CRM process automation

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

• 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

• 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