トーエイ物流 implemented エイトレッド's X-point Cloud, digitizing performance evaluations and expense settlement and enabling automated integration with finance and payroll systems. While retaining some paper-based processes on site, the company improved the efficiency of approval workflows and data integration.
トーエイ物流 had used workflow systems for many years, but faced issues including a proliferation of evaluation forms operated through Excel and email, the risk of overlooked approvals and misdirected emails, the large volume of paper evaluation sheets requiring visual checks by executives, the burden of PC operations on drivers, and the manual posting of journal-entry data. To address these issues, the company migrated to エイトレッド's X-point in 2017. The latest announcement presents the case as an example of integrated operations spanning paper and digital processes being migrated to the cloud.
Reasons for adoption included the flexibility to reproduce complex approval routes and job-specific evaluation forms without changing existing workflows, reduced workloads and stronger security through browser-based operations, expanded integration with finance and payroll systems through Web APIs and proprietary master data, and the ability to migrate from the packaged version to the cloud at low cost. After implementation, features enabling executives to immediately filter evaluations by rank, intuitive paper-form-style forms, no-code operations, and extensive search and aggregation functions significantly reduced the workload at operating sites and in the human resources department.
Automation at the operating sites created a process for automatically posting journal-entry data to finance and payroll systems through proxy applications and RPA, reducing manual posting errors and omissions. Established in 1963, トーエイ物流 is an integrated logistics company operating nationwide, primarily in the Kanto region, and providing services ranging from warehouse storage to distribution processing. エイトレッド offers AgileWorks and X-point Cloud, which have been adopted by more than 5,000 companies in total. The case is characterized by migration to the cloud without disrupting existing operations, integration of evaluations and expense settlement, and automated integration with finance systems.