity by over 10% and improves sales growth in return.

Thus, this shift from traditional order management processes to an e-commerce platform gives organizations unprecedented control over their supply chain and enhanced visibility into every aspect of their sales funnel.

Overview of traditional order management

Traditional order management identifies customer orders from start to finish, including order taking, scheduling and fulfillment, payment processing, invoicing, and delivery. It is a critical part of any business that sells products or services as it helps ensure a smooth customer experience. With efficient order management, companies can better manage their inventory levels, optimize pricing strategies, and improve customer satisfaction.

Order management allows companies to track orders across all channels (online, brick-and-mortar, etc.), manage customer relationships, and monitor inventory and pricing levels. By automating mundane tasks, order management saves time and money, enabling employees to focus on more important activities like sales development. Additionally, it can provide insights that help businesses identify trends they can use to improve their operations.

Order Management System (OMS) or e-commerce order management

An Order Management System (OMS) is a software platform that manages the entire order life-cycle, from order intake through fulfillment. It enables businesses to process orders efficiently, track delivery status, and streamline workflow processes between different departments. An OMS can also provide real-time insights into customer interactions and enable businesses to customize their services based on customer preferences.

An OMS allows companies to connect with customers quickly and easily by providing automated email confirmations and notifications of delivery updates. This helps them improve customer satisfaction while reducing costs associated with manual order processing. Ultimately, an OMS provides businesses with all the necessary tools to handle their sales operations successfully.

An OMS can help businesses operate more efficiently and effectively by taking advantage of advanced automation capabilities and data analytics. With greater insight into customer needs and preferences, supply chain firms can make better decisions that drive long-term growth and increase profitability.

Some key pain points of OMS

Order Management Systems are vital to any e-commerce business order management, but they can often be cumbersome and challenging to navigate. Here are some of the most common pain points associated with OMS that businesses may experience:

Lack of flexibility: Many businesses find that their existing OMS solutions need more flexibility to customize and adapt to changing needs. With this ability, it is easier for a company to stay competitive in an ever-changing marketplace.

High costs: An effective OMS solution can be expensive, so businesses may spend more money than anticipated on implementation costs or monthly fees. This can strain resources, making it difficult to scale or grow effectively.

Poor customer experience: OMS solutions that lack an intuitive design or do not offer a good user interface can result in poor customer experiences. This can lead to frustration, confusion, and potentially lost sales if customers need help navigating the system.

Limited integration capabilities: If your OMS needs to integrate with other systems or services, it may limit your business’s growth and innovation potential. On the other hand, with the ability to link up with other applications, companies can effectively manage their operations and customer relationships.

Data security issues: An OMS platform is built around a robust security infrastructure that protects sensitive information from being compromised or misused. Without these safeguards, businesses risk exposing themselves to data breaches and other security risks.

How to improve an e-commerce order management system?

Primary steps of the e-commerce order management process

Once the order is placed, it goes through an order processing system. This ensures that all details are correctly entered and verified before the order can be shipped. The system also provides tracking information so customers can monitor the progress of their charges.

The primary steps in the e-commerce order management process include the following:

Benefits of e-commerce order management

Reduced costs: By automating the ordering process, companies can save on overhead costs such as staff wages and physical store space. Companies can also reduce their inventory costs by better managing stock levels.

Improved customer satisfaction: Automating the ordering process allows companies to process orders quickly and efficiently without errors, resulting in improved customer satisfaction, as customers know they can rely on their orders being delivered quickly and accurately.

Increased scalability: An e-commerce order management system allows businesses to expand as demand increases without worrying about manual scaling issues. Instead, the system can be easily scaled to meet new customer demands, meaning businesses have the flexibility to grow at their own pace.

Automated customer support: E-commerce order management systems also allow automated customer service inquiries and responses, thus enabling customers to quickly receive answers to any questions about their orders. This way, businesses can save time and money on customer service inquiries.

Improved data analysis: E-commerce order management systems allow businesses to capture valuable customer data, which can then be used for detailed reports and analytics. This helps companies better understand their customers’ needs so that they can tailor their products and services accordingly.


