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Inside Automation: A monthly round-up of useful information to help you automate all types of work at scale.
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RPA Technology for Automating Product Evaluation Process
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The Client
A not for profit company that does technical evaluations of building products, components, methods, and materials.
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Business Need
To build automation solutions for a complex process of generating evaluation reports and entering data into CRM.
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Solution
An automated system, that tremendously increases efficiency, is developed to get files from SharePoint. The system performs the task of extracting data from the PDF files, entering information into the CRM, generating evaluation reports and placing those reports into designated folders for further processing.
Benefits
| No human intervention required
| 24*7*365 days availability of bot for report generation
| Email notifications for errors
Monthly hours Spend before automation |
Hours spend after automation
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Efficiency achieved in % |
Cost to automate
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300 |
36
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840% |
USD 19,000 |
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