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Robotic Process Automation for Retail Organizations - Business Case

By adopting RPA, organizations can overcome many of the barriers like 4 eye authentication process, Error-prone transactional processes, rule-based time-consuming back-office operations, and can achieve operational efficiency with enhanced performance at an enterprise level.

 

Robotic Process Automation for Retail Organization - Case Study

Business Case:

  1. Team member logins into a back-office core application with necessary credentials.
  2. The user then selects criteria to generate tax invoices in pdf format.
  3. Stores all pdf invoices manually in the specific folder location.
  4. Opens the pdf File & search for the invoice number within each pdf and renames that pdf accordingly.

Problem Statement:

  1. Low-priority work for the team.
  2. This process affects the timeline of other processes.

 

RPA Implementation:

  1. A robot was designed that could login into core application with necessary credentials.
  2. The robot then selects criteria to generate tax invoices in pdf format.
  3. Robot stores all pdf invoices in the specific folder location.
  4. Robot reads the invoice number within the pdf and renames that pdf accordingly.

Results:

  1. The complete cycle from invoice generation to the renaming of PDF Invoices through one process.
  2. Manual repetitive task automated.

 

 

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About Greysoft: Greysoft is an emerging global software technology company. We help Fortune 500 companies to reach their potential through ‘tailor-made technology solutions.