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RPA Use Case - HR Employee on Boarding | EmergenTeck

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RPA Use Case - HR Employee on Boarding
Industry – Human Resource
Use Case – Employee On Boarding
Watch Now - https://youtu.be/z0Jt4EMK8d4
Problem Statement
One of the leading US based MNC has 500 new joining every month across different geographies and has been facing challenges coping up with the manual day to day employee on boarding tasks, which is not only time consuming but repetitive in nature.
Typical Challenges
• Painful Manual Data Entry
• Straight through Processing (Many disparate systems)
• High Lead Time
• Manual mistakes
Our Solutions
We’ve proposed RPA based approach to automate all the manual activities involve into HR Employee on boarding. The RPA bots typically performs the following activities,
• Read relevant documents
• Create Email accounts
• Add employee to mailing list
• Generate Phone extension
• Request Card
• Create AD accounts
• Scrap employment details and push to system
• Send employment and login details to employee

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RPA Use Case - HR Employee on Boarding | EmergenTeck

  1. 1. RPA Use Cases HR Employee On Boarding
  2. 2. HR Employee On boarding – As IS
  3. 3. HR Employee On boarding – As IS Manual Data Entry Email co-ordination Straight through processing High Lead Time
  4. 4. HR Employee On boarding – To Be Tools Stack -
  5. 5. Case Study 1 – HR Employee On boarding Cost saving and 130 % of ROI Reduced the cycle time by 90% Eliminate human errors And >90% accuracy Increase Process speed by 5X Challenges One of the leading Healthcare RCM BPO has 500 new joining every month across different cities and has been facing challenges coping up with the manual day to day employee on boarding tasks, which is not only time consuming but repetitive in nature. Our solution Implemented RPA based automation RPA bots that performs - Read relevant documents Create Email accounts Add employee to mailing list Generate Phone extension Request Card Create AD accounts Scrap employment details and push to system Send employment and login details to employee
  6. 6. Case Study 2 – HR Recruitment Huge improvement in accuracy and compliance 300% ROI return within 6 months Reduce Cycle time by 90% Improved the productivity by 500% Challenges One of the leading Healthcare RCM BPO has challenge with sourcing 400 resumes daily. This involves searching candidates in Naukri, downloading resumes and finding relevant resumes based on JD. The process was manually, repetitive and painful. Our solution Implemented RPA and AI based solution to source the candidates from Naukri and find the relevant candidates based on JD. The Bots perform the following tasks, 1. Search the Naukri/Indeed based on supplied keyword 2. Download the right candidate profiles 3. Match the candidate profiles with JD 4. Find the relevant profiles with match % > 90% 5. Send the selected profiles to Recruiters
  7. 7. Challenges One of the largest US surgical manufacturing company is having challenge in handling 100,000 purchase orders yearly. High FTE costs, manual mistakes, varying PO format and high cycle time was their pain point. Our solution We proposed to implement Robotics Process Automation (RPA) solution to support automation of Purchase order using Automation Anywhere. Purchase orders are extracted using OCR tool. BOT development and design on the ERP (SAP) system to navigate to different sales order system and push respective client data. BOT validate the PO with SAP billing system and send notification in case of any discrepancies. Case Study 3 – Purchase Order N/A 24 hours windows Time to process PO from 8 mins to 2 mins Substantial effort reduction by 90%
  8. 8. Challenges Finance Dept. receives multiple invoices from partners in batches and allocates payments as per rules that was done manually using SAP and Excel. 10k invoices per month and 245 different invoice types used to nightmare for finance to handle. A lot of manual efforts (~ 5 executive ) needed to do the complete process for 3000 invoices per month. Our solution We proposed to implement Robotics Process Automation (RPA) solution to support automation of Account payable process using Blue Prism. Invoices are extracted using OCR tool. BOT development and design on the ERP (SAP) system to navigate to different AP system and push respective client data. BOT validate the invoice with PO from mainframe billing system and send notification in case of any discrepancies. Case Study 4 – Account Payable Cost saving of about $160 K / year No person dependency Time to process invoice from 90 mins to 4 mins Substantial effort reduction by 90%
