Order management involves more manual work than automation metrics indicate

Pyze measures the work performed outside the system of record, where touchless-order metrics do not apply, and produces a priced transformation agenda.

67
procedures unified into one standard
156
opportunities identified and priced
20
decision defects found before any telemetry
~10%
capacity realized within 30 days

Measured in one Fortune 500 global CPG engagement, delivered with a global systems integrator. Roughly ten percent of capacity was realized within thirty days; the remaining opportunities are identified and priced.

Most order management organisations report a touchless rate above ninety percent. That figure is calculated inside the ERP, and the majority of a service analyst’s day is spent outside it. Promotions, appointment scheduling, cuts, blocks and the related correspondence are handled outside the ERP.

Common Findings in Consumer Goods & Supply Chain

Four patterns that recur across engagements, each shown with the measurement and the resulting change.

Automation reporting indicates the process is touchless, yet the team remains fully occupied.

Simplify
What the measurement shows

The automation metric counts changes made inside the system of record. Roughly half the measured day is spent outside it, in email, spreadsheets, portals and coordination that no process log captures.

What changes

The day is decomposed into direct and indirect work, replacing a single percentage with a set of specific, evidenced opportunities.

Each account is run slightly differently, and the extent of the difference is not known.

Standardize
What the measurement shows

Procedures are authored as one master standard plus the differences per account, so the distance between any two desks is a measured quantity.

What changes

Divergence is scored, differences with no business reason are removed, and differences with a business reason are documented.

The same report is rebuilt manually each morning on every desk.

Automate
What the measurement shows

A single sales order report accounts for the largest share of screen time on several desks, and is run manually on a saved variant on almost every working day.

What changes

Scheduled with auto-export and exception flags. This is a scheduled job and does not require an AI agent.

The cost of an order change is not known, because Pega handles most of them.

Agentify
What the measurement shows

Pega handles the changes triggered inside the ERP. The remainder arrives as correspondence and is keyed by hand, and it is the second largest share of measured effort in the operation.

What changes

The inbound change request is read, applied to the order and recorded with its rationale. The decision to accept it remains with a person.

Opportunity Register

A sample register, sorted by the lever that resolves each opportunity. In an engagement, each line carries measured hours, a named owner and the evidence it was derived from.

Order status and stock response
Agentify
Order location, fill status and stock position, answered from data the agent can access.
Order change execution
Agentify
Inbound change requests applied to the order, with the acceptance decision retained.
Appointment negotiation
Agentify
Slots obtained, moved and confirmed in the customer portal, escalating only when none is acceptable.
Block and exception diagnosis
Agentify
Cause established from the order record, then resolved or routed with the cause attached.
Report scheduling
Automate
The daily report is run and delivered on its saved variant instead of being rebuilt by hand.
Status flip batching
Automate
Single-field status changes are batched instead of keyed one order at a time.
Underweight order resolution
Agentify
Minimum-weight breaches detected, the increase-or-cancel approach drafted, the outcome applied.
Desk load rebalancing
Rebalance
Work is levelled across a pod against the measured day instead of the account map.
Automate and Agentify are distinct findings. Scheduling a report is deterministic work with a stated rule. Diagnosing an exception is a decision. Separating the two prevents a register from over-scoping the first and missing the second.

Systems typically instrumented

SAP ECC and S/4HANAPegaOracle Transportation ManagementEDICustomer portalsPower BIExcel and OutlookScheduling bots

Capture covers browser-delivered and thick-client applications, including virtualized estates, with no change to how anyone works.

Roles Involved

Order managementCustomer service analystsSupply and demand planningOperational excellenceGlobal business services

Instrumentation is configured per application rather than per person, so the population in scope is set during scoping and is not a deployment constraint.

How an Engagement Runs

Baseline, blueprint, transform, prove

The same four stages apply in every sector. The fourth stage repeats the baseline measurement, which makes the engagement an ongoing operating capability rather than a one-time report.

01

Baseline

What the work costs today, measured across every person and application.

02

Blueprint

Procedures, application rules and execution evidence, read as one target state.

03

Transform

Where each of the five levers applies, priced and owned.

04

Prove

The after state measured against the baseline, using the same method.

Proof

Order management at a Fortune 500 global CPG

Delivered with a global systems integrator. 67 customer procedures unified into one master standard plus per-account differences, 156 priced opportunities, and roughly ten percent of desk capacity realized within the first thirty days.

Read the walkthrough

Frequently Asked Questions

We already run process mining on the ERP. What does this add?
Process mining reads what the system of record recorded. Pyze measures the work performed around it, which on the engagements we have run is roughly half the working day and includes the automation candidates.
How long before there is something to look at?
Six weeks from instrumentation to a priced opportunity register. The baseline stays in place afterwards, so the next quarter is measured against it.
Does this replace our task mining deployment?
It can, and in several accounts it has. It also runs alongside task mining: Pyze supplies the application and case context that turns desktop activity into a case-aware event log.

Start with a measured baseline

Six weeks from instrumentation to a priced opportunity register, and the baseline stays in place so later quarters are measured rather than re-estimated.