Our client, a leading nutrition products company, had a very complex invoice generation process due to the global delivery system that involves different taxes, insurance, along with logistics. The company was handling the process manually, which included taking printouts, manual sorting and filing of around 500 invoices every day.
PureSoftware team collaborated with the client’s team and analyzed the entire scenario to identify the critical issues before initiating any solution. We formed a detailed strategy to plan out the answer to help the client automate tasks like sorting and grouping invoices.
PureSoftware RPA COE (Center of Excellence) designed and automated the process by following a phase driven deployment approach which included reading and extracting DPO numbers from 4 types of PDFs named ‘Invoice’, ‘Packing List’, ‘Insurance’, and ‘COA’ by splitting them. Bot then combined the separated PDFs based on DPO numbers to generate a complete or incomplete set of documents and uploaded it on SharePoint.
With RPA implementation, the client got access to a complete set of documentation that can be retrieved for future reference and audit purposes as and when required.
The invoice generation process includes
Our RPA solution helped the client in the following ways:
Reduced efforts significantly
Process time reduced from 60 mins to 10 mins
Around USD 9000 saved per month