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Last mile automation of a sales reporting process using RPA

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Last mile automation of a sales reporting process using RPA

The Challenge

The client organization is working towards a goal to automate 75% of their operational tasks by 2021. Their sales reporting process had a lot of manual touchpoints and was error prone. There were multiple instances of missing sales / double counting. The reporting cycle was running stretched by almost 25%. The downstream systems of IC and Call Planning were getting impacted due to faulty sales data.

ProcDNA's Solution

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Re-engineered Workflow

We worked with the team to re-engineer the process, added quality assurance steps and built interconnected workflow in Alteryx

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One Click Process

To achieve the client’s vision of creating one-click process, we created a layer of Robotics Process Automation (RPA) which acts as orchestrator of the overall process to automatically pick data from various sources, run Alteryx workflows and push data into reporting platform

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Impact

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Success Strategy

The trust in the team’s work was restored and the effort saved was redirected to perform more analytics. The team also received an internal recognition for setting up a scalable automation framework for all the reporting engagements.

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Measurable Success

The overall quality of the process improved significantly, and team saved 2-3 weeks of time every quarter

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