Automating B2B Operations at Scale

A B2B Operations Agent reduces manual effort, accelerates execution, and improves accuracy across core B2B workflows, without increasing risk.

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The Challenge

B2B operational workflows are complex and highly variable, creating ongoing friction for teams.

Manual intake and processing

Purchase orders from multiple channels require manual entry and validation.

Frequent exceptions

Data mismatches and edge cases require constant human intervention.

Disconnected systems

ERP, CRM, finance, and communication tools operate in silos.

Delayed follow-ups

Overdue invoices and unresolved issues pile up without proactive action.

Traditional automation works best for predictable processes, but B2B operations are defined by variability, exceptions, and fragmented systems. When manual work fills the gaps, processes slow, errors increase, customer relationships suffer, and operational costs rise.

The Solution

A B2B Operations Agent combines automation, reasoning, and system integration to run complex workflows at scale, with human oversight built in.

Intelligent Order Intake

Clean Order Intake, Validated at the Source

The agent automates purchase order intake across email, fax, EDI, portals, and documents, validating pricing, quantities, terms, and customer data against system records from the start.

Discrepancies are detected early and routed for human review when needed, ensuring orders move forward accurately without delays, rework, or downstream issues.

Operational Intake & Validation
  • Multi-channel Intake

    Processes purchase orders from email, EDI, portals, and documents.

  • Automated Validation

    Checks pricing, quantities, terms, and customer data.

  • Exception Detection

    Flags conflicts and routes them for review.

Run B2B Operations Faster and Smarter

Reduce friction, errors, and manual effort across core operational workflows.

B2B Operations

Outcomes

Organizations deploying a B2B Operations Agent can expect meaningful, measurable improvements.

The most valuable impact is not just faster processing—it's operational scalability. Teams can handle growing volumes without proportional headcount growth.

Faster Processing

Shorter order-to-fulfillment cycles

Reduced Manual Effort

Less time spent on routine tasks

Lower Error Rates

Automated validation and consistency

Greater Scalability

Growth without proportional headcount

How Orium Helps

Orium works with your team to design and deploy B2B Operations Agents that fit your workflows, systems, and risk tolerance.

  • Operational Discovery

    Identify high-volume, high-friction workflows.

  • Architecture & Integration

    Connect agents to ERP, finance, and CRM systems.

  • Governance Design

    Define approvals, controls, and escalation paths.

  • Delivery & Expansion

    Deploy quickly and scale across additional processes.

Scale B2B Operations Without Scaling Headcount

Automate intelligently while maintaining visibility and control.

B2B Operations

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