Empower Your Logistics Business with Sales Automation for logistics

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tab notice that how we have the accounting department here in an an additional step while on one step the Bots can do multiple things now so we just picked something simple here and it's just a a manifest so a freight this is for shipping a freight and there's just data points in here welcome to inside the bot the podcast that brings you to the Forefront of business automation brought to you by open Bots The Game Changer in the world of intelligent automation automation ever wondered how to streamline document processing from months to seconds to seconds or how to skip those pesky ball licenses you're in the right place stick around for our BYOD bring your own document segment where we tackle real world data challenges and get ready to gain insights from industry experts on AI RPA and all things automation don't forget to hit that follow button to stay in the loop you will not want to miss this now let's get automated automated [Music] automated welcome to inside thebot podcast we're here to talk about the top use cases for the logistics industry so we prepared some advantages got Gilbert here he's got a background in logistics and we wanted to do a quick overview and show you some advantages and some practical applications on what we can do with AI and automation thanks Gilbert for joining so where are we going to get started that's right we're gonna get started we have the first the benefits of actually implementing Ai and Automation in in your industry so we're covering logistic companies manufacturing and of course supply chain as you might know the supply chain seems like the umbrella of the services recovers everything from the get-go from when you start the product until you deliver the product and so on after the product manufacturing is more of uh companies who actually create the product from the raw materials and then you have logistic companies you have all kind sort of logistics companies could be warehousing could be trucking companies they call it 3pl 4pl you name it they are more dedicated to the transportation which it's a great it's a great indry too because there's It's a combination of human humans and then technology I mean it's complicated so it's a really great opportunity for AI to step in and in reduce some complexities help with some compliance efficiency is what you'll get into yes correct as you see on the monitor uh Logistics supply chain that goes from the port to the roads where you see any trucks next and next to you driving delivering the the the the goods to any warehouse or any stores and that takes us to the main B benefit we have the benefits for if you're managing a Logistic Company a Supply Chain management company or a warehousing company or a manufacturing company we have the main benefit we have what's what are you missing if you don't apply Ai and Automation and then we have the top case studies for these industries so the first benefit is efficiency and speed of course if you add Automation and AI you will save both time and operational cost and our tool we have uh open bot documents as we've been showing uh lately in our LinkedIn you can by the way you can search LinkedIn YouTube and Twitter uh we're live on on with this podcast um there are several tools that will help you reduce both like I said time and operational cost every time there is a competitive Advantage going on right now with AI so there is opportunity for organizations to stand out get some more market share but the thing is is that it's kind of the next Evolution you know it's going to soon be just what a computer was 10 years ago 15 years ago but it is time to get on it now for these advantages that we're talking about so I'll give it to you it is that was number two right competitive and manag so we have quality and accuracy our tool actually which uh is the one that we were describing it has over 95% of accuracy so you're eliminating human error by automating all of all of these processes um you can make uh all this information faster you can make data driven decisions and give the advantage over the competitors because you will they will have a slow adapt to the systems and this industry is so volatile so up and down the market demands fluctuate it's just a nature of the industry so AI automation allows you to be elastic allows you to respond to these Market fluctuations ultimately you can scale in either direction if you need to scale down or up AI gives you that capability and we're on number five number five is cost efficiency of course that you can red reduce labor costs because when you add automation you can build Bots and you can have your all your own digital Workforce therefore you're saving uh time and you can just add your human Workforce to focus on those tasks that are more important for you number six is risk and I'd like to think opportunities there's a way to it's one thing to have the data but to be able to create forecasts and understand what your data is telling you about your industry maybe which region is the most profitable for you to have more drivers or supplies or products in so it's a way to kind of make that predictive analysis happen yeah and the importance of that predictive analysis will actually resonate also with customers and that takes me to number seven which is customer satisfaction by adding implementing Ai and automation you can make sure your customers get the right response at the right time faster than ever you don't have to wait for a human to punch in and you know come into to work the next day and actually uh the lever whatever uh the customer was asking to for uh you can just automate your entire system and then have some humans in the loop working with it and the data is there we know that all the organizations that we work we they have data but it's siloed it's part of it is just it's it's not that it's inaccessible it's just it's not connected in the system so one advantage here is that it's able to aggregate the data it's one you know the bits