Anyone who professionally reconditions hundreds of vehicles every day needs smooth processes - not only on the surface, but also in the background. Our customer, one of the leading providers of vehicle preparation in Germany, offers customized services for car dealerships, fleet operators and private customers. But in the background, an outdated process was slowing down efficiency: order data was being exported manually - causing not only avoidable costs, but also risks in the area of audit security.

This is where new direction GmbH came into play - with a clear goal: to simplify processes, reduce costs and create a sustainable solution.

The Problem

Our customer was facing a typical challenge in established IT structures: order data was previously exported manually and transferred via FTP. This process was not only time-consuming, but also caused ongoing additional costs and did not meet the requirements of modern, audit-proof data storage.

The objective was therefore clearly defined: An automated solution should store the data exactly where other documents such as invoices were already managed - in the company's SharePoint system. This would permanently eliminate both manual steps and unnecessary effort.

The Solution

The solution that we implemented together with the customer is based on three central components: system integration, process automation and continuous expandability.

Seamless integration and automated data export

We developed a specific export function that is directly connected to the existing SharePoint system. The order data is now automatically transferred and stored where the customer documents are also managed. This creates a centralized and structured database that is accessible and audit-proof at all times - without any manual intermediate steps or separate transfer tools.

Extended use and sophisticated archiving

The scope of the new solution has been extended in close consultation with the customer: invoice documents are now also automatically transferred to the system - including a separation between debit and credit transactions. All transfers are logged and documented in a specially developed table. This contains all relevant information such as document number, date and status of the transfer and enables the targeted resending of individual data packages if required.

Continuous further development

The export function is part of a larger system that we are continuously developing together with the customer. The new solution is therefore not just a selective improvement, but a strategic step towards end-to-end digitized processes.

Added value

The automated solution not only eliminates manual work steps - recurring costs for external transfer solutions are also a thing of the past. Audit-proof storage in SharePoint creates transparency and traceability, while the clear structuring of data makes day-to-day work easier. For our customers, this means more efficient processes, reduced costs and a solid foundation for future digitization measures.

At new direction GmbH, we implement these and similar solutions quickly and reliably. If you have any questions or specific concerns, please feel free to contact us directly.

Note: Our customer wishes to remain anonymous.