SIMPLIFIED PURCHASE PROCESS FOR CUSTOMERS WITH PUNCHOUT INTEGRATION FOR A SOUTH DAKOTA TECHNOLOGY COMPANY

CASE STUDY

A B2B PUNCHOUT INTEGRATION & AUTOMATION CASE STUDY

A development company keenly focused on one single mission, to assist a leading marketing automation company with channel partners, distributed marketing, and remote sales teams, wanted to simplify their end customer’s purchase process by implementing a custom technology solution.

The objective was to automate and simplify end customer’s access to the supplier’s website (Third-party Distributed Marketing Platform) directly through the procurement software.

A B2B PUNCHOUT INTEGRATION & AUTOMATION CASE STUDY

A development company keenly focused on one single mission, to assist a leading marketing automation company with channel partners, distributed marketing, and remote sales teams, wanted to simplify their end customer’s purchase process by implementing a custom technology solution.

The objective was to automate and simplify end customer’s access to the supplier’s website (Third-party Distributed Marketing Platform) directly through the procurement software.

Problem Statement

Our client exclusively handles the technology needs of a leading all-in-one marketing support company. The marketing support company offers products such as printing and mailing to cross-channel marketing and automated collateral management solutions.

The marketing support company’s end customer uses procurement software for their order placement and business needs. Therefore, it was difficult for the marketing support company’s customers to go back and forth to place orders with multiple credentials in the supplier’s vendor application (Third-party Distributed Marketing Platform) and follow up with the procurement software for their various business needs.

Also, the marketing services company’s customers wanted all the transactions like purchase orders, invoices, and approvals, to go through their procurement application for a centralized system.

To overcome these challenges and streamline the entire workflow for greater control and visibility, our client wanted a technology solution that integrates all the distributed systems.

Our client compared different vendors and technology options to build a cost-effective custom solution and finalized Zuci Systems for end-to-end integration of systems and support.

BUSINESS GOALS

Enable Single Sign-On (SSO) for both procurement system and supplier platform

Integration of marketing product catalogs and contract pricing directly into the procurement system

Automating all manual processes

Ease-of-use, scalability, and cost-effectiveness

BUSINESS GOALS

Enable Single Sign-On (SSO) for both procurement system and supplier platform

Integration of marketing product catalogs and contract pricing directly into the procurement system

Automating all manual processes

Ease-of-use, scalability, and cost-effectiveness

Our business analysts evaluated the end customer’s existing IT infrastructure to define the success metrics beforehand. This helped the project team and client to understand the business goals before starting the project.

After understanding the business requirements, our project team created a development release timeline to build a custom solution with Single Sign-On (SSO) and punchout integration and configured it with the supplier platform (Third-party Distributed Marketing Platform) and procurement application.

Finally, the solution was deployed in twelve weeks, which allowed the supplier’s application to communicate with any procurement system. Also, our solution simplified the access to provide B2B punchout integration to other third solutions in the future. Such as punchout catalogs, electronic purchase orders, purchase order acknowledgments, advanced ship notices, invoices, quote, and quote acknowledgments.

SOLUTION

SOLUTION

Our business analysts evaluated the end customer’s existing IT infrastructure to define the success metrics beforehand. This helped the project team and client to understand the business goals before starting the project.

After understanding the business requirements, our project team created a development release timeline to build a custom solution with Single Sign-On (SSO) and punchout integration and configured it with the supplier platform (Third-party Distributed Marketing Platform) and procurement application.

Finally, the solution was deployed in twelve weeks, which allowed the supplier’s application to communicate with any procurement system. Also, our solution simplified the access to provide B2B punchout integration to other third solutions in the future. Such as punchout catalogs, electronic purchase orders, purchase order acknowledgments, advanced ship notices, invoices, quote, and quote acknowledgments.

HOW ZUCI SYSTEMS HELPED

Understood the requirement based on information provided by the client

Provided a strategic roadmap for easy adoption to the newer solution

Grouped all the broad features of implementation cycles into releases cycles

Adapted lightweight development approach towards business logic to process huge volumes with no performance issues

Deployed and tested the solution on the supplier's staging environment and handed over the integration guidelines

HOW ZUCI SYSTEMS HELPED

Understood the requirement based on information provided by the client

Provided a strategic roadmap for easy adoption to the newer solution

Grouped all the broad features of implementation cycles into releases cycles

Adapted lightweight development approach towards business logic to process huge volumes with no performance issues

Deployed and tested the solution on the supplier's staging environment and handed over the integration guidelines

Divided the new system design into two primary business implementation cycles

Single Sign-On

  • To improve enterprise security by reducing login to one set of credentials

Punchout Integration

  • Enabled buyer to access the supplier’s (Third-party Distributed Marketing Platform) website through the buyers own procurement application
  • Configured and customized for individual customers with negotiated pricing, punchout catalog, terms, etc.
  • Redirected buyer back to their own procurement system for approvals
  • Once approved, a purchase order is created in the buyer’s procurement system and sent to supplier via same punchout transaction
  • Finally, invoices are sent to the buyer after shipment in the same punchout transaction in PDF or XML format

Post acceptance of stakeholders, our team moved to production, followed by ongoing support to stakeholders with workshops and Q&A sessions

HOW ZUCI SYSTEMS HELPED

HOW ZUCI SYSTEMS HELPED

Divided the new system design into two primary business implementation cycles Single Sign-On

  • To improve enterprise security by reducing login to one set of credentials

Punchout Integration

  • Enabled buyer to access the supplier’s (Third-party Distributed Marketing Platform) website through the buyers own procurement application
  • Configured and customized for individual customers with negotiated pricing, punchout catalog, terms, etc.
  • Redirected buyer back to their own procurement system for approvals
  • Once approved, a purchase order is created in the buyer’s procurement system and sent to supplier via same punchout transaction
  • Finally, invoices are sent to the buyer after shipment in the same punchout transaction in PDF or XML format

Post acceptance of stakeholders, our team moved to production, followed by ongoing support to stakeholders with workshops and Q&A sessions

PROCESSES AUTOMATED

Approval workflow

Data validation

Exception reporting and metrics

Invoice matching

PROCESSES AUTOMATED

Approval workflow

Data validation

Exception reporting and metrics

Invoice matching

0x
faster processes
0%
reduced TAT
0%
increase in overall operational efficiency
0%
increase in revenue
0 Months
ROI realized

BUSINESS OUTCOME

BUSINESS OUTCOME

0x
faster processes
0%
reduced TAT
0%
increase in overall operational efficiency
0%
increase in revenue
0 Months
ROI realized

TECH STACK

TECH STACK

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