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Cash Reconciliation Automation

A cash reconciliation is the process of verifying the amount of cash in a cash register as of the close of business.

This process has a reconciliation process against 19 lodges, RPA receives monthly ledgers in xlsx format which includes transactions against these lodges & this process has to reconcile & generate the Reconciliation files against each individual lodges.

In today's scenario – it takes 2 -3 hours to reconcile one report resulting in one lodge. Through a centralized database need to fetch ledgers on a monthly basis and reconcile the transactions according to the ledger.

SOLUTION

The UiPath robot fetches the ledgers from the centralized DB & reconciles the transactions by applying calculative logic. Later reconciled ledger was shared with the business owners.

Design to reconcile the ledgers in minimal time with the proper outcome.

Designed in such a way it won't be impacted even though no. of lodges increased or decreased.

Designed using around 17 rules or categories for reconciliation.

BENEFITS

Reduced processing and QA checking times.
Reduction of operational costs.
Quality improvement to 0% error rate.
Improved staff retention - reduced high volume low-value work to focus on complex/higher value work.
Improved scalability.

Inventory Report Generation

An inventory is counted and recorded monthly in DataWorks (lodge inventory system for retail inventory, both gift shop and spa). At month-end, the Lodge Accounting team must pull the DataWorks inventory reports to record the ending inventory balances in the G/L. DataWorks reports are run for both Gift Shops and Spa that show the current inventory balances as of the time that the report is run. Since DataWorks is a live system, these reports are required to be run on the morning of the 1st of the month.

SOLUTION

The UiPath robot handled the automation of generating inventory reports from the DataWork Application in both formats xls & pdf, later generated reports are shared with the business users.

BENEFITS

Error rate reduced to 0%.
Manual effort reduction to 15%.
Faster processing time – reduction of 75%.

Invoice Processing Automation

In today's scenario – it takes 10-15 minutes for the user to manage a single Invoice. Business user receives invoices through email & later it is processed through SAP & Oracle.

SOLUTION

The Ui Path robot handles the automation of Invoice processing, BOT reads the email, verifies the attachments, extracts the invoice contents, and processes it through SAP & Oracle. Also, BOT generates reports on processing the invoices on a daily basis.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%.
Manual effort reduction to 60%.
Faster processing time – reduction of 80%.

Journal Entry Automation

The customer needed to automate the ATM Reconciliation process with a volume of 2000 transactions per month, an AHT of 400 seconds per transaction, and 3 FTEs. There were four departments involved that used two different applications on both web and desktop. The information was structured, with pre-determined rules and conditions.

SOLUTION

The UiPath robot handled the interface between Siebel and Finacle applications. It exported various reports from the application and reconciled the data. The reconciliation report was sent to the nominated business user.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%.
Manual effort reduction to 5%.
Faster processing time – reduction of 80%.
Employees were redeployed to higher-value activities.

Web Scrapping

SOLUTION

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%.
Manual effort reduction to 5%.
Faster processing time – reduction of 80%.
Employees were redeployed to higher-value activities.

Order Entry Processing

In today's scenario – it takes 5 -10 minutes for the user to enter Order details into the Traxx Application.

SOLUTION

The UiPath robot handled the automation of the Order Entry process. This automation involves Email content extraction and image-based automation for the Traxx Application.

BENEFITS

Degree of robotization: 100% of effort automated.
Error rate reduced to 0%.
Manual effort reduction to 2%.
Faster processing time – reduction of 70%.
User-friendly and better user acceptance.

SAP t-code Automation

In today's scenario, this process generates the SAP reports, downloads them & uploads these to GCP Bucket.

This process takes around 5 min to complete the single report generation & uploading. Likewise, the process has to download & upload around 20 reports.

SOLUTION

We have used the RE-Framework with the Dispatcher & performer Architect.

The process is designed in such a way that we can even execute a single report as well as 20 reports at an execution.

This process involves cross-verification on reports & generates the consolidated email notification against report generation.

BENEFITS

Degree of robotization: 100% of effort automated.
Manual effort reduction to 2%.
Faster processing time – reduction of 90%.
User-friendly and better user acceptance.

Hospitality Night Audit Process Automation

In today's scenario, this process involves around 18 subprocesses which involve auditing processes.

