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Be more efficient - save time and reduce costs

Take a look how we help our customers with Process Robotization

Be more precise - Improved quality and control

Take a look how we help our customers with some business process Process Robotization

Reduce errors to 0%

Take a look how we help our customers with some business process Process Robotization

Case Studies RPA

Service Centrix is among the leading RPA implementation providers for the region. We apply the best software development practices into our RPA projects for different industries. Check out some recent projects:

  • CallFlow Process Robotization
  • Contracts Generator Robotization
  • Tariff deviations approval and risk assessment
  • Archive to DMS Robotization
  • Quotation Database Robotization
  • Invoices Processing Robotization
  • Property Register Report Robotization
  • Travel Docs Robotization
  • Food Vouchers Processing
  • Cash Online Robotization

CallFlow Process Robotization

Process: CallFlow Process Robotization

CUSTOMER

Mobile Operator, Bulgaria

IMPLEMENTATION TIME

12 weeks

THE CHALLENGE

The customer needed to automate this process because it involved significant manual processing, high propensity to errors & high cost of operation. CallFlow processing of all agreed deals made by call center dealers, preparation and sending of summary reports for agreed deals via emails to stakeholders, filling-up templates with contact information and sending them to couriers for further processing, and construction of result files from the courier carriers for signed contracts – ready for service provisioning into MNO’s systems systems.

THE SOLUTION

The following activities were automated by UiPath Robot:

  • Working with more than 15 excel files, each of which contains thousands of rows and dozens of columns stored in different sheets
  • Data consolidation from different files, according to the business requirements
  • Cleaning/Deleting data according to the business requirements
  • Validation of more than 120 conditions
  • More than 20 VLOOKUP’s in excel (searching data by conditions)
  • 7 pivot tables used for reporting purposes
  • Sending e-mails with notifications and automatically created sales report
  • Backup of all for archiving purposes in the daily folders
THE BENEFITS

Processing time reduced by 90%
Error rates reduced from 20% to 0%
Time saving of 5 hours per day
Improved service delivery
Improved quality and control
Cost savings of one FTE
High process scalability

Contracts Generator Robotization

Process: Contracts Generator

CUSTOMER

Mobile Operator, Bulgaria

IMPLEMENTATION TIME

3 weeks

THE CHALLENGE

The customer needed to automate a process of generating contracts. The process consisted of filling an excel-file template with data from an excel-file export to generate many excel-files, one for each contract that should be generated, and sending each of these excel-files via a separate e-mail. Since the process consisted of well-structured repetitive tasks, it was suitable for Robotic Process Automation.

THE SOLUTION

The following activities were automated by UiPath Robot:

  • Finding an input excel-file in Share Point, reading it and filtering data
  • Copying data from input file into an excel-file template
  • Calculating start and end dates of contract in the according cells of the template file
  • Filtering data in the template file and copying the filtered data into another template file
  • Deleting rows based on certain criterions
  • Splitting the results in different contracts excel-file templates
  • Sending the contract templates via e-mails
  • Sending e-mails with exceptions for a manual check
THE BENEFITS

Processing time reduced
Error rates reduced to 0%
Time saving of 5 hours per day
Improved service delivery
Improved quality and control
Cost savings of one FTE
High process scalability

Tariff deviations approval and risk assessment

Tariff deviations approval & risk assessment - BANKING

CUSTOMER

Retail bank, Consumer Financing division

IMPLEMENTATION TIME

6 weeks

THE CHALLENGE

The customer needed to automate the following:

  1. Approval processes for tariff deviations
  2. Risk assessment of known cases.

Both processes were executed by two separate groups of people, and communication was necessary between them in order to coordinate subsequent actions for each case.

THE SOLUTION

Two robots were implemented, performing different job roles.

