How global manufacturer Kattsafe scales rapid growth with Infor Velocity Suite

Kattsafe is a global height-safety manufacturer that designs and produces solutions enabling safe rooftop access and work at height. Serving customers across Australia, North America, and the UK in industries including data centers, warehouses, and commercial construction, Kattsafe runs its operations on Infor CloudSuite™ Industrial as part of a cloud-first strategy.

As the business continued to grow rapidly, Kattsafe needed a way to scale operations, maintain customer service excellence, and handle increasing order volumes—without adding headcount at the same pace.

“We evaluated a few automation platforms, and what set Infor Velocity Suite apart was that the customer order entry use case alone justified the investment. Equally important was the built in use case catalog and Infor’s ongoing development—the Suite gives us a platform to automate not only the processes we need today, but the initiatives we’ll pursue in the future,” says Jamarl Scase, Digital and IT Lead at Kattsafe.

Infor Velocity Suite: A simple and practical approach to AI

Infor CloudSuite customers like Kattsafe are using Infor™ Velocity Suite as a practical path to artificial intelligence (AI)-driven automation. Built on Infor’s Industry Cloud Platform, the suite makes process innovation faster and easier by combining three powerful capabilities:

• Process Mining reveals how work actually happens and identifies inefficiencies using real CloudSuite enterprise resource planning (ERP) data
• Value+ automation solutions rapidly deploy proven, industry-specific workflows
• Infor GenAI continuously optimizes processes to drive productivity and improvement over time

Kattsafe implemented Infor Value+ Customer Order Creation as the first automation use case because it offers the fastest opportunity to reduce lead times, improve efficiency, and support growth without increasing staffing levels. The company wanted to handle rising order volumes more effectively, reduce manual keying, improve service levels, and redeploy employees to higher-value work.

Process mining supported this initiative by providing visibility into the order-to-cash lifecycle and helping Kattsafe better understand how order entry impacts lead times and downstream fulfillment. With this broader process view, the company could confidently prioritize automation where it would deliver the greatest impact. This made customer order entry the ideal starting point to support rising demand while enabling the team to do more with existing resources.

Automating customer order creation

Infor Value+ Customer Order Creation orchestrates the end-to-end automated workflow from email intake to ERP order creation using a combination of robotic process automation (RPA), generative artificial intelligence (GenAI)-powered optical character recognition (OCR), AI, IDM, and application programming interface (API)s to orchestrate the entire workflow:

• RPA retrieves PDF customer orders from designated email inbox
• AI- and GenAI-powered OCR extract and understand order information
• Required data is automatically populated into ERP order entry field
• Documents are stored in IDM and linked to customer order
• Orders are routed to a review center for quick employee validation

The solution continuously learns from corrections to improve accuracy over time. As a result, the automation quickly delivered measurable operational and employee experience improvements:

• Time savings: 700+ hours saved annually by reducing processing time by ~7 minutes per order
• Speed: 88% faster order processing, reducing backlogs during peak demand
• Time-to-value: 100% of customer PDF email orders are automated—completed in under 30 days.
• Quality: Manual keying errors virtually eliminated
• Employee and customer impact: Staff now focus on proactive order monitoring, identifying potential risks sooner, and maintaining closer communication with customers
• Scalability: Growing order volumes can now be supported without proportional headcount increases

“Anyone looking at any form of process automation should really evaluate Velocity Suite closely. The ability to leverage the automation catalog or build your own with the breadth of tools make it possible to quickly translate automation into measurable business value,” says Scase.

Strengthening automation with process mining

Customer order entry automation is just the beginning of Kattsafe’s broader automation journey. With ongoing process mining insights across the order-to-cash lifecycle, the company can continuously identify new opportunities to streamline operations, enhance customer outcomes, and scale efficiently as the business grows.

“Going live with order entry automation has sparked a broader mindset shift across our business. It’s prompted us to start identifying additional manual processes that could benefit from automation, and we’re now actively exploring the next opportunities to expand and build on this momentum,” concludes Scase.

Kattsafe’s journey demonstrates how organizations can take a practical, step-by-step approach to AI and automation—starting with a single high-impact use case and building a scalable foundation for continuous innovation.