Distribution & logistics
Multi-entity ERP transformation
Centralise data and harmonise finance and operations processes across several entities on a shared ERP foundation.
- ERP transformation
- Data migration
- System integration
Business services
Automation of a document handling process
Automate the extraction, checking and integration of an incoming document flow, with a dedicated route for exceptions.
- Automation
- Document processing
- System integration
- Exception handling
Context
A back-office team handling a recurring incoming document flow by hand: receipt, reading, entry into the business application, checking, filing. The volume was high and steady, but a significant share of the documents presented edge cases that the standard handling did not cover.
The challenge
To automate the genuinely repetitive part of the process without pushing the burden onto the exceptions. The difficulty was not extracting data, but determining reliably which documents could be handled automatically — and routing the others to a human circuit without losing traceability.
What AXENEO did
The work we carried out
- 01
Analysis and selection
- Mapping of the process and measurement of the real volumes
- Typology of the documents and analysis of how much the edge cases weigh
- Simplification and stabilisation of the process before automating it
- Criteria for eligibility to automatic handling
- 02
Automation
- Extraction and structuring of the data held in the document
- Consistency checks and confidence thresholds
- Integration with the business application, and logging
- Exception circuit with human pick-up and traceability
- 03
Operations
- Supervision of the flow, alerting and quality indicators
- Tracking of the automatic handling rate and of the reasons for rejection
- Progressive extension of the perimeter, one document type at a time
Results
What the set-up changed
Results are described qualitatively. We do not publish figures we would not be able to document.
An automation perimeter bounded by explicit eligibility criteria.
An exception circuit owned, traced and properly tooled.
Supervision of the flow that makes quality drift detectable.
The ability to extend by document type, without rebuilding the whole set-up.
Other case studies
Business services
Internal service portal
Replace informal request channels with a single point of entry, approval workflows and traceability that can actually be used.
- Digital Workflows
- Service portal
- Automation
Public sector
Information system interoperability programme
Secure the requirements, the functional governance and the quality of deliverables on an interoperability programme.
- Interoperability
- Governance
- Requirements
Contact
A comparable situation?
We can walk you through the approach taken, the difficulties met along the way, and what we would do differently.