Streamlining End-to-End Sales and Operations Processes with IBM Business Automation Workflow
A leading multinational manufacturing enterprise required a unified way to orchestrate complex sales, compliance, and dealer-facing processes across multiple regions. Manual, email-driven workflows and disconnected legacy systems increased turnaround time, raised compliance risks, and slowed revenue operations.
By deploying IBM Business Automation Workflow (BAW) with Nexright as the strategic implementation partner, the organization consolidated fragmented workflows into a single automation layer. This enabled intelligent case handling, faster approvals, improved visibility, and consistent process execution across global teams.
Business challenge
The client operated across hundreds of distributors, dealers, sales teams, and regional offices. Their existing manual processes were inconsistent, slow, and prone to errors. Critical workflows — including order validation, compliance review, dealer onboarding, pricing approvals, tax validations, and supply chain coordination — relied heavily on Excel sheets, emails, and offline documents.
Key Challenges:
- Highly manual approval cycles causing long delays in sales closures and operational processing.
- Fragmented processes across departments, with no standardized workflow governance.
- Limited visibility and auditability, making compliance reporting difficult.
- Tax and regulatory complexity requiring multi-step validations and coordination between finance and sales teams.
- Dealer frustration and inefficiency due to repetitive document submissions and lack of status transparency.
The organization needed a centralized workflow automation platform to orchestrate end-to-end processes, reduce manual work, ensure compliance, and improve speed-to-market.
Solution
Partnering with Nexright, the client implemented IBM Business Automation Workflow as the backbone of its enterprise-wide process transformation initiative.
Nexright designed and deployed a unified workflow layer that integrates sales operations, finance, compliance, ERP platforms, and dealer portals into a single orchestrated system. The solution automated routine tasks, enforced business rules, and digitized approvals, enabling faster and more reliable execution.
Solution Highlights:
- Unified Workflow Platform:
Built a single automation layer to orchestrate all sales, compliance, and dealer processes, eliminating departmental silos. - Dynamic Case Management:
Implemented flexible case handling for complex scenarios, enabling teams to collaborate, track progress, and manage exceptions effectively. - Automated Rule Enforcement:
Integrated regulatory, pricing, and tax rules into BAW decision services to reduce manual interpretation and improve accuracy. - Dealer Experience Enhancement:
Automated dealer onboarding, certification, and documentation workflows, reducing repetitive steps and improving transparency. - End-to-End Visibility:
Added comprehensive dashboards for leadership to track cycle times, bottlenecks, SLA compliance, and operational insights.
Solution components
- IBM Business Automation Workflow
- IBM Operational Decision Manager (ODM) for automated rule execution
- IBM Cloud Pak® for Business Automation
Centralized Process Orchestration
Consolidated multiple workflows into a single platform, enabling standardized execution and cross-department visibility.
Intelligent Decision Automation
Embedded business rules for pricing, taxes, compliance checks, and validation steps, ensuring consistency across all territories.
Automated Dealer Lifecycle Management
Managed onboarding, certification, document collection, credit checks, and renewals through streamlined workflows.
Result
- Reduced sales processing time by 40%, enabling faster quote-to-order execution.
- Improved compliance accuracy by 60% through automated rule enforcement and audit trails.
- Enhanced dealer experience, reducing repetitive submissions and providing real-time process visibility.
- Lowered operational workload by 30% by eliminating manual, email-driven tasks.
- Accelerated revenue cycles, with sales teams spending more time on customer engagement instead of administrative activities.
Nexright helped us transform our sales and operational workflows with IBM Business Automation Workflow. By automating complex, multi-step processes, we reduced delays, improved compliance, and empowered our teams to work with greater agility. The visibility and control we’ve gained are unmatched.
— Head of Digital Transformation, Global Manufacturing Enterprise