Client Onboarding Automation for Manufacturing

Revenue Institute builds integrations to the ERP and MES platforms common in mid-market manufacturing, including systems like SAP Business One, Epicor, Infor, and Plex, using API connections or structured data exchange where direct APIs are not available. The onboarding workflow reads and writes customer master data, part master records, and production routing references directly in those systems rather than maintaining a separate database that drifts out of sync. This means the customer record your plant scheduler sees in the MES reflects the same specifications and quality plan references that were captured during onboarding, without a manual re-entry step.

Yes. The onboarding workflow includes a quality documentation module that generates customer-specific quality agreement templates, routes them for e-signature from both the customer's procurement or quality contact and your internal quality manager, and stores the executed document in a location linked to the customer and part master records. For ISO-certified facilities, this creates an auditable chain of custody for customer specification approval that supports the documented-evidence expectations auditors look for around customer-related processes under ISO 9001 and similar standards. Control plan references and any customer-mandated inspection frequencies can be captured in the intake and pushed to the relevant production routing in the MES.

EDI onboarding is one of the most time-consuming manual steps in manufacturing customer setup, and the workflow addresses it by triggering a structured EDI intake at the point of customer creation. The system collects the required trading partner identifiers - DUNS number, ISA qualifier, GS functional identifier, and transaction set requirements for 850, 856, and 810 documents - and packages them for your EDI provider or internal IT team in a complete configuration request rather than a series of back-and-forth emails. The workflow tracks EDI testing status and will not release the customer for order acceptance in the ERP until test transactions have been confirmed, preventing the situation where a live 850 arrives before the map is validated.

In manufacturing environments where customers require you to qualify specific sub-tier suppliers or raw material sources before approving production, the onboarding workflow can include a supplier qualification gate that must be cleared before the customer is marked production-ready. This might involve routing a supplier qualification questionnaire, collecting material certifications or PPAP documentation, and getting customer approval on the approved supplier list before the first production order is released. The workflow tracks each qualification step and sends automated reminders to both internal supply chain contacts and the customer's SQE or procurement team, keeping the process moving without manual follow-up.

Implementation scope varies with the number of systems being integrated and the complexity of your onboarding process, but we scope every engagement to an initial production workflow running inside the first 100 days. The first phase typically covers ERP customer master automation and quality agreement routing, which delivers the most immediate reduction in manual handoff time. EDI integration and MES routing linkage are usually added in a second phase. Revenue Institute conducts a process audit at the start of each engagement to map the current-state handoffs and identify where manual steps are creating the most delay or compliance risk before building the automated workflow.

The intake workflow supports multi-location customer structures by capturing ship-to addresses, labeling requirements, and any plant-specific quality specifications at the location level rather than only at the account level. This is particularly relevant for manufacturers supplying customers with regional distribution centers that have different EDI requirements or labeling formats. Each ship-to location can carry its own quality plan reference and packaging specification, and those attributes are written to the corresponding customer-ship-to record in the ERP so that order processing and production scheduling pull the correct requirements automatically based on the destination.