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Example — Workflow Automation
Warehouse Workflow Automation
Entering order information once instead of three times.
The problem
The same order details get typed into the WMS, the shipping platform, and accounting separately. Every re-key costs time, and every re-key is a chance for the three records to stop matching.
Current state
- An order arrives by email or portal, and someone types it into the WMS by hand.
- The same details are re-entered into the shipping platform, then again into accounting at invoicing.
- When the numbers don't match across systems, someone has to work out which one is right.
- Approvals and status updates happen over email and text, so there's no record of who did what.
Future state
- Order details are entered once and move to the WMS, shipping, and accounting automatically.
- Status changes trigger notifications instead of someone remembering to send them.
- Approvals follow a defined path, with a record of who approved what and when.
- Mismatches get flagged when they happen, not days later during reconciliation.
Expected outcomes
- Hours returned each week — re-keying time goes back to the team.
- Fewer mismatches — one entry point means the systems agree by default.
- Less key-person risk — the process runs the same way regardless of who's working.
- Faster order-to-ship — steps that used to wait on a person now happen immediately.
Workflow trace
- Order receivedautomatic · 0s
- Stock checkwas manual · now 2s
- Pick list issuedautomatic · 3s
- Customer notifiedautomatic · 3s
Manual steps4→0
Example view — not actual client data.