The client, a financial services company, wanted to implement RPA to improve productivity. They realized many processes, like processing purchase orders from emails, were time-consuming and manual. The recommended solution was to use RPA bots to automate repetitive tasks like extracting data from emails and inputting it into systems. This reduced errors, labor costs by 50% equivalent to 30 FTEs, and turnaround time. 40 processes were automated with 20 bots, resulting in 20% average effort reduction per process and high ROI.

1. Overview
Client is a stakeholder of a leading financial services
company in US.
Business Need
Client wanted to implement RPA to harness the power of
Automation in his organization.The digital workforce
should lower down the process disruptions and help to
meet corporate productivity goals.
Client Situation
Client realized that there were many human-resource
intensive processes present in almost every department
of the organization. For example, one has to navigate an
Email, find an attached PO (Purchase Order), download
and access the details, file the same into corresponding
online tool and so on. Even, this time-consuming task
leads to lower data throughput and in turn, poor
productivity! It is critical to automate them and stay
relevant in competitive age of digital transformation.
RPA (Robotic Process Automation)
Solution for Finance Industry
Case Study Industry : BFSI
RPA executes processes automatically
Start
Read email Open Excel
attachment
Enter data
from Excel in
ERP platform
Escalation
Analysis
through
employee
Yes
No
End

2. Recommended Solution
With best practices on RPA Implementation, team at
WeblineIndia worked deeper to evaluate the suitable RPA
solution that meets client expectations. It involved detailed
planning like selection of only processes that can be
automated, risks involved, Tool selection, RPA Bots
creation, pilot and actual execution. Factors evaluated
during Tool selection were total cost, ease of use,
security, integration features, cognitive automation
capabilities, recorder features being offered etc.
Team implemented different Digital Workers for repetitive
manual processes like navigate various Emails, extract
the Purchase Orders, access details for further data
processing like merging data from all sources of
enterprise, transformation and reconciliation of data etc.
Further, decision based UI interactions to input data to
online PO forms and Email notification upon respective
task completion.
Results
• Reduction of labor errors; Happier Client!
• Annual savings increased by 2-folds
• Reduced need of FTE efforts with more Digital
Workforce. 50% reduction in effort which is
equivalent to 30 FTEs
• Reduced TAT (Turnaround time)
• 40 processes automated with 20 Bots
• 20% average effort reduction per process
• Digital log files (Audit Trail) of all activities.
Reduced compliance risks
Company wide RPA implementation procured high
ROI with huge cost savings.
Implementation of Key Features includes
• Interactions via screen scraping & API integration with
AWS Cloud, Excel, IE, Citrix
• Improved decision making through Cognitive
Intelligence
• Simple interface for quick Bot creation
• Dynamically upscale/downscale RPA Bots as per need
• Transform scanned attachments into actionable
Purchase Order data for further usage
• Auto mining all PO records till date for BI and analytics
• Compliance verification of all details being automated
• Automatic Bots re-calibration according to application
updates
• Unattended ML models to self optimize automation
processes
+91-79-26420897 (IND) l +1-213-908-1090 (USA)
+61-2-8011-4668 (AUS) l +44-207-193-7507 (UK)
401 Arth Complex, Opp. Crosswords,
Mithakhali 6 Roads, Ahmedabad
Gujarat 380009, India
www.weblineindia.com | info@weblineindia.com
Technologies
RPA Tool/Platform: UiPath
• RPA execution infrastructure setup
• Web and Desktop software setup/integration
• RPA Processors configuration
• RPA Execution Orchestration configuration
• Software Bots configuration
• RPA Logs/Analytics configuration
• SalesForce integration
• Version Control integration