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Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Sarah Gibson Shelley Trout
With: Moderated by:
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--OR--
Esker started out as a software vendor back in 1985 with a direct and simple
vision in mind — help businesses deliver their paper documents electronically.
Esker is widely recognized as a leader in AI-driven process automation
solutions all around the world. Esker helps supply chain and customer service
leaders drive greater efficiency, visibility and cost saving through order
processing automation.
3
4
Check out the Esker Blog at
blog.esker.com
Contact us:
(800) 368-5283
info@esker.com
www.esker.com
About Sarah Gibson
Originally from a very small town in Texas, Sarah has called Chicago home for the past 13 years. She has been
with Parts Town for 5 years, and has loved watching the company grow. Sarah enjoys cooking, and spending time
with her son, his father, and their 2 dogs.
About Shelley Trout
Shelley went to UC Berkeley and majored in Anthropology & Archaeology. After working at the Center of Digital
Archaeology, she became fascinated with digital representations of personality and culture, and now leads Webinar
Production at Aggregage, providing some of the most interesting thought-leaders across a wide variety of industries
with a space to celebrate the diversity, depth, and experience of their professional cultures, personalities, and
passions.
6
• Esker customer since: 2013
• Industry: Wholesale & Distribution
• ERP: Syspro
• Leading supplier of OEM replacement
parts for commercial cooking
equipment to the restaurant
industry for over 20 years
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
7
Journeyto Automation
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
8
Order archiving
• Tedious filing
• Can’t find the
orders
• Auditors need to
access orders
Order reception
• When was this
order received?
• Do I have all
orders?
Order routing
• Who’s ordering?
• For which
division/subsidiary?
• Who’s in charge of
the order?
• Should the order be
treated as priority?
Data verification
• Which delivery
address and date?
• What items are
ordered?
• Are the prices
correct?
ERP integration
• Manual order data
entry
• Duplicate order
verification
Customer order
submission
• Multi channel &
multi format:
phone, fax, email,
EDI, portal
Parts Town: An O2C Journey from Manual Processing
to Digital Transformation
9
PartsTownbefore Esker
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Orders coming in
a variety of
channels
High error
rates
2,000 customer
orders daily
Printing copies of
orders
Manually
entering orders
into ERP
Filing orders
Limited visibility
across the
organization
Distribution
Center works
staying late
10
Options We Considered
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Enacted
quality focus
measures
Add staff
Automation
11
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Automation
12
Why Automate
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Eliminate low-value
manual work
Stop printing,
manually entering
and filing orders
Increase visibility Reduce error rates Focus more on
customer service
13
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
- Electronic Invoice
Presentment
- Online Bill Pay
- Invoices not viewed
- Invoices not paid
ACCOUNTS RECEIVABLE
- Orders to validate
- Priority orders to
validate
- Approved orders
- Rejected orders
- Open issues
- Orders by reception
method
CSR
- Create orders
- Pending orders by status
- Received orders
- Pending issues
- Closed issues
- Shipment Tracking
information
CUSTOMER
- My customers’ new
orders
- My customers’ order
amounts
- My customers order
status
- My customers shipping
information
SALES REPRESENTATIVE
- Number of lines by CSR
- Order lines by month
- Order processing time
- Order validation time
- Issues by type
- Issues resolution time
- Issues by Customer
CSR MANAGER
- Orders to ship
- Priority orders to ship
- Orders that were
returned
- Orders that were
damaged
- Materials that are
ordered frequently
SUPPLY CHAIN DIRECTOR
14
Automate
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Manage growing
order volumes
without adding
more staff
Improving workflow
efficiency and
reducing errors
