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Expand Your B2B Automation
Beyond EDI Using RPA
EDI + RPA Webinar
• Why you should automate the procure to
pay process and accounts payable
• How to automate the order to cash
process and accounts receivable
• The future of B2B automation and how
RPA can compliment EDI
• Customer use case for RPA
• Demo of our EDI + RPA solutions
Agenda
Partners
16 years executing projects
across Canada, USA, India
and other countries
1000+ customers & proven
success stories
12 Fortune 500 customers,
10 Billion USD in SaaS
transactions
Proprietary
Solutions
Experience
Success Credibility
SaaS platforms and agile
delivery models
Certified on best of breed
technologies
Platforms
Who is Tangentia
Tangentia Gateway and
Tangentia Intelligent
automation (TiA)
Automation B2B Digital
Our Practices
Artificial Intelligence
Robotic Process
Automation
Blockchain
EDI / Order Management
eCommerce
(B2B/B2C)
Supply Chain
Salesforce Consulting
IBM Consulting
Agile App + Mobile App
Dev Service
What is Tangentia Gateway?
Enabling SMB and large enterprise companies to be
fully EDI compliant with their trading partners’ EDI
requirements.
Seamlessly integrates with multiple business
systems and applications such as ERP/Accounting
Systems, WMS Systems, Shipping Systems,
eCommerce Marketplaces and many others.
Tangentia
Gateway EDI
Gateway Features
Certified EDI
connectivity to 2000+
trading partners
globally
Supports multiple
EDI standards
including ANSI X12,
EDIFACT, RosettaNet,
XML and others
Integration with
ERP/WMS/Carriers
Systems and
eCommerce platforms
Support for multiple
configurable user
accounts
No annual costs,
maintenance costs
or license costs
24/7 production
support, with 7am to
7pm helpdesk support
Automating
Procure to Pay
beyond EDI
Current Procure to Pay
System with EDI
Buying
Organization
Supplier
Organization
ERP
EDI Platform
EDI Invoice
EDI PO
Automation with 20% of your vendors
40%-60% of transaction
Current Procure to Pay
system with EDI + RPA
Supplier
Organizations
EDI
Platform
EDI Invoice
EDI PO
Automation with 100% of your
and 100% of transactions
RPA
Platform
PDF / PAPER /
EMAIL/ FAX
Buying
Organization
ERP
• Reduction in data entry errors.
• Shorter processing life cycle.
• Electronic form of data.
• Reduction in paperwork.
• Cost effective.
• Standard means of communication.
Summary of benefits
Automating
Procure to
order to cash
Current Order to Cash
System with EDI
Buying
Organization
Supplier
Organization
ERP
EDI Platform
EDI Invoice
EDI PO
Automation with 20% of your vendors
40%-60% of transaction
Current Order to Cash
System with EDI + RPA
Automation with 100% of your
and 100% of transactions
RPA
Platform
Buying
Organization
Supplier
Organization
ERP
EDI Platform
EDI Invoice
EDI PO
PDF / PAPER /
EMAIL/ FAX
• Longtail a lot of the small vendors that are non EDI
that you can onboard.
• Order desk and buying team can be eliminated or
downsized because less manual work required
Summary of benefits
The Future of
EDI + RPA
Nearly 50% of Businesses Around
the World Will Increase Robotic
Process Automation Adoption
due to COVID-19
The Pandemic
Effect and the
Accelerated
Adoption of RPA
Businesses are planning in increase RPA
spend over the next year to:
Increase agility, diversity,
and resilience in their
supply chain operations
Address extraordinary
cost pressures by
automating back-office
and operational tasks
Support remote
workforces
The Pandemic Effect and the
Accelerated Adoption of RPA
Benefits of RPA
Eliminate Repeat Work
Cost Saving
Cognitive Learning Skills
Fast ROI
OCR (Optical Character Recognition)
Increased Compliance
Better Customer Experience
Get Tangentia Intelligent Automation
(TIA) Bots Working For You
Robotic Process Automation (RPA) is software—also known as a bot—
that is designed to automate tedious and repetitive processes.
Our TIA Bots have been designed specifically to automate core high-
volume processes that require low speech recognition, are rules-based,
and require digital input or triggers.
Meet Our Bots
Finn Harry Ward Munshi
Polly Tim Connie Sarah
Finance HR Reporting Work Orders Invoicing
PO & PR Request Time Sheets
Contract
Retrieval (Audit)
SRM Contact
Automation
RPA Enabled
AR and AP
• The Tangentia Automation team
implemented an RPA and EDI solution
at Sonepar India. It is now powered to
electronic and paperless
interchange of EDI 850, EDI 855 &
EDI 997 with Rockwell Automation.
