DYER ENGINEERING

The Challenge:

AS DYER ENGINEERING SCALES PROCUREMENT OPERATIONS, MANUAL WORKFLOWS AND LIMITED VISIBILITY CREATE INEFFICIENCIES

Dyer Engineering’s ERP-based workflow left a gap in their post-purchase order (post-PO) management process. Manual methods like spreadsheets and emails were used to manage hundreds of suppliers and active orders, creating operational inefficiencies.

• Manual Order Confirmation and Supplier Follow-Up
  After placing purchase orders, Dyer’s purchasing team manually followed up with suppliers to receive order confirmations and status updates. This involved extensive back-and-forth communication, taking up to 70% of an average workday. Updates were tracked on spreadsheets, prone to error and offering little visibility.

• Manually Tracking PO Revisions
  40% of POs are changed after being raised in their ERP. These revisions were manually tracked using spreadsheets and emails, creating risk of missed updates and inaccurate order information.

• Delayed Documents
  Receiving documents required multiple follow-ups with suppliers. Documents such as material certificates, invoices and delivery notes were often delayed, increasing operational risk.

• Limited Visibility and ERP Complexity
  The ERP system was difficult to navigate and required significant time and training. Teams struggled with visibility into inventory, incoming materials and order status, often relying on spreadsheets and manual data extraction.

• Cross-Departmental Bottlenecks
  Production teams relied heavily on procurement for order visibility. This dependency created communication bottlenecks and delays in decision-making, increasing the risk of downtime.

The Solution & The Benefits:

DYER ENGINEERING AUTOMATES POST-PO WORKFLOWS AND IMPROVES VISIBILITY WITH CHAMPIONAI’S PROCUREMENT CHAMPION

ChampionAI’s Procurement Champion provided Dyer Engineering with a solution to automate supplier coordination, streamline document management and improve access to real-time data.

• Automated Order Confirmations and Supplier Follow-Ups
  The Procurement Champion automates routine post-purchase order (post-PO) supplier follow-ups, including requesting order confirmations and gathering weekly updates. Integration with EPICOR enables data to be pulled and pushed automatically, ensuring updates are reflected in the ERP.

• Automated Document Management
  Missing documents are automatically requested ahead of delivery dates. Received documents are uploaded directly into EPICOR and SharePoint, reducing manual effort and improving consistency.

• Real-Time Alerts and Exception Management
  The Procurement Champion scans hundreds of emails daily to provide alerts for unacknowledged orders, PO revisions and missing documents, enabling teams to manage by exception.

• Natural Language ERP Querying
  Internal teams can query the Procurement Champion on ERP data to quickly access information on orders, inventory and supplier status without navigating multiple systems or spreadsheets.

• Improved Visibility and Collaboration
  Real-time access to data reduces dependency on procurement teams, improving cross-functional collaboration and enabling faster decision-making.

*Kavida.ai was acquired by QAD | Redzone and its technology now powers ChampionAI.