Robotic Process Automation (RPA)
Robotic Process Automation (RPA)
Converting E-mail requests into purchase orders through a 100% automated system
Bien Technologies one of helped the most promising US-based home improvement sites automate their order management system using a custom bot.Client Overview
The client is an online home improvement retailer with a product range spanning kitchen, bathroom and lighting hardware, in addition to other home improvement supplies. It has an employee base of about 600 people and has featured in the Internet Retailer Magazine’s annual Top 500 List of online retailers.
Industry at a Glance
According to a Global Market Insights, Inc report, the home improvement
segment is projected to reach a revenue of USD 1,120 billion by 2025. This,
in large, is due to a growing customer movement seeded in the pursuit of
superior energy efficiency; a trend that is being bolstered by conducive
government policies across the globe, and giving impetus to the home
improvement market. Countries like Japan, the USA, India and China, and
select European countries, have introduced tax credits to builders staying
true to green building guidelines. Other factors that have caused a rise in
demand for home improvement products include surging urbanization, rising
employment and higher standards of living.
Scope
In order to reorient itself as a forward-looking organization, the client was looking to set up an order management system to convert email requests into digital orders in an automated way. The existing order management system was manual and entailed repeatable, mechanical steps that required little or no critical thinking. This gave rise to a risk of human error, which in turn, could lead to significant sunk costs. The client was in search of a co-sourcing partner who could build an intelligent system for routine order offloading. This would seamlessly sync with their existing CRM or ERP and serve to capture invoice numbers, detect order statuses, provide delivery receipts and much more.
Solution
As a retailer with thousands of products, the client was looking to eliminate human error by processing their email orders accurately through automation. The aim was to go ‘touchless’. We worked with the client to construct a unique AI-based sales order automation paradigm, with a technology stack composed of UiPath, Oracle EBS and PO Console, and underpinned by Microsoft Excel and Microsoft Outlook. It involved an automated process that read the purchase order number from the email subject and subsequently created a purchase order in Oracle EBS. Once the order was created, a robot would load its details into EBS and PO Console. Then, the robot would notify users about the success or failure of the process. Our system deployment simultaneously increased customer satisfaction while driving efficiency, minimizing spends and expediting order-to-cash cycles.
Technology used: UiPath | Target systems: Oracle EBS, PO Console (web application), MS Excel and MS Outlook
Business Impact
- Reduced time
- Increased ROI
- Hassle-free process
About Bien Technologies
Bien Technologies is a leading-edge software company that offers high-quality software services seeded in global best practices. It designs, conceptualizes and develops state-of-the-art business growth and performance applications.
Projects
Technology Used: UiPath
Target Systems: SAP, PDF, GEFIN(Web application), MS Excel and MS Outlook
Overview:
This process automate clearing of coupons into SAP system. Automated process download liquidations PDFs from GEFIN portal. Read downloaded PDFs and process the PDFs data into SAP system. Send daily and weekly report of processing to client by email.
Technology Used: UiPath
Target Systems: SAP, MS Excel and MS Outlook
Overview:
This process automate repeating of closing steps. Automated process fetch emails of specific subject from outlook inbox. After fetching email robot reads body of the email and fetch relevant information from body to repeat steps into SAP. After repeating closing steps into SAP then robot notify business users by email about success/failure.
Technology Used: UiPath
Target Systems: Oracle EBS, PO Console(web application), MS Excel and MS Outlook
Overview:
Automated process read PO (Purchase order number) from particular email subject. After reading the PO from email robot creates PO into Oracle EBS. Once order is created robot keeps track of some details into EBS once those are available robot login into PO console and update the details into PO console. After completion of process robot notify business users about success/failure of process.
Technology Used: UiPath
Target Systems: Oracle EBS, MS Excel and MS Outlook
Overview:
Automated solution perform Cash Reconciliation steps in Oracle EBS for particular statement date. First robot perform Load statement of particular date by executing particular responsibility into EBS then execute Auto reconcile responsibility. In end it perform Case reconciliation steps for remaining unreconciled items. After completion of process robot notify business users by email with attached detailed report of unreconciled items.
Technology Used: UiPath
Target Systems: CVENT (web portal), SmartBuy Ariba (web portal), MS Excel and MS Outlook
Overview:
This process automates the creation of purchase requisition (PR) in SmartBuy Ariba for each newly awarded Request for Proposal (RFP) in CVENT. Robot pick details of each awarded RFP from CVENT by traversing on multiple pages, consolidate the data fetched detail and save into excel. Then process each RFP one by one and create the PR in SmartBuy Ariba. If any business/system error occurred during the process the robot send email to individual/group. At the end of the process a report is generated from the saved excel and robot sends the report to business users.
Technology Used: UiPath
Target Systems: SAP, PDF, MS Excel, WPA (web portal) and MS Outlook
Overview:
Automated process fetch debit and credit detail from SAP by executing particular transaction code for predefined company code. Update that details in predefined excel and generate a text file by executing inbuilt macro of excel template. Then go to WPA site and navigate to particular company code to upload the text file. After uploading the text file robot execute same transaction code for same company code in SAP and check for the available value. Take the screen shot of SAP screen paste it into excel and generate a PDF file. Then go to WPA site again and upload the PDF file. On successful completion of process robot sends a email to business users.
Technology Used: UiPath
Target Systems: SAP, PDF, MS Excel and MS Outlook
Overview:
User received an invoice emails in PDF format in a particular outlook email inbox. Robot read an email and downloads the attachment (PDF file) in a local folder after saving, it open the downloaded PDF file and read the details like Invoice No, Invoice Date, Invoice amount and PO no.
Robot opens SAP application and search the invoice detail based on PO No, Invoice No, Invoice Date or Amount. It fetches all required detail, Take a screen shot and reply to sender along with detail and Screenshot
Technology Used: UiPath
Target Systems: Web application, MS Excel and MS Outlook
Overview:
Robot downloads the carrier tracking excel file from shared network location to local folder. Excel file containing Tracking No, Customer information and Carrier tracking Number. After saving file in local folder, Robot read all recodes from excel file, on the basis of carrier name, it’s get the tracking portal URL from configured mapping file. It opens the website and tracks the item by entering the tracking no. It fetches expected delivery date and trailer no and store in excel file and notify the customer by email.
Technology Used: UiPath
Target Systems: PDF, MS Excel and MS Outlook
Overview:
Robotic process automation of sales report creation involving data read from PDF files, multiple report creation in excel including charts creation and report sharing by email with stakeholders. Approximately 90% time per report is targeted to be saved by automation of this process.