Enhancing process
oversight to view
orders in real-time and
react accordingly
15
Scalability
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Flexibility
Functionality
Simplicity
16
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
17
Order archiving
• Adjustable
retention strategy
• Multi-criteria and
full text search
engine
Order reception
• Channel
consolidation: one
single view for all
orders
• Order reception
date/time tracking
Order routing
• AI-driven data
capture: built-in
recognition, auto-
learning, teaching
• Automated routing
Data verification
• Automatic order
header and line
item data validation
• Automatic order
duplicate check
• User-friendly
validation interface
• Touchless option
ERP integration
• Automated order
creation in any ERP
• Standard
connectors for SAP
& Oracle EBS
• Simultaneous
multi-ERP
integration
Customer order
submission
• Submit orders in
any way you like
• Get full visibility
over your orders
• Collaborate with
your supplier
• Move to e-ordering
Parts Town: An O2C Journey from Manual Processing
to Digital Transformation
18
Reduce
employee
overtime
Freed up
warehouse
space by
eliminating PO
archiving
Reduced
turnaround time
for order
acknowledgement
Increase
visibility and
control in
every order
Enhanced
supply chain
and order
processing
management
Improve
order
processing
time
Eliminated
almost all fax
machines
Parts Town: An O2C Journey from Manual Processing
to Digital Transformation
19
Value to the Supply Chain
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
Can see the number of orders in the queue and use that to allocate
resources and forecast what needs to be done
20
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
21
Parts Town: An O2C Journey from Manual
Processing to Digital Transformation
EMPLOYEES ORGANIZATIONS
• More family time
• Performance
recognition
• Value-add
responsibilities
• Cut the mundane
• Reduced costs
• Greater visibility
• Less errors
• Better retention
22
Q&A
Shelley Trout
With: Moderated by:
Operations Manager, PartsTown
Linkedin page: in/sarah-gibson-86a3b6a2/
Twitter ID: @TheRealGibra
Website: www.partstown.com
Sarah Gibson
Editor, Supply Chain Brief
Linkedin page: /in/shelleytrout
Twitter ID: @SCBrief
Website: www.aggregage.com
https://www.supplychainbrief.com/webinar-series/supply-chain-visibility/

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Supply Chain Visibility: Parts Town - An O2C Journey from Manual Processing to Digital Transformation

  • 1. Parts Town: An O2C Journey from Manual Processing to Digital Transformation Sarah Gibson Shelley Trout With: Moderated by: TO USE YOUR COMPUTER'S AUDIO: When the webinar begins, you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended. Webinar will begin: 11:00 am, PST TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the webinar and call in using the numbers below. United States: +1 (914) 614-3221 Access Code: 518-242-460 Audio PIN: Shown after joining the webinar --OR--
  • 2. Esker started out as a software vendor back in 1985 with a direct and simple vision in mind — help businesses deliver their paper documents electronically. Esker is widely recognized as a leader in AI-driven process automation solutions all around the world. Esker helps supply chain and customer service leaders drive greater efficiency, visibility and cost saving through order processing automation.
  • 3. 3
  • 4. 4 Check out the Esker Blog at blog.esker.com Contact us: (800) 368-5283 info@esker.com www.esker.com
  • 5. About Sarah Gibson Originally from a very small town in Texas, Sarah has called Chicago home for the past 13 years. She has been with Parts Town for 5 years, and has loved watching the company grow. Sarah enjoys cooking, and spending time with her son, his father, and their 2 dogs. About Shelley Trout Shelley went to UC Berkeley and majored in Anthropology & Archaeology. After working at the Center of Digital Archaeology, she became fascinated with digital representations of personality and culture, and now leads Webinar Production at Aggregage, providing some of the most interesting thought-leaders across a wide variety of industries with a space to celebrate the diversity, depth, and experience of their professional cultures, personalities, and passions.
