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HULFT Order Management
AI-powered sales order automation
Current Order Processing
- How do you receive sales orders today? (Email, fax, EDI, portal, phone)
- What percentage of orders require manual data entry?
- How many orders do you process per day/week/month?
- How many people are involved in order entry?
- What is the average time to process a single order?
Document Types
- What types of documents do you receive? (POs, invoices, RFQs, contracts)
- How standardized are the documents you receive?
- How many different document formats/templates do you deal with?
- Do you receive handwritten or poor-quality scanned documents?
Order Complexity
- How many line items on a typical order?
- Do orders require validation against product catalog, pricing, credit limits, inventory?
- What percentage of orders have exceptions requiring review?
- What are common exception types?
ERP / Backend Systems
- What ERP system do you use? (SAP, Oracle, NetSuite, Microsoft, etc.)
- Is the ERP cloud-based or on-premises?
- How are orders entered into the ERP today?
- Does the ERP have API access available?
- Is there a bulk import or CSV import feature for sales orders?
- Who is your internal ERP administrator or technical contact?
Pain Points
- What are the biggest challenges with current order processing?
- What is the error rate in order entry?
- What is the cost of order entry errors?
Volume & Seasonality
- What is your average order volume?
- What is peak order volume?
- Are there seasonal spikes? When?
- How do you handle volume spikes today?
Success Metrics & Pilot
- What would success look like? (Reduce time by X%, errors by X%, achieve X% straight-through)
- What ROI would justify this investment?
- Do you have a specific document type or workflow for a pilot?
- Can you provide sample documents (sanitized)?