that you have and bits you have it's understanding what that data is telling you getting those insights it's going to be very important moving forward and number nine is environmental goals basically one of the ways that you can save uh not only money but energy in your Warehouse you can actually have an automation to automate the entire Warehouse uh electricity and that way you will be saving in energy consumption overall um that's just small parts of automation where you actually take into consideration other facts other than just Time Savings and Roi and there's a lot of Technology that's disconnected there's personal little bits there's phones there's iPads there's documents and there's computers and then there's human Workforce so part of this too is consolidating the tech not only the data but the tech devices that go into that how the data all right so here's a brief uh history and evolution of Automation and AI in supply chain manufacturing and Logistics everything started with the Industrial Revolution and the mechanized Looms and the assembly lines then we come to the computer era that was uh a little before the 90s where computer desktop came in and companies started throwing the drawing tables and file cabinets and then the the Erp system came along on the 90s that's when manufacturing and logistics company started using and and digitalizing uh mostly everything then the internet came alone and with this the cloud-based Solutions we have have uh our cloud orchestration system that works from the cloud and and I know that most of most companies are using the cloud as as a base to run the several software and now we're on the AI uh era and you can relate I don't know if you can see the the the same or a difference between uh similarities or the difference between the computer era and where we are right now on on AI even from the consumer point of view too if you remember back from like 30 years ago when it became popular when they were getting the computers I remember it was a family investment it's like oh we're getting our first computer like the first cell phone it was a big deal but it was kind of the first time where this technology was available for consumers and the same thing is happening this this graph that we have here we see the hardware then we see the data systems then we see the cloud but now we've got AI That's consumer friendly it's available and it's easy to use which is has not been the case since the last five years and then can you imagine how many people rejected the computer at first yeah I'm not doing that I'm using Post-its and I'm using my my planner yeah that that probably happened until all the way until the 90s and then some people just got to jump into the computers so the same thing is happening with AI and automation if you're managing a Logistic Company supply chain or Manufacturing Company you must add the right Automation and AI platform to your systems um that's a good that's a brief story we we actually have some good studies here too to share I think we have another graphic though don't we we do but before we jump into that graphic let's see so we just discussed basically Ai and Automation in a nutshell the history behind it and how the systems are integrating in order to prevent fines for for from ports and federal authorities is another important point that we need to discuss because that's one of the most important points of implementing Ai and automation you want to you know how many logistic companies and supply chain companies are actually getting sued or getting fines from ports from federal authorities if you're a Manufacturing Company you you have to be and if you're creating for example Healthcare products or devices you have to be heppa compliant so most people when they look at automation they think how much can how much more Revenue can they generate for their business because if they improve eff efficiency but in this industry there's a lot of fines going on just due to non-compliance and it comes down to getting the right paperwork in order so there's an opportunity here for these large companies that are doing this supply chain manufacturing to reduce the fines because the documents handling properly yeah let's look at some of the fines that these companies are actually in danger or actually not not be compliance with okay uh I have one here that is customs and declaration duties mistakes on custom paperwork can result on significant fines on this era so and it happens all the time it happens you have a human just typing in all the information or or forwarding information with Automation and AI you can just automate the entire process no errors eliminating human errors 100% And there's certain regulations environmental regulations so if you're traveling to different ports there's other things that happen in those areas that you can be in compliance with and with the documentation that you need it can be automated so you have what you need to to be in compliance with those Regional areas yeah and in order to keep being in compliance you have to have the right inventory reporting and that's another segment where the incorrect inventory reports will give will get you another fine so there's there's tons of compliance right so the the frea the freight the shipping and fre that's always you know did you bring in the right things did you not bring in the right things are you allowed to bring it in the certain area so again the compliance is a huge theme because there's a there's you know shipping good Goods to another region it is an issue well there's there's so many vectors to it and it depends on the product too I mean if we're talking about a product that people eat versus a retail product that like clothes that people wear the regulations for that are going to be completely different so it's a way to kind of stay in order with those regulations true each of these finds that we found actually goes go goes hand to hand because the quality control is another another segment so Federal authorities can impose fines for products that don't meet quity standards so it goes