This website uses cookies to ensure you get the best experience on our website.
Accept
Privacy Policy
Get ready for AIKA 365. Your AI Knowledge Assistant for instant answers, empowering your team. Learn More

SipcamAgroCasestudy

Case Study
Sipcam Agro fast-tracks invoice

Sipcam Agro fast-tracks invoice processing and approvals using an OCR-based AI Solution.

Download the Case Study
Industry : Manufacturing
Form Recognizer Azure Blob Storage Power Automate SharePoint Outlook

Client Business Background

Sipcam Agro USA, Inc. is recognized worldwide for its chemical formulation and manufacturing expertise. The company produces, distributes, and markets plant protection products in the agricultural, turf, ornamental, and material preservation industry.

Client Business Background
Challenges
  • Sipcam Agro received multiple invoices on an everyday basis from some of their 300 vendors.
  • Their employees struggled to manage the email attachments and scanned invoices.
  • To initiate the approval processes for vendor payment, it was difficult to search for key information for example, vendor’s name, invoice number, and other pertinent information on the scanned invoices.
  • It consumed huge time and efforts of their employees to find and add information manually into their existing system.

Solution Strategy

The Sipcam team needed a solution that could automate their invoice processing and drive faster and error-free approvals.

Beyond Key built a custom Microsoft 365 AI solution using Optical Character Recognition technology (OCR) which automated the invoices meta-tagging and approval processes in SharePoint Online.

Now the invoices could be automatically read from an email and then pushed to the SharePoint document library.

Once an invoice is uploaded in the SharePoint document library, it could be parsed, and the data automatically captured in SharePoint document library fields based on specific meta tags like:

document storage

Vendor Name

multiple user levels

Invoice Number

robust search functionality

Invoice Date

customizable platform

Due Date

customizable platform

PO Number

customizable platform

Invoice Total

customizable platform

Accuracy

Finally, the invoice is ready for approval from the respective Approver.

How it works

  • The invoice is received as a file attachment in Outlook Email or one drive.
  • Using this URL as a source, the form recognizer parses the invoice data.
  • It automatically gets uploaded and the Power Automate triggers sending the document to the SharePoint document library.
  • Power Automate calls the Form Recognizer API to read and upload the invoice to Azure Blob storage. The new file has a specific file URL.
  • Parsed data is saved in the document library based on the invoice’s metadata and sent for approval.
  • Permissions are configured so that the invoice details are shared only with the departments associated with the vendor.
  • Approval Emails are sent to the respective approver identified by vendor name configured by the user/admin.
  • A two-step approval can be applied, if required, with a threshold limit of invoice amount)
  • The process owner gets notified whenever someone approves or rejects a request.

Solution Architecture

sipcamagro-architecture

Results

Saved Time

Saved Time

The solution fast-tracked Sipcam’s invoice approval process from weeks or months - into minutes!

Accuracy

Accuracy

The solution also reduced human errors as now they hardly needed to add information manually.

High Efficiency

High Efficiency

It increased their employees’ overall efficiency while reducing their stress so they could now focus on high-value tasks.

Improved Search

Improved Search

All their documents are now searchable and allow the employees to extract information they need faster – so they have smarter data on their fingertips.

Screenshots

Screenshots Parsed Data
Parsed Data

Check Out Our SharePoint Custom Development
Portfolio.

Our Resources

True SharePoint Experts!

We have worked with Beyond key on the development of our company intranet which is hosted in [...]

- Leon Allard
Our Resources

Excellent Tool and Customer Support

This tool is excellent, it is simple to use and configure and meets our business need.[...]

- Andy French
Our Resources

Amazing APP & support. Don't change.

We are using this as a people finder for our college. We did look at a few options[...]

- Darren Evans
Our Resources

Outstanding Support

App worked out of the box, I had a few questions on configuration so I email[...]

- Matt Williams

How to Enhance New Employee Onboarding Experiences?

Getting your new employee up to speed can be a difficult task for even the most established companies. It’s a careful balancing act...

September 25, 2019

The Ideal Employee Onboarding Checklist for Increased Efficiency...

Emails get lost in the inbox, physical documents get misplaced and that’s when management starts to notice the communication…

September 25, 2019

9 Best practices for flawless Employee Offboarding

No company likes employees leaving the organization when they become assets to the whole system. Inevitably…

November 18, 2018

Use the News web part on a SharePoint page

Web parts are the main characteristic of your page in the site. One such dynamic web part is the news web part…

December 24, 2018

How to get Custom Theme for your Modern SharePoint site

A couple of months ago, Microsoft introduced new branding and theming capabilities for the Modern SharePoint sites in Office 365

November 14, 2018

Let’s Discuss Your Project