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automation case study

Finance and Accounting

account receivable

Account Receivable Automation

There were various manual tasks in the Accounting Department of the Client’s company. The staff needs a month to transfer data from excel files to their accounting software.

invoice processing

Invoice Processing Automation

With more than 170 million users, the Company must send billing bills to its customers 2 (two) times a month, the first invoicing is done at the beginning of the following month at the end of the month.

bank reconciliation

Bank Reconciliation Automation

Bank reconciliation is a critical process, but how long does it take businesses to identify discrepancies between data? It could take weeks or even months.

Human Resources

talents acquisition automation

Talents 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.

Logistics Operations

bill of lading logistics automation

Bill of Lading 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).

Leads Report Automation

The lead report processing is how the client’s company manages email submission with automation. The staff needs to manually assign incoming leads from email to sales representatives for following up.

Banking Operations

KYC Automation

The bank required information from external sources to be entered into a legacy system and information to be extracted from this system to be entered into another system.

Insurance Operations

insurance automation

Claims Processing Automation

The Insurance Company required various documents to process the claim. There are 2 scenarios for this process. In this scenario, customers may send the required documents through the system provided by the Insurance Company.

Healthcare Operations

healthcare automation

Patient Reports Automation

As the working pace is very fast, their employees do not have time to communicate, which leads to overlapping of work. One of their main workload is generating reports, including updating the number of COVID-19 cases daily.

Other Functions

Maintenance Report Automation

Each of the client’s machines produced text files with more than 10 variables and 32,000 data points for every process. The data could not be imported into a spreadsheet easily for viewing or analysis. 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 manual inputs to the master file would then have to be cross-checked with the database for data integrity.

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