The following activities were automated by UiPath Robots:

  • Checking data of deviation requests in two bank systems, selects the proper tariff with iterations, and sends a notification if the inconsistency is detected in the request.
  • Performs risk assessment and eventually approves the loan.
  • The robots communicate with each other, adding tasks to the other’s list.
  • Online performance monitoring is available, as well as the daily report is being distributed to groups.
THE BENEFITS

No errors
Time saving
Improved service delivery
Improved quality and control
Freeing human resources from low value activities
Cost savings – 2 months
Storing data on SQL enabled additionally:
- Reliability
- Online monitoring
- Traceability
- Failover

Archive to DMS Robotization

Archive to DMS

CUSTOMER

Leading worldwide provider of aircraft maintenance

IMPLEMENTATION TIME

5 weeks

The CHALLENGE:

Since this process was highly time-consuming, repetitive and prone to human errors, the customer needed to automate it. The process consists of steps to prepare and upload archives data folders from file servers on 5 different locations into a system. Еach archive data folder must be found in the file structure of the respective server, there is a large number of folders for processing and preparation of folders for the system is a difficult manual activity.

THE SOLUTION

The following activities were automated by UiPath Robot:

  • Working with file structure to find certain folders from all the servers in all locations
  • Creating and updating an excel-file register which contains all these folders with full path name and information regarding how to process them
  • For each processing folder:
  • Extracting information from the name of parent folder based on certain rules
  • Checking if certain data exists in a system
  • Creating data record into system if such is not found
  • Coping a folder with all files and subfolders to a temporary place and renaming it
  • Preparing folder in accordance with the system’s requirements
  • Uploading prepared folder by using a certain application
  • Writing information regarding processed folder into the register excel-file. The information is respectively date when folder was uploaded or some marker if upload was unsuccessful
  • Checking the register file about next available folder to process
  • When there are no more folders to process in the register file, checking for new folders from the file servers and updating the register.
THE BENEFITS

- No errors
- Time saving
- Improved service delivery
- Improved quality and control
- Freeing human resources from low value activities
- Cost savings – ROI is one month

Quotation Database Robotization

Quotation Database Robotization

CUSTOMER

Leading worldwide provider of aircraft maintenance

IMPLEMENTATION TIME

3 weeks

The CHALLENGE:

The purpose of the process was to creating an up-to-date database file of all quotations found in a specified folder and its subfolders.

THE SOLUTION

 

The following activities were automated by a UiPath Robot:
  • Finding quotation excel-files in certain folder and subfolders
  • From each quotation file key information is extracted for each aircraft and recorded on separate line in the database excel-file
  • After processing all eligible quotation files new database file is created and the old one is moved to archive folder
  • Sending an e-mail when an exception is encountered in order for the record to be checked manually
  • Sending an e-mail after each execution with the result summary
  • Clearing archive folder from old files
THE BENEFITS

• No errors
• Time saving while performing analyses
• Improved quality and control
• Freeing human resources from checking the quotations one by one through customer folders
• Using the database for different trades within OPE
• Cost savings

Invoices Processing Robotization

Invoices Processing Robotization

CUSTOMER

An international debt collection company

IMPLEMENTATION TIME

10 weeks

The CHALLENGE:

Invoices processing was a time-consuming manual task, which the customer wished to automate. Since it had a clear structure and predictable exceptions, the task was suitable for Robotic Process Automation.

THE SOLUTION
The following activities were automated by a UiPath Robot:
  • Extracting data such as company registration number, invoice data and invoice amount from scanned invoices via Optical Character Recognition (OCR) technology and semantic analysis of the text
  • Recording the extracted data in a result excel-file
  • Extracting bailiff’s name from another excel-file via searching by company registration number
  • Getting ‘Cession ID number’ and a flag regarding if the invoice was paid by http request to a system and recording it in the result excel-file
  • Checking and highlighting rows where some invoice details are missing or incorrect in order an accountant to check them. To facilitate the checks, links to the respective invoice files are added
  • Processing invoices by inserting data from the updated result file into an accounting system
THE BENEFITS

• No errors
• Time saving while performing analyses
• Improved quality and control
• Freeing human resources from checking the quotations one by one through customer folders
• Using the database for different trades within OPE
• Cost savings

Property Register Report Robotization

Property-Register-Report

CUSTOMER

International debt collection company

IMPLEMENTATION TIME

6 weeks

The CHALLENGE:

The customer used to manually search for and export debtors’ data from the Property Register (IKAR). Since this process was repetitive, time-consuming and well-structured, it was appropriate for Robotic Process Automation.