  9. 9. Challenges Finance Dept. want to send Account receivables summery to the respective client on schedule basis to close this in time and reduce the write-off. A lot of manual efforts (~ 5 days ) needed to do the complete process for 200 Org. Our solution We proposed to implement Robotics Process Automation (RPA) solution to support automation of Account receivable process using Automation Anywhere. BOT development and design on the ERP system to navigate to different organization and extract respective client data. BOT development to extract all the details from ERP and prepared Account receivable sheet. AR sheet Compilation and Email based on client details. Case Study 5 – Account Receivable & recovery Cost saving of about $190 K / year No person dependency Time to market reduced to 2 hrs from 40 hrs Substantial effort reduction by 70%
  10. 10. Case Study 6 – IT Process Automation Challenges One of the leading Automobile shared services has challenge in timely handling large volume of invoices received from the vendors in SAP account payable system. The challenges comes in multiple touch points, lots of data entry and different invoice formats. Our solution The Leading Automobile Shared services has deployed BluePrism based virtual engineer that helps in monitoring emails incidents, creating incident into Remedy, Resetting password, monitoring tickets ageing and closing the tickets. This use cases has been integrated with frontend as Chatbot and backend as RPA bot. Chatbot used to interact with end employees and RPA bot used to deal with Remedy. Benefits 50% Service Desk Cost Reduction 68% Service Desk SLA improvement 3 Mins vs 15 Mins Average Handling Time
  11. 11. Case Study 7 – Insurance Claim Processing 50% reduction in claim processing cost Average routing time 15 minutes to 3 minutes >95% accuracy >Claim processing speed up by 70% Challenges When customer submit a claim via fax, email, phone or through a web form. The claim is reviewed and information submitted to claim portal to start the process. The claim processing is manual, time intensive and error prone that leads to errors, slow down the claim cycle time and higher cost Our solution Implemented RPA based automation RPA bots that entirely transform manual process to automated claim processing (partial)  Retrieve the data from email using RPA and OCR  Use ML algorithm to classify the claim type and route to respective team  Push all the data to the respective system with proper business handling and notification.
  12. 12. Challenges One of the leading Healthcare RCM BPO in India deployed 15 FTE for verifying 1500 eligibility checks daily for their revenue cycle management. Navigating multiple screens, dealing with multiple vendors, transactions on Citrix machines and verifying within 8 hours windows was a daunting tasks, that leads to manual mistakes and revenue leakages. Our solution Proposed RPA based automation. Automated manual steps involved in EV process using RPA – UiPath and deployed the BOTS within 6 weeks. Case Study 8 – Insurance Eligibility Verification Cost saving of about $ 50 K / year Save worth of 10 FTE efforts every month Reduce EV process cycle time from 8 hours to 2 hours Reduce the revenue leakage up to 80%
  13. 13. Challenges One of the healthcare client was struggling to maintain and update clinical documents with new patients. In most of the cases, associate was required to analyze the supporting documents and then create entry into system. The volume as 20k per month. Our solution We proposed to implement OCR with RPA to extract the information from the clinical documents (either native document / scanned image). The OCR engine perform pre and post processing to avoid noise and improve the accuracy. The OCR provides maker checker to review the mistakes and confidence level to send notification in case accuracy level goes down. And, finally transforms unstructured clinical document into structure data (spread sheet). Post OCR processing RPA picks up the data and create entry into clinical management data. Case Study 9 – Clinical Document Processing Cost saving of about $300 K / year Improved the accuracy by 30% Reduced licensing and infrastructure cost Substantial effort reduction by 80%
  14. 14. Challenges One of leading Manufacturing client use SAP – MM to maintain inventory and purchase since one decade. Due to SAP’s complex screen navigation, licenses cost , and human interventions, client decided to move inventory and p2p function on Zoho CRM, because it is easy to use with lower cost. But data migration from SAP to Zoho was expensive affair in engagement with SAP. Our solution We helped our client to choose RPA - UiPath as a migration tool to migrate Users, contact master, products, quotes, emails and notes from SAP to Zoho. Migration took place in two phases – •Upfront migration from SAP to Zoho - 50k one time. •Nightly synchronization of data between SAP and Zoho -100 daily. Case Study 10 – Migration SAP to Zoho CRM Improved customer satisfaction Enabled business for DIY migration Reduced SAP license cost Saved migration cost
  15. 15. Migration SAP to Zoho CRM Migration flow Customers Contact Quotation Email Products Customers Contacts Quotation Email Products One time migration 50k records Daily Sync up – 100 records Migration Engine
  16. 16. Let’s Solve

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