Any document from any sender, processed automatically in seconds
Portalink can process any order from any sender with the highest possible accuracy by automatically applying the most effective data capture method to each document it processes.
Portalink is the only system that uses this comprehensive approach which eliminates the need to manage different order types in different systems, significantly enhancing the efficiency of the Customer Service Team who quickly adapt to the simpler system and process within hours.
How it works
Data
validation
Smart integration with ERP system/s enables all data to be validated with Zero or Low-Touch.
Portalink can achieve True-Touchless order processing by fixing errors before they reach the ERP.
Template
mapping
Portalink’s AI-Assisted mapping service ensures every Customer Order Template is mapped quickly, accurately and cost effectively. Portalink’s low mapping cost enables all orders to be automated, from the largest customer to the smallest.
Continual
improvement
Or proven agile implementation delivers quick results.
From Zero-to-Hero in 8 weeks. Automate all Customers (not by hundreds, but thousands).
Streamline your customer purchase orders
Customer Purchase Orders are the lifeblood of most organisations. Despite the introduction of Electronic Data Interchange (EDI) more than 50 years ago, many businesses still rely on unstructured PDF, HTML, and Excel order forms that need to be processed quickly and accurately. Unfortunately, many companies still manually enter orders or use inefficient systems, leading to:
- Delayed deliveries
- High error rates
- SLA violations
- Poor customer satisfaction and retention
- Lost sales and reduced profitability
The solution: Portalink’s 100% accurate data capture technology
Unlike traditional OCR systems, Portalink automates sales orders with 100% accuracy you can trust. Portalink is the only system that scales cost-effectively to handle the long tail of non-EDI customers. Our AI-assisted, fully supported mapping service can digitise thousands of customer order templates within weeks, no matter the size of your trading partner or the volume of transactions.
Proven technology with unmatched performance
Independent technologists in Boston, MA, have proven that Portalink is unrivaled in achieving Zero-Touch order entry for complex business environments. Here’s what you can expect:
- 80%+ True Touchless orders: With a single order processing point that empowers your Customer Service Team.
- Efficient error resolution: When a customer data error is identified, it’s quickly flagged to your team for resolution.
Machine learning for continuous improvement: Portalink’s AI learns from your team’s decisions, improving the accuracy of future orders and increasing the Zero-Touch score over time.
Cost savings at any scale
Manual entry
$75
Cost per order*
Portalink™AnyOrder
$14
Cost per order
20,000 (pa)
$5.50
Cost per order
50,000 (pa)
$1.60
Cost per order
200,000 (pa)
$0.82
Cost per order
500,000 (pa)
*$75 is the average cost per order of NOT automating.
Reference: Independent Study of 100 x Fortune 500 Companies by Lora Cecere, Supply Chain Insights.
Choosing the right solution for Sales Order Automation is business critical
Factors that differentiate order processing methods – as shown in the quadrant
- How quickly and cost effectively can it scale for ALL customers – from biggest to smallest?
- Can ALL business rules be automated before orders reach the ERP?
- Can it capture ALL data with 100% accuracy?
- Are ALL orders processed within seconds?
Automation Quadrant for big businesses
- Portalink™AnyOrder the only system that ticks all the boxes.
- Next best PDF-to-EDI System. The only one other system that can automate PDF Sales Orders with the same accuracy and processing speed as Portalink does not scale beyond a few hundred Customers. This system shares the same shortcomings as Electronic Data Interchange (EDI) – only suitable for the biggest customers – too expensive and too slow to implement from biggest to smallest – inflexible with limited business rules.
- OCR Systems. Most document automation systems and AI engines depend on Optical Character Recognition (OCR) to capture data. This out-dated scanning technology makes too many mistakes and cannot be trusted for Zero-Touch.
- Manual Data Entry is the slowest and most expensive option. Humans can process most order types because people are adaptable, but high error rates are common and human resource is the most expensive to scale.
True-Touchless Order Processing at scale
Portalink embraces the bespoke business needs and goals of each of our clients
85% less manual entry
100% accurate
85% faster from Inbox-to Pickslip
Frictionless for customers
Fully supported mapping service
Onboard Customers fast from biggest to smallest
Flexible Business Rules
60% reduction in SLA Penalties
What is "True-Touchless"?
"True-Touchless" refers to Portalink’s unique ability to process orders with 100% data accuracy that eliminates secondary touch in the ERP. Portalink is the only system that processes orders ready for pick and pack, without further order management.
Why is Order Automation important?
Acquiring a new customer can take months, or years. Losing a customer can take seconds. Customer Service is a major factor. Customers quickly become disgruntled if their sales orders are not received quickly and error-free. SLA violations are a costly reflection of poor performance.
Portalink™AnyOrder can help you achieve:
and penalties
The result:
More happy customers
Higher retention
More sales
Higher margin
And it gets better. Make more sales by freeing up time for your Customer Service Team
The customer service paradigm
Customer service team before AnyOrder
Customer service team after AnyOrder
Benefits our customers achieve
After AnyOrder
Customer Sales Representatives prefer using Portalink
- Friendly and intuitive user interface
- A Virtual Assistant that can be trusted 24/7
- Huge productivity gains are achieved by processing all or most orders in one system
- Frees up CSR’s to up sell and cross sell
- Better Customer Service equals sales uplift and higher customer retention
We deliver where others can't.
Give us 4 weeks to prove it.
Put us to the test. You'll find there is very little effort required.
Start your journey
Sales Orders are your most important lifeline
… and we take that super seriously. We do not take for granted the importance of choosing a solution that will not let you down or the trust that’s essential for Zero-Touch. We know how complex Sales Order workflows can be and we know how to deliver a risk-free solution that will meet your needs
Achieving optimal Zero-Touch outcomes in complex business environments requires a dedicated approach to continual improvement. At Portalink, we are committed to ensuring a smooth implementation and go-live experience, risk-free.
Proven implementation methodology
We guarantee a fast and thorough implementation by using a trusted methodology designed for success. Our approach will provide:
- Seamless integration between your Portalink portal and ERP system
- Business rule establishment to ensure accurate automation
- A smooth transition that minimizes errors and maximizes efficiency
This enables your teams to focus on value-adding activities rather than operational tasks.
Ongoing expert support
- Scoping your business needs
- Implementing the solution
- Deploying with precision
- Offering support through hyper care and beyond
Zero-Touch performance
With Portalink’s Zero-Touch reports, you will have the tools to identify incremental improvements that yield significant long-term results. Our mission is to push Zero-Touch performance to:
- Above 80% of transactions within the first 12 months
- Achieve this without cost creep or hidden fees
Structured and unstructured purchase order processing
Portalink can process any order from any sender with the highest possible accuracy by automatically applying the most effective data capture method to each document it processes.
Portalink is the only system that uses this comprehensive approach which eliminates the need to manage different order types in different systems, significantly enhancing the efficiency of the Customer Service Team who quickly adapt to the simpler system and process within hours.
Data mapping
Portalink’s AI-Assisted mapping service ensures every Customer Order Template is mapped quickly, accurately and cost effectively. Portalink’s low mapping cost enables all orders to be automated, from the largest customer to the smallest.
Data validation
Smart integration with ERP system/s enables all data to be validated with Zero or Low-Touch.
Portalink can achieve True Zero-Touch order processing by fixing errors before they reach the ERP.