Our Use Cases.
Your Possibilities.
Benefit from RoboTastic’s experience in RPA automation
Logistics Operations “Delivery Cost Management"
Freight Cost settlement automation
- Li Na (丽娜) leads Logistics Performance Management team in China.
- 2 of her team members in China are responsible for domestic, import & export logistics freight cost verification, payment approval
- These activities require detailed comparisons and freight cost mismatch resolution between service provider invoices and inhouse system data in a timely and accurate manner.
- Around 1/3 of their time is spent on repetitive process checks and system entries
- On the other hand, Li Na would like to optimize her team cost footprint and find potential for payment reduction with LSPs
Fortunately, Her Company Decided To Use RoboTastic Services
Cross-company auto consolidation
Robot prepares billing reports, intelligently combining system and Service Provider freight cost lists and showing mismatches. Auto-emails for decision making to relevant approvers.
RPA does the work, you oversee it
Automated update of cost mismatches / extra cost in transportation and freight management systems (TMS), whilst maintaining full transparency to operators via completion or error alerts.
Autonomous payment execution
No-touch accounting process in adjacent systems to release logistics service payments
- 1962 hours saved per year
Primary cost reduction of 48 k USD in Li Na’s Logistics team in China
- 9.3 months to break-even
RPA is the fastest way to connect master data and transactional order systems which are not integrated
- US$ 193 k saved per year
In payments to logistics service provider due to improved mismatch identification for this company in China
- 38% time saved for meetings
with Logistics Service Providers for dispute clarification
Collection Management
Customized auto-payment reminders
- Raj handles overdue management and credit assessment in Asia.
- He manually analyzes customer overdue status using different sources of data & systems.
- Raj also has to deal with lump sum invoice amounts and needs to manage high data complexity whilst providing best service to his customer base.
- He sends over 650 payment reminders every month in Greater China and India.
- Raj would like to focus on credit assessment and providing financial options to customers.
- However, he still wants to retain ownership and control over all customer payment reminders.
Fortunately, His Company Decided To Use RoboTastic Services
Forward looking overdue calculation
Auto-executes invoice due date analysis by customer
RPA combined with Advanced analytics
Intelligent payment vs. invoice matching customized to local market / customer behaviors
Automated customer communication
Enabling fully personalized messages in different languages and individual SLAs compared to standard ERP solutions
- 1568 hours saved per year
Raj can focus 80% of his time on customer credit assessment instead of repetitive reminder activities
- 3 months to break-even
Very attractive break-even due to relatively low implementation efforts, but significant gains in more on-time Account Receivables
- US$ 11.8M working capital improvement
through reduction of overdue payments & upcoming payment timeliness
- 2.3 days faster order processing
for new orders due to reduced credit blocks on previous customer orders
Customer Service
Purchase Order Auto-Processing With Customer Order Platforms
- Eun-ji (은지) leads a Customer Service Dept. in Korea.
- Her team is responsible for managing transactional order handling of large premium customers requesting vendors to process orders in individual customer platforms
- Overall her team manages more than 1,100 order lines for 16 premium customers in that channel
- For those premium customers, her team needs to access the customer system online to retrieve order data, documentation requirements and performs data input for order schedules, quality test reports and tax relevant data.
- Actually, Eun-ji wants her team to focus on value-added tasks such as order pattern optimization, customer consultancy and increasing service level for complex customer problems
RoboTastic Developed Standardized Automations For Customer Portal Handling
Streamlined robot process for order input
One robot handling data input into ERP system of electronics manufacturer
Robot fleet accessing customer portals
16 individual robots cater for different customer systems, processes and service levels
RPA toolbox for efficient expansion
Scalability to different services and more customer portals ensured through modular solution
- 2640 hours saved per year
Manufacturer decided to reduce team size by 1.5 FTE
- 14 months to break-even
Extensive robot fleet requires higher effort – long-term benefits very positive
- 16 satisfied customers premium segment
Manufacturer ensures customer satisfaction by maintaining service level and reducing costs
- 40% reduction in back-up resource pool
Due to automated transactional order handling through RPA
Supply Chain Planning
Automated synchronization of replenishment order schedules with customer order promise
- Jenny works as replenishment planner for a Business Unit in Hong Kong.