As businesses evolve, their need for better systems to manage orders and customer relationships becomes more important. Order Management Systems today incorporate Artificial Intelligence (AI) technologies such as predictive analytics to provide advanced insights into customer behavior and improve decision-making.

Additionally, advances in cloud computing technology will enable Order Management Systems to be more accessible and provide greater scalability, allowing businesses to easily manage larger volumes of orders.  Furthermore, Machine Learning (ML) algorithms could identify patterns in customer data and optimize the order management process for a better customer experience. With the continued advancement of technology, the future potential for Order Management Systems is limitless.

The impact of inventory management solutions on businesses

One of the primary operations in an e-commerce business is inventory management, where the status of products/stocks must be updated frequently to ensure a steady delivery flow. Adopting the most recent tech-enabled inventory management solutions can effectively measure inventory turnover. This performance metric evaluates the frequency of stock sold in a given period. Obviously, the balance should be maintained between available inventory and stock sold. Poor inventory turnover can lead to unsold or dead stock.

Inventory and order management is vital for an enterprise’s health. It keeps the chances of stockouts and inaccurate records under check. But like any other operation, the management of inventories is not devoid of challenges.

Primary concerns of inventory management

Managing stock flow and maintaining a clean record of movements tallied against total sales is difficult. Managers are often tasked with creating and maintaining inventory objects, such as locations, items, batches, groups, and cost items. Movement of items into stock through purchase requisitions, adjustments, and transfers are some of the other critical responsibilities. No doubt, inventory management is riddled with challenges that give birth to numerous issues in the future. And a few of them would be:

Inventory management solutions powered by innovative technology like ‘AI and Automation’ can prove beneficial, given the complexity of workflows. However, enterprises resort to various other tactics to overcome the hurdles in inventory management.

Tips to overcome the roadblocks in inventory management

The following tactics will help you prevent ineffective inventory management, whether it’s a concern for you now or could be in the future:

What is inventory management?

Businesses may decide which goods to order, when, and how much to order with the help of inventory management software solutions. Inventory is monitored from product purchase through a sale.

Inventory management solutions ensure sufficient inventory is available to meet customer orders and provide timely warning of possible shortages. In addition, such tech-enabled platforms recognize trends and help enterprises respond effortlessly. Inventory turns into revenue after it is sold. This is because inventory ties up cash before it is traded while being recorded as an asset on the balance sheet. Hence, fewer items in stock are expensive, transcending lower cash flow.

Why is inventory management important?

The primary objective of enterprises is to sell items as per market demand; hence, effective inventory management should be the foremost priority. Businesses can only earn money if they have stock to sell or procure supplies in required quantities to fulfill orders.

Stock shortages, however, are only the first difficulty brought on by inefficient or non-existent inventory management. In the absence of continuous monitoring, the chances of ordering excess goods remain high. Such instances can result in shortages of cash. Further, over time, expired, out-of-date, and otherwise unsaleable stock result in bottom-line losses.

Unsold inventory on hand too late in the year results in exorbitant property and income tax payments for the business. However, such crises are best handled by imbibing intelligent inventory management strategies and tools in the existing operating action plan.

What are the advantages of inventory management?

Accurate inventory management is essential to running a profitable commodities firm. Incorrect stock ordering and other problems can be avoided with regular stock tracking.

Effective inventory management solutions offer the following benefits:

Key inventory management challenges

Limited inventory visibility: Consider the consequences of needing help finding or recognizing stocks in your inventory. You won’t be able to transport the product on time, which could harm your company’s reputation. Your company’s bottom line will be affected by an inventory that needs to be more accurate, complete, and challenging to locate.

Poor inventory management procedures: Huge inventories should not be managed manually using paper-based processes if you want your firm to flourish. Lack of digitization and ineffective inventory management procedures only yield poor results when sales volume soars and inventory grow.

Tracking down obsolete material: Almost all businesses experience this issue frequently. Only some products or materials will be sold, and a few materials will become outmoded over time and forgotten by inventory managers. However, when a new requirement develops, most choose new materials instead of recognizing and utilizing outdated ones. As a result, costs go up, and more material is wasted.

