September 2020

September, 2020

Inside Automation: A monthly round-up of useful information to help you identify areas of automation.

Product Evaluation Process Automation Using RPA

The Client
Is a not for profit company that does technical evaluations of building products, components, methods, and materials.

Business Need
Automate complex processes of generating evaluation reports which were previously carried on manually by fetching data from PDF reports and entering it into the CRM.


| Data extraction from PDF files to get the relevant information for product evaluation

| Folder creation with file upload and download in Sharepoint

| Data insertion and creation in Microsoft Dynamics CRM

| Email alerts for key status updates

| Logging feature to facilitate debugging

| Integration with SharePoint and Microsoft Dynamics CRM


| UiPath Studio, Orchestrator

Monthly hours spent before automation

Hours spent after automation

Efficiency achieved

Cost to automate




USD 19,000

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August, 2020
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