- Jenny, responsible for Greater China, manages around 4,200 replenishment orders per month, ensuring inventory optimization and S&OP cycle alignment.
- At the same time Jenny manages both ERP and APO system transactions and communicates with her stakeholders in Sales and customer order management
- Due to logistical constraints, Jenny manually tracks and follows up on delayed stock transfer orders (15-20% of total) to ensure accurate delivery date information.
- This prevents Jenny from thinking how to improve the overall planning excellence, e.g. inventory optimization for China
RoboTastic Ingested Robotic Automation Into Jenny’s Replenishment Process
Standardized data exchange with LSP
Integrated data exchange with service providers on 4 hour service level through RPA
RPA connects planning & customer order
RPA-enabled decision making and delivery schedule update in transactional systems
Autonomous order re-scheduling with RPA
Subsequent customer order re-scheduling and communication to frontline departments
- 1224 hours saved per year
Freed up capacity for Jenny through fully-automated replenishment re-scheduling
- 5 months to break-even
With RPA we could quickly achieve positive returns for this cross-functional end-to-end process
- ~1200 orders Real-time updated
With improved ETA quality in China per month
- 2.7% reduced inventory
For impacted products in outbound warehouses
Back-Office
Master Data Management
- Zoya creates new customer accounts in a supply chain team in Indonesia.
- He usually creates new 'Sold-to' and 'Ship-to' accounts, for mainly the distribution for his company.
- Sometimes data entry errors occur - due to short lead time requirement from the customers in the distributor business and submission of non-standardised data from his sales team
- It results in slower order fulfilment for customers.
- He wishes to pursue more value-adding tasks, like customer engagement and designing processes for digitalisation in Master Data.
Fortunately, His Company Decided To Use RoboTastic Services
Efficient data extraction
Auto-gathers master data request from Sales at any time
Intelligent data entry
Auto-transfer data into multiple systems with fast processing
Rule based decision making
Auto-escalate in case of exceptions and decision required
- 1386 hours saved per year
Zoya shifted 72% of his time to data quality excellence
- 7.5 months to break-even
RPA is the fastest way to connect master data and transactional order systems which are not integrated
- 100% elimination of errors
with fast and accurate data entry with RPA
- 50% reduced processing time
for Master Data Creation of Customer 'Sold-to' and 'Ship-to' accounts
Sales Execution Reporting
Pricing, Material Allocation and Month-End Volume Target Reporting
- Daisy, a sales support in a chemical MNC's polyurethane business,
- She ensures timely price-volume allocation to help her sales teams reach their monthly targets.
- Her real-time reports are crucial, especially at month-end.
- However, she faces challenges due to multiple systems and unstructured data, requiring extensive effort to compile, clean, manipulate, and structure the data. She manages 5 of these reports daily.
- Daisy would like to prioritize value-adding tasks such as providing recommendations and maximizing margin through interaction with sales colleagues.
Fortunately, Her Company Decided To Use RoboTastic Services
RPA Web- & System Data Crawling
Auto-consolidate data from ERP, Pricing Software, Webapp & Framework PDF Purchase Agreements
Turning Data into Sales Insights & Actions
Auto-transform raw-data into meaningful and actionable sales recommendations & to-dos incl. escalations.
Short interval report distribution
RPA enables proactive response to transaction defects such as missing price, allocation mismatch and volume-price month-end target status
- 572 hours saved per year
Daisy saves ~2.5 hours per day and she and her manager decided to utilize this time to do more market research
- 105 Sales reports automated
Our RPA solution revolutionized sales reporting, automating the generation of 105 monthly reports and enhancing efficiency.
- 5 months to break-even
