CASE STUDY: CREDIT NOTES
TIME REDUCED BY 75%
ROI IN 3 MONTHS
MANUAL EFFORT REDUCED BY
A large media company in Switzerland were struggling with a cumbersome credit note
process that was tying up employees across two departments. Employees at the company
had to process 150 PDF files per month in order to manually to handle their credit notes. This
took each of them 10 minutes per file using four different applications (Google Drive, Adobe
Acrobat, Excel, and SAP) on desktop.
We were able to build a bot which extracted the relevant data from a PDF file, validated the
data for every PDF file against Excel files and an enterprise resource planning (ERP) system,
and entered the information into the system. This automation allowed employees to
focus on more creative and involved tasks. For this implementation we selected UiPath and
chose an attended bot which was set live by staff.
The company saw a return on investment in just 3 months, with processing time being
reduced by 75% and manual effort reduced by 30%.