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Robotic process Automation

Robotic Process Automation

Robotic process automation (RPA) is a business process automation by using metaphorical software robots (bots) or artificial intelligence (AI) technology.

In traditional workflow automation tools, a software developer produces a list of actions to automate a task and interface to the back-end system using internal application programming interfaces (APIs) or dedicated scripting language. In contrast, RPA systems develop the action list by watching the user perform that task in the application's graphical user interface (GUI), and then perform the automation by repeating those tasks directly in the GUI. This can lower the barrier to use of automation in products that might not otherwise feature APIs for this purpose.

RPA tools possess strong technical similarities to graphical user interface tools. These tools automate interactions with the GUI, and do so by repeating a set of demonstrated actions performed by user.

RPA Tools

RPA Tools are the software through which you can configure tasks to get automated. There are RPA Vendors such as UiPath, Blue Prism, Automation Anywhere, WorkFusion, Pega Systems and many more. But, the leaders in the market are the trio (UiPath, Blue Prism & Automation Anywhere).

1. Shipping Bill Data Automation Project :

Project Overview: This project aims to automate shipping bill data management, reducing manual efforts and minimizing errors to provide greater efficiency. It includes extraction of validated and processed shipping bill details from various sources of data, generation of necessary reports, and integration with appropriate systems.

Project Objectives: Data Extraction Automation Extract the data from shipping bill files that might be available in PDFs, Excel sheets, or emails.

Data Validation: Validate the extracted data against predefined business rules.

Data Processing: Update records in internal systems such as ERP or CRM.

Report Generation: Generate and distribute shipping-related reports.

Compliance Check: Ensure all required customs and regulatory documentation is accurate and complete.

Notifications & Alerts: Send alerts for missing or incorrect data, status updates, and approvals.

Key Features:

Document Parsing: Use OCR and data extraction tools to parse shipping bill details.

Data Integration: Access to relevant APIs, databases, and legacy systems.

Workflow Automation: Automate data entry, approvals, and report submissions.

Audit Trail: Log of all actions for compliance purposes.

User Interface: Monitor, report, and exception handling on a dashboard.

Technology Stack:

Automation Tools: Power Automate, UIPath, Blue Prism, or custom RPA bots.

Data Storage: SQL Server, Azure Database, or any other cloud-based storage.

Integration: APIs, FTP servers, email clients, and ERP systems.

Benefits:

Time Savings: Automation of repetitive tasks lets teams focus on value-added activities.

Error Reduction: Automation reduces manual entry errors.

Scalability: The system can handle increased shipping volume without additional staff.

Compliance & Transparency: It ensures that shipping processes comply with regulatory standards.

2.Centralized Procurement Process Automation Project

Project Overview:

The Centralized Procurement Process Automation project focuses on automating key procurement functions such as supplier management, purchase requisitions, approvals, purchase orders, and payment processing. This initiative aims to improve procurement efficiency, ensure compliance, and enable better supplier collaboration through a unified platform.



Project Objectives:

Centralized Data Management: Maintain a single source of truth for procurement data.

Automated Workflows: Streamline approval and purchasing workflows.

Supplier Management: Automate supplier onboarding, evaluation, and contract management.

Compliance & Auditing: Ensure adherence to procurement policies and audit requirements.

Data-Driven Insights: Provide real-time analytics and reporting for better decision-making.

Key Automation Modules:

Supplier Management:

Onboarding and registration automation.

Supplier performance tracking and scoring.

Document management for contracts and certifications.

Purchase Requisition (PR):

Automatic generation of PRs based on inventory levels or user requests.

Multi-level approval workflows.

Notifications for pending approvals and rejected requests.

Purchase Order (PO) Management:

Automated PO creation and issuance based on approved PRs.

Integration with supplier portals for order confirmation.

Invoice Processing & Payments:

Automatic invoice matching (3-way match: PR, PO, and Goods Receipt).

Exception handling and resolution workflows.

Payment processing and vendor notifications.

Reporting & Analytics:

Real-time procurement dashboards.

Spend analysis and cost-saving insights.

Compliance and audit reports.

Technology Stack:

Automation Tools: Power Automate, UIPath, Blue Prism, or custom RPA bots.

Data Storage: Azure SQL, SharePoint, or ERP-integrated databases.

Integration Tools: APIs for ERP systems like SAP, Oracle, or Microsoft Dynamics 365.

Data Visualization: Power BI or Tableau for interactive dashboards.

Benefits:

Process Efficiency: Faster procurement cycles and reduced processing times.

Cost Savings: Better supplier negotiations and reduced operational costs.

Transparency & Compliance: Improved tracking and auditing of procurement activities.

Supplier Collaboration: Enhanced communication and partnership with suppliers.

Scalability: Easily scalable to accommodate growing business needs.



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