Key Highlights
- OptiSol partnered with a leading enterprise to automate and digitize its invoice and delivery note management process using intelligent digital tools.
- The solution enabled seamless e-invoicing and digitized repositories, ensuring faster, dispute-free transactions with improved transparency and accuracy.
- Process automation eliminated manual seal verification, improving operational productivity and reducing turnaround times significantly.
- Integration with JD Edwards streamlined invoice generation and improved collaboration across finance, customer service, and operations teams.
Problem Statement
01
The client’s invoicing relied heavily on manual processing, which made invoice generation time-consuming, error-prone, and inefficient for high transaction volumes.
02
Manual seal verification on delivery notes demanded significant effort from staff, slowing operations and diverting resources from more productive business activities.
03
Inconsistent and paper-based invoice handling often led to frequent disputes with customers, increasing frustration and damaging trust in financial processes.
04
Delayed invoicing cycles disrupted cash flow management, making it difficult for the business to adhere to financial commitments and maintain liquidity.
Solution Overview
01
OptiSol implemented a process automation module powered by OpenCV to automatically detect company seals in delivery notes and flag discrepancies through exception reports.
02
A secure, browser-based system was developed using the MEAN stack, providing structured access controls for finance, operations, and customer teams.
03
Invoices and delivery notes were digitized into a centralized repository, allowing customers to seamlessly access e-invoices with supporting documentation.
04
The solution was integrated with JD Edwards ERP to streamline invoice generation, ensuring real-time synchronization and accuracy across finance workflows.
05
Customer dispute handling was digitized with a centralized history of interactions, enabling faster resolution and improved customer satisfaction in addressing invoice issues.
Business Impact
About The Project
This success story highlights how OptiSol collaborated with a leading enterprise to modernize its invoice reconciliation and delivery note processes through intelligent automation and digitization. The client faced challenges with manual invoice handling, time-consuming seal verification, and frequent disputes that disrupted cash flow cycles. OptiSol designed a scalable MEAN stack-based platform integrated with JD Edwards, featuring process automation, digitized repositories, and a dispute management module. By reducing invoice processing from weeks to a single day and cutting disputes by half, the solution not only improved financial efficiency but also contributed to sustainability through reduced paper usage.
Technology Stack
FAQs:
How does the solution help customers?
Customers receive accurate e-invoices with supporting delivery notes digitally, ensuring transparency and reducing billing disputes.
How did digitization impact productivity?
Automation reduced repetitive manual tasks, boosting productivity by more than 40% across finance and operations teams.
How was customer service improved?
A digitized dispute management system with interaction history enabled faster resolutions and minimized communication gaps.
How did the solution reduce carbon footprint?
By digitizing invoices and delivery notes, paper usage was minimized, leading to eco-friendly and sustainable operations.
Can the system handle scalability?
Yes, the MEAN stack architecture ensures scalability, security, and high availability for enterprise-level invoice processing needs.
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.
They are incredibly competitive, but are only a fraction of the cost of US companies.
They are definitely the most professional of the foreign companies that we were looking into.
Nyswyn K.
Director of Software Development
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.
Al Bagiro
CTO, Auto Insurance Company
The AI engine was completed on time and trained to 90% accuracy. Their eagerness to learn new knowledge impressed us.
Their team is large to handle multiple projects at once, and likes to resolve challenges as well as learn new things. They also welcome regular communications, and of course, needless to say, develop everything in sprints.
Dan Talken
Founder, CEO, & CTO, My Equipment Library, LLC
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.
We’re constantly impressed with their speed and quality of the development that they achieve on a consistent basis.
Dr. A.K Pradeep
CEO MachineVantage
Exceptional Collaboration and Expertise - A Top-Notch Partner for AI, ML, and Digital Applications.
I have had the privilege of working with an exceptional team of professionals from India on numerous AI, ML, and digital application projects. Their expertise in these domains is remarkable, and they consistently impressed us with their knowledge, resources, and innovative approach.
Rick Tigges
CFO, Bemodo
They are very responsive and able to shift focus quickly as we have needed it for business reasons.
OptiSol Business Solutions has been great at documenting the timeline of the project. They were very responsive and were able to shift focus quickly, as well. They discuss what they’re working on without any issues. So far, there’s no need to improve their service.