The Challenge
Sullivan & McLaughlin Companies, a technology-driven electrical contracting firm, faced significant challenges with processing large volumes of packing slips and logistics information. Project managers were consumed with ensuring all logistics were accurate and timely, which was critical for maintaining project timelines and ensuring the critical path was not disrupted. They identified several issues:
Numerous packing slips and logistics documents did not adhere to established standards, often missing critical identifiers. Approximately 30% of slips lacked obvious tracking numbers or identifying information, leading to inefficiencies in processing.
The manual and repetitive nature of these tasks consumed valuable time and was prone to clerical errors, reducing efficiency and accuracy that project managers could otherwise dedicate to strategic planning, coordination with subcontractors, and client communication.
Communication is an obstacle due to physical disconnect between offsite receiving facility, back office, and onsite project managers and foremen.
The Approach
In response to these challenges, Sullivan & McLaughlin adopted Planflux to support their project managers in the logistics intake workflow. This support included integrations and automations such as:
Operators in receiving warehouses taking photos of packing slips and logistics documents, which were then automatically classified, cleaned, and data extracted.
Routing new logistics data to a human-in-the-loop approval process, from which data was reviewed.
Auto-exporting new logistics data to the project management system via an API, significantly speeding up the processing workflow.
The Results
The deployment of Planflux led to impressive enhancements in efficiency and accuracy at Sullivan & McLaughlin:
A 85% reduction in the time required to enter claims into Smartsheet, accelerating the claims intake process.
The reallocation of thousands of FTE hours to more critical and revenue-generating work, boosting staff productivity and job satisfaction.
A consistent delivery of over 90% accuracy in data extraction, thereby reducing mistakes and increasing dependability in claims processing.
The maintenance of a hyper-optimized validation process that achieves 100% end result accuracy and compliance.
By leveraging Planflux’s advanced document processing and workflow automation capabilities, Sullivan & McLaughlin not only saved on labor costs but also significantly streamlined their packing slip intake operations. This allowed supporting staff to assist with other tasks, created a more accurate process that led to other material-related construction ROIs, and enabled easier identification of specific products through simple context for extracted data.
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