Case Study

Process Multi-line Sales Orders in record time

Our Client:

A leading educational publishing house with a long history continues to reign in a changing learning environment, as the organization has become nimble enough to introduce and adopt multiple digital learning platforms.

An example of one of these changes is in the education sector. School districts and universities are introducing and negotiating new selling models such as multi-year consumable ordering.

The Situation:

School districts can adjust future year consumable quantities within grade levels, assuming they do not exceed the initial purchased quantities. This involved manually updating a multitude of sales order lines within their Oracle EBS environment. This process was identified by the business as being incredibly labor-intensive and inefficient. To put this into context:

  • A request to update quantities by one particular School District are sent to the publisher in late February into early April:
  • There are approximately 700 orders - a total of approximately 11,500 lines that may potentially need to be changed.
  • At an estimated 30 minutes per order x 700 orders = 350 hours in labor. However, as the business continues to grow in line with its projections, the demand for bundled School products is expected to increase, meaning labor hours will also have to grow year on year.
  • It was becoming increasingly challenging to meet the timeline between notification from the customer and updating the lines before the DC starts shipping around the end of May.

In addition, they had the bi-annual influx of orders to deal with coming from school districts organizing spring and fall book fairs. These would bring a surge in orders which again had to be turned around quickly. And finally, there was a requirement for "BAU" Customer Relationship management where every school had to be set up as a related Party to the school district in order to complete orders.


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