As industry dynamics evolve, we’re seeing unprecedented order complexity at scale. 

Order management systems have evolved from manual, paper-based processes (like handwritten orders and physical filing systems) to sophisticated digital solutions enhanced by AI and automation technologies. ERP systems—like Microsoft Dynamics GP—are now at the core of a business’s ability to use centralized data for a comprehensive view of operations. 

But that doesn’t mean order excellence comes easily these days, nor does it come without a pervasive list of challenges. (Think: navigating the complexities of pricing, low order visibility, omnichannel environments that cause order discrepancies and delays, and error-prone inventory data management.)

Addressing the Unique Needs of Companies Running on Microsoft Dynamics GP

For product-centric brands with Dynamics GP as the choice ERP at the center of their business, the adoption of solutions like that of an Order Intelligence platform is now less of a luxury and more of a necessity for improved efficiency, reduced costs, and stronger competitive position. 

Popular among small and mid-sized organizations, Microsoft Dynamics GP is a robust ERP system used to automate and streamline business processes. Many brands have a long history with Dynamics GP when it comes to real-time, data-driven business management. 

But for years, Microsoft has been hinting toward a move where Dynamics GP will be phased out and replaced with their cloud-based ERP: Dynamics 365 Business Central. And many businesses find that as they grow, Dynamics GP doesn’t always remain the ideal fit for their business (at least not on its own). They often need additional capabilities to be tacked on in order to manage complex order processes efficiently.

Error-free, streamlined order management enables Microsoft Dynamics GP users to be more agile, more competitively positioned in their markets, and more dialed into meeting the needs and expectations of modern customers.

Why a Comprehensive Approach is Key to Good Order Management

Flawless orders mean maximum profits. 

But achieving flawless orders? That requires that you look at the complete order management process, optimizing as needed — without siloing one stage of the process from another. For example, you may know that errors in order entry, mis-picks, and delayed shipments can all derail order fulfillment. However, without total order management optimization, order fulfillment optimization will mean a process laden with bottlenecks, friction, and unrealized revenue potential.

Pursuing flawless order execution addresses the growing need to maximize profits and achieve sustainable growth. Unfortunately, these goals unearth common issues, like the increasing complexity of order management processes and inefficiencies that impede business performance, especially at scale. The key is to look at order management excellence from beginning to end and as an interconnected process full of dependencies. 

Together, consider: 

• End-to-End Automation of the Order Process 
• Warehousing and Inventory Management
• Order Planning
• Replenishing

That’s how you get every stage of the order management process to work holistically as a single, powerful business engine. 

What is Order Intelligence — And Why is It Such a Game-Changer for Product-Centric Companies?

Cavallo Order Intelligence is transforming order management from a reactive, manual process into a proactive, data-driven strategy that maximizes profitability — all while requiring measurably fewer resources. 

It’s a solution that now empowers Cavallo’s customers to scan tens of thousands of in-flight quotes and orders within seconds to identify problems, proactively resolve low-margin issues before they escalate, and much more. 

Our initial customer data tells us that clients leveraging Order Intelligence functions are seeing a huge jump in pre-tax profit, revenue generation per employee, and gross margin growth.

With Order Intelligence, businesses can benefit from:

1. Total Visibility Over the Order Management Cycle

For businesses not using order management software tools, poor visibility provides a breeding ground for at-risk orders due to inaccurate inventory levels and order details. 

Cavallo’s user-friendly interfaces and intuitive dashboards simplify complex order processes and centralize order management, giving you a complete bird’s-eye view of your business’s order lifecycle. 

With real-time updates on order status, inventory levels, and shipping information, you gain a new level of transparency that, in turn, makes it easy to:

• Respond quickly to customer inquiries
• Identify and resolve bottlenecks in the order process
• Make data-driven decisions to optimize inventory levels
• Improve order accuracy and reduce errors

You can’t manage what you can’t see clearly, or manage it well. But with Cavallo, one of the top reasons for order management frustration is a thing of the past.

2. Streamlined, Automated Workflows Across the Order Process

These days, you can employ automation in nearly every stage of the order management or order-to-cash cycle, like barcoding in your warehouse, emailing tracking information and invoices, and more. It’s a way to work smarter, not harder, with total control over when and how a task gets triggered.

Cavallo’s automation capabilities can model complex quote and order scenarios and routing transactions based on countless conditions. You can integrate automated AI-powered workflows to streamline order management processes and ensure flawless order execution.

Human error often goes undetected throughout the order cycle, directly reducing revenue. But with Cavallo, you can embrace automation for a targeted fix to a major problem.

3. Advanced Analytics for Supply Chain and Risk Management

Finally, there’s an easier and more comprehensive way to use pre-built data visualizations and advanced analytics tools to optimize profitability, drive continuous improvement strategies, and minimize risk.

With Cavallo’s Order Intelligence, you get a solution for scalable and proactive order resolution and capabilities for defect detection in real time. (Hint: this means Cavallo customers can proactively identify and resolve margin-eroding issues like over-discounting and hidden costs to safeguard profitability.)

What else does our Order Intelligence platform make possible?

• Leveraging historical ERP data and Order Intelligence capabilities to uncover hidden profit opportunities buried within orders. 
• Analyzing critical margin trends, optimizing profitability drivers, and making informed decisions to maximize profits and performance.

All in all, this platform is essential to unleashing your full profit potential. 

The End of Margin Leakage Starts with Cavallo 

Turning your order management process into a profit machine is no longer a dream, but a reality for businesses that invest in Order Intelligence with Cavallo. 

And while implementing these technologies requires an initial investment, the long-term cost savings can be substantial.

That’s why our platform leverages advanced AI to ensure every order delivers maximum profitability by identifying and eliminating profit leaks before they cause margin erosion. Plus, we can integrate with existing ERP and order management systems to provide real-time insights, proactive tools for issue resolution, and comprehensive data analytics to drive profitability on every order.

Consider Cavallo Order Intelligence solutions as a strategic co-pilot for organizations embarking on a journey toward easily maximizing at-scale profitability that adds value fast and, more importantly, adds business value that lasts.