Finding materials that were placed wrongly: A mechanism to track in-store goods and equipment is the leading cause of this problem. Most of the time, the workforce spends a significant amount of time searching through the inventory for a particular item to sell because thousands of items are stocked. Making the wrong material choice slows down sales and lowers consumer satisfaction.

Managing overstocks: Purchasing resources without selling the ones you already have will seriously reduce your company’s earnings. Poor management and stock control by managers are to blame for this problem. When done manually, a few materials won’t be considered, and purchasing the same supplies once more would reduce the earnings.

Managing inventory waste and faults: Delivering the stocks on time depends on keeping a robust inventory. Untrained operators’ non-standard processes resulted in defective inventory and waste. Inventory waste and faults have high costs and can result in dissatisfied consumers.

The lack of a centralized inventory hub: Stocktaking can be very difficult when inventories are spread across several different sites. The precise information about the stocks from several places makes it more difficult during shipments and frequently causes shipping to be delayed. One of the ongoing problems that most businesses today are dealing with is this.

How does inventory management work?

Understanding inventory levels and finding the inventory location in warehouses is the aim of inventory management.  Inventory management software tracks the movement of goods from the supplier through the manufacturing process to the customer. On the other hand, inventory management in the warehouse keeps track of picking, stock receiving, packaging, and shipment.

The process of inventory management:

Before creating an inventory management plan, you must thoroughly understand each step in the process. This is essential for avoiding errors and selecting your company’s best inventory management program.

Demand planning and inventory management

Although many supply chain leaders perceive inventory management and demand planning as separate entities, they are quite linked to one another. This is because inventory management is related to the stock on hand for manufacturing the customers’ orders whereas demand planning is an estimate or projection of what should or may occur with the orders.

Hence, it is the procedure for operationalizing demand projections to meet inventory goals. In other words, planning is about putting demand prediction ideas into practice. Inventory and stock levels are only a tiny portion of what demand forecasting includes. The marketing budget, inventory levels, the number of staff required per day, and many other factors will be based on this projection. A business plan will be built around the demand projection to meet demand and increase profitability.

On the other hand, inventory planning is a lot more proactive and involves a comprehensive forecast analysis process and determining how much stock to order and when. To ensure everything goes correctly, one must consider the complete supply chain and product lifecycle when planning your inventory.

Decision-makers are aware that they require an inventory management system that is scalable. Hence, cloud-based inventory management systems such as TradeEdge are ideal for organizations of any size since they feature automatic replenishment, lot tracing, warehouse, and fulfillment management tracking across multiple locations.

Why is document workflow management important for businesses?

Enterprise businesses across the globe are struggling to manage their documents effectively. Companies with a high volume of business-critical documents deal with several challenges, from extracting the right information to digitizing the entire workflow. But the biggest concern right now is the pace at which the number of unstructured and semi-structured documents are mounting with every passing day besides the already existing ones.

Therefore, this further leads to ambiguities as reorganizing and efficiently handling the documents has become time-consuming and burdensome for the companies. So, companies are shifting towards electronic documents from paper documents, which resolves several problems, including retrieval, physical storage space, and access. Hence, organizations are moving towards advanced document workflow management systems to address these challenges.

What is a document workflow lifecycle?

Every business relies on documents, which go through multiple creation, production, and review stages for various tasks. Thus, in a document workflow lifecycle, companies capture, generate, track, edit, approve, store, retrieve, retain multiple documents, and destroy them if they become redundant. Hence, businesses are now leveraging advanced document solutions, cloud and on-premises, to speed up their daily operations and reduce the paperwork considerably.

An overview of document workflow management challenges

Unstructured data: The inability to manage documents and their unstructured data can jeopardize any business, leading to chaotic and unorganized digital file management and forfeiting business-critical information. According to the studies, approximately 90% of data organizations’ data is unstructured, most of which is locked in documents, emails, or images.