These subprocesses execute individually for all 18 lodges separately.

SOLUTION

We have developed each sub-process separately.

This gives us the flexibility to adjust the processes over the different machines in any exception scenario or downtime.

This process involves Orchestrator scheduling & process management.

BENEFITS

Degree of robotization: 100% of effort automated.
Manual effort reduction to 2%.
Faster processing time – reduction of 90%.
User-friendly and better user acceptance.

FedEx process

In today's scenario, this process helps to track the expected product delivered or not and also uploads the FedEx receipt to the salesforce against the product.

SOLUTION

This process is designed to track 20 products for each 15 minutes.

BENEFITS

Degree of robotization: 100% of effort automated.
Manual effort reduction to 2%.
Faster processing time – reduction of 90%.
User-friendly and better user acceptance.

Month End Activity

In this scenario – it takes 1hrs for a user to reconcile one report resulting. There were 2 departments involved that used e-mail, Excel, and a web portal on the desktop to fulfill this task. Also due to large and complex data files, high human error rate was high.

SOLUTION

The Automation Anywhere robot handled the automation of the Finance Settlement report and reconciled the report with the Finance system. The reconciliation report was sent to the nominated business user.

BENEFITS

Faster processing time – reduction of 80%.
Reduction of operational costs.
Quality improvement to 0% error rate.
Improved scalability.
Now 24/7 operation (previously 8 am-6pm weekdays).

Full and Final settlement

In today's scenario – it takes 30 minutes for the user to reconcile one record resulting, in 2 years of settlement being pending. There were 2 departments involved that used e-mail, Excel, and a web portal on the desktop to fulfill this task. Also due to large and complex data files, high human error rate was high.

SOLUTION

The Automation Anywhere robot handled the automation of the Settlement report and reconciled the report with the HR system application of the bank.

BENEFITS

Reduced processing times.
Reduction of operational costs.
Quality improvement to 0% error rate.
Improved scalability.
Now 24/7 operation (previously 8 am-6 pm weekdays).

Accounts Payable

In today's scenario – it takes 10 minutes for the user to reconcile one record resulting. There are approx 200 records on a daily basis. There were 2 departments involved that used e-mail, Excel, and a web portal on the desktop to fulfill this task. Also due to large and complex data files, high human error rate was high.

SOLUTION

The Automation Anywhere robot handles the automation of Invoice processing, BOT reads the email, verifies the attachments, extracts the invoice contents, and processes it through a web application. Also, BOT generates reports on processing invoices on a daily basis.

BENEFITS

Reduced processing times.
Reduction of operational costs.
Quality improvement to 0% error rate.
Improved scalability.
Now 24/7 operation (previously 8 am-6 pm weekdays).

Payment Advice

The organization requires an automated solution to replace the time-consuming and error-prone manual process of downloading and extracting data from payment advice. The goal is to enhance efficiency, accuracy, and transparency in financial transactions.

SOLUTION

Implemented an automated Payment Advice System (PAS) integrated with existing financial systems. Downloading the file from the mail and extracting the data in the form of Excel in which certain exceptions are handled due to nonavailability of data or attachments and sending the data to the SAP server which tallys to the financial data making assured matches to the data fetched.

BENEFITS

1. Time Efficiency:

Faster processing with reduced manual effort.

2. Accuracy:

Minimized errors through automation.

3. Cost Savings:

Operational cost reduction and resource optimization.

4. Compliance:

Ensures adherence to regulations and internal policies.

5. Visibility and Reporting:

Real-time monitoring and customizable reporting for insights.

6. Customer Satisfaction:

Timely and accurate communication enhances stakeholder satisfaction.

GST Reconciliation

Businesses require an efficient solution for GST reconciliation due to the complexity of regulations and frequent changes, making manual processes time-consuming and error-prone.

SOLUTION

Implemented a streamlined process to drastically reduce manual efforts and achieve unparalleled efficiency with zero errors. The system extracts data from the shared drive and seamlessly matches it with existing templates, eliminating human errors. This automated flow ensures a clear and accurate output, significantly enhancing overall efficiency and accuracy in a foolproof manner.

BENEFITS

Time Efficiency.
Accuracy and Compliance.
Cost Savings.
Timely Reporting.
Risk Mitigation.
Enhanced Productivity.

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