Create a Streamlined Shipping System Though Automation

Surging orders overwhelmed rotating staff, so tasks are auto-reassigned after two hours to prevent delays.

1. Issue: Shipping Delays Due to Overwhelmed Staff

A traditional inn, known for its exceptional cuisine and prime location near major tourist attractions, is now facing a new challenge. The recent launch of their signature hot pot soup in vacuum-sealed frozen packs has been a huge success, leading to a surge in orders via phone, fax, and their website.

While their current system attempts to balance the workload by rotating shipping assignments among the team, the sheer volume of new orders means that assigned staff are frequently overwhelmed, causing significant backlogs.

2. Solution: Automated Task Handoffs Based on Staff Availability

The process owner implemented a system that automatically reassigns shipping tasks to the next available staff member, if the initially assigned person can’t complete the work within two hours. This ensures that tasks are handed off proactively before delays occur, as assignments are rotated sequentially within the shipping team.

Automatically reassigning handlers prevents backlogs and ensures on-time shipping.

Basic Edition
Advanced Edition
Professional Edition
View details of the workflow diagram
1. Order Information Entry (Manual)

The team manually inputs customer order information.

2. Primary Shipping Task (Main Handler)

The main shipping handler carries out the shipping tasks. Once complete, a shipping confirmation email is sent.

x1. Subject Line Configuration

The workflow system sets the subject line for communications, including the order ID and order date.

x2. Primary Handler Assignment

The workflow system designates the main shipping handler by rotating assignments among the shipping team.

Basic Edition
Advanced Edition
Professional Edition
View details of the workflow diagram
1. Order Information Entry (Manual)

Staff members manually input order information.

2. Shipping Task (Primary Handler)

The primary shipping handler performs the shipping tasks. A shipping confirmation email is sent upon completion.

2′. Shipping Task (Secondary Handler)

The secondary shipping handler performs the shipping tasks. A shipping confirmation email is sent upon completion.

x1. Subject Line Setting

The workflow platform sets the subject line with the order ID and order date.

x2. Primary Handler Assignment

The workflow platform designates the primary shipping handler from the shipping team on a rotating basis.

x3. Exclude Primary Handler from Candidates

The workflow platform adds a rule to exclude the primary handler from further assignment considerations.

x4. Secondary Handler Assignment

The workflow platform designates a secondary handler, excluding the primary shipping handler.

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3. Customers Case Study

4. Other Business Applications

We will enable AI-based reviews for the following tasks:

Customer Support Operations

Inventory Management Operations

Event Preparation Operations

5. Related Posts

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