Complex documents: Enterprise documents are complex by nature and have complicated layouts, diverse templates, and various elements. In addition, tables, signatures, handwritten text, images, and logos make extracting the correct information arduous.

Incoherent document management: Every department has unique ways of maintaining its document and keeping a record of critical information. However, extracting the right information is both time and resource-consuming. Enterprise needs a powerful solution to accommodate domain-specific requirements and provide contextual information without wasting critical time.

The dearth of security: On top of that, document security is a big issue for CISOs and CIOs. As a result, most companies are leaning towards some quick solutions that compromise their document security as most of these solutions fail to safeguard the documents from sophisticated cyber-attacks.

In today’s time, where large businesses are thwarted by competition and rapid innovation, the traditional workflow mechanism has been proven ineffective. Therefore, enterprises require a well-revised method and a supreme tech solution to overcome all the challenges and provide a cushion to the product, sales, customer support, and marketing team to accelerate their operation and continue innovation.

Why do companies need a document workflow management solution?

Key features of document workflow management system

Benefits of document workflow management

Digital or paper documents are precious for businesses, but without the right technology, they struggle to use them fully. Often, they discard them and miss the chance to leverage the critical data to change the course of business. A supportive document workflow management can help enterprises to take a better step and utilize the data to its full potential across departments. Here are a few benefits:

Irrespective of the industry, managing complex documents and extracting the correct information has always been a massive challenge for enterprises. Document workflow management solutions are powered by AI, ML, and leading automation technology which helps businesses to extract the data faster and turn the chaotic workflow into an organized one.

Businesses have already started leveraging the powerful document workflow, and the future looks bright with the rapid advancement of technology, preparing modern enterprises for a holistic digital transformation.

Automated contract analysis: A solution to mitigate risks effectively

Managing contracts efficiently is one of the most crucial functionalities of legal professionals in any organization. Contract management is time-consuming and tedious as it involves reviewing a bulk of documents for inconsistencies, relevant clauses, flagging errors, etc.

A majority of companies hesitate to transition towards automation and, thus, rely entirely on traditional contract management processes, which slows down legal operations, significantly affecting a company’s overall performance and productivity.

Many enterprises have begun to embrace new technologies to fast-track their legal processes.

What is meant by contract analysis and contract automation?

Contract analysis is the review of the legally binding terms associated with specific transactions or commercial relationships. It infers that the information contained in a contract is examined and tracked using contract analysis throughout the contract lifecycle management. This trackable data can be financial or pertain to the status of the contract and clauses, along with fluctuations in companies’ structural policies.

Contracts are essential to the operations and success of any firm. They serve as the foundation for interactions and are employed to create the rules and frameworks that guide daily operations. After a contract has been signed, many businesses store it alongside others, which is quite the same as putting it back in the cabinet. Unless some emergency comes, that is typically the last time the contract will be noticed seriously.

On the other hand, contract automation is the application of software solutions to enable legal and non-legal firms to self-serve on standard legal papers at scale without constantly involving attorneys. Thus, it creates, manages, and stores contracts digitally to develop a more persuasive workflow. Several methods, including the execution of smart contracts, can be used to achieve this. In addition, using AI contract analysis boosts efficiency through an automated contract lifecycle without losing the essential aspects, such as contract collaboration, negotiation, and tracking.

Why should you automate a contract?

Leveraging contract lifecycle management (CLM) technologies, legal teams, and other teams (sales, procurement, HR, and marketing) involved in contracts can save time, increase cooperation, and make wiser business decisions. You can automate the contracts to:

What are the challenges of contract management?

Here are the five most typical problems with ineffective contract lifecycle management.

How do we automate contracts?

Recognizing, evaluating, and reducing contract risks

It’s easy to get caught up in roles, duties, and who’s-doing-what while beginning a new project with your team. However, it’s also a good idea to step back and evaluate potential hazards at the very start of any endeavor.

Identifying the risk is the first step in risk mitigation. Here are some essential methods to assist you in spotting any dangers in future projects:

To wrap up

In addition to allowing a legal firm to manage contracts from beginning to end, implementing CLM can help the firms establish positive relationships with the parties with whom they engage in contractual agreements.

