Kevin daily receives customer order requests that periodically come in the form of spreadsheets.

Kevin processes this data by creating sales orders in the SAP application.  Then he uploads those details into a CRM application, by creating sales orders in the SAP application, then sends an email confirmation.

A summary of Kevin’s daily activities are as follows:

  • Customer orders are received in an excel file
  • Kevin opens each excel file, and reads the data
  • Kevin processes this data by creating sales orders in the SAP application for each customer order
  • Logs into SAP
  • Enters information into SAP
  • Logs out of SAP
  • Upload the data into a CRM application
  • Send emails to the appropriate sales individuals to process orders

 

A summary of Kevin’s daily activities are as follows:

  • Customer orders are received via email
  • The bot opens each email
  • The bot reads the data
  • The bot Logs into SAP
  • Creates sales orders for each customer order
  • Logs out of SAP
  • Opens the CRM application
  • Kevin sends email receipt confirmations for each respective sales lead

Kevin produces & distributes a report of all new and repeating

“The key to RPA innovation lies in both responding to and anticipating future customer needs.”

Carlos Barreto – COO at RPA Consultants