CRM process automation
Industry - Leading Bank
Implementation Time - Within 4 WEEKS *
Key Challenges
Some of the key challenges were:
- Getting all of the information from the EJ into an excel file is time-consuming and laborious.
- Human error is possible when comparing EJ to Switch and CBS files
- Multiple departments involving in the process leads to delays
Our Solution
The designed bot was efficient to execute the steps by bringing the output files of the CRM process.
- Bot reads and retrieves all EJ files from the EJ to excel sheet
- Bot pulls out switch and CBS text file info to excel
- Then bot compares the EJ log to the Switch and CBS files
- Finally, the bot sends output files to a specified business user
Automation Benefits
The outcomes of the automation solution were tremendous, with improvements and the benefits in the process are as follows:
- Easy to identify faulty transactions that reduced the human effort and rework
- Process was completed with excellent efficiency.
- Major increases in productivity
- Performed error-free
- Employees have been redeployed to execute the task which is high value-added