• Agile implementation methodologies
allowed quick “time to value”
India’s Leading
B2B electrical
distributor
RPA Enabled
Insurance Claims
Reporting
• Tangentia configured Automation Anywhere
bots to login to insurance portals and
download experience, medical, vision and
dental claims and premium report for each
client and create custom reports for
management and end user reporting
• Allowed users to spend more time analysing
data leading to more informed decision making
Reputable Canadian
Insurance Broker
Bots Automate Car
Selling
• The Tangentia Automation team
implemented a RPA solution at Indus
Motors that automatically
• Registered the car with the Department of Transport
• Registered Insurance
• Registered for Fastag
• Registered for Road Side assistance and warranties
• Integration with third party applications
including the legacy ERP systems of Car
OEM’s via remote desktop
India’s Largest
Car Dealership
Are You Ready
To Start Your
Automation Journey
Vijay Thomas
vijay@tangentia.com
Rajhans Gupta
rgupta@tangentia.com
Contact Us

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B2B Automation Using RPA and EDI

  • 1. Expand Your B2B Automation Beyond EDI Using RPA EDI + RPA Webinar
  • 2. • Why you should automate the procure to pay process and accounts payable • How to automate the order to cash process and accounts receivable • The future of B2B automation and how RPA can compliment EDI • Customer use case for RPA • Demo of our EDI + RPA solutions Agenda
  • 3. Partners 16 years executing projects across Canada, USA, India and other countries 1000+ customers & proven success stories 12 Fortune 500 customers, 10 Billion USD in SaaS transactions Proprietary Solutions Experience Success Credibility SaaS platforms and agile delivery models Certified on best of breed technologies Platforms Who is Tangentia Tangentia Gateway and Tangentia Intelligent automation (TiA)
  • 4. Automation B2B Digital Our Practices Artificial Intelligence Robotic Process Automation Blockchain EDI / Order Management eCommerce (B2B/B2C) Supply Chain Salesforce Consulting IBM Consulting Agile App + Mobile App Dev Service
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  • 6. What is Tangentia Gateway? Enabling SMB and large enterprise companies to be fully EDI compliant with their trading partners’ EDI requirements. Seamlessly integrates with multiple business systems and applications such as ERP/Accounting Systems, WMS Systems, Shipping Systems, eCommerce Marketplaces and many others. Tangentia Gateway EDI
  • 7. Gateway Features Certified EDI connectivity to 2000+ trading partners globally Supports multiple EDI standards including ANSI X12, EDIFACT, RosettaNet, XML and others Integration with ERP/WMS/Carriers Systems and eCommerce platforms Support for multiple configurable user accounts No annual costs, maintenance costs or license costs 24/7 production support, with 7am to 7pm helpdesk support
  • 9. Current Procure to Pay System with EDI Buying Organization Supplier Organization ERP EDI Platform EDI Invoice EDI PO Automation with 20% of your vendors 40%-60% of transaction
  • 10. Current Procure to Pay system with EDI + RPA Supplier Organizations EDI Platform EDI Invoice EDI PO Automation with 100% of your and 100% of transactions RPA Platform PDF / PAPER / EMAIL/ FAX Buying Organization ERP
  • 11. • Reduction in data entry errors. • Shorter processing life cycle. • Electronic form of data. • Reduction in paperwork. • Cost effective. • Standard means of communication. Summary of benefits
  • 13. Current Order to Cash System with EDI Buying Organization Supplier Organization ERP EDI Platform EDI Invoice EDI PO Automation with 20% of your vendors 40%-60% of transaction
  • 14. Current Order to Cash System with EDI + RPA Automation with 100% of your and 100% of transactions RPA Platform Buying Organization Supplier Organization ERP EDI Platform EDI Invoice EDI PO PDF / PAPER / EMAIL/ FAX
  • 15. • Longtail a lot of the small vendors that are non EDI that you can onboard. • Order desk and buying team can be eliminated or downsized because less manual work required Summary of benefits
  • 17. Nearly 50% of Businesses Around the World Will Increase Robotic Process Automation Adoption due to COVID-19 The Pandemic Effect and the Accelerated Adoption of RPA
  • 18. Businesses are planning in increase RPA spend over the next year to: Increase agility, diversity, and resilience in their supply chain operations Address extraordinary cost pressures by automating back-office and operational tasks Support remote workforces The Pandemic Effect and the Accelerated Adoption of RPA
  • 19. Benefits of RPA Eliminate Repeat Work Cost Saving Cognitive Learning Skills Fast ROI OCR (Optical Character Recognition) Increased Compliance Better Customer Experience
  • 20. Get Tangentia Intelligent Automation (TIA) Bots Working For You Robotic Process Automation (RPA) is software—also known as a bot— that is designed to automate tedious and repetitive processes. Our TIA Bots have been designed specifically to automate core high- volume processes that require low speech recognition, are rules-based, and require digital input or triggers.
  • 21. Meet Our Bots Finn Harry Ward Munshi Polly Tim Connie Sarah Finance HR Reporting Work Orders Invoicing PO & PR Request Time Sheets Contract Retrieval (Audit) SRM Contact Automation
  • 22. RPA Enabled AR and AP • The Tangentia Automation team implemented an RPA and EDI solution at Sonepar India. It is now powered to electronic and paperless interchange of EDI 850, EDI 855 & EDI 997 with Rockwell Automation. • Agile implementation methodologies allowed quick “time to value” India’s Leading B2B electrical distributor
  • 23. RPA Enabled Insurance Claims Reporting • Tangentia configured Automation Anywhere bots to login to insurance portals and download experience, medical, vision and dental claims and premium report for each client and create custom reports for management and end user reporting • Allowed users to spend more time analysing data leading to more informed decision making Reputable Canadian Insurance Broker
  • 24. Bots Automate Car Selling • The Tangentia Automation team implemented a RPA solution at Indus Motors that automatically • Registered the car with the Department of Transport • Registered Insurance • Registered for Fastag • Registered for Road Side assistance and warranties • Integration with third party applications including the legacy ERP systems of Car OEM’s via remote desktop India’s Largest Car Dealership
  • 25. Are You Ready To Start Your Automation Journey Vijay Thomas vijay@tangentia.com Rajhans Gupta rgupta@tangentia.com Contact Us