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Update external portals

There are many instances when organizations have to log into a portal (eg. Vendor portal) and update information. With RPA, the process of accessing and logging information into external portals can be automated.

90

% faster

500

% increased productivity

100

% manual error reduction

Tasks performed by the Digital Assistant

  • Log into the external portal at the scheduled time.
  • Retrieve required information from internal systems
  • Periodically and enter the same information in external Portal.

Demo

Here is a demo. It is a walkthrough of the Vendor portal update with Kofax Kapow RPA. You can see that a major part of the work can be automated ensuring the order receipt is acknowledged quickly for clients.

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Payroll payment

How the Digital Assistant helps

Automate your payroll payment. The Digital assistant can log in into your bank and schedule the payments as per your payroll software or file.

80

% more speed

1000

% increased productivity

100

% manual error reduction

Before

  • Sales team take up the task of inputting Sales and Order information  from other ERP into the CRM
  • Employees enter the data for customer quotes, order tracking from spreadsheets and other sources into CRM

After

  • A digital assistant picks up Sales and Order information from ERP periodically and enters the same in CRM
  • Digital Assistants are emailed the customer quotes, order tracking, shipment tracking data to be input into CRM.
  • The sales team is notified of any exceptions that the team needs to take care of.

Demo

This demo shows the Digital Assistant automatically loading the employees and amount to be paid to the bank software.

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Credit checks

How the Digital Assistant helps

Automatically check the credit limits of your customers before key transactions are executed.

80

% more speed

1000

% increased productivity

100

% manual error reduction

Before

  • Sales team take up the task of inputting Sales and Order information  from other ERP into the CRM
  • Employees enter the data for customer quotes, order tracking from spreadsheets and other sources into CRM

After

  • A digital assistant picks up Sales and Order information from ERP periodically and enters the same in CRM
  • Digital Assistants are emailed the customer quotes, order tracking, shipment tracking data to be input into CRM.
  • The sales team is notified of any exceptions that the team needs to take care of.

Demo

This demo shows the Digital Assistant checking the credit limit and recording the results in a spreadsheet.

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3-way matching

How the Digital Assistant helps

Before paying any invoice, Accounts Payable(AP) matches what was ordered (with PO) to the goods received (via GRN) to what is being charged (Invoice).

The current process that has evolved over the years is very manual, paper-based and leads to delays and human errors. With Robotic Process Automation (RPA), this three-way matching can be automated removing this tedious work for the AP professionals.

This resulted in increased speed, was cheaper and reduced human errors.

30

% more speed

1000

% increased productivity

100

% manual error reduction

Before

  • Accounts Payable (AP) team manually verify the quantities, prices, and terms in PO, to the GRN to charges in Invoice
  • If this three-way match reveals that the supplier invoice is in good order, then the AP processes the invoice for payment.

After

  • The bot matches invoices automatically, without any human intervention
  • The payment vouchers are created automatically, accurately and with tight controls

Demo

Here is a quick demo:

This automation at a manufacturer uses Automation Anywhere RPA tool. The tool automates the three-way matching using the QAD ERP.

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Vendor Onboarding

How the Digital Assistant helps

Companies add new vendors by looking up their information and inputting them into their Invoice application. With Robotic Process Automation (RPA) these manual steps can be automated and the time to perform Vendor onboarding decreases by more than 50%.

70

% faster

7

minutes processing time

100

% manual error reduction

Before

  • Companies add new vendors by looking up their information and inputting them into their Invoice application.
  • This is performed by personnel copying the information from Vendor lookup tools or websites and pasting them into the application.

After

  • A digital assistant looks up the Vendor information with DUNS number
  • The bot uses that info to add a new vendor to Invoicing application.

Demo

Watch a quick demo of how RPA is looking up the Vendor information with DUNS number and using that info to add a new vendor to Invoicely application. The RPA tool used is Automation Anywhere.

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Invoice Processing

How the Digital Assistant helps

Before paying any invoice, Accounts Payable(AP) matches what was ordered (with PO) to the goods received (via GRN) to what is being charged (Invoice). The current process that has evolved over the years is very manual, paper-based and leads to delays and human errors. With Robotic Process Automation (RPA), this three-way matching can be automated removing thistedious work for the AP professionals.

This resulted in increased speed, was cheaper and reduced human errors.

90

% faster completion

80

% hours returned to business

100

% reporting accuracy

Before

  • Accounts Payable (AP) team manually verify the quantities, prices, and terms in PO, to the GRN to charges in Invoice
  • If this three-way match reveals that the supplier invoice is in good order, then the AP processes the invoice for payment.

After

  • The bot matches invoices automatically, without any human intervention
  • The payment vouchers are created automatically, accurately and with tight controls

Demo

Here is a quick demo:

This automation at a manufacturer uses Automation Anywhere RPA tool. The tool automates the three-way matching using the QAD ERP.

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