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Last Mile Automation of Sales Reporting Process Using RPA
The Challenge
The client organization aimed to automate 75% of its operational tasks by 2021 but faced challenges with a heavily manual sales reporting process that was prone to errors. This resulted in issues such as missing sales, double-counting, a 25% delay in the reporting cycle, and inaccuracies that negatively impacted downstream systems like Incentive Compensation (IC) and Call Planning.
ProcDNA's Solution
Re-engineered Workflow
Collaborated with the client team to re-engineer the sales reporting process, adding quality assurance steps and building an interconnected workflow using Alteryx.
One-Click Process
Developed a Robotics Process Automation (RPA) layer to orchestrate the entire process, automatically pulling data from various sources, running Alteryx workflows, and pushing data into the reporting platform for seamless integration.
Impact
Success Strategy
Restored trust in the process, enabling the client team to redirect saved effort toward more analytical tasks. The team also received internal recognition for setting up a scalable automation framework for reporting.
Measurable Success
Improved process quality, resulting in time savings of 2-3 weeks per quarter, significantly reducing operational inefficiencies.
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