MAXIMIZE EFFICIENCY WITH 50+ RPA USE CASES FOR MANUFACTURING

Invoice Process Automation

End-to-end automate invoice processing. Companies automating this process have experienced average effort reduction by 85% and improvement in TAT by 10x times.

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Invoice Data Capture

Scan, transform and automatically upload data from paper invoices into the ERP system by using Intelligent Data Capture with RPA.

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Invoice Updation in ERP

Capture invoice data in the ERP system to maintain tight control over administrative and finance operations and automate routine activities in Shared Services.

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Order Booking Automation

Update relevant data from the Purchase Order (PO) received from the vendor into the enterprise systems as a new record.

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Book Closures

Post entries in GL, total the accounts, prepare Trial Balance, report discrepancies, manually adjust journal entries, prepare the adjusted Trial Balance, create statements, close entries, and create post-closure Trial Balance.

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Invoice Creation

Auto-read the email invoice request and file attachment and log the data in the Accounting system. In case of missing information, send an email to the concerned. Else create the invoice through proper transactions.

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Invoice Processing

Automate the process by inwarding the invoice in ERP, performing 2/3 way matching, notifying the concerned, and paying out if validations are in order to finally update the status in ERP.

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Bank Reconciliation Process

Reconcile data downloaded in unstructured format from emails as well as bank websites and validate it as per business rules.

Credit Assessment Report

Extract financial data from balance sheets of companies and create the credit assessment profiles before enrolling in different programs.

Sales Order Booking

Book sales orders in the different business systems, such as SAP, from the spreadsheet files and other siloed databases.

Maintenance Automation

Automatically re-order spare parts and equipment in the maintenance division of your manufacturing unit on reaching a threshold.

Lead Gathering Process

Search the web for potential opportunities, tenders, and RFPs and populate the data in the CRM system for review by the Sales team.

Drawback Fund Transfer

Reconcile data between bank accounts and the company database. In case of match, upload the data to the company site. If not, email it to the respective stakeholders.

Process Data Consolidation

Consolidate the engineering process knowledge in a single store in a standardized template with proper taxonomy to ensure quick retrievability towards problem-solving.

Back-office Administration

Automate back-office tasks for general transactions, administration, and sales. Create the building block for RPA CoE to govern enterprise processes.

New Drug Application

Fast-track the regulatory approvals that usually span 18 to 36 months by identifying the best candidates for medicines and vaccines from a number of clinical trials.

Program Management

Collect data across the bills of material, map it against production volume to create lean inventories, and jump start JIT operations.

Supplier Onboarding

Build supplier network, send RFQs, short-list suppliers, run contracts, cut POs, and on-board them.

Bill of Material

Create a detailed list of all the parts, which are required to create a finished product, in a hierarchical manner for recurrent and on-going development.

Service Request Fulfillment

Navigate through multiple enterprise systems to gather data across multiple touch points to resolve a service request posted through the CRM system or email.

Logistics Tracking

Track the transportation of finished products through multiple carriers having multiple insurances to different warehouses, wholesalers, and retailers, and accurately calculate the shipping charges.

ERP Reporting

Report inventory, AP, AR, Pricing, and other details to the concerned stakeholders at pre-scheduled times through email, trigger alerts for abnormalities and process lacunae, and upload the report to the SharePoint folder.

Central Database Updation

Update production-related details in a web-based system from each branch, factory, and office such that a real-time status is available across the manufacturing organization.

Compliance Reporting

Update status for different parameters to the intra-company databases as well as third party and government websites for regulatory and statutory compliance.

Supply Chain Supervision

Monitor and supervise the flow of finished goods from the manufacturing outfit to the warehouses, to the wholesalers, and then to the point of sale so that there is no stock-out.

Order Processing

Extract details from incoming orders in the form of email/fax, validate them against business rules, key in the data in the ERP, and send an initiation trigger to the production unit.

Import-Export process

Digitize hundreds of documents, including letters of credit, validate the documents as per business rules, automate order processing and payment based on bill of lading, and email the confirmation.

Goods Inventory

Track the products in the inventory and raise alerts to the concerned stakeholders and inform the procurement and production units when the inventory falls below a specified threshold.

Raw Material Inventory

Monitor and manages the raw material and parts for seamless production and send alerts to the procurement department or the vendors when it diminishes below the threshold.

Tax Reconciliation

Export trial balance and other related data from the ERP, determine the tax filing status of each legal entity, review accounts, reconcile inter-company transactions, calculate tax, and apply it to the trial balance.

Compliance & Discrepancy Report

Extract data from the bank's statements, compare it with the company records across Excel files and ERP systems, validate it against complex business rules and creates report for compliance and discrepancy.

Business Travel Planning

Use RPA bots to bundle external and internal business-relevant services related to daily activities such as travel and weather sites related to business travel-related planning and improve application productivity and efficiency. Integrate online services into your web portal for easy, safe, and secure access through a proper handshake with the company IT rules.

Emergency Call Centre Dispatch

Use RPA bots in the automobile and after-sales assistance industry to augment the emergency dispatch help function associated with the Highway Emergency Call Centre, which takes care of dispatching own fleet of resources as well as partner and contractor resources to sites of emergency incidents while on the road.

New Inquiry, Transfer Requests & Contract Termination

Eliminate duplication of efforts in working on the same service requests received through different channels such as web forms, telephone calls, apps, etc., by using RPA bots and send immediate customer acknowledgment.

