Case Study
Background
Process Brief – Extracting & Publishing reports on Sales, Cost, Headcount and P&L for senior leadership review.
Objective – To improve reporting accuracy for senior leadership through automation of reporting process
Challenges
- The high number of reports (> 3000) per month
- Manual Intervention – Setting up and scheduling the reports
- Amendments to reports based on business change
- Possibility of delivering blank reports
- Dynamic reporting structure due to variations in regional organization structure
Project Result & Benefits of Project
- RPA solution automates market schedules
- Receives Report scheduling excel
- Enters data into Bulk upload template
- Uploads file into SAP system and run program for report generation
- Reports are downloaded and saved in a local drive, and data is validated
- For any failures, the analyst manually checks and takes the necessary action
- BOT validates the management pack in the reporting system
- A summary of the validations is mailed to the analyst
Case Study
Automation of Extracting & Publishing Reports for the R&D unit of a Multinational Manufacturing Company.
- Client : Manufacturing MNC
- Category : RPA
- Location : USA