as you can see it goes hand to hand you have to have everything good process so you don't get fine and you don't lose your revenue and data security is always going to be a huge concern and when we talk to experts in Risk Management all of our verticals that they they tell us that those frauders out there they it's it's AI fighting AI so if you don't have ai then you know your data your data will be at risk at some point so it's it's great to have that extra EXT ra countermeasure because those guys are always a step ahead so instead of being reactive it's better be proactive correct and and that applies to labor laws too um so you have to automate the eping I know a lot of people with warehouses and trucks you have to be able to track all of those hours extra hours sometimes most of the times are extra hours so you have to be able to adapt and automate all of that process so you don't miss one hour some people just forget to maybe punch in punch out and then with when you automate all of this process you're saving yourself money and then retaining documents is a big area too there's government regulations that require certain documents to be in place so they can set up automations as well to make sure that they're current that they're current or that when when and where they need to be updated and the actual stakeholders that need to make it happen so the moment you've all been waiting for here we're going to give you the top four use cases for supply chain actually we have more now we promise five and we have over six different processes for Logistics supply chain and Manufacturing we we understand that not everyone has the same business processes even though they're are very similar but we can start with Logistics on the logistics sector and by the way we have a PDF that you can download with all uh the case studies that we're discussing here so you can actually look at it later on and and share it with your team and and maybe call our team and and see a demo of open Bots and see how can Automation and AI uh be implemented in your company so for Logistics we have uh the number one can can we have like a music or something Inventory management will be the number one uh case study for Logistics this is when automation can streamline document intensive task like maintaining inventory logs thereby reducing errors and improving realtime tracking that's a really important part of logistics then we have Freight and shipping documentation from Billings of Landings to custom forms AI can classify extract and Route documents swiftly spreading up cross Border Logistics then we have and this takes me to do we have can we show the graphic yeah we have the third uh logistic automation which is invoice and payments you can with this automation you can capture data from vendor and client invoices for faster processing and payments enhancing vendor relationships with this graphic that you see on the screen what we're saying the graphic on the left as you can see includes six steps before the service starts so we start here and then again this is more for a logistic company that uh a Logistic Company might receive a request for a service it could be hey uh Jason I need you to to to use your I need to use your Warehouse or I need you to carry my my goods to maybe the state of Texas or something so the first step is to request that service online and usually is online nowadays everyone has a website so that's the first step then that's and then again we're talking about uh this process without a business process without open Bots and this is currently the majority of the market is here right now uh especially Logistics because we're getting the quote um a human actually gets that quote in the office in the logistics company then the prospects receive the estimate for the approval after the human looks at the quotee they send the estimate they approve the estimate and then they have to to make the payment so the estimate process the payment after that process the payment is made and then the order goes to the dispatcher and then the service start as you can see we have one two 3 four five six seven services which is fine that's the way we've been working uh and now this is with open Bots as you can see the difference just at a glance you can see that is a three to four steps uh you can automate the entire process we'll start with the the request of the service then a bot analyze the order and send it back for an estimate and notifies accounting so we're talking about that these three steps a bot actually takes those steps and can do it do it in one shot and an important point there too so that when we say bot two that could be a group of automations to do that that can work together exactly because you can have ai document processing taking that uh extract the right data and then have another BT sending that information to back to the to the customer and that customization is important because every company is different so what bot Army you have digital workers you have those are all customized to the exact needs too exactly and and that that's good that you mention that if we we highlight this step notice that how we have the accounting department here in an an additional step while on one step the Bots can do multiple things they can uh retrieve the information or the request sent by the customer then they can extract the right information that they need as two steps they can utilize that information put it back in your system and as you can see here it notify accounting at the same time so some companies have some systems that are connected but we work with several companies that have multiple systems accounting systems Freight System a dispatcher system and none of them are connected usually they communicate by email with automa with RPA and automating all of this you can connect disparate system at the same time so notice how we connect we we just deleted three steps and then the customer approves and pay and the service starts so as you can see this goes back to the efficiency and the speeding the services and all the process that we were