  • 6. 6 • Esker customer since: 2013 • Industry: Wholesale & Distribution • ERP: Syspro • Leading supplier of OEM replacement parts for commercial cooking equipment to the restaurant industry for over 20 years Parts Town: An O2C Journey from Manual Processing to Digital Transformation
  • 7. 7 Journeyto Automation Parts Town: An O2C Journey from Manual Processing to Digital Transformation
  • 8. 8 Order archiving • Tedious filing • Can’t find the orders • Auditors need to access orders Order reception • When was this order received? • Do I have all orders? Order routing • Who’s ordering? • For which division/subsidiary? • Who’s in charge of the order? • Should the order be treated as priority? Data verification • Which delivery address and date? • What items are ordered? • Are the prices correct? ERP integration • Manual order data entry • Duplicate order verification Customer order submission • Multi channel & multi format: phone, fax, email, EDI, portal Parts Town: An O2C Journey from Manual Processing to Digital Transformation
  • 9. 9 PartsTownbefore Esker Parts Town: An O2C Journey from Manual Processing to Digital Transformation Orders coming in a variety of channels High error rates 2,000 customer orders daily Printing copies of orders Manually entering orders into ERP Filing orders Limited visibility across the organization Distribution Center works staying late
  • 10. 10 Options We Considered Parts Town: An O2C Journey from Manual Processing to Digital Transformation Enacted quality focus measures Add staff Automation
  • 11. 11 Parts Town: An O2C Journey from Manual Processing to Digital Transformation Automation
  • 12. 12 Why Automate Parts Town: An O2C Journey from Manual Processing to Digital Transformation Eliminate low-value manual work Stop printing, manually entering and filing orders Increase visibility Reduce error rates Focus more on customer service
  • 13. 13 Parts Town: An O2C Journey from Manual Processing to Digital Transformation - Electronic Invoice Presentment - Online Bill Pay - Invoices not viewed - Invoices not paid ACCOUNTS RECEIVABLE - Orders to validate - Priority orders to validate - Approved orders - Rejected orders - Open issues - Orders by reception method CSR - Create orders - Pending orders by status - Received orders - Pending issues - Closed issues - Shipment Tracking information CUSTOMER - My customers’ new orders - My customers’ order amounts - My customers order status - My customers shipping information SALES REPRESENTATIVE - Number of lines by CSR - Order lines by month - Order processing time - Order validation time - Issues by type - Issues resolution time - Issues by Customer CSR MANAGER - Orders to ship - Priority orders to ship - Orders that were returned - Orders that were damaged - Materials that are ordered frequently SUPPLY CHAIN DIRECTOR
  • 14. 14 Automate Parts Town: An O2C Journey from Manual Processing to Digital Transformation Manage growing order volumes without adding more staff Improving workflow efficiency and reducing errors Enhancing process oversight to view orders in real-time and react accordingly
  • 15. 15 Scalability Parts Town: An O2C Journey from Manual Processing to Digital Transformation Flexibility Functionality Simplicity
  • 16. 16 Parts Town: An O2C Journey from Manual Processing to Digital Transformation
  • 17. 17 Order archiving • Adjustable retention strategy • Multi-criteria and full text search engine Order reception • Channel consolidation: one single view for all orders • Order reception date/time tracking Order routing • AI-driven data capture: built-in recognition, auto- learning, teaching • Automated routing Data verification • Automatic order header and line item data validation • Automatic order duplicate check • User-friendly validation interface • Touchless option ERP integration • Automated order creation in any ERP • Standard connectors for SAP & Oracle EBS • Simultaneous multi-ERP integration Customer order submission • Submit orders in any way you like • Get full visibility over your orders • Collaborate with your supplier • Move to e-ordering Parts Town: An O2C Journey from Manual Processing to Digital Transformation
  • 18. 18 Reduce employee overtime Freed up warehouse space by eliminating PO archiving Reduced turnaround time for order acknowledgement Increase visibility and control in every order Enhanced supply chain and order processing management Improve order processing time Eliminated almost all fax machines Parts Town: An O2C Journey from Manual Processing to Digital Transformation
  • 19. 19 Value to the Supply Chain Parts Town: An O2C Journey from Manual Processing to Digital Transformation Can see the number of orders in the queue and use that to allocate resources and forecast what needs to be done
  • 20. 20 Parts Town: An O2C Journey from Manual Processing to Digital Transformation
  • 21. 21 Parts Town: An O2C Journey from Manual Processing to Digital Transformation EMPLOYEES ORGANIZATIONS • More family time • Performance recognition • Value-add responsibilities • Cut the mundane • Reduced costs • Greater visibility • Less errors • Better retention
  • 22. 22
  • 23. Q&A Shelley Trout With: Moderated by: Operations Manager, PartsTown Linkedin page: in/sarah-gibson-86a3b6a2/ Twitter ID: @TheRealGibra Website: www.partstown.com Sarah Gibson Editor, Supply Chain Brief Linkedin page: /in/shelleytrout Twitter ID: @SCBrief Website: www.aggregage.com https://www.supplychainbrief.com/webinar-series/supply-chain-visibility/