Verification of candidate information and completing onboarding formalities in an HRMS system by using Robotic Process Automation software
A well-established manufacturing organization started facing an unexpected hurdle in their expansion process. They realized that their Recruitment team was becoming a bottleneck in the whole process due to surge in new appointments. With a legacy HRMS system, entering information of every candidate in the system and its further processing was time consuming causing delays in the overall recruitment process. With aggressive deadlines to meet, customizing it was not possible either. They were looking for a quick solution to ensure that their timelines of the expansion plan are met.
The existing process was studied in detail and every step was documented for assessment. Based on the qualification for Robotic Process Automation, Robots were engaged to perform the most predictable and mundane job for candidate onboarding.
Deploying a Robot using RPA technology to connect to multiple systems to speed up the time required to process a loan request
A leading bank’s loan department was facing difficulties in processing the loan requests on time. They decided to look closely and observed that the manual process of filling applicants’ information, verifying their credit score and then generating a report; consumed a lot of time. This whole process was cumbersome, lead to errors and was quite inefficient. These factors stretched the loan processing cycle that caused diversion of valuable customers to the competitors. Neither the employees nor the customers were happy about this delay.
Looking at the problem, we suggested implementing RPA technology. RPA is one such powerful tool that can take care of the manual sections of the process to ensure that the loan processing starts as soon as the request is received.
Automating SAP using RPA to review and update vendor status from Government portal
The finance department of a leading MNC operating in more than 15 countries was under immense pressure to meet the vendor payment deadlines. The law changes happening every now and then made them perform the vendor validation process again. The typical process involved pre-processing of the data to make it ready for validation , validating the data with the governmental tax portal and updating the SAP system for non-compliance. Involvement of multiple applications caused delay in the validation process and release of payments.
Digging deep into the issue made us realize that robotic process automation is the best suited solution for managing the data involving two systems (SAP and Tax portal). RPA is a powerful tool which can be customized as per the business requirements.
Integrating RPA technology with Artificial Intelligence (AI) and Machine Learning (ML) to analyse and process customer emails
A firm suddenly saw a consistent fall in its customer satisfaction score which affected their revenue as well. The detailed study revealed that delay in the response by the customer care department was the main contributor. Lack of provision to detect emails with complaints/issues caused a delay in the response and resolution process. This resulted in an increase in the number of dissatisfied customers who started leaving them due to bad customer services.
Every customer wishes to be heard. It is practically not possible to prioritize the emails received and respond as per that. Hence, we suggested them to opt for robotic process automation software which can identify the emails with complaints/issues and initiates the resolution process as soon as the mail is received.
An RPA use case involving V2’s proprietary Machine Learning tool with UiPath Robot to extract data from unstructured documents and posting it in ERP system
A large manufacturing unit having numerous vendors was repetitively pin pointed by the management due to the delay in invoice processing. A discussion with the team highlighted two reasons: large number of invoices received from their various vendors and absence of reliable OCR solution. The staff had to manually enter the data in the ERP which resulted in delay. As the invoices received were in multiple languages, they had to hire new resources or opt for outsourcing. The overall situation demotivated the employees and strained the relationships with the vendors.
Analysing the complexity of the process, we suggested implementation of RPA to automate the mundane operations like data entry to ERP systems whereas V2’s proprietary Doc2Digital invoice processing engine was used to extract input from invoices.
An RPA use case to create Dashboard Reports having Robot to collate data from various systems in different formats
A well-known business conglomerate was facing difficulties due to inaccurate data on few key performance metrics on their dashboard. Data consolation process took around 2 hours which delayed several important decisions and eventually resulted in an opportunity. Accuracy of data on the dashboard reporting is crucial for every organization as important decisions are taken on its basis. Deep diving into the process made them realize that due to data coming from 4 different systems, the consolidation and processing took time. The data displayed during this time was not accurate as a lot of backend processes were going on to generate the reports.
Errors are the primary reason that affects the productivity as the tasks must be re-performed. We advised to use RPA automation to ensure that the data is perfect and the reports are generated quickly.
Verification and data-entry of claims form using Robotic Process Automation software. Bot also replies to the customer with status report, failure report or success report.
A well-known insurance firm observed that by every quarter there was an increase in the complaints received and the errors as well. Analysing the situation made them realize that the high processing time and delay in notifying customer was the main reason behind the complaints. The audit trail was also not in place. Manual keying of information, validation of information, checking if there is an existing claim and communication with the customer was the root cause behind this situation.
The ‘As-is’ process was analysed to design RPA workflows that carry out the Claims processing activity. The result was speed, accuracy and reliability leading to higher throughput and improved responsiveness to customer.