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About project
Working time:
2024 – ongoing
Industry:
Wholesale
The service:
Generative AI
Overview
The customer is a national rigging and lifting supplies distributor with branches across Canada. Their extensive distribution network supplies everything from custom fabrication to essential safety equipment nationwide.
The Challenge
Financial operations were bottlenecked by manual remittance processing through Outlook, requiring staff to handle diverse document formats individually. Without automated document parsing capabilities, the team spent excessive time on data entry and document management. As a growing industry leader handling complex distribution operations across Canada, streamlined financial processes were crucial for maintaining their competitive edge.
1. Operational Bottlenecks
Manual document handling through Outlook created significant workflow delays.
2. Data Processing Constraints
Team spent excessive time on data entry across diverse document formats.
3. System Integration Gaps
Disconnect between manual processes and their Epicor Prophet ERP system.
4. Quality & Accuracy Concerns
Increased risk of errors and delayed payment cycles affected customer service.
5. Growth Limitations
Manual processes unable to scale efficiently to support business expansion.
Technology & Approach
We developed an advanced tech stack to automate and streamline financial data processing. Our solution leverages AWS services to extract, analyze, and process data from various document formats, turning it into structured information that integrates seamlessly with the customer’s ERP system.
Implementation
To ensure a smooth transition and minimize disruption to the customer’s operations, we implemented the solution in strategic phases:
Phase 1: Foundation Building
Established core infrastructure using AWS services for document processing. Created reliable pipeline for automated document handling and storage.
Phase 2: Intelligence Integration
Implemented GenAI through Amazon Bedrock and AWS Comprehend. Enhanced the system’s ability to understand and extract data from complex financial documents.
Phase 3: ERP Connection & Optimization
Created custom integration layer with Epicor Prophet ERP. Optimized the entire pipeline for performance, security and scalability.
Customization & Client Adaptation
To ensure maximum value and seamless integration, we tailored the solution specifically to the customer’s unique operational requirements and industry demands.
Intelligent Document Processing
The system was fine-tuned to accurately process diverse financial document formats with confidence scoring to identify potential issues.
ERP Integration Excellence
We built a custom integration layer between AWS infrastructure and Epicor Prophet ERP to ensure reliable data flow across all financial operations.
Security & Compliance
Integrated cloud-native audit and security tools protect sensitive financial data throughout the processing pipeline.
Scalable Architecture
The solution was designed to handle increasing document volume without performance degradation, supporting the customer’s growth across Canada.
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The Results
Our AWS and GenAI solution transformed the customer’s financial operations with measurable results: 40% cost reduction across financial operations with significantly reduced processing time.
Long-Term Value
- Standardized financial processes across all national branches.
- Enhanced reporting enabling better financial planning and strategic decisions.
- Adaptable system that evolves with changing business requirements.
Business Impact: Operational Improvements
- Eliminated reconciliation errors, strengthening vendor relationships.
- Freed skilled staff to focus on strategic initiatives rather than manual processing.
- Accelerated financial workflows, improving overall operational efficiency.
- Positioned the customer for continued nationwide expansion with robust, automated processes.
Related service. Cloud software development services at Dedicatted.
