Robotic process automation (RPA)
Objective
As part of its internal digitalization measures, a company planned to increasingly automate processes with robotic process automation (RPA). Among other things, this was to shorten project lead times and simplify data collection across several IT systems. The company hoped for faster business decisions, for example in following up customer leads. The client identified RPA as a key technology and planned to pilot suitable test processes in various departments to explore the technology's potential for the company.
Approach
Together with ReqPOOL, processes were identified for automation and prepared for implementation with RPA. ReqPOOL took over the management of the pilot project as well as the coordination and alignment of the technical setup of the RPA system in the client's infrastructure. ReqPOOL also supported the decision on a suitable licence model and the platform for the pilot operation. In workshops with the client, the processes to prioritize for automation were decided based on various process KPIs. In the last step, ReqPOOL carried out the implementation and integration, saving the additional effort of a third party.
Result
By building the platform, functionally recording the processes and implementing them with RPA, ReqPOOL was able to automate three purchasing and back-office processes in a short time and hand them over to the business-unit employees to support their daily work. In addition, optimization potential in the processes was identified and the processes were made more agile and leaner to eliminate redundant steps. After the successful completion of the RPA pilot, the client decided to continue working on this topic with ReqPOOL. The transfer of the pilot RPA platform into a company-wide platform is currently being planned, further processes are earmarked for automation and first explorations are already underway. In addition to supporting the three existing processes, these are to be further developed and adapted.
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Christian Buchegger
Chief Sales Officer & Authorised Signatory
