RPA Bots Reshape Account Management for a Multinational Conglomerate

Import and Export Made Easy with Robotic Process Automation

Managing financial documentation can be a daunting task. Our client, a globally recognized multinational conglomerate spanning across technology, engineering, construction, manufacturing, and financial services, needed to streamline their back-office operations. They were looking for a solution that would enhance their accounting unit’s efficiency, improve the accuracy of financial data handling, and reduce manual workloads. Sedin’s RPA team stepped in with a comprehensive RPA solution tailored specifically to these needs.

Our first step was to thoroughly assess the existing processes. Understanding the intricacies of their import and export workflows was crucial to identifying bottlenecks and areas for automation. Once we gained a deep understanding of their operations, we devised a strategic solution that focused on process standardization and the automation of manual tasks.

By leveraging RPA, we significantly reduced operational costs, enhanced process agility, and achieved superior outcomes. The automation has not only streamlined the client’s back-office operations but also boosted productivity, allowing their team to focus on more value-driven tasks. This partnership reflects Sedin's commitment to helping businesses increase efficiency, reduce errors, and transform workflows with cutting-edge automation technology.

What we anticipated along the journey

The client faced a significant challenge in managing a high-volume, repetitive back-office process that involved handling 50 transactions per day, every day. With an Average Handling Time (AHT) of 10 minutes per transaction, the process was consuming a substantial amount of valuable time from the accounting team. The existing manual method, reliant on Excel, Datev, and SAP on desktop, was cumbersome and prone to human error.

Given the volume and frequency of transactions, this process was not only time-intensive but also highly susceptible to inefficiencies. The team's reliance on multiple systems created bottlenecks, especially when data needed to be transferred between Excel sheets and accounting systems, causing delays and increasing the risk of errors. The data used in the process was structured, and the rules governing decisions were predetermined, but the sheer volume of transactions meant that manual oversight was still required, leading to fatigue and a decline in productivity over time.

Additionally, the lack of automation meant that every task, no matter how routine, required constant attention, creating a significant strain on the accounting department. With such repetitive processes, the client faced a constant challenge of balancing speed and accuracy, all while striving to meet financial deadlines and ensure compliance.

Tailoring an Automation Solution for Peak Performance

Our team of RPA specialists began with a comprehensive analysis of their existing import and export processes. We meticulously mapped their workflow, identifying areas where inefficiencies were prevalent and manual errors could occur. This research phase was crucial to understand the intricate details of how transactions were being handled across various systems like Excel, Datev, and SAP. By gaining insight into every step, we could create a precise automation strategy tailored to their needs.

During this stage, we identified that the client’s team was spending excessive time on manual data entry and transferring information between multiple platforms. This created a bottleneck that not only impacted their productivity but also increased the risk of mistakes. After understanding their workflow in detail, we designed a plan to deploy UiPath bots to optimize their accounting process and eliminate these manual touchpoints.

The automation bots were implemented to take over the entire import/export process, handling transactions in real-time, while ensuring no document was missed. With the bots handling the heavy lifting, the client’s team no longer had to juggle multiple systems and spend countless hours on repetitive tasks.

Transforming Processes— RPA Bots to the Rescue

The client partnered with Sedin Technologies to leverage our expertise in Robotic Process Automation (RPA) and years of experience in implementing automation solutions. We utilized UiPath to streamline their accounting processes, automating tasks such as exporting and importing financial documents like balance sheets, invoices, and purchase orders. By integrating the bots seamlessly with their existing systems—Excel, Datev, and SAP, we eliminated manual intervention, ensuring faster, error-free operations without disrupting ongoing workflows.

Our solution included automating the reporting process, enabling the bots to generate detailed transaction reports at the end of each cycle. This provided complete transparency and allowed the client’s team to track and audit processes effortlessly. With repetitive tasks automated, the client’s internal team could focus on strategic activities such as improving customer relationships and onboarding new clients, enhancing overall productivity and efficiency.

Empowering the client to make informed decisions for their business

The implementation of Sedin’s RPA solution revolutionized the client’s accounting processes, delivering remarkable efficiency and accuracy. By automating 100% of their document management tasks, the client’s team achieved seamless processing of financial documents such as balance sheets, invoices, and purchase orders. This transformation allowed the client to reduce their dependency on manual operations, paving the way for quicker and more streamlined workflows.

With the accounting process automation bot in place, the client experienced accelerated process speeds and reduced error rates to an impressive 0%. Manual efforts were slashed by 85%, enabling faster processing times and freeing up their team to focus on value-driven tasks like customer engagement and onboarding. Additionally, the improved system responsiveness translated to quicker resolution of customer queries, further enhancing customer satisfaction and trust.

By implementing Sedin’s robust RPA solution, the client not only optimized their operational efficiency but also set the stage for a scalable, future-ready enterprise that prioritizes productivity and precision.