Bots deliver remarkable performance improvement

Access to rapid insight sets organisations apart. For the professional services company, we worked for a typical two to three weeks time lag, waiting for a first view of their clients’ chart’ of accounts was just not quick enough. In what became a critical USP for their customers, our team of RPA Bots was able to offer an early assessment within hours.

Increasing reporting speed allowed the company to focus on the business issues facing its clients.

An initial assessment of their clients’ charts of accounts was a necessary first step in each accounting period. It was a highly labour intensive process which required accessing numerous different data sources manually. It took about three weeks to  deliver this initial client view. 

Clients  needed this information earlier in the programme so that they could focus more effectively. Adding more resources was impacting the overall efficiency of the activity but not reducing the time needed to complete the process. The team realised that it needed a more innovative approach, so it looked to RPA to help. 

Their new Bot Workforce was able to connect numerous data sources to report rapidly

Within a couple of weeks, our  team had identified the key processes that needed to be  automated. We agreed these with the client and created an agreed process automation strategy. This allowed the client to set its new Bot Workforce to work as each new project came online. The Bots utilise numerous sources of information from the client and then collate an initial set of reports within hours. A process that would normally take the team two to three weeks is now completed in a couple of days.

The Montana workspace enables the consultants to monitor the workforce regularly and means they are able to customise it to suit individual project requirements, with no need for coding. 

Delivering amazing performance improvements…

Reducing the reporting time down from three weeks to two days had huge client benefits in terms of customer satisfaction and value for money. It has also freed the team to work on more specialised areas, based on their expertise. The Bot Workforce paid for itself within the first live project and delighted the end-clients with its speed and quality.