Invoicing
Case Study
Solution
The Eclair Group solution collates the required information from three different systems
Excel spreadsheet generated with invoice details
Generate Invoice and Deal Summary
CRM
PROMOTION SITE
SHIPPING SYSTEM
Retrieve related promotion details
Generate shipping report
Invoices paid on time
RPA Solution
Client efficiency improved
All supporting documents filed on local drive
Documents merged and sent to customer
Employees focus on high value tasks
The Robot reads a single form to generate four separate documents and combine them into one. All files are automatically stored in the correct location.
Scenario
The Client had a requirement to process a high volume of invoices. Each invoice is linked to a deal summary, discount promotion and accompanied by a shipping report before being sent to their customer for payment.
Each invoice was generated from an Excel spreadsheet by inputting the reference details into the Client’s CRM system. The same details were used to generate a shipping report before the documents were merged into a single pdf to be checked before release. All these activities were performed manually.
The Client employed a large workforce to perform the task.
The issue: The process was entirely manual, time consuming and error prone. Due to errors duplicate processing time was required correcting issued invoices, and chasing debts.
Results
The Eclair Group delivered a solution that improved the Client’s turnaround time, filing system and employee satisfaction.
8-week project delivery, end to end
Reduction in Average Handing Time from 12 minutes to 5 minutes per transaction
Redeployment of 12 Full Time Employees
Return on Investment within 3 months
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