By adopting RPA, organizations can overcome many of the barriers like 4
eye authentication process, Error-prone transactional processes, rule-
based time-consuming back-office operations, and can achieve operational
efficiency with enhanced performance at an enterprise level.
Business Case:
Multiple teams perform similar repetitive tasks. Member of a team opens
a folder containing financial statement PDFs and target company and
searches relevant content (keywords like Turnover, PAT etc). The user
copies specific financial data relevant to the keyword from the PDF and
pastes it into a new excel template.
Problem:
1. Error-prone and time-consuming method.
2. Feeding data manually into the excels.
RPA Implementation:
The robot was designed to go into a folder containing financial statements
PDFs. The robot then converts PDF into excel using OCR (Optical
Character Recognition) feature. Robot takes specific fields from the excel
and pastes it into a new excel template. Robot then processes the next file
till all the files in target folder are processed
Results:
1. Automation of financial statement transactions.
2. Manual/tedious process automated with reduced turnaround time
3. Robot designed to process multiple files simultaneously in the same
folder using Cloning feature.