Management of invoicing on profit centers with RPA (paris, France)

UiPath
SAP
Office 365
OCR
Elasticsearch
Distribution
RPA
Profit Center
Invoicing

Key Challenges

In a rebuilding phase following a major transformation plan, this famous French retail company decided to support its back-office (invoicing) staff with RPA (Robotic Process Automation).

The employees who had remained in place had the same workload as before the reorganization, but with fewer people. It was therefore essential to relieve them.

The main problems were the following:

Complicated social climate, and strong resistance to change
Unchanged customer data platform (CDP) workload
Need for increased production in second semester
Need to maintain a high level of invoicing to avoid delays and mistakes

With this in mind, this major retailer has requested our services to provide him with RPA expertise and appropriate custom-made development.

Our approach

The processes concerned by the robotization are multiple. One of them involves the collection of weekly results and the invoicing from 200 customer data platform (CDP) throughout France. Our deployement notably enabled to the:

Creation of a centralized reporting file and maintenance of automated reporting
Robotization of the invoicing on the different Customer Dara Platforms (CDP) and global scaling through UiPath
Collaboration with controlling and cleaning up of the invoicing process

Benefits

This project has enable our client to meet his initial requirements by benefiting from:

80% reduction in processing time in the Customer Data Platforms
95% reduction in processing time in management control
Strong return in terms of quality (elimination of data entry errors)
Maintenance of weekly monitoring

These developments and improvements have enabled the teams still in place to see their workload return to a more appreciable level, thus contributing to the return of a more serene social climate.
In addition, robotization has eliminated any form of error on the invoicing.