Retainerly helps businesses reduce repetitive administration by connecting information, workflows and existing operational systems.
This demonstration shows how incoming purchase orders can be processed, validated and managed through controlled automation, while keeping employees involved when decisions or corrections are required.
This demonstration provides a visual walkthrough of Retainerly's automated purchase-order processing system, illustrating how orders are received, validated, and routed for approval or exception handling.
The presentation uses example purchase orders and a simulated ERP environment to illustrate the workflow.
A fictional wholesaler sends a purchase order by email. Retainerly extracts the information from the attached PDF, validates it against predetermined rules and creates a Parked sales order in the fictional ERP system, awaiting employee approval.
What it shows: This demonstrates how repetitive order-entry work can be reduced while retaining human oversight.
A purchase order arrives containing an incorrect unit price. Rather than automatically submitting incorrect information, Retainerly identifies the discrepancy, records the exception for review and notifies the responsible employee with the supporting document.
What it shows: This demonstrates how automation can identify problems and direct them to the appropriate people.
An existing purchase order is submitted again. Retainerly identifies the duplicate, prevents a second sales order from being created and alerts an employee.
What it shows: This demonstrates the importance of operational safeguards and controlled processing.
Purchase-order processing is just one example of what managed automation infrastructure can support.
Retainerly works with businesses to identify repetitive processes and design suitable automation around their existing operations.
Potential applications include:
Each implementation is scoped according to the client's existing software, business requirements, technical constraints and operational risks.
Retainerly is not focused on delivering isolated automations and walking away.
Our business model is to design, implement and operate suitable automation infrastructure with ongoing monitoring, maintenance, support and operational responsibility.
Reliability
Automation is monitored and maintained in operation, not left to degrade after launch.
Human oversight
Employees stay involved where decisions, approvals or corrections are required.
Long-term management
Systems are supported and adjusted over time under an agreed service scope.
Every business operates differently. Tell us where your team spends time on repetitive administration, manual information handling or disconnected systems, and we'll explore whether managed automation could help.
