Industries · Consumer Goods and Logistics

A connected operational chain from email to ERP

We centralise orders, documentation, imports, invoices, delivery notes, incidents and tracking to reduce duplicate data entry and give every team a shared view of operational status.

Review a logistics workflow
Industry challenges

Goods move forward, while information arrives through different channels

Purchasing teams, suppliers, operators, warehouses, customs and finance exchange documents and updates across multiple tools. Without a shared operational layer, delays, repeated checks and decisions based on incomplete information become routine.

01

Email as the operating system

Orders, attachments, confirmations and incidents are scattered across inboxes and conversations.

02

Documents without context

Invoices, delivery notes and certificates are not always linked to the right order, supplier or milestone.

03

Duplicate data entry

Teams re-enter information in the ERP and spreadsheets even though it already exists in another channel.

04

Reactive tracking

Status is reconstructed by asking third parties instead of consulting an up-to-date operational record.

Relevant services and software

One layer to coordinate documents, milestones and owners

We can build the portal, automate selected parts of the workflow or take responsibility for operational tasks. The scope adapts to each team's role and to the systems that must remain the primary source of truth.

Software

Intelligent Logistics Portal

An operational record for every order, with a connected inbox, documents, approvals, tracking, third parties and ERP and SharePoint integrations.

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Service

Document automation

Classification, data extraction, validation and synchronisation of invoices, delivery notes, purchase orders and other documents.

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Service

Administrative and logistics BPO

Teams that review exceptions, manage incidents, complete documentation and coordinate recurring activities.

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Teams and processes

Where a shared operational layer changes day-to-day work

The greatest value appears when many participants need to share status, documents and decisions without necessarily replacing their main tools.

Purchasing and import operations with multiple suppliers.

Food and consumer goods businesses with heavy document workloads.

Logistics operators, freight forwarders and warehouses.

Reconciliation of orders, delivery notes and invoices.

Incident management and third-party documentation.

Workflows that must feed ERP, SharePoint or other systems.

Applied case

A logistics portal for a food company

We designed an operational layer to centralise imports and international logistics for a Colombian food company with 17,000 employees.

Intelligent Logistics Portal
1

The challenge

Scattered emails and attachments, manual checks, limited traceability and duplicate data entry across teams, third parties and the ERP.

2

The solution

An intelligent inbox, order-based records, OCR and AI, document signing, tracking and integrations with ERP, SharePoint and customs.

3

The operational result

Documents, status, milestones and exceptions brought together in one shared journey for every participant.

17K

employees in the company

360°

shared view of each record

1 flow

email, documents, signing, tracking and integrations

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How we work

We follow one real order from start to finish

The initial scope must include enough participants, documents and exceptions to prove that the solution works within the operation—not only on screen.

01

Journey and participants

We map who initiates, validates, completes and consults each milestone.

02

Data and documents

We define sources, identifiers, rules and their relationship with the order.

03

First operational flow

We test a representative operation with real users and systems.

04

Progressive expansion

We add suppliers, documents and processes after validating the core workflow.

Integration without creating another information silo

We define which system owns each data point, how events are identified and what evidence must be recorded. Controls adapt to the architecture and the participants involved in the process.

Next step

Choose one representative order or operational record

Tell us which documents it receives, which teams are involved, which system must be updated and where control is lost today. From there, we define the first workflow.

Review my logistics workflow

Consumer Goods and Logistics FAQs

Does the portal replace the ERP?+

Not necessarily. It can act as a coordination layer and send structured data, documents and status updates back to the ERP.

Can it work with supplier emails and documents?+

Yes. We can define inboxes, identifiers, classification, rules and review mechanisms to connect each incoming item with the right record.

Which documents can be processed?+

The scope can include orders, invoices, delivery notes, certificates, transport documents and other formats. Extraction is validated against representative samples.

Does it include tracking?+

It can integrate first-party or third-party status updates and link them to milestones, documents and alerts within each record.

Can you also operate part of the process?+

Yes. A BPO team can handle reviews, exceptions, incidents and administrative tasks defined within the workflow.

How do we start?+

We select one type of operation and follow its complete journey to define data, roles, systems, rules and acceptance criteria.