Application Screenshots

Technology Stack

Android

Swift

MS Dynamics AX

Problem Statement

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Manual and paper-based processes: The company may have been using manual and paper-based processes for purchase requisition management, which were time-consuming and prone to errors.

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Lack of real-time updates: Difficulties in real-time tracking of purchase orders can lead to delays in processing and fulfillment.

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Limited accessibility: Limited accessibility to purchase order data and tasks can make it difficult for employees to access important information and complete tasks efficiently.

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Inefficient communication: Communication issues between different departments involved in purchase order management can cause delays and mistakes.

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Low overall efficiency: Low overall efficiency in purchase order management can result in increased costs and decreased customer satisfaction.

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Solution Overview

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OptiSol and a leading North American provider of environmental services have maintained a strong partnership for eight years and built web and mobile platforms for running their services smoothly.

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We collaborated with our client to develop a mobility solution that streamlines the appropriate workflow actions of Purchase Order and Purchase Requisition.

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The automated purchase requisition processing helped cut down bottlenecks and labour costs, streamlined purchase order operations, and improved overall efficiency.

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The solution enables users to review and take appropriate workflow actions for both Purchase Order and Purchase Requisition, including Approve, Reject, Request Change, Delegate, Submit, and Recall.

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Users can access and view real-time data from Dynamics AX 2012, receive or cancel product receipts for purchase orders, and view the list of suppliers.

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Business Impact

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Increased efficiency: The automated purchase requisition processing can help reduce bottlenecks and labor costs, leading to improved overall efficiency in purchase order operations.

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Faster processing: With real-time updates and the ability to review and take appropriate workflow actions such as approving, rejecting, and delegating purchase orders and requisitions, the processing time can be significantly reduced.

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Improved accuracy: Automation and real-time updates can reduce the chances of errors and mistakes, improving the accuracy of purchase orders and requisitions.

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Enhanced visibility: The ability to access and view real-time data from Dynamics AX 2012 and track the status of purchase orders and requisitions can provide enhanced visibility and transparency in the procurement process.

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Better supplier management: The solution can also help in better supplier management by providing a list of suppliers and enabling the cancellation of product receipts for purchase orders.

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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.

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Key Features

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Purchase Order

Users can manage the purchase order along with verification of the order details and approval process anywhere and anytime
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Purchase Requisition

Users can view the list of purchase requests received along with the details of requesting client or vendor details. They shall have the option to accept or decline requests.
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Quote Management

User can analyze the approved purchase requests for working on quotes and send across finalized quotes to the respective vendors along with option to update quote status.
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Vendor Management

Enables users to manage the vendors and their details along with the option to view selected vendor details, view their orders history and status
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Real Time notifications of tasks in queue

User gets alerts on actions such as new purchase requests approvals, rejections with reason, order status, etc.
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Seamlessly integrated with MS AX

Mobility solution is integrated seamlessly with the existing Microsoft Dynamics application via a secure API service for the mobile application to communicate with legacy application.

Our Award-Winning Team

A team of young, dynamic and curious minds recognized with global awards for making a significant impact on making human lives better

Listed in D&B’s list of leading 1000 SMEs (Across verticals) in India under the Service Category

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250+

Smart
Development
Engineers

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90+

Digital
Projects for
reputed Clients

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14 yrs

in Digital
Engineering

Awarded as Winner among 1000 contestants at TechSHack Hackathon

Trusted and Proven Engagement Model

  • A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
  • Our NDA-driven process is established to keep clients’ data and IP safe and secure.
  • The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
  • This helps clarify the goals, and limitations, and deliver quality products & services.
  • Our engagement model defines the project size, project development plan, duration, concept, POC etc.
  • Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).
  • The SOW document shall list details on project requirements, project management tools, tech stacks, deliverables, milestones, timelines, team size, hourly/monthly rate cards, billable hours and invoice details.
  • On signing the SOW, an official project kick-off meeting shall be initiated.
  • Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.
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