How a Fortune 1000 global IT solutions provider dramatically reduced the time needed to process customer orders and improved the experience for its customers and sales teams with Fisent’s Applied GenAI Process Automation solution, BizAI.
The Challenges
Before adopting Fisent BizAI in 2024, Connection faced a major challenge managing hundreds of thousands of purchase orders across tens of thousands of customers. Their accounting and credit teams had to manually review up to 60,000 sales orders to ensure accuracy, pricing, and compliance with service agreements. Traditional automation methods proved inefficient and fragile, often breaking down over minor discrepancies like formatting differences. Jason Burns, Senior Director of Process Optimization, noted that these methods didn’t scale and required heavy configuration. Connection needed a secure, scalable GenAI solution to automate the matching process and let teams manage by exception. However, they struggled to find a vendor with the necessary AI capabilities—until Fisent.
The Outcomes
Matching accuracy
After adopting Fisent’s BizAI, the accounting team and others at Connection were surprised, even shocked, by the matching accuracy the solution had mastered. Instead of the 60% or 70% accuracy they expected, they were seeing matching accuracy approaching 100%.
Improved speed
BizAI was able to add efficiency to the system by greatly reducing the amount of time accounting teams spent comparing documents. When a PO and sales order did match, the order was progressed immediately and automatically. For PO-sales order mismatches, Connection saw a 98 percent reduction in processing time. What’s more, improvement was realized across all orders because Fisent BizAI can read a plethora of document formats, such as PDFs, Excel spreadsheets, Word documents, image files and even.msg email files and their related attachments, which are all common ways customers prepare POs and submit orders.
Security
Connection’s concerns about security and data privacy were solved as well. Fisent’s technology is fully encrypted, protected, and stateless, which is of particular concern when employing large language models (LLM). “So whether Connection’s data is in transit or at rest, our data is protected. None of the information sticks on an LLM in a place that we might not intend it to. We went through many weeks of security review and found BizAI to be a thoroughly secure solution,” explains Burns.