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RPA Solution for Financial Data Management - Svitla Case Study

Comprehensive consultation on the optimal ways of automating the client's critical business processes using RPA

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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

Significant cost and time savings in data export along with reduced possibility of human error, thanks to transforming hundreds of manual actions with the automated process.
Standardized data output resulted in reduced errors and consolidated files containing all necessary information.
Accurate and reliable data import led to the correct processing of financial data.
Effective and quick data conversion streamlined client information processing.
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