Supply Chain Management is a relentless cycle of operations where speed, accuracy and insights are most valued. Being highly manual in most organisations causes delays, errors, loss of valuable insights, loss of revenue, and hardships. Automation can streamline SCM operations and bring in dramatic improvements.

Planning:

• Sales Forecasting
• Demand Planning
• Capacity Planning
• Inventory planning

Procurement and Production:

• Manage requisitions
• Buying Execution
• Goods receipt management
• Perform quality check
• Manage purchase returns
• Manage RFX
• Vendor relationship management

Delivery:

• Warehouse Management
• Inquiry and quotes
• Invoice Processing
• Order management
• Logistics Management

After Market:

• PowerPoint Presentation
• Service Contract Management
• Warranty Management
• Customer service

Master Data Management: Customer, Vendor, Material, Promotion, Pricing etc

Control Tower – Reporting, Analytics, Governance and Compliance( RAC)

Management Information System (MIS) is the backbone of an organization’s operations. High volumes of data, disparate systems and multiple formats of data for different audience makes it difficult for an organisation to be fully aware of the required data. An automated frame work for reporting will result in improved decision-making, by providing up-to-date, accurate data on a variety of organizational assets like:

• Financial
• Inventory
• Personnel
• Project timelines
• Quality and Compliance
• Sales Operations
• Marketing
• Customer-related Data

Simply put, Automation makes finance processes better, faster and cheaper. It eliminates human errors and delays which are the precise ask in finance industry. It is an accepted fact that 70% of finance use-cases will be automated sooner or later. Most companies are already reaping benefits of automation by automating their most crucial and painful processes like:

• Accounts Payable Processing : Manage Vendors, Purchase and Receive goods (GRN), Process Invoices, Process payment, Reporting
• Accounts Receivable Processing : Customer Onboarding, Credit Limit Management, RFQ, Order Processing, Customer Invoicing, Collection Accounting/Cash Management/Reconciliation
• ERP and Account Books Data Entry
• Financial Planning, Analysis and Reporting
• a Compliance (GST, TDS) and Reporting
• Banking: KYC Validation, AP and AR Reconciliations, Loan Management System Automation, Fraud Detection, Customer Service Management, and Automatic Fund transfers.

The HR department sees a steady and sometimes overload of data processing. However this comes from repittive and stable processes making it an ideal candidate fro Automation. Automation can manage high-volume, repetitive tasks, significantly improving the accuracy & turn around time and freeing up valuable HR resources HR departments worldwide are adopting RPA technology, reclaiming up to 40% of their time, and making their workplace happier and more humancentric.

• Screening and Recruitmemt activities
• Employee On-boarding and seapration
• Payroll Management
• Benifits Admistration
• TIme sheet management
• Expense management
• Training and complaince management

In the realm of sales and marketing, maintaining an accurate database of customer information is critical for cultivating, nurturing and retaining customer relationships. Often in business, CRM databases are one of the most cross functional tools across departments, which makes them more prone to human error. Automating your CRM system through a Robotic Process Automation (RPA) integration, such as Salesforce, takes the manual human tasks out of the equation, eliminating errors that strain customer relationships.

RPA and CRM Integration Examples

Customer Credit Reports: Credit reports can be automatically be pulled for new customers and auto-populated for existing ones.

Escalating Customer Issues: Business rules can be put in place within your CRM system that escalate customer account issues.

Automate Suspensions/Rejections: Suspension or rejection notices can be expedited to sales and accounting teams, all free of human interaction.

Data Entry: Data entry efforts can be automated upon customer interaction, ensuring the next representative receives updated information on each client.