Due to the complex manual process, a significant amount of time was taken to gather and process data from multiple countries and business units. The data was manually compiled from various formats and units, then painstakingly converted into cohesive reports, and finally distributed to stakeholders. Besides that, their global finance team generates weekly reports, weekly notifications, and weekly CEO reports. This entire process is manual, repetitive, and time-consuming.
The client’s Information Technology Shared Services (ITSS) team wanted to utilize and leverage the advantages of Robotic Process Automation (RPA) technologies to automate the Sales Reporting process. The ITSS team was looking to avoid human errors, including entries, extract sales from emails, and format reporting.