About Client

Our client is a world-leading manufacturer of air compressors, committed to providing customers with reliable and energy-efficient solutions focusing on sustainable development and growth. They wanted to automate the contract validation process of their CRM with greater accuracy.

Challenge

● Lack of automation caused inaccuracies in various critical workflows ranging from hedging to financial performance reporting. ● Manual data extraction became challenging with a high volume of PDF documents received daily. ● Increased potential for discrepancies between contract attributes on customer-signed papers and those in the Risk and CRM systems. ● Higher risk of customer complaints arising from inaccuracies in contract handling and processing. Solution ● Strategically implemented risk compliance automation to streamline and optimize validation workflows such as market enrollments, load forecasting, commission payments, financial and performance reporting. ● Integrated automated bots to identify accurate company codes through unique identifiers. ● Streamlined efficient data extraction process from email bodies and PDF attachments through integration of UiPath automation. ● Successfully captured 15+ entries from various company PDF formats by utilizing 8 ABBY templates.

Solution

● Strategically implemented risk compliance automation to streamline and optimize validation workflows such as market enrollments, load forecasting, commission payments, financial and performance reporting. ● Integrated automated bots to identify accurate company codes through unique identifiers. ● Streamlined efficient data extraction process from email bodies and PDF attachments through integration of UiPath automation. ● Successfully captured 15+ entries from various company PDF formats by utilizing 8 ABBY templates.

Business Impact

• Reduced 90% of Manual Efforts
• Increased ROI over $100,000
• Reduced 0% Error Rate
• Ensuring Timely Processing
• Compliance with Deadlines and 0% missed deadlines