Robotic Process Automation

What is RPA?

Robotic Process Automation (RPA), is the use of technology to automate a process or task that has a logical flow and does not require prior working experience or knowledge to complete. It is a non-invasive automation tool that can automate processes quickly with low technology requirements. Providing the right process or task is chosen, quick payback periods can be achieved (“ROI: 30-200%” McKinsey, March 2017).

What we do

Centre of Excellence as a Service

  • Project Delivery
  • Project & Program Management
  • Change Management
  • Training
  • Deployment
  • Platform Hosting

Build

  • Attended BOT
  • Unattended BOT
  • Orchestration
  • UiPath Custom Addons
  • UiPath GO
  • Azure Market Place

Support

  • Models to suit any stage
    of automation journey
  • Health Checks
  • Build Capability (Training)

What can RPA do for your company?

  • Sales & Customer Relationship Management

Client Research to Improve Sales Life-cycle​

Discover the ideal discount rate should be for a proposal to ensure that you’re most likely to win the deal by looking at specific features of each past deal that was won or lost.

Automated Communication via Chat, Emails & Calls​

Respond to common customer/supplier questions and requests. RPA can read emails and identify what actions are required.

Client Information Management​

Bot can compile information on customers across different channels or points of contact. These channels include company’s website, telephone, live chat, direct mail, marketing materials and social media.

Conduct Market Research

Conduct market research via data collection through web scraping and information dissemination.

Reporting

Combine data sources from separate applications into a report.

  • Supply Chain Management

Order Status Communication​

Robots can be used to automate communication, automatically triggering an email or text when an order is processed, shipped, or delayed.

Supply and Demand Planning​

Gathering and merging the necessary information from various sources, running data cleansing tools, as well as transforming the final data into a plan and providing the necessary communication to stakeholders.

Order Processing and Payments​

Processing of customer orders and shipping confirmations as well as tracking the changes in company’s database.

Customer Insights​

Robot can collect valuable data on your on-going operations as well as supplier interactions via social media, mobile and online communications.

Inventory management​

Monitor inventory, generate notifications when levels are low, and reorder products when levels go below a set threshold. In addition, real-time reporting provided by RPA can be used to determine optimal inventory levels based on previous needs and modify levels accordingly.

  • Accounting

Journals

Creation and upload of Journals to ERP.

AP Automation​

Invoices are processed, with the exception of handwritten invoices.

Data Extraction for Accounting Close​

Machines can post data from a number of sources, consolidate and reconcile it.

Invoice and Bank Statement Reconciliation​

Robots can perform data extraction from bank statements, thereby augmenting the likelihood of accurate comparisons.

Cost Allocations​

Robots can perform manual cost allocation processes.

  • Procure to Pay

Supplier Onboarding​

Launch a robot that vets new suppliers with a complete report on credit scores, tax data, etc.

Portal Queries​

A robot can connect to all of your portals and automatically gather or post information either at pre-set times or as part of a defined workflow.

Vendor/Supplier Maintenance​

Ongoing maintenance of the supplier information within ERP.​

Allocating Payments Against Outstanding Invoices​

Bot can read bank statements and match with invoices in your ERP system.

Contract Terms​

Validate vendor contract data on invoices to ensure compliance with contract terms.

  • Billing

Supplier Pricing Comparisons​

When preparing a customer quote, comparing your suppliers’ prices is often a time-sensitive manual process. Let a robot gather that data and deliver it in record time.

Order Exception Processing​

Sales orders often have stipulations such as holding the price for a number of days. A robot can automatically do a price check and verify the current price against the sales order.

Customer Onboarding and Master Data Maintenance​

As with suppliers in the procure-to-pay cycle, new customers must be vetted and onboarded and their data periodically validated and updated.

Delivery Reconciliation​

Delivery notes are reconciled with purchase orders to validate orders against shipments. A robot can check and approve all matching orders and only notify a human when there’s an exception.

  • Call Centre Operations

Integrate Data​

When preparing a customer quote, comparing your suppliers’ prices is often a time-sensitive manual process. Let a robot gather that data and deliver it in record time.

Ongoing Customer Engagement & Follow-up​

Sales orders often have stipulations such as holding the price for a number of days. A robot can automatically do a price check and verify the current price against the sales order.

Handle Multiple Interactions

Delivery notes are reconciled with purchase orders to validate orders against shipments. A robot can check and approve all matching orders and only notify a human when there’s an exception.

Reduce Staff Training Costs​

Bot can serve the agents with related information; the agents won’t need high-level training to learn everything.

Field Calls​

As with suppliers in the procure-to-pay cycle, new customers must be vetted and onboarded and their data periodically validated and updated.