Success

Success Cases

Trading Company H: "Automation of Invoice Processing (Receipt → Ledger → Payment Reconciliation)"

[Challenge] Invoices were scattered across email attachments (PDF), paper, and supplier portals, with labor concentrated on manual entry, transcription, and reconciliation. With a high volume of transactions and variations in tax categories, payment terms, and exceptions (deductions, offsets, etc.) per transaction, approvals tended to accumulate at month-end, and identifying the causes of discrepancies depended on individual staff members. [Solution] ・Standardized invoice receipt rules and unified storage locations (folders/ledgers) ・Automatically extracted invoice items (invoice number, date, amount, etc.) and registered them in the ledger ・Automated reconciliation with supplier master data/rules (tax categories, payment terms, etc.), alerting only discrepancies ・Established approval workflows and shifted to operations where only "exception handling" requires human judgment Reduced manual entry and reconciliation work, leveled month-end processing. Created a state where staff can focus on discrepancy verification, reducing person-dependency in payment and approval operations.

Accounting Automation AI BPR Trading

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Eliminating the "Black Box" of Sales Negotiations

[Challenge] As the sales organization expanded, a significant gap emerged in closing rates between top performers and junior staff. Sales negotiations were left to individual representatives, creating a "person-dependent" problem where the true causes of lost deals could not be identified. [Solution] ・Recorded sales negotiations and visualized data to eliminate the black box ・Created a "Sales Playbook" that systematized high performers' actions ・Established an objective coaching system based on data By moving away from person-dependent practices, the overall closing rate improved from the bottom up. Visualizing the true causes of lost deals improved sales strategy precision, resulting in a 15% increase in closing rates. This enabled early deployment of junior staff.

Sales Enablement Real Estate SaaS

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BPR of Customer Management System for Recruitment Company

Visualized business processes in customer management (job management, candidate management, referral progress management) for a recruitment company, identifying inefficiency bottlenecks and prioritizing improvements. ①Built To-Be business flow starting with SlackBot ②Verified feasibility of automation steps using AI ③Reached consensus with related departments Through data-driven BPR, we improved the efficiency of proposal activities that were previously person-dependent.

DX AI CRM Slack Automation

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Trading Company T: "Standardization of Electronic Manifest Operations and Acceleration of Audit Response"

[Challenge] In the metal recycling sector, manifest management for collection, transport, and disposal outsourcing is common. However, when operations vary by location and staff member, it becomes time-consuming to handle input errors, confirmation oversights, and evidence searches, causing back-office bottlenecks. With increasing volumes and expanding locations, there was a risk that person-dependent operations would become unsustainable. [Solution] ・Standardized common operational rules across locations (input responsibility, deadlines, exception handling, confirmation procedures) ・Implemented input templates (pattern-based) and master data maintenance to handle diverse transaction patterns ・Standardized monthly aggregation and management report creation to reduce aggregation workload ・Established audit response packages (folder design + search keys) enabling retrieval of manifest numbers, outsourcing information, and related evidence by "project unit" Eliminated person-dependency in operations, creating a structure that can withstand location expansion and volume increases. Shortened initial response time for audits and inquiries, achieving stable back-office operations.

Compliance Governance BPR Electronic Manifest Metal Recycling

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