
Comprehensive consultation on the optimal ways of automating the client's critical business processes using RPA
RPA Solution for Financial Data Management
Services
Consulting, Digital Transformation
Industries
Data Management
Technologies
UiPath, C#, RPA
Project type
BPA
Product:
Our client is a trailblazing consulting firm with a global footprint that offers innovative project solutions. They undertake numerous projects including Robotic Process Automation (RPA) designed to streamline the processes of various business units. Based in California with numerous global offices, they partner with 2,400 clients annually worldwide, including 85% of Fortune 100 companies.
Business needs:
- Streamline the extraction of financial data from Finance & Accounting, Technology & Digital, and Business Transformation systems using RPA to streamline the processes of various business units.
- Replace previous manual processes, reducing time, effort, and the likelihood of human error, ensuring precise information delivery to analysts and business managers.
Suggested solutions from Svitla:
- Provided comprehensive consultation on the optimal ways of automating the client's critical business processes using RPA.
- Implemented an RPA solution for financial data export to files, leveraging UiPath Studio best practices.
- Developed a data load procedure to correctly import data to Excel, utilizing verification and validation and using C# and VB.net on the backend for robustness and reliability.
- Accelerated data conversion procedures to process 100-200 records promptly without unnecessary delays, ensuring client satisfaction.
Value delivered
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