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Oak Leaf

03 / 09Sector · Wine and spirits packagingRegion · MontréalNamed client

Invoice entry takes 80% less time, and each container run saves about four hours.

What they wanted to improve

Three processes they wanted to speed up. Supplier invoices took a long time to enter by hand, one line at a time. Employees had to navigate the ERP to find how a process was supposed to run. And getting the logistics information for a container into the ERP took hours every time.

What I did

One day on site to see where the problems actually were and what AI could do about them. Out of that day, three agents in a chat platform: one that puts supplier invoices straight into Odoo, one that reads the Excel file received for a container and writes it back into the ERP, and one that knows their internal processes, so an employee follows a process by asking the agent instead of navigating the ERP. While I was there we also cleaned part of the data, using agents to read the system and find the records that were wrong.

The result

Invoice entry takes 80% less time and the invoices in the system are more accurate than when they were typed in by hand: reviewing what the agent read is quicker, and safer, than entering everything. The container run saves about four hours each time it is done.

Wine and spiritsPackaging distributionImport logisticsAccountingData cleaningAgent buildingTrainingOdoo