Automating delivery document intake for a regional distributor
Context
A regional distributor receives proof-of-delivery notes and supplier delivery documents by email and scanner, in many formats. A small operations team re-keys details into the warehouse system each day.
Challenge
Backlogs build up during peak periods, data entry errors cause invoice disputes, and managers cannot see processing status.
Our approach
- 1Map the current intake process and collect sample documents from major suppliers
- 2Classify documents and extract key fields with document AI
- 3Validate extracted data against open purchase orders
- 4Route low-confidence items to a review screen
- 5Post validated data to the warehouse system and show status on a dashboard
Solution components
- Intelligent document processing
- Workflow orchestration
- Warehouse system integration
- Operations dashboard
What we would measure
- Average time from document receipt to system entry
- Share of documents processed without manual edits
- Number of invoice disputes linked to data errors
- Backlog size during peak periods

