Case Study: Hardware & Software Distribution Company achieves major labor savings and error-free sales account entry with Worksoft

Hardware & Software Distribution Company - Customer Case Study

A medium-sized hardware and software distributor faced a time-consuming, error-prone process: telesales reps populated a web form that outputted to a Word document, and data-entry clerks manually transferred those values into the back-end ordering system. Full integration was cost‑prohibitive, so the company needed a way to eliminate repetitive manual entry without a major IT overhaul.

Working with Worksoft, the company automated a batch process that reads the Word documents and maps name/value pairs into the ordering system using Worksoft Certify. The solution—built in days with no coding (drop-down rules, variables and validations)—preserved the system’s front-end logic, cut substantial labor hours, greatly reduced errors, and is now deployed company-wide.