However, to have a seamless flow of operations, firms must adopt automated contract analysis in their business processes. As a result, the internal or external stakeholders will be more likely to continue and renew their ties with companies, provided the company implements contract risk mitigation strategies.

How can automation enhance call center agent productivity?

Call center agents are often confronted with various tasks and responsibilities, from handling customer queries to processing transactions. As a result, many organizations have begun incorporating automation into their call centers to increase efficiency and productivity by minimizing wearisome activities. There is a direct relationship between call center agent productivity and customer service quality. Hence, to comprehend how automation boosts contact agents’ productivity, let us explore all the particulars in detail to obtain better insights and make faster and more accurate business decisions.

What exactly is call center automation?

Call center automation is a technology-driven solution that enables higher efficiency in handling customer inquiries and requests. It uses Artificial Intelligence (AI) to automate customer interactions through phone, chat, or other communication channels.

Instead of manually replying to each customer query, automated call center software can provide fast and accurate responses 24/7. This helps reduce the cost of customer service operations and improve customer satisfaction. Additionally, call center automation platforms lessen the effort for agents, improve accuracy and more accurate reporting capabilities, and enhance operational effic3iency.

Few challenges in a call center

Call centers are integral to customer service and sales, making it important for businesses to strive to get it right. Without automation, running a call center can be a difficult task.

Here are a few challenges:

The shift toward automation

The shift towards automation in a call center is becoming increasingly popular as automation has the potential to reduce costs, improve the customer experience, streamline operations, and reduce human error. Call center automation allows companies to enhance accuracy, improve customer service for faster response times, and better tracking of customer interactions.

It can streamline many tasks in a call center, such as routing calls, providing answers to frequently asked questions, and reducing wait times on phone lines. Thus, the execution of call center automation software is becoming increasingly sophisticated, with Natural Language Processing capabilities allowing for better comprehension of customer needs.

Moreover, automation can also reduce costs by reducing the amount of human labor needed in a call center. Automated systems are usually more efficient than their manual counterparts, meaning fewer agents are needed for each task. Automation also reduces the need for training, as agents no longer need to be knowledgeable in specific tasks.

Benefits of call center automation

One of the biggest benefits of call center automation is improving call center agent productivity. Automated processes can also reduce agents’ time on mundane tasks, freeing them to focus on more complex customer service issues. Here are some other major advantages of call center automation:

Impact of call center automation on your business

Call center automation is a powerful tool for streamlining operations and improving customer service. Businesses can drastically improve their efficiency by automating certain call center processes while providing a better customer experience.  It can help to improve call center agent productivity. Automation eliminates the need for manual processes, allowing agents to focus on more important tasks. This ultimately results in better customer service and faster response times. Automating repetitive processes in call centers can improve efficiency and consistency and reduce costs. There are several ways to automate the day-to-day operations of a call center, including using technology like customer relationship management (CRM) software and call routing systems.

CRM software helps streamline customer service processes by allowing agents to access customer data quickly and efficiently, such as call history, order histories, and contact information. Call routing systems also help automate processes in a call center. They can automatically route incoming calls based on customer preferences or any other criteria set by the call center.

Automation thus allows businesses to provide customers with self-service options which can be personalized for each customer’s needs. This eliminates the need for agents to manually search through information, resulting in faster resolution times.

How to enhance agents’ productivity with call center automation?

Call center automation is a powerful tool that can help agents do their jobs more efficiently and effectively. Automated workflows, such as automatic call distribution (ACD), help distribute incoming calls to the right agent, reducing customer wait time and ensuring that all calls are answered promptly and professionally.

Automation also helps agents quickly access customer information, providing a personalized customer experience and quickly resolving inquiries. It further reduces agents’ time on mundane tasks, freeing up their valuable time for more complex customer interactions. Additionally, automated call recordings help businesses track agent performance and ensure quality control standards are met. By utilizing automation, agents can focus on providing excellent customer service while improving workflow efficiency and accuracy.


