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:
Process: CallFlow Process Robotization
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
Process: Contracts Generator
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
Tariff deviations approval & risk assessment - BANKING
THE CHALLENGE
The customer needed to automate the following:
- Approval processes for tariff deviations
- 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.