Overview
A global leader in data-driven decision-making implemented Robotic Process Automation (RPA) combined with Power Automate Desktop to revolutionize their file and document processing and data validation procedures. Previously, employees manually reviewed unstructured data and approved or declined data from various file formats, leading to time-consuming repetitive tasks and potential errors.
With Power Automate Desktop, the entire process is now automated, ensuring accurate data analysis, efficient approvals, and seamless data storage.
RPA and the Automation Document Process
Data Collection: RPA bots are configured to collect files from multiple sources, including emails, cloud storage, and on-premises servers.
File Analysis: RPA bots use different built-in connectors to extract data from different file formats such as PDF, Excel, and CSV, ensuring comprehensive data capture.
Data Validation: The extracted data is automatically validated against predefined business rules and data quality standards. RPA bots identify discrepancies, missing fields, or inconsistencies in the data.
Approval Decision: Based on the data validation results, RPA bots make informed approval or rejection decisions, adhering to pre-defined criteria set by the Client.
Database Storage: Approved data is seamlessly stored in the corresponding databases, ensuring real-time access and data integrity.
Reporting: In cases of invalid data or discrepancies, using custom logic in the bot flow additional data is stored and used for reporting to highlight specific issues that need manual intervention.
Benefits of RPA
- Time and Cost Savings: RPA streamlines the file processing workflow, eliminating manual efforts and significantly reducing processing time and associated costs.
- Data Accuracy: With RPA’s data validation capabilities, the Client ensures the accuracy and consistency of their data, enhancing decision-making processes.
- Real-time Insights: Automated data storage in databases allows teams to access accurate and up-to-date information whenever required.
- Error Reduction: By automating the data validation process, RPA minimizes the risk of human errors and ensures consistent data quality.
- Efficient Decision-making: RPA-driven approvals enable faster decision-making, leading to improved operational efficiency and responsiveness.
- Enhanced Compliance: By enforcing predefined business rules, RPA helps the Client maintain compliance with industry regulations and internal policies.
Conclusion
By leveraging RPA for file processing and automated data validation, the Client has optimized their data handling procedures, enhanced data accuracy, and reduced processing time. The seamless integration of RPA with Power Automate Desktop Flow has empowered the organization to make data-driven decisions with confidence, enabling them to stay ahead in the competitive business landscape.