Automating Invoice Processing With Machine Learning

Accelerating Sales Through a Tailored B2B Portal and ERP Integration

How we improved sales operations and efficiency by building a customized and fully integrated B2B sales portal on top of an existing ERP.

Key Takeaways

Built a customized B2B sales
  • 1Built a customized B2B sales portal on top of ERP using Node.js and Java, delivered in record time
Built a customized B2B sales
Enabled real-time synchronization and anticipated future demands.
  • 2 Enabled real-time synchronization and anticipated future demands.
  • 3 Integrated with on-premises legacy ERP system security features and implemented SSO.
  • 4 Demonstrated deep tech understanding and commitment to data protection and compliance.
Enabled real-time synchronization and anticipated future demands.

The Challenge

Our client, a leading distributor of petroleum products, faced a challenge with their outdated ERP system for processing orders. They wanted to upgrade to a new system but found that it lacked an easy-to-use sales portal for their in-field sales team. We helped them build an intuitive and efficient sales portal that transformed their sales process. This case study showcases how we overcame these challenges and delivered a modern solution in a timely manner.

  • Sales Portal
  • Admin Portal
Sales Portal
Sales Portal
Sales Portal
Admin Portal
Admin Portal
Admin Portal

The Solution

We utilized our expertise to analyze the client's current sales workflow and their previous sales portal. Our goal was to identify the features and capabilities that needed to be incorporated into the new sales portal. Based on the research and effort, we designed the entire UX from scratch. In addition, we spent considerable time comprehending the client's ERP, including its data model, structure, and business logic. To retrieve information from the ERP, we created custom APIs.

Our team utilized Node.js and Java to build the entire application, which included new features and administration capabilities. We also integrated the system with enterprise security features like SSO. The outcome is that our clients can now sell effortlessly, support their customers, spend less time placing orders, and devote more time to serving their customers. The new ERP has helped them improve sales efficiency, become more tech-savvy, and access new benefits and capabilities to enhance innovation for a better future.

  • Deciphering the ERP
  • Designing an Easy Sales Experience
  • Integrating with Enterprise Systems
  • Deciphering the ERP
Deciphering the ERP

There was no documentation available, and the ERP lacked modern APIs. The few web services that were present were not sufficient to support the features required for the sales portal. To overcome this challenge, we had to delve deeper into the ERP's functionality, business logic, and data models to develop a strategy for building on top of the industry-specific ERP. Leveraging our extensive experience working with different ERPs, we carefully examined the technical details, data models, and interfaces, considered the requirements, and successfully unlocked this ERP to meet our client's needs.

  • Designing an Easy Sales Experience
Deciphering the ERP

We designed a complete B2B sales portal that enhanced the sales workflow of our team. By understanding their daily tasks, we added features that made it easier, faster, and better to sell. Additionally, we made the new experience mobile-friendly so that our reps could access and sell through the sales portal even when they were on the road. The design is such that no representative needs to touch the ERP, as they can complete all tasks within the portal.

  • Integrating with Enterprise Systems
Deciphering the ERP

By integrating with various enterprise systems such as the client’s ERP, Enterprise Security System, Hardware, Legacy Systems, and more, we enabled things like automated order processing, inventory management and the ability to obtain the IP details of local printers connected to a host's network through an API. This API allows us to list all printers connected to that network so our client can map all the warehouses to the printers listed on the network, thereby integrating all printers and making order processing seamless and efficient.

How we
did it

Technologies:

  • Node.js
  • JavaScript
  • React JS
  • Single Sign-On (SSO)
  • Web Services
  • AWS
  • ERP system

Services:

  • Analysis and Assessment
  • User Experience (UX) Design
  • ERP Understanding and Integration
  • Development
  • Enterprise Security Integration
  • Data Protection and Compliance