AI + Robots · Case Study

Industrial Process Optimization Using Balluff Solutions

RPA SAP Outlook Industry 4.0
01

What is Balluff?

Balluff is a globally recognized manufacturer and provider of innovative sensor solutions, identification systems, and network components that has been setting standards in industrial automation for decades. As a partner in digital transformation, Balluff delivers advanced systems that integrate hardware with software, enabling enterprises to reach the level of Industry 4.0.

The brand’s extensive portfolio includes everything from precision position sensors to comprehensive RFID systems and IO Link solutions, which together create an ecosystem for full transparency and control of production processes.

02

Challenge

At Balluff, the order verification process was performed manually by the sales department staff.

Every order required a check in SAP along with an analysis of payment history and email correspondence in Outlook:

Time consuming

The process was time consuming and delayed order fulfillment.

Less time for sales

It limited the time available for sales activities of the team.

Tedious and repetitive

It forced sales representatives into a tedious and repetitive task, which negatively affected their motivation and overall job engagement.

03

Solution

We implemented an RPA robot integrated with SAP and Outlook that runs the full order verification process:

1

Continuously and automatically reviews open orders in SAP.

2

Analyzes the customer’s payment history.

3

Extracts data from emails (Outlook) and analyzes communication context.

4

Makes decisions: no overdue payments → passes the order for fulfillment; overdue payments → automatically sends payment reminders.

5

Ensures data and process consistency within the system.

6

Generates daily performance reports and summaries of its activities.

04

Results

The implementation of the robot delivered measurable operational and financial benefits:

approx. 4,200 h

of sales department labor freed up annually

20 to 30×

improvement in the debt collection rate

↑ Sales

time reallocated to new customer acquisition

Zero errors

faster fulfillment and elimination of manual errors

Greater scalability

Increased process scalability and enhanced financial control.

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