Robotic Process Automation

We help organisation accelerate their RPA journey by enabling automation of business processes through emulation of human actions

Robotic Process Automation(RPA) solutions enable a digital system to execute business processes by emulating human actions. By capturing data via a user interface RPA robots (Bots) perform the same operations a human does, through a more efficient and error-free manner, ensuring savings on costs and time.

Robotics allows

Creation of a ‘Virtualised Workforce’ that emulates the rapid automation and execution of repetitive steps in a process

Interaction with systems in the same way as a human user, meaning no complex system integration required

Business Configuration of processes that can be automated, through simple, intuitive user interface

How & What Does RPA do?

RPA Technology has the capability to rapidly automate Standard Operating Procedures of existing business processes without any changes or intrusion to the server side of the applications used by the Operations team to complete business transactions

Robots emulate human execution of
repetitive processes with existing applications

Robots are a virtual workforce controlled by the business operations teams

Robots can be trained by business users via configuration

Robots sit alongside existing infrastructure, governed and controlled by IT.

Robots work with existing IT architecture without a complex system integration

RPA End-to-End Automation process from Discovery to Delivery

RPA Discovery
Proof of Concept
Deployment & Operating Model
RPA Operation & Maintenance (RPAaaS)
RPA Discovery
Proof of Concept
Deployment & Operating Model
RPA Operation & Maintenance (RPAaaS)
    1. Assess high level scope
    2. Understand organization and RPA feasibility
    3. Identify processes for automation and FTE baseline
    4. High level estimation of benefits
    5. Shortlist opportunities for POC
      1. Automate selected business process
      2. Prove target application/ client UAT environment compatibility
      3. Prove benefits of automation
      4. Generate practical, in-depth learnings to refine approach for scaling
        1. Full-fledged implementation of RPA
        2. Setup technology environment
        3. Detailed review of tasks to automate
        4. Automation Design & development
        5. RPA Go Live
        6. Define RPA Operating Model
          1. Agreement and definition of maintenance model & SLAs
          2. Maintenance and enhancement of RPA capability in client operation
          3. RPA performance reports
          4. Monitoring of realization of RPA benefits/savings

          RPA Use Cases

          Journal Automation :

          The recording demonstrates Finance Use Case in Record to Report work stream for automation of Journal Entry.

          Business Challenge :

          1. ABC Inc has operations in large number of countries across the world. Many of the systems are not on a Corporate Financial Accounting system due to acquisitions and mergers.
          2. In order to consolidate and record Financial Position across the group, Financial Accountants of individual companies, prepare a Journal in a pre-defined template and send to R2R Team at ABC Inc who process the Journals in the Corporate Financial Accounting system.
          3. This process is both labour intensive, time consuming and error prone.

          Solution :

            End to End Journal Entries Automation

          Current Manual Steps

            1. Receive journals via email
            2. Validate JE + perform additional checks
            3. Create and Post journals in the ERP
            4. Upload Journal Templates in Document Repository
            5. Record and maintain log of actions performed and track errors

            Automation Steps

              1. Receive journals via email
              2. Validate Journal and perform checks
              3. Create and Post journals in the ERP
              4. Upload Journal Templates in Document Repository
              5. Send confirmation of actions performed / error log

              Supplier eInvoicing :

              The solution outlines a Finance Use Case in Procure to Pay work stream for automation of Supplier Invoices.

              Business Challenge:

              1. ABC Inc has operations in large number of countries across the world. It employs a large number of resources to process invoices received from suppliers.
              2. Currently they download PDF invoices and enter them in their ERP system manually.
              3. Onboarding any supplier with XML capabilities requires involvement from IT.
              4. This is a repetitive task which involves significant effort and resources.

              Solution :

              1. End to End Supplier Invoice Entry and Matching for all PDF and XML Invoices.
              2. Unique Winfo proprietary algorithms for identification of critical invoice information such as PO Line number and Receipt Number (GRN)
              3. Automatically generate PDF image based on an XML invoice.
              4. AP team involved only in managing exceptions


              The business objectives and benefits expected after automation of the eInvoicing process are:

              1. Allow Finance resources to focus on value added activities
              2. Reduce processing time per invoice by 80 %
              3. Manage by Exceptions – deal only those invoices which are tricky and requires manual intervention
              4. Better Monitoring of the overall activity by using the logs provided by the robots

              Current Manual Steps

                1. Receive and download attachments from emails
                2. Enter invoices in ERP system
                3. Attach attachments to invoice records for reference

                Automation Steps

                  1. RPA used to read and process emails.
                  2. Automatically store attachments in a document repository
                  3. Automatically record invoice along with attachment into the ERP system and match to the PO and Receipts
                  4. Generate notifications for exceptions

                  RPA Key Benefits

                  Better Customer Experience

                  Eliminate Repetitive Work

                  Eliminate Human Errors

                  Enhanced Processes

                  Increased Compliance

                  Insights and Analytics

                  Highly Scalable and Flexible

                  Reduced Cost

                  Rapid ROI

                  RPA Platform Providers We Partner With

                  Industries We Serve

                  Clinical research


                  Finance and Banking




                  Fleet Management