Data Gathering & Posting

Easily consume actual and forecast data on energy production and consumption and combine it individually with market commentary, stock exchange, and broker data.

Financial Reporting

Automate pulling in data from different legacy systems for financial reporting across the board, reduce errors involved in the manual swivel chair operations, improve productivity of the Accounting team.

Transaction Posting

Eliminate error due to manual processing of high volumes of unstructured data. Auto log in to ERP system and navigate through multiple accounts to post transactions. Auto-extract appropriate general ledgers and cross reference balances from bank statements to general ledgers. Auto-create report statements based on pre-defined criteria.

Inventory Auditing

Auto-confirm if your stocks are in order. Auto-define thresholds and communicate to stores in a timely manner before conducting weekly inventory cycle audits. Auto-reconcile quantities for each brand for each store. Auto-validate all critical and high-price tag items in each store in an online mode. Track progress against an annual audit plan and track and monitor Key Risk Indicators (KRIs). Automate repots, dashboards, and scorecards to offer a bird's eye view to the management. Automatically evaluate data quality in the systems and master data files. Auto-check for completeness of fields and duplicates.

Procurement Process

Automate invoice sourcing, requisitioning, ordering, inspection, reconciliation. Establish preferred supply chains and acquire raw material and goods from preferred vendors within pre-defined and well-negotiated budgets before the deadlines. Circumvent the over dependence on human intervention by defining upper and lower thresholds in the automated workflow. Establish strong audit frameworks with bots and enable humans to focus on other strategic initiatives.

Freight Payment

Automate the paper work involved in shipping of goods to the customer and all the intermediate freight payments between manufacturer or shipper to the carrier (across air, land, sea) and from carrier to the customer. Automate the operations for the freight transportation - either generate or collect invoices, accounts payables cycles, data entry from internal systems to B2B portals, resolve disputes, collect structured and unstructured data, schedule and track shipments, integrate legacy systems and centralize the information generated, secure proofs of delivery, etc.

Fuel Updation

Automate the intermediate processes involved in procuring fuel for the machines involved in manufacturing and transporting raw material and finished goods. Automate the data entry from internal systems to B2B portals, collect and integrate structured and unstructured data from different formats and environments, integrate legacy systems and centralize information, generate and collect invoices, secure proofs of delivery, and read emails, by using RPA bots.

Procure-To-Pay Automation

Automate the procure to pay (P2P) process including requisitioning, purchasing, receiving, paying for and accounting for goods and services. Ensure significant cost reductions and improved RoI. Ensure better compliance and security through data protection and proper audit trails. Improve productivity and accuracy around the clock in 24x7 mode. Eliminate error and delays. Reduce latency and lead times. Allow resources to focus on high value tasks. Reduce operational costs. Improve communication and cohesiveness between different divisions. Automate procurement and inventory payment as well as order processing and payment.

Price Comparison

Auto-compare price of goods and services between multiple providers and find lowest price. Auto-check duplication in catalog including multiple suppliers for same goods and services. Improve pricing and contract terms by identifying opportunities to consolidate suppliers.

Secure Proof Of Deliveries

Query carrier tracking systems and link shipping data to original orders in warehouse management systems. Improve response times and Day Sales Outstanding (DSO) metrics.

CRM And Sales Order Integration

Automate cross-functional processes such as performance of estimates, ensuring product availability, performing order processing, fulfilments and logistics. Collect information from CRM, check pricing, cross-reference other software for product availability, auto-generate quotes and shipping times. Extract and validate sales order data for an approved sales order and send it downstream to other systems in order to optimize the entire sales lifecycle.

Real-time Demand Monitoring And Inventory Management

Overcome challenges pertaining to unpredictability in supplier delivery and customer demand. Perform real-time monitoring of customer demand, production capacity and inventory levels and achieve leaner and more efficient operations across the value chain

Record Maintenance

Use RPA and maintain records as per government rules and regulations, subject to inspection under FDA requirements such as study protocols for new drug applications. 

Lease Record Management In Oil & Gas Industries

Automate payment processes required for various leases. Generate reports for multiple leases across different geographies, create metrics around profitability and projection of future trends. 

Supply Chain Demand Planning

Automate the prediction of demand of goods and material across multiple nodes of the value chain by digitally collaborating among the value chain partners by using RPA bots. Drive efficiency across the value chain through syndicated efforts in capacity planning, production planning, raw material planning, and replenishment planning to reduce inventory piling. Propagate just-in-time (JIT) manufacture across the value chain with RPA bots.

Queries and Escalations

Automate the management of queries and escalations across the value chain with RPA bots. Collate queries and escalations received in the CRM and email at predefined frequency and route to the concerned department for quick resolution.

Stakeholder Collaboration

Auto-trigger consignment status emails and text messages across the value chain for locating a shipment and reduce queries and escalations. Improve the visibility of inventories across the value chain through a common GUI and dashboard to know the inventory status in real-time through the use of RPA bots as well as advanced visualization and analytics to support JIT manufacture.

Order Modification

Automate the process of Order Modification by sending updates to the concerned stakeholders with RPA bots.

Delivery Fulfillment

Auto-email delivery fulfillment status to the concerned stakeholders by using RPA bots.

Return or Replacement

Enable automation of return and replacement of consignments and goods within stipulated timeframes.