Schneider Electric, a world leader in energy management and automation, set out to achieve optimal Zero-Touch outcomes and streamline global order processing. Despite decades of EDI installations and a robust B2B portal, a significant number of customers continued sending sales orders by email, creating persistent manual processing challenges.
The challenge: Consolidating global order management
Schneider Electric aimed to unify sales order processing worldwide as part of its Technical Debt Reduction program. The company needed a single PDF-to-EDI system that could scale, integrate with 27 different ERP systems, and meet strict global security requirements. Previous OCR solutions failed to deliver true Zero-Touch processing, with 26% of orders still requiring manual intervention and some regions facing long implementation timelines and accuracy issues.
The solution: Portalink™AnyOrder
After rigorous testing of nine providers, Schneider Electric selected Portalink™AnyOrder for its unmatched accuracy and scalability. Portalink’s purpose-built solution delivered:
- 100% accurate PDF data capture, eliminating OCR-related errors
- Over 70% Zero-Touch processing of non-EDI sales orders
- Seamless integration across 27 ERP systems
- Full compliance with global security standards, including Single Sign-On (SSO)
- Rapid deployment—42 portals launched globally within three years
The results: Efficiency, accuracy, and global scalability
Portalink’s solution enabled Schneider Electric to automate over 70% of non-EDI orders, dramatically reducing manual processing and freeing staff to focus on higher-value activities. The implementation improved accuracy, accelerated order-to-shipment timelines, and supported the company’s vast international operations with robust security and compliance.
“Portalink delivers a lot of value. It was the only system that could scale cost-effectively.”
“The first goal is efficiencies in your own organisation, as we see more pressures on cost to serve… Zero-Touch is important. And the second wildly important goal is making sure the customer gets the order on time.”
Why global automation matters for energy management leaders
For global enterprises like Schneider Electric, automating order processing is critical to reducing operational costs, increasing speed, and maintaining customer satisfaction across markets. Portalink™AnyOrder empowers companies to consolidate workflows, ensure data accuracy, and scale efficiently in a complex, fast-moving industry.
Join industry leaders achieving efficiency with Portalink AnyOrder today.