discussing yeah I mean it's a great picture to show I mean the goal here too is to have the service start as soon as possible ex right to cut cut out not to cut out people but to give them the information that they need that they could put it in the right channel customer serve is 100% yeah because you remember we are on the digital era so I'm on the website if you don't reply back to me really I can just open a new window and request another quote and go somewhere else yeah exactly so we're one click away now which makes Automation and AI an affordable and a m go tool oh so we have that's the those are the automations for Logistics now we have the automations for supply chain onboarding is always going to be a huge factor of this onboarding a new vendor there's going to be documentation involved and then managing the documents that you need need that's going to be it's going to be better equipped for a computer and AI to do that because they they understand ones and zeros and you get accurate results because at our best you know humans are you when they have their coffee and they're feeling great they're 90% accurate and it's just kind of funny when people pick holes through the data accuracy oh is it 95 98 well data handles numbers very or AI handles numbers very accurately much more than we can and it's just going to be more consistent for that document management and we're talking about hundreds of orders not talking about one at a time right right and so it's the volume the volume of data is here as a factor too I mean if we're talking about a huge shipping company right this is mass scale that we're doing so think about the mass scale the accuracy that can be gained from using these tools so with contracts there's times where things need to be reviewed renewed and updated so you can set up alerts and automations to not only let you know that that work needs to be done but also to get the data to do that work as well yep and then we have the manufacturing uh top use cases number one one we have quality control documents that's where AI can automatically analyze and flag quality control metrics so that's a great Advantage because you don't need a human I mean you will need you we will always need a human Workforce but that will be for validation and for things that are more important these things that are just constantly moving and are mundane task and our repetitive task these things are are processes business processes that we can easily automate number two we have work orders by automating the distribution of work orders ensures that the manufacturing process is smooth and that all guidelines are followed and number three for manufacturing we have a regul Regulatory Compliance that's when automation can keep track of the Ever Changing regulations and ensure that all compliance documents are up to date as how many times did we mention compliance today I feel like that's the common theme it's like it's like inventory it's like what what what what would Vans still have are they in compliance with the region you know I think that's a huge Factor like that's not going away compliance is always going to be there so I mean it's I wouldn't say that AI is the one and only compliance tool but it sure does a heck of a good job exactly and it's not only on this on this industry but but this industry is so monitored so closely monitored by federal laws that you don't want to run to a chance to get a fine or something so besides the ROI you get an immediate Roi with Automation and AI of course you don't have to hire a lot of employees to to to perform several tasks or operational task um but the the biggest Roi I say is meeting this compliance and and being able not to get those fins at the end of the day I think we're ready now we can show the tool and show some examples of documents and some data that we can process and and kind of show you know for for real these examples and how it pertains to our technology yeah and again we have the PDF uh where you can download it from our website so you can get started there you can easily get started with open Bots and test the document assistant that we will show in a minute um so you can just ask your documents questions see the relationships and the different features that we have or just contact our team to give you a quick demo and see how Automation and AI can improve your business in this industry has so many different kinds of documents it's hard to narrow down so we just pick something simple here and it's just a manifest so a freight this is for shipping a freight and there's just data points in here that we' want so this is our tool documents with GPT and we uploaded this sample this document that's available on the internet and we wanted to see what we extracted so there's some things here you know description of goods is always going to be something that someone's going to need to know so what what's the relevance here in your in your in your background from Logistics well number one we were talking about efficiency and accuracy as you can see is over 95% accurate if you go to the right sideb bar you will see that all the those fields are coming from a non-structure document that means that uh it is a fact it is a scan so this is not a PDF where you can easily take the text this is actually a scan image sometimes logistics companies they just get a fact or or a scan image from with a signature our tool actually recognize all of this image as text which is great for data extraction so you can digitize these documents and you can start there that's like the first benefit that I see with our tool and say if you're a manager of a company like this so maybe had 10,000 of these documents and you wanted to know something about the destination and and saying is there a destination that's occurring over and over again you might not know that right away so you could use the tool to process that and find that information out instantaneously yeah and also reject some of these uh documents sometimes you can just add tell the the bot hey if these documents come in after a certain date or