HSO automates customer order processing with AI agent
HSO has implemented an AI agent solution to completely automate the processing of customer orders arriving via email, including unstructured attachments such as PDFs, scans, and even photos. Many manufacturing companies face manual, error-prone handling of order data, leading to delays and mistakes. HSO’s platform uses Microsoft Azure OpenAI and Dynamics 365 to read, understand, and extract order data regardless of email or attachment format, eliminating the need for rigid templates. The system validates extracted data and, if uncertain, requests human review before auto-entering order details into Dynamics 365 Finance & Operations. The solution is modular, trainable, and can start with structured orders before expanding to more complex scenarios. HSO claims 550 hours saved per employee yearly, improved accuracy, faster confirmations, and a better customer experience. By combining industry knowledge with Microsoft technologies, HSO delivers scalable, production-ready AI for real-world order automation in manufacturing.
- Organization
- HSO
- Industry
- Manufacturing
- Location
- Global
Reported outcomes
−7%
accuracyQuality & accuracy
Strategic outcomes
Catalog median for quality & accuracy deployments: −40% across 42 reported metrics. Compare benchmarks →
Primary read
Use case focus
Showing 3 of 3
- 1Automated Order Processing from Unstructured Emails
- 2AI-Driven Order Entry to ERP Systems
- 3Flexible Order Automation Agent for Manufacturing
- Manual order processing from diverse and unstructured email attachments (PDFs, scans, photos).
- Significant staff time wasted retyping orders into ERP systems.
- High error rates from manual data entry (4–7% typical).
- Slow order confirmations and corrections reduce customer satisfaction.
- Deployed a flexible AI agent using Azure OpenAI to monitor mailboxes and extract order details from varied formats.
- Integrated with Dynamics 365 Finance & Operations for automated ERP entry.
- Used Power Platform for modular, scalable automation flows.
- Human review triggered for unclear cases, improving data quality.
- System learns and improves as more order data is processed.
- Saved up to 550 employee hours per year.
- Reduced order entry errors (from typical 4–7% rates).
- Accelerated order confirmation and customer communications.
- Improved back office focus and customer experience.
Architecture
The AI agent monitors a mailbox and processes incoming emails or attachments of any format. Using Azure OpenAI for data extraction and smart validation, order details are automatically entered into Dynamics 365 Finance & Operations. Unclear data triggers a human review. The system is modular and trainable using Power Platform, integrating with Microsoft Fabric and data engineering tools for ongoing improvement.
Sources & evidence1
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