Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
As a global business and employment-focused social media platform, this client operates across 170 countries, serving more than 600 million customers through its website and mobile app.
Client Need
Faced with inefficiencies in their remittance advice process, the client sought a solution to address the following challenges:
Extract crucial information such as invoice numbers and amounts from Salesforce (SFDC) tickets and attachments
Handle a high volume of over 5,000 cases monthly, each demanding approximately 8 minutes of manual effort.
Recurring quality issues impacting SLA compliance within finance processes.
Solution
To address the client’s challenges, the following solution was implemented:
Cognitive Bot Deployment: Leveraged an Automation Anywhere Cognitive Bot to automate the extraction of invoice numbers and amounts from SFDC tickets and attachments
Machine Learning Integration: Incorporated a supervised Deep Learning Algorithm to enhance the accuracy of data extraction
Salesforce API Integration: Automated data fetching and status updates in SFDC using API calls
Validation Workflow: Ensured data accuracy by cross-verifying extracted values between Salesforce and Oracle. If they matched, the SFDC status was updated to “Solved”. Otherwise, exceptions were handled
Realized Benefits
The implementation of the intelligent automation solution yielded significant outcomes, including:
Successful processing for an average of 5,162 cases monthly, meeting high-volume operational demands
Reduced processing time per case from 8 minutes to just 2 minutes, achieving 75% reduction via automation
Delivered annual time savings of 4,064 hours, significantly enhancing efficiency and reducing costs
Tools & Technologies
Automation Anywhere
TensorFlow
Django
MySQL
Tesseract OCR | Python
Computer Vision Deep Learning
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