Skip to content
Clear Process Solutions
Home Case Studies Automated Customer Create Process Drives Profitable Growth 

Automated Customer Create Process Drives Profitable Growth 

customer create

Overview

A global supplier of industrial gases is currently using a Winshuttle-based form and workflow solution to create Sold To customers in Canada. However, the team now wants to create a new, customized solution specifically for U.S. Helium customers, based largely on the existing solution used in Canada. The new solution will be tailored to the needs of Sold To customer types in the U.S. Helium market, with some changes and enhancements to fit their specific customer create setup requirements. 

Key Challenges

The top challenges the organization faced were: 

Data errors

Lack of checks and balances involving SAP environment

Business inconsistencies between U.S. and Canada

Current process causing employee dissatisfaction

Results

Thanks to proactive data management, which utilizes CPS Winshuttle Foundation for guided user automation, the organization has been able to streamline their processes. This has resulted in significant time savings and improved efficiencies. The automation has also led to improved data and process alignment between their U.S. and Canada operations. This operational alignment has resulted in better engagement, training, and involvement of their commercial team. By optimizing their processes with the help of CPS, the global leader has been able to increase their market share and drive profitable growth in their operations. 

100%

reduction in non-value-add activities

0

data errors in SAP

25 5 minutes

reduced throughput time per account

100%

visibility into U.S. customer create process

Learn More About:

Strategic Services

Leverage our strategic services team to lay the foundation for your automation and data success.

Learn More

Technical Services

Our technical services team will choose the right technology to achieve your desired results.

Learn More

Managed Services

Maintain your solutions through continuous improvement while maximizing your technology investment.

Learn More

Start Your Digital Transformation Journey Today.

Work with our digital transformation advisors to identify what technology and professional services can be leveraged to solve your challenges.

Schedule Discovery Session