Common Challenges vs. Business Objectives
DATA VALIDATION: Stop Manual Order Checking
"Orders arrive with incorrect prices, mismatched item codes, or incomplete customer details. Your ERP blocks them, and your team has to manually investigate and fix every single one."
Before (Manual)
- • CSR opens order PDF from email
- • Manually compares price/codes against ERP
- • Finds mismatch, calls customer for clarification
- • Order sits pending for hours or days
With ProssimaAI
- Instant Price Validation against contracts
- Auto-Correct Item Codes using AI
- Real-Time Customer Verification
CREDIT MANAGEMENT: Approve Orders in Seconds
"An important customer places a large order that exceeds their credit limit. The order gets stuck, and sales has to chase finance for urgent approval, delaying shipment."
Before (Manual)
- • ERP automatically blocks the order
- • Salesperson emails finance head
- • Finance head misses email due to meetings
- • Manual check of payment history required
With ProssimaAI
- Real-Time Credit Status Checks
- Risk-Based Routing to right approver
- Mobile Approvals with one tap
DELIVERY & LOGISTICS: Optimize Every Delivery
"Customers ask for specific delivery dates that conflict with production schedules. Sales promises one thing, logistics does another."
Before (Manual)
- • Sales promises date without checking capacity
- • Logistics struggles to find truck/slot
- • Last-minute rescheduling calls to customer
- • High expedited freight costs
With ProssimaAI
- Real-time ATP (Available to Promise) checks
- Auto-scheduling based on logistics capacity
- Proactive delay notifications
ORDER MODIFICATION: Handle Changes Instantly
"A customer calls to change quantity or items after the order is booked. The change is scribbled on a note and lost."
Before (Manual)
- • Manual note taken by sales rep
- • Email sent to production (often missed)
- • Wrong quantity produced and shipped
- • Costly return and rework
With ProssimaAI
- Self-service portal for changes
- Auto-impact analysis on production
- Instant update across all departments
SPECIAL REQUIREMENTS: Never Miss a Detail
"Customer needs special packaging or labeling. It's in the contract, but the warehouse team forgets to check."
Before (Manual)
- • Special instruction buried in PDF contract
- • Warehouse picks standard packing
- • Customer rejects entire shipment
- • Manual rework required
With ProssimaAI
- AI extracts special terms from contracts
- Auto-flag on warehouse pick list
- Mandatory confirmation step for packer
DUPLICATE PREVENTION: Stop Problems Early
"The same order is received via email and EDI. It gets entered twice, leading to double production and double shipping."
Before (Manual)
- • Two entry points (Email & EDI)
- • No cross-check between systems
- • Duplicate sales orders created
- • Customer refuses second delivery
With ProssimaAI
- AI checks PO number & details across channels
- Fuzzy matching for similar orders
- Auto-block of suspected duplicates
