Payment Collection andMonitoring Process AutomationUsing Power Automate

About the Client

Kloeckner Metals is a 50+ years strong steel and metal distributor headquartered in Georgia. It is the 4th largest service center company in North America with 50 locations servicing 8,000 businesses in the USA, Canada, Mexico, and Puerto Rico.

Business Challenge

With an expansive clientele and business operations across several states, Kloeckner Metals’ leadership was looking to accelerate the release of credit hold on sales orders when a payment is received from their cash collection software.

Solution

Vigilant developed an automated solution to locate COD hold orders in the client’s order system, download payment data from the cash collection platform, and perform a series of lookups to release the hold on the order. The automation was also finding partial matches to alert the processing team. Unmatched items were retried on the next run.

Related: explore our other Microsoft Power Platform services’ success story (University of Colorado Foundation)

Outcome

The automation helped reduce unnecessary delays in the start of the order fulfillment process and ultimately improved customer service on these orders. It has also eliminated approximately 420 hours per year spent on working with third party resources.

Technology Employed

Will eliminate high cost of Blue Prism License Fees
Reduce the overall cost of the automation initiatives
Seamlessly integrate with other Microsoft technologies for a more complete end-to end-solution

Could we help you with a similar service?

Vigilant is a preferred Oracle Partner in the USA with over two decades of excellence in delivering business apps and IT infrastructure services. We have helped more than 200 organizations across various industries and offer both onshore and offshore consultants to fulfill all technology needs.

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