THE SOLUTION

The following activities were automated by a UiPath Robot:
– Finding a list of tasks in the company’s system
– Searching for information about debtors from Property Register’s website
– Saving information from the website in PDF documents

 
THE BENEFITS

• No errors
• Time saving
• Improved service delivery
• Improved quality and control
• Freeing human resources from low value activities
• Cost savings

Travel Docs Robotization

Travel Docs Robitization

CUSTOMER

Supermarket chain

IMPLEMENTATION TIME

2 weeks

The CHALLENGE:

The goal of process is creating summary file of all travel reports sent by employees by e-mail, validating the data of the summary file with several sources, highlighting discrepancies, and creating SAP import file that would be used by operating staff for importing reports’ information into SAP.

THE SOLUTION

The following activities were automated by a UiPath Robot:

  • Finding received e-mails, which contain excel-file attachments by different criteria
  • Reading the attachments
  • Populating data from e-mail attachments into another summary excel-file
  • Validating data in the summary file with several other excel-files. For each discrepancy the robot records a remark in the summary file and replies to the email sender with the reason for descrepancy
  • Creating SAP import file that will be further used by operating staff for importing reports’ information into SAP

 

THE BENEFITS

• Eliminated human errors
• Faster process execution
• Improved service delivery
• Improved quality and control
• Freeing human resources from low value activities
• Cost savings

Food Vouchers Processing

Food Vouchers Processing

CUSTOMER

Large BPO Organization

IMPLEMENTATION TIME

5 weeks

The HR department of a large Business Process Outsourcing (BPO) used to perform manually a highly time-consuming process of monitoring the number of untaken food vouchers per employee and in total per department, team and location.

THE SOLUTION

The following activities were automated by a UiPath Robot:

  • Working with file structure to find excel-file lists of food vouchers per team
  • Validating and editing the lists to unsure that each employee is listed under correct team and location
  • Creating separate lists and pivot tables per team
  • Checking which employees are entitled to extra vouchers and creating separate lists of such
  • Creating requests for voucher providers with number of needed vouchers calculated per team and per location
  • Using OCR technology to read and extract data from scanned forms, where a check-box is checked if an employee has taken his/her voucher, and updating excel-file lists accordingly with this information
  • Sending via e-mail an overview with results of the executed by the robot process, where exceptions are highlighted for an HR employee to check manually
THE BENEFITS

• Eliminated human errors
• Faster process execution
• Improved service delivery
• Improved quality and control
• Freeing human resources from low value activities
• Cost savings

Cash Online Robotization

Cash Online Robotization

CUSTOMER

Retail bank

IMPLEMENTATION TIME

5 weeks

THE CHALLENGE

The customer needed to automate the process of online loan application for individuals. A mobile application was used for reviewing and signing off the contract by the applicant. Determining applicability of the candidate involved checks in various systems. Sometimes a new loan required refinancing of another contract. Preparing the set of documents for sign off and then transferring between two systems was time consuming and not error-proof.

THE SOLUTION

One UiPath Robot was implemented to perform the following activities:

  • Validating eligibly of online credit application
  • Preparing documentation pack for applicant’s sign off
  • Uploading documents to mobile application platform Eutortrust
  • Downloading signed documents back and storing them to the banking system
THE BENEFITS

• No errors
• Faster process execution
• Improved service quality and control
• Freeing human resources from low value activities
• Cost savings
• Storing data on SQL enabled additionally:
o Reliability
o Online monitoring
o Traceability
o Failover

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