Transforming a manual Excel ordering process into a smarter, error-proof system
Case study for TRT Lighting
Helping TRT Lighting reduce order errors, save time and improve accuracy with a bespoke ordering application.
TRT Lighting operates a detailed and data‑rich product ordering process designed to support precision manufacturing and accurate fulfilment. As the business and product catalogue continued to grow, TRT identified an opportunity to further strengthen consistency, speed, and governance across the ordering lifecycle.
Integrate Solutions worked closely with TRT Lighting to enhance their established ordering approach by introducing a purpose‑built application that added intelligent validation, automation, and traceability — without disrupting how teams already worked.
The Opportunity
Orders were prepared using structured order files and followed a review process before being submitted for fulfilment. As the product catalogue grew, there was an opportunity to make the process faster, more consistent and easier to control.
TRT Lighting wanted additional safeguards to ensure that every order contained the right information before it progressed. Product identifiers needed to be checked against approved formats and master records, pricing needed to reflect the latest approved data, and teams needed clearer visibility of order status from draft through to completion.
By introducing automated validation and a central system for managing order records, TRT Lighting could reduce manual checking, improve traceability and support a more scalable ordering process.
The Solution
Integrate Solutions delivered a bespoke ordering application that integrates seamlessly with TRT Lighting’s existing workflow.
Users can continue preparing order files in their preferred format and upload them directly into the application. Once uploaded, the system applies a series of intelligent checks and structured controls before an order can be completed or submitted.
Each order line is automatically reviewed for completeness and accuracy. Mandatory information must be present, product identifiers are validated against approved rules, and incomplete or mismatched product codes are flagged before they can cause issues further down the process.
The application also validates prices against the latest approved pricing data, helping ensure order totals remain consistent and accurate. This removes the need for manual pricing verification and reduces the risk of avoidable order corrections.
Orders can be saved as drafts while they are being prepared or reviewed. Once all required information has been validated, they can be marked as complete and submitted. This gives the team a clear view of order status and creates a central record of both draft and completed orders.
To further improve consistency, uploaded order files are automatically converted into structured order records, with a professional PDF generated instantly. This removes manual formatting, supports standardised documentation and helps ensure every completed order follows the same format.
Before
Outcomes
Improved order accuracy through automated product and pricing validation
Faster processing times by reducing manual checks and rework
Consistent and professional order documentation generated automatically
Improved traceability, with all drafts and completed orders stored centrally
Substantial financial savings through the prevention of avoidable order issues and process optimisation
After
Summary
Integrate Solutions partnered with TRT Lighting to enhance an established ordering process with a centralised, intelligent ordering application.
The application allows teams to continue using structured order file uploads while adding the validation, automation and traceability needed to support scale. Product identifiers are checked against approved records, pricing is validated automatically, draft and completed orders are managed in one system, and professional PDFs are generated instantly.
The result is a smarter, more consistent and more reliable ordering process that improves accuracy, reduces manual intervention and helps protect the business from avoidable order corrections.