Key Highlights
- OptiSol partnered with a leading North American environmental services provider to transform their manual purchase requisition workflows through a mobile-first digital platform.
- The client faced delays, errors, and inefficiencies due to manual workflows, limited access, lack of visibility, and poor coordination.
- OptiSol developed a mobile workflow app integrated with Dynamics AX, enabling real-time approvals, reducing delays, and streamlining operations.
- The solution enabled real-time data access, task automation, and streamlined workflows, significantly improving operational efficiency and reducing communication gaps.
Problem Statement
01
Manual Processes: Purchase requisitions relied entirely on paper-based workflows, leading to slow approvals, misplaced forms, and frequent human errors. This manual approach consumed excessive time and resources, preventing teams from meeting procurement deadlines.
02
Lack of Visibility: Without real-time updates, stakeholders could not monitor purchase order progress, fostering uncertainty and prolonged processing times. Teams waited for manual status checks, delaying decisions and obstructing smooth operations.
03
Limited Access: Employees could not access purchase order data remotely or on mobile devices, forcing them to depend on office desktops. This access gap stalled approvals, hindered timely task completion, and reduced overall responsiveness.
04
Poor Coordination: Disparate communication channels between departments caused frequent follow-ups and misaligned priorities. These coordination gaps led to approval bottlenecks, inconsistent compliance checks, and delayed critical purchasing activities.
Solution Overview
01
OptiSol worked closely with the client to design and develop a scalable mobile workflow application for Android and iOS. The platform is integrated with Dynamics AX 2012, providing reliable backend connectivity and seamless data synchronization.
02
The mobile application empowered users to execute critical actions such as approve, reject, delegate, request changes, submit, and recall, directly from their devices. This flexibility accelerated decision-making and dramatically reduced approval cycle times.
03
Real-time integration with Dynamics AX enabled immediate visibility into requisition statuses and supplier details. Users could view up-to-date order information, confirm or cancel product receipts, and make informed decisions without manual data entry or delays.
04
By digitizing the entire approval lifecycle, the application removed paper-based handoffs and minimized reliance on email. Automated notifications and in-app alerts ensured that stakeholders received prompt updates and could act quickly, reducing bottlenecks.
05
The mobile interface delivered a clean, intuitive user experience designed for rapid adoption by both field and office personnel. Simple navigation, clear prompts, and a responsive design helped users complete tasks efficiently on the go.
Business Impact
Application Screenshots
About The Project
This success story highlights how OptiSol supported a leading North American environmental services provider in digitizing and streamlining their purchase requisition and order management workflows. The client previously relied on paper-based processes, which were time-consuming, prone to errors, and lacked transparency across departments.
With a long-standing 8-year partnership, OptiSol developed a mobile-first workflow solution integrated with Microsoft Dynamics AX 2012. This platform enabled users to take real-time actions such as approve, reject, delegate, or submit purchase orders and requisitions from their mobile devices. The solution not only reduced manual efforts and labor costs but also enhanced operational accuracy and procurement visibility.
By eliminating communication gaps and introducing automation into the procurement lifecycle, OptiSol empowered the client with a scalable, user-friendly system that significantly improved business efficiency across departments.
Technology Stack
FAQs:
What kind of businesses benefit from mobile purchase workflow automation?
Organizations with high-volume procurement, multi-location operations, or decentralized teams benefit most. Industries like manufacturing, logistics, retail, and services use mobile automation to streamline approvals, reduce delays, and improve procurement efficiency.
Can this solution be customized for our existing ERP system?
Yes, the solution is highly adaptable and can be customized to integrate with various ERP systems beyond Dynamics AX, including SAP, Oracle, and others, depending on your existing infrastructure and integration requirements.
What actions can users perform within the mobile app?
Users can approve, reject, delegate, request changes, submit, and recall purchase orders and requisitions. They can also view real-time order data, manage receipts, and access supplier details directly from their mobile devices.
How does the system handle approvals and notifications?
The system supports real-time approvals, rejections, delegations, and requests for changes. Automated push notifications and in-app alerts keep stakeholders informed, enabling timely decision-making and eliminating follow-up delays across departments.
Can this solution scale with growing business needs or support future ERP upgrades?
Yes, the mobile platform is designed for scalability and future readiness. It can accommodate growing user bases, evolving workflows, and ERP upgrades, ensuring long-term compatibility and adaptability to your business expansion.
Testimonials of Our Happy Clients
Ken Kisner
Global Head of Digital R&D
My experience has been incredibly positive. They were incredibly easy to work with, even with changing requirements.
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They are definitely the most professional of the foreign companies that we were looking into.
Nyswyn K.
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Our journey with OptiSol has been nothing short of remarkable. For over 7 years, we have partnered with them on our digital transformation, and the results have been truly transformative.
Over the years, we have come to trust OptiSol Business Solutions as a reliable and strategic partner.
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OptiSol Business Solutions has shown youthful skill and dedication to the projects. Moreover, they have been quick to implement their solutions without sacrificing the quality of each platform.
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