Case Studies
Explore various processes in multiple industries and discover how Cognitive Automation can help you work better and faster!
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We help companies in these areas:
- All
- Finance & Accounting
- Human Resources
- Marketing & Sales
- Logistics Operations
- Banking Operations
- Insurance Operations
- Healthcare Operations
- Manufacturing Operations
- Other Functions
Account Receivable Automation
There were various manual tasks in the Accounting Department of the Client’s company. The staff was spending may hours (almost) every day to transfer data from various types of files to their accounting software.
Bank Reconciliation Automation
Bank reconciliation is a critical process at close of accounting month. However, it usually takes a long time (maybe many days or even up to two weeks) to identify discrepancies between data points in the bank system and accounting system.
Customer Billing Automation
With more than 170 million users, the Company must send bills to its customers 2 (two) times a month. The first invoicing is done at the beginning of the month, and next at the end of the month.
Invoice Entry Automation
The client manually processes more than 500 invoices each day. They receive invoices from multiple vendors in different formats like PDFs and scanned graphic files.
Sending Statement of Account
There were tedious manual tasks in the Finance Department of the Client’s company. The staff needs a week every month to just send out Statement of Account (SOA) emails to their customers.
Talent Acquisition Automation
The Users are from the H.R. department and they are focused on looking for candidates to fill job openings. Once a job opening has been posted on job-portals, candidates would fill up an online application form and send in their resume and other documents.
Staff Payroll Automation
As an outsourced HR Services Provider, our User needs to process lots of information from various companies in its HR Payroll system. The User is responsible for updating their clients’ employees’ attendance and then generate payroll out of it.
Container Booking Automation
There were various time-consuming processes in the Operations Department of Client’s company. Most of the processes were rules-based, while some required machine learning (an aspect of artificial intelligence) to read data from documents such as Bills of Lading.
Leads Report Automation
The "leads report" is managing incoming enquiries from potential end-customers. The staff needs to manually assign incoming leads (sent via web forms to email) to sales representatives for following up.
Electronic Delivery Mail (EDM) Automation
The client often sends newsletters and EDMs for promotion using a third-party platform. But there are several problems that often lead to inefficiency.
Goods Receipt Automation
Information about each shipment needed to be gathered from different sources, distributed and archived for compliance purposes. As a result of the time-consuming process, customers of this client might encounter shipping delays.
Stock Report Automation
Electronic goods in the warehouse move very fast every day. Each movement of goods required several documents along with a unique data challenge for the client. This is very time-consuming and challenging for the client.
KYC Automation
The bank required checking of information from external sources to be entered into a legacy core-banking system. This was then in turn extracted again to be entered into another system.
AML Automation
Compliance teams use automation to keep up with the increasing volume of transactions while dealing with immense cost pressure, outdated systems, and constraints of remote operations, to complete Anti-Money Laundering processes.Â
Loan Approval
Processing loans take a long time. The primary reasons for the delay are usually application errors, manual time-consuming processes, and the involvement of various stakeholders in the approval process.
Underwriting Automation
Every day, the staff at our Client company had to do tedious manual tasks in their underwriting process. The staff needed hours or even days to evaluate risks and deciding how much coverage to charge a prospective client with a specific kind of profile.
Policy Administration
Our Client needed to onboard their new policy-holders and update hundreds of policy changes every day. Humans were spending countless hours to welcome their new customers and enter data about customers’ policies into I.T. systems.
Claims Processing Automation
The Insurance Company required various documents to process claims. Claims could be triggered by an incident, or upon policy maturity. In both scenarios, many documents are involved for checking.
Patient Reports Automation
This use case in the hospital is about generating reports, including updating the number of COVID-19 cases daily. Doing the tally for the number of patients going in and out manually wastes a lot of precious time.
Medical Billing Automation
Reviewing and retrieving patient data is a time-consuming and tedious task. Streamlining data extraction and healthcare claims can help healthcare providers save time while also increasing profits.
Maintenance Report Automation
Gleematic robots can log on to SAP (an ERP System) in the office’s network, and automatically mimic the humans’ activities for completing the process of generating reports and sending out bills.
Order Processing Automation
The client receives lots of orders from hundreds of customers daily. They originally have a department to process orders manually (around 5 persons).
Data Transfer Automation
Each of the client’s machines produced text files with more than 10 variables and 32,000 data points for every process. Individual data points had to be manually copied and pasted into relevant cells in Excel files, to analyze the data.
Attendance List Extraction
Our client had many webinars to handle every week and the staff needed to consolidate details from the webinar attendance lists into a master file manually. The data would then have to be cross-checked with another source.Â
Purchase Order Reporting
The client needed to generate an excel report from their own system. Although client have their own system template for such reports, it is not user-friendly nor easy to combine data.
Consolidation of Purchase Orders for Retail
Purchase orders are lists of goods the issuer is buying from the buyer. These reports consists various data such as product prices, quantity, delivery date, etc. Client’s system generated reports can be difficult for staffs to view or calculate data, there might also be data that is not necessary to be included in the final report.
ERP Automation for Shipping
The client provides services in shipping needed to review their proposed payments list of current date. Client was already using an Enterprise Resource Planning (ERP) system to document their proposed payments lists. The payments can occur multiple times a day and would need to refresh through the ERP system.
Cognitive Automation for Purchase Order Reports in Manufacturing
Client would receive thousands of purchase orders for various supermarket retails. Staffs would need to log-in to every supermarket platform parameters from browser, then manually confirm and download new order folders. Client would need to process these orders from 13 different platforms. In some cases, file format might differ depending on the supermarket.
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