RPA
for Business

Automation in Action

Process Automation
for Every Industry

As RPA nears universal adoption across the business landscape, its applications reach virtually every department in every industry. From efficiency in accounting to improved reporting for sales to optimized operations, RPA will be your best new hire this year.

rpa use cases

These popular use cases provide a snapshot view of RPA in action.

Invoice Processing Procure-to-Pay Quote-to-Cash Issuing Refunds Expense Management Inventory Management Creating and Sending Invoices Processing Customer Emails Accounts Receivable/Payable

Invoice Processing

Challenge

Reconciling invoices and purchase orders takes tedious cross-checking, and leaves potential for human error.

RPA Solution

RPA can quickly and easily scan, read and cross-check every invoice with every purchase order, providing a more efficient way to verify orders and catch duplications without having to hire additional staff.

Department(s)

Financial, Accounting, Bookkeeping

Procure-to-Pay

Challenge

Procure-to-pay involves extraction of invoice and payment data from multiple sources. The challenge is that it’s often a surgical and tedious extraction, removing some data but not all.

RPA Solution

RPA fills these gaps in integration, eliminating unnecessary time, effort and manual labor, all the while delivering perfect precision.

Department(s)

Financial, Accounting, Supply Chain, Operations

Quote-to-Cash

Challenge

From clerical errors that mistakenly reduce prices to customer complaints, there are a number of issues that can arise from having a disconnected sales process in operations. Quote-to-cash aims to solve many of these problems, but it’s made even better with automation.

RPA Solution

Because so much of the data collected in a sales process is structured data, it is a prime candidate for RPA. Automating the complete sales cycle eliminates errors and allows sales staff to provide faster and more accurate information to clients and prospects.

Department(s)

Operations, Sales, Customer Service

Issuing Refunds

Challenge

Refunds are a part of doing business, but how they are done makes all the difference. When customers feel underappreciated because of slow or delayed refunds, they become even further dissatisfied--and the company reputation hangs in the balance.

RPA Solution

By automating this process, you eliminate bottlenecks caused by manually routing the refund request to specific companies or departments. In some cases, processing time can go down by as much as 90%!

Department(s)

Customer Service, Financial, Accounting

Expense Management

Challenge

Facts are facts: Few things are as tedious as expense reports. Thanks to antiquated systems and methods, the responsibility typically falls to the employee to manually enter every detail of each expense. Tedious or not though, they must get done.

RPA Solution

With a little help from OCR (optical character recognition), an RPA solution can extract critical information from receipts, including multiple fields and formats, eliminating wasted time and tiresome effort by employees.

Department(s)

Financial, Accounting

Inventory Management

Challenge

Inventory management is a behemoth exercise that often requires multiple people, systems and even locations/branches to reconcile inventory levels. And because legacy systems are critical elsewhere in the business, it’s extremely difficult to integrate new management platforms.

RPA Solution

In this use case, RPA is the highway, creating an inter-system reconciliation process that allows one system to “talk” to another, easily sending and receiving information.

Department(s)

Financial, Accounting, Supply Chain

Creating and Sending Invoices

Challenge

In order to create and send an invoice, it needs to be seen by the sales team that sold the goods/services, and then verified and processed through the accounting team who bills the client. The problem: sales teams use different software systems from accounting departments. This requires a manual work-around that costs time and money.

RPA Solution

RPA can easily update accounting records and prepare and deliver invoices from designated email accounts, eliminating bottlenecks and restoring fluid workflows. A perfect example of how RPA works to improve the workforce and not replace it. !

Department(s)

Financial, Accounting, Sales

Processing Customer Emails

Challenge

Fielding thousands of incoming customer emails is no easy task and can be a job in itself.

RPA Solution

RPA can provide much needed relief by segregating emails into designated groups, allowing the right people to see the right emails at the right time. And when an email cannot be specifically identified for any of the given groups, the RPA solution will route it to respective personnel.

Department(s)

Customer Service, Administration, Operations

Accounts Receivable/Payable

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RPA
for Business

Process Automation
for Every Industry

rpa use cases

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RPA Solution

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RPA Solution

Department(s)

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Department(s)

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RPA Solution

Department(s)

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RPA Solution

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RPA Solution

Department(s)

Schedule a free consultation

About RPA

Platform

Solutions by Industry

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Ready to get started with RPA?

RPAfor Business

Process Automation for Every Industry

rpa use cases

Challenge

RPA Solution

Department(s)

Schedule a free consultation

About RPA

Platform

Solutions by Industry

Company

Partners

RPA
for Business

Process Automation
for Every Industry