Protelo AI Advantage Program: Delivering Real Business Impact

• Boost Efficiency: Automate repetitive tasks and free up your team for strategic work.
• Increase Accuracy: Predict demand, reduce stockouts, and improve financial forecasting.
• Accelerate Decisions: AI-driven insights help you act faster and smarter.
• Stay Competitive: Adopt AI before your competitors do—gain a market edge.
• Maximize ROI: Start with quick-win pilots that deliver measurable results.

• AI Vision Workshop – Define focused objectives and the KPIs that matter most.
• ERP Data Readiness Review – Assess data quality & integration.
• Use Case Mapping – Identify and prioritize the best AI opportunities based on expected ROI, feasibility, and overall business impact.
• Pilot Deployment – Implement RightInsight AI for NetSuite.
• Enablement & Adoption – Provide hands-on user training, leadership coaching, and guidance to drive adoption and long-term success.
  

Automating RFQ Ingestion for High-Volume Distribution
When a high-volume distributor found their RFQ process slowed by unstandardized vendor responses, their team was spending countless hours manually entering data into NetSuite. They needed a solution that could handle large volumes efficiently while reducing errors and freeing up their team to focus on higher-value work.

Through Protelo’s AI Advantage Program, our consultants helped define the distributor’s goals, assessed their data workflows, and identified the highest-impact AI use cases. We deployed an AI-powered automation flow that could interpret multiple input formats—including email body text, Excel spreadsheets, and PDFs—and map the data directly into NetSuite. The system also used a “management by exception” approach: while most data entry is handled automatically by AI, records with missing or inconsistent information are flagged for human review.

This approach has transformed the team's workload, allowing them to focus solely on resolving complex exceptions rather than manually entering every single quote, resulting in significant time savings and faster response cycles.

How Protelo Helped the Distributor:

• Automated ingestion of RFQs from emails, spreadsheets, and PDFs

• Implemented intelligent exception handling for accurate data entry

• Reduced manual workload and human error

• Accelerated response times for vendor quotes

• Delivered a scalable AI solution integrated with NetSuite
  
  

"For the first time, we have total visibility into our sourcing. Capturing this information automatically enables us to analyze historical costs and rank vendors with data that we simply didn't have access to in the past."

— Supply Chain Director