Finance MDM - Prices validation

ServicesOutsourcingShared services centres (SSC) RPA Case studies for SSCExamples of successful RPA implementation in SSC

Finance MDM - Prices validation

Key metrics

Payback period: 9 months

Effort saved: 0,8 FTEs

Processed cases yearly: 1000

Challenge description

  • Client’s employees need to perform manual repetitive tasks in short time daily in the early morning in order for invoicing to start on time 

Solution

  • Robot is triggered automatically based on pre-defined daily schedule, combines data from SAP, CRM (CARE), validates prices and sends prepared PriceCheck file to user for further processing

Process steps

  1. Initiate process based on daily schedule
  2. Download to be invoiced product IDs and related product info
  3. Import statements to SAP
  4. Combine data and create PriceCheck file
  5. Send file to user for further processing

Systems used

MS Excel, MS Outlook, SAP, Sharepoint, Bank server/Bank application

Technology used

Uipath rpa