From request for proposal to customer service—one connected process

SAP ERPComarch ERP XL and OptimaCRM systems, including Microsoft Dynamics CRM and Dynamics 365e-commerce and B2B platformsMicrosoft Business Central and Navisionenova365IFSSymfoniaTETAWMS systems, including Quantum Qguar WMSSCM and TMS systemsPOS, billing, and sales record systemscustomer and partner portalsAMODITKSeF Connector and KSeF (Poland's National e-Invoicing System)ECOD and EDI, including INVOICE, ORDER, and DESADV formatsWebAPI, REST APIs, SOAP, and web servicessystem connectorsstaging tables and SQL viewsSQL ServerSnowflakeTableauPower BIAlteryxQlikXML, JSON, CSV, and Excel filesSFTP, FTP, and emailGoogle SheetsActive Directory and Microsoft EntraStatistics Poland (GUS), VIES, the National Bank of Poland (NBP), and rejestr.ioInPost, DPD, Raben, CAT, UPS, and FedExdriver applications, including mSPEEDAzure, Google Cloud, and AWSclient infrastructure and on-premises environments

requests for proposal and specificationssales proposals and their versionssales orders from ERP, e-commerce, B2B, and EDIcustomer and contractor master dataproduct master data and item indexesgeneral price lists and individual commercial termsdiscounts and promotionsinventory levels and reservationslogistics units, packaging, load carriers, EAN codes, dimensions, and weightsgoods issue (WZ), goods receipt (PZ), and warehouse release documentspicking lists and logistics labelstransport documents, shipping orders, and proofs of deliveryaddresses, shipments, and planned loadssales invoices, corrections, and KSeF structured invoicesofficial acknowledgments (UPO), KSeF numbers, and document statusesrecurring invoicesreceivables, payments, and balancesreminders and demands for paymentclaims, complaints, customer feedback, correction notes, and complaint documentscases from portals and contact centersattachments, comments, and document versionsSell-In and Sell-Out datasales plans, targets, and forecastsrevenue, volume, discount, cost, and marginchannel, region, and customer segment datapromotion and distribution datalogistics and warehouse data

analyzing an inquiry, organizing requirements, and identifying missing information with an AI agenta first proposal draft from an AI agent, followed by salesperson verification of content, price, and commitmentsrecording an opportunity, proposal, and order in one connected processimporting orders through WebAPI, EDI, FTP, email, e-commerce, and B2Bidentifying customers, products, and commercial termscreating a sales order document in ERPtwo-way synchronization of proposals, prices, and inventoryreturning order status to the sales channelhandling customer price lists and individual commercial termsexchanging EDI INVOICE, ORDER, and DESADV messagessettling packaging and deposits in sales documentsplanning availability and fulfillment, reserving stock, and monitoring low inventoryreceipts, issues, and inventory counts in WMSassigning and prioritizing picking taskssupporting mobile data-collection devicespicking, package checks, and label printinggrouping releases and generating carrier shipments in batchesretrieving labels, documents, costs, and delivery statuses into ERPsending assignments and addresses to a driver applicationhandling photos, signatures, and delivery confirmationshandling returns, cash on delivery, and additional servicesgenerating and correcting sales invoices, then validating and sending them to KSeFhandling KSeF exceptions, statuses, and official acknowledgments (UPO)automatically sending invoices and attachmentsmonitoring receivables, aging balances, reminders, and confirmationsblocking and unblocking contractors based on settlement statusrecording a complaint from a portal, form, or contact center and assigning an owner and due datemanaging roles, substitutions, statuses, and notificationsexchanging and versioning documents with comments and missing-item flagssupporting multiple language versions of an external formcase and customer communication historymonitoring integrations, errors, retries, delays, and operational exceptionsconnecting sales with the production plan and executionanalyzing events, downtime, and causes of variances

Sell-In and Sell-Out in one data modelsales, margin, and unit and total profitabilitysales plan, forecast, and actualssales by channel, product, and customerrevenue, volume, and period-over-period changetarget attainment by branch and salespersonpipeline, conversion, and sales opportunity stagesaverage order value and number of transactionsimpact of discounts and promotions on sales and marginnumeric and weighted distributionavailability, turnover, Must Stock List, and out-of-stock riskmapping customer potential and salesperson activitygeographic analysis and national and regional sales resultsresults across multiple markets and companiesorder status and fulfillment progressorders by channel and sourceon-time fulfillment and delayed deliveriesopen orders and reservationspicking and warehouse workloadpackage and shipment counts, carrier statuses, and transportation costsreceivables and aging balancescollection status and sent reminderscomplaint volume, status, and handling time by category, channel, and locationrecurring causes of claims and complaintscontact center and customer service team workloadalerts and exceptions that require actionoperational and management reportsdesktop and mobile dashboards with filtering, comparisons, and drill-downmaps, spatial analysis, and exports to Excel, CSV, and PDF

nearly 100 organizations using our BI and integration solutionsanalytics and reporting implementations in nearly 100 organizationsreporting projects since 2005retail, wholesale, B2B, and e-commerce salesmulti-branch organizations, corporate groups, multiple companies, channels, and marketsPolish and English solution versions for national and regional datadevelopment, test, staging, and production environments in SaaS, the client cloud, or on-premisesmonitoring, backups, testing, SLA-based support, and user support