CASE STUDY: ORDER TO CASH
5 DAY PROCESS TO 5 MINUTES
ROI IN 7 MONTHS
MINIMISED FRAUD RISK
OVERVIEW
Proservartner worked alongside a global technology firm who pride themselves on innovation. They
had been looking into automation and specifically RPA for a while and had been approach by one of
the big 4 accounting firms, but chose us as they wanted a more personal service and liked the fact our
developers would work on their site.
CHALLENGES
We identified O2C as a process that would see clear return on investment within a short timeframe.
the current process involved downloading and manipulating data in Excel and manually matching
hundreds of bank statement entries to outstanding invoice and cheque amounts across different
systems. Although the organisation had looked into automation, this had only been the senior
leadership team and so alongside automating the actual O2C process it was crucial to educate staff
about what was going to happen and placate any worries around job losses.
WE DELIVERED
Within a short time-scale of just 5 weeks we were able to evaluate and onboard an RPA vendor, map
out the O2C process in its ‘as-is’ state and redesign to incorporate RPA. Not only did we build, test and
implement an attended bot (one that is set live by a human) we also ran a workshop to inform the
finance team of what was happening, the information we would need from them and the positive
impact it would have on their roles.
OUR RESULTS
Repetitive work that had previously taken the equivalent of five days can now be completed by the
bot in around five minutes. The organisation aw a return on investment in 7 months and we were also
able to use our knowledge of best practice Finance processes to identify and correct steps that
previously exposed the organisation to a risk of fraud.