CASE STUDY
3X Faster Order Processing, 90% Less Manual Rework
Custom automation replaced PDFs, emails, and Excel entries
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The Challenge

Order processing was a bottleneck. Despite strong growth, this distributor’s teams were buried in emails, spreadsheets, and PDFs—manually keying in order information and chasing down data to fulfill even the most routine requests. It wasn’t just time-consuming. It was risky.

Overview

  • Industry:  Building Products Distribution

  • Company Size:  $500M

  • Systems:  ERP, manual intake systems (email, PDFs, Excel)

  • Focus Area: Order Processing, Workflow Automation

The Solution

We worked with sales ops, customer service, and IT leaders to map the end-to-end order workflow. Then we built a streamlined automation layer using the Catalyst Platform™, designed to sit on top of their existing ERP.

Solution highlights:

  • A unified intake hub that pulled order data from emails, PDFs, and Excel sheets
  • Smart field mapping to eliminate manual entry
  • Validation checks to flag missing or mismatched information before it reached fulfillment

Data Architecture & Strategy (1)

 

The system didn’t just speed things up. It created a smoother, smarter experience—for customers and employees alike.

The Results
300X faster data matching
from intake to fulfillment
90% reduction in manual rework
More accurate order capture
ERP, manual intake systems (email, PDFs, Excel)
What Our Clients Say
“ProfitOptics came to the table with ideas, questions, and an in-depth knowledge of our business. The solutions they built exceeded our expectations.”
COO, $500M Building Products Distributor
The ProfitOptics Difference
Tailored automation built around your actual process, not generic workflows
Seamless overlay on top of existing ERP and intake systems
Delivered with speed using modular tools from Catalyst Platform™
Designed to scale with volume without growing headcount
Improved team satisfaction and customer experience
Wholesale distribution pricing strategy
Let’s Build What’s Next.

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