Primavera places great value on sustainability and well-being. The tedious task of manually typing incoming orders into the ERP system no longer aligned with the company's philosophy and was not scalable. Consequently, Primavera now uses the Workist AI agent to automate the processing of incoming orders and send order data directly from the email inbox to their Sage 100 ERP system.
After just a few months of use, the Workist Order Agent is already processing more than half of all orders fully automatically, saving the sales team a significant amount of time.
"Our goal is that when an order comes in by email, it is automatically processed by Workist, sent to Sage, an abacus module takes over in Sage, and the order goes to logistics for picking - without sales or IT having to get involved"
Head of IT, Primavera
Primavera had a very clear goal for its sales department: Moving away from tedious manual data entry toward reviewing, correcting, and focusing on more value-added tasks. A key requirement for the order entry process was to get orders into the Sage 100 ERP system quickly and to reduce the error rate associated with manual processing. While searching for a suitable solution, Primavera found that many providers only offered software for the large-scale ERP systems. In Workist, however, the team found an ideal partner whose solution is compatible with Sage systems and abacus modules, and is easy to implement via API or the Sage Connectivity Gateway. This was exactly what Primavera was looking for.
Following a swift implementation, Primavera was able to go live with the Workist solution within a few weeks. Incoming orders are now forwarded to the Workist Order Agent, which extracts and validates the order data, intelligently supplementing it based on master data. The data is then sent to the Sage 100 ERP system via an interface. In the event of discrepancies between order data and master data, faulty orders, or uncertainties, Workist’s human-in-the-loop mechanism kicks in, prompting a member of the inside sales team at Primavera to assist before the data is sent to Sage.
In Sage, functions such as pricing and payment term determination are triggered, and the relevant data is pulled directly into the order creation process. Once the order data is captured as a preliminary sales order, Primavera also automatically triggers several abacus modules to initiate follow-up processes, such as inventory checks or credit limit verification, before finally handing off the completed and verified order to logistics.
The Workist AI software has achieved high user adoption at Primavera. Key factors for this include successful change management, supported by a dedicated Workist Customer Success Manager, and the AI agent's rapid learning speed, which allowed users to clearly experience the increase in automation and the subsequent decrease in the need for manual assistance.
After just a few months of live operation, impressive results have already been achieved: Over half of all orders are processed fully automatically and error-free by Workist and sent directly to Sage. This represents a significant time saving of over 80% in processing incoming orders and provides substantial relief for the sales operations team.
Primavera is a German company that develops and distributes high-quality natural cosmetics, essential oils, and aromatherapy products. The company places great importance on sustainability, organic raw materials, fair trade, and responsible interaction with people and nature.
Health & Beauty
Sage 100
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