from certain location cancel it and send a message hey we're not the right fit for you um so there are many ways that we can Implement Ai and automation on your field our platform actually give us that opportunity to actually Implement Ai and automation on several parts of your business and the thing here to point out too is that it's not just only extracting the information because of our technology it understands the information that is there so if you see I have our our Q&A here and I asked it what is the final destination and it said the final destination is Georgia doesn't seem super remarkable but it understands that information is in there and you're able to have a conversation with that document and pull out the information that you need again besides the um the chat feature and the fields that that you found we have the which one the the entity relations which is a great feature yeah and this is and I always like this one too because if I depending on the document too it does this not only extracts information but every document upload it creates this flowchart and it you can you can move stuff around and you know it's like if I was going to create this myself it' take me time and most people are doing this in Excel or canva or something and here for a supply chain management you will have the Logistic Company that is moving the goods you will have the the the manufacturing companies who was was a company who actually created the product in there and the different 3pl compan trucking companies or entities maybe we have Trucking that are individuals people that are actually Freelancers so you can have all of this structure per account and per document and you can import uh hundreds of documents at the same time and you can pre-organize all of this yeah and if a business user gets in here these are something that they would they would want to explore they and they can they can send a screenshot or have this you so it's good to have a visual representation of the data correct and it's important to say that open Bots you can use open bots on top of your systems we know that for logistic companies uh they're are very used to sap or Oracle transportation management software or uh jda software or for manufacturing you guys are are on semens uh PLM software or Rockwell Automation and there are tons of automation companies but our tool actually works uh and mimics human interaction so that means that we can be on top of your of your current software and obviously I have to make a joke about logistics right because it's all about timing one thing I like about our tool here is that it has an event Explorer so that's very helpful for lengthy documents you need to understand the timeline for events so this has it here again another point it just does this automatically right we're not training anything we upload a document and we can have a bird's eye view of all the events that happen in this document when things happened what happened what was the outcome who caused it how long would it take you to make this EXL spreadsheet yourself let's do the the the challenge right now if you ask me something about that document for example I have a document in my hand I have to go ahead and read it and how long did it take you to to actually pull that data it's instant so now it just depend the question too is what data do you need what what data do you want because we know it's in there but what do we want and that that's really the customization for for the company is to understand what do I want what do I need for my documents on a regular basis to be more efficient yeah to find all not only to find all of that to actually put all of that together finding all the relation the the people the signatures and everything together it will take me a couple of minutes per document we're talking about uh this tool does it in seconds and then you can add bots on top of that and that's how the the automation workflow uh works for you yeah and it's a goal too I mean people want they want end in processing and in a way we have that available because of the platform on the back end and that's what most people ask like okay we've got this document we've got the data what do we do with it next and you're saying well build build an army of digital workers that handle that that information exactly again if you're managing a Logistic Company Supply Chain management or manufacturing and you do have disconnected uh systems that you can't you you wish to connect uh each of them I used to have a QuickBooks account in a small Logistic Company that they couldn't connect it to to their their systems and with open Bots you can connect any systems so that's one of the main advantage of uh having open Bots as your platform well let's point that picture too because they said the QuickBook so what what is happening so there the data is in the QuickBooks and and you what happens is between your co-workers you're emailing something hey can I get that information if you don't have direct access exactly that's the main issue disconnect the systems yeah because the accounting software usually if you're on dispatch if you're a dispatcher you you're not on the accounting department so you don't get to see those software and that kind of information with open Bots or or an AI or automated system you can easily connect this systems or or your software and just move forward with with the day-to-day operations yeah and it's not a it's tangible now ai is tangible there's even if you don't have if you're a large logistics company you don't have a dedicated Dev team that's fine but the technology is there so is it going to be a competive advantage or is another company come along better customer service that they're going to just outperform you yeah so again uh download the PDF uh it's on the link down on the description and make sure you contact our team for a quick demo we do a reverse demo where we actually look at your business uh operational processes and we make some recommendation based on on on your your needs bring your questions we look forward to answering them thank you