As technology continues to advance, the scope of call center automation will continue to expand as well. One area of potential expansion is leveraging Artificial Intelligence (AI) to automate complex tasks such as Natural Language Processing (NLP) for advanced customer interactions. Another potential avenue of growth is using bots and virtual agents. These tools can answer customer inquiries, freeing human agents from more complex tasks. Machine learning (ML) can also enable businesses to quickly identify trends and anomalies in customer behavior to understand their customers’ needs better and automate processes accordingly.

Thus automating certain processes allows call center agents to work more efficiently and effectively, resulting in improved agent productivity and customer service.

What are the benefits and challenges of accounts payable automation?

With the streamlining and automating financial processes increasing rapidly, accounts payable automation (APA) has turned out to be a must-have solution for any organization that wants to achieve operational excellence. The advantages of implementing APA are multi-faceted, and range from reducing costs and increasing productivity to improving accuracy and compliance.

However, along with benefits also come some challenges with an APA system that can be difficult at times to manage for the staff unfamiliar with the latest technology.

What is accounts payable automation?

Accounts payable automation is a process that streamlines and automates the accounts payable process. It eliminates manual processes such as invoice processing, data entry, payment approvals, and reconciliation for improved accuracy, efficiency, and cost savings. APA also reduces paperwork by automating document management and archiving. By taking advantage of new technologies, APA enables organizations to respond more to changing market conditions and customer demand. Businesses can also reduce their exposure to risk and increase transparency in accounting processes.

Furthermore, they can gain better control and visibility over their finances while improving compliance with financial regulations. Companies can thus save time, resources, and money while ensuring accuracy and security without worrying about manual errors or delays hindering their operations with APA.

Key challenges of manual accounts payable

Managing accounts payable manually requires manual entry of invoices and payments, tracking due dates, and other time-consuming tasks. This can lead to delays in payment processing, errors in invoice or payment entries, or a lack of visibility into the invoice status. This can present serious organizational risks, including the possibility of late payment penalties and lost opportunities.

In addition, manual processes can be costly and time-consuming as staff have to manually track data and process invoices and payments. The lack of automation can lead to increased labor costs and inefficiencies that can drive up operating costs for organizations.

Accounts payable automation — Why is it critical?

Accounts payable automation is critical for businesses due to its many advantages, from efficiently processing invoices, streamlining payment processes, and saving time and money. Additionally, automation can help to reduce the risk of fraud and human error, improve supplier relationships, and provide valuable insights into business operations that can be used for strategic decision-making. For these reasons, APA is becoming an ever more essential element for businesses looking to remain competitive in today’s digital age.

Accounts payable automation is also key to improving customer experience and helping businesses meet customer service-level agreements. Organizations can quickly respond to customer inquiries and provide faster resolution by automating accounts payable processes.

Benefits of automating accounts payable and invoice processing

Automating accounts payable and invoice processing can be incredibly beneficial for businesses. A case study by EdgeVerve suggests that automating accounts payable can improve the overall process productivity by over 20% by eliminating process errors effectively.

Thus, by taking advantage of automated systems, companies can streamline their financial processes and gain access to real-time information about vendor payments and invoices. Here are some other key advantages of automating accounts payable solutions and invoice processing:

How to automate accounts payable?

Here are some key steps to follow when using accounts payable automation platform:

Future scope of accounts payable automation in businesses

The future scope of accounts payable automation in businesses is very exciting. Automation offers many advantages, such as reducing errors, increasing accuracy and efficiency, and reducing manual labor. As technology evolves and becomes more sophisticated, automated solutions for accounts payable will become even more powerful.

Businesses can use automation to streamline processes, reduce costs, and gain greater visibility into their accounts payable operations. Automation can also help businesses improve cash flow, reduce risk, and increase compliance with regulations. By leveraging automation, businesses can make their accounting processes more efficient and reliable while providing better customer service.

As technology continues to evolve, automated solutions for accounts payable will become even more powerful and provide an ever-expanding range of benefits for businesses. In the future, accounts payable automation will become even more powerful and integrated into other systems and processes.