Cognitive Automation
for Sending SOA
Reduces running costs and errors simultaneously.
Description of Problem
There were tedious manual tasks in the Finance Department of the Client’s company. The staff needs one week every month just to send out Statement of Account (SOA) emails to their customers.
The company has three sub-units and each has more than 200 customers. This means that the staff needs to download more than 600 invoices and credit note from the ERP system manually. The staff will also need to store it in hundreds of different customers’ folders.
That’s just the beginning, there are many tedious tasks involved in sending out the documents to their customers. This mundane process needs to be done every month by several finance staff.
Client Overview:
The client is a major automotive distributor company with various kinds of products.
Industry:
Logistics/ Supply chain/ Distribution
Processes Type:
Sending Statement of Accounts
How Gleematic Helps
Gleematic is able to download hundreds of documents with customers’ data from the ERP system around the clock. This task usually takes 4-5 days to be done manually, but Gleematic is able to do it in just 4-5 hours.
Gleematic will type extract out all the data (e.g. name, company, email, etc) from CRM/ customer-database, type out customised email according to a prescribed template
Gleematic then sends the SOA (statement of accounts) which includes a credit memo or invoice to more than 600 respective customers.
Results
Degree of Robotization: 75% Effort Automated
ROI: 3 Months
Human Error Rate Reduced
Manual Effort Reduction to 75%
Faster Processing Time: Reduction of 65%
More Standardization
High-Quality Improvement
No More Repetitive Administration
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Cognitive Automation:
What is it and how to implement it successfully
