Case Study: Automating Culligan Iberia’s Operations with EngiMatrix

Challenge: Manual, Repetitive Tasks Across Multiple Departments

Culligan Iberia, a major player in water solutions, faced a common challenge among companies experiencing growth: a high volume of manual, repetitive tasks across various departments. This included their Financial, HR, Customer Support, and Commercial areas, which all relied heavily on human intervention to complete routine tasks. As these processes were highly time-consuming, prone to errors, and lacked scalability, Culligan realized the need for operational efficiency improvements.

Key pain points included:

  • Email Handling: Processing large volumes of customer and internal emails, especially those related to orders, invoices, and customer queries, required significant manual labor.
  • Document Management: Paperwork such as contracts, invoices, and purchase orders were being processed manually, leading to inconsistencies and delays.
  • ERP System Management: Culligan’s specialized ERP system required manual inputs and monitoring, which consumed valuable resources and caused delays in task execution.

To address these challenges, Culligan recognized that process automation was a strategic necessity to streamline their operations and sustain long-term growth.

Solution: EngiMatrix and the Integration of AI-Powered Automation

Culligan turned to Engibots to modernize their workflows and eliminate manual intervention wherever possible. Engibots proposed the implementation of EngiMatrix, a comprehensive platform that integrates Artificial Intelligence (AI) and automation tools to handle repetitive processes efficiently.

EngiMatrix was deployed to:

  1. Automate Email Handling: The platform leveraged AI to read, categorize, and respond to emails related to orders, invoices, and customer inquiries. By doing this, it reduced the time and human resources required to process emails while ensuring that responses were timely and accurate.
  2. Streamline Document Processing: EngiMatrix enabled the automation of document workflows, such as generating invoices and purchase orders, standardizing them within the system. This reduced errors, improved processing times, and ensured compliance with internal and external regulations.
  3. Enhance ERP Integration: The solution allowed EngiMatrix to sit alongside Culligan’s ERP system, automating various inputs and outputs. This integration ensured that data from different departments (HR, Finance, etc.) was synchronized in real time, reducing the need for manual data entry and minimizing human errors.

Additionally, EngiMatrix was configured with access control features and security protocols to address Culligan’s concerns about data privacy and security, ensuring that only authorized personnel had access to sensitive information.

Results: A Seamless, Scalable Platform with Real-Time Insights

The implementation of EngiMatrix brought transformative results for Culligan across its operations in both Portugal and Spain:

  1. Comprehensive Automation Across Departments: Numerous processes in HR, Finance, Customer Support, and Commercial were automated, freeing up employees to focus on higher-value tasks. This automation improved workflow efficiency and reduced the likelihood of human errors.
  2. Centralized Control and Monitoring: With all automated processes consolidated into the EngiMatrix interface, Culligan’s teams gained real-time visibility into the status of various tasks. The platform’s dashboard allowed them to monitor and intervene in processes as needed, improving overall operational control.
  3. Faster Response Times and Increased Productivity: Automating email handling and document management significantly reduced response times, enabling Culligan to serve customers more efficiently. Teams no longer had to manually process routine tasks, allowing them to handle a larger volume of work without expanding the workforce.
  4. Security and Compliance: EngiMatrix’s advanced security features helped Culligan maintain control over sensitive data and comply with industry standards for data privacy and protection, essential in an environment handling large volumes of customer and financial information.

Conclusion: A Long-Term Solution for Growth

Culligan’s partnership with Engibots and the adoption of EngiMatrix laid the foundation for scalable growth, making their internal operations more efficient and secure. By automating routine tasks and integrating AI-driven solutions, Culligan was able to boost productivity, reduce costs, and improve accuracy across key areas of their business. With this solution, Culligan Iberia is well-positioned to handle increasing demand and further develop its operations without being limited by manual processes.

As Culligan looks ahead, the company plans to continue expanding its use of EngiMatrix and AI-driven automation to further streamline its operations, improve customer service, and stay competitive in a rapidly evolving market.

“With the implementation of Engibots' EngiMatrix platform, we have eliminated many of the manual and ineffective processes, making our users' work simpler, faster, and more efficient.”, Hugo Capela, Iberia IT Director

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