Enhanced Accuracy, reduced time on data entry

Intelligent Digital Co-Workers

enhance accuracy and minimize time spent on the handling of manual data entry, POs, and invoices by automating accounts payable invoice processing.

3x Capacity Increase
> 40% Cost Reduction
3 Months Payback Period

Background

A multi-trade mechanical, electrical, plumbing and compressed air contractor had a complex and manual AP invoice process, involving meticulous tracking and management across several systems. The team was tasked with:

Receiving and saving invoices in appropriate repositories.
Extracting details such as invoice number, amount, and vendor details.
Searching for the corresponding Purchase Order (PO) details in the FieldPoint system.
Cross-verifying invoice details with PO details for validation.
Updating the FieldPoint system and create entries in the Accounts Payable.
Setting aside non-matching invoices or exceptions for further investigation and resolution.

MAJOR CHALLENGES

High Volume of Manual Data Entry Tasks increased the risk of inaccuracies
24x7 capacity needed to handle unpredictable seasonal order volume
Significant delays and rework due to errors in manual data entry and redundant tasks
Manual handling of Special Cases and outliers

SUCCESS

We created agile, non-intrusive bots (IDCWs) that seamlessly integrated into existing systems, assisting workers with necessary yet redundant tasks.

This approach ensured:

No new integrations needed
Immediate Increased Efficiency
Value Delivered on a Daily Basis
100% Accuracy
Assistance 24x7x365

Keys Skills Exercised:

File Downloading
Multi-Platform Login Access
Data Reading and Extraction
Data Entry and Migration
Reconciliation
Comparison & Validation
Updates & Corrections
Error Detection & Escalation
Editing and Updates
Create AP entries

Achieved Results

> 40% Cost Reduction
3x Decreased Cycle Time
3 Months Payback Period
65% reduction of workload
100% Automated 16 of 16 Tasks
5 Systems Involved

APPROACH

Intelligent Digital Co-Workers (IDCWs):

Created without any coding, the bots were trained on microskills like data extraction, and invoice validation and processing, automating workflows across systems without the need for custom software development or costly system integration.

ABOUT HACHI

HACHI is a Hyper Automation platform for training Digital Co-Workers (Bots) to automate complex workflows as per job descriptions using a no-code approach. All possible human gestures and actions are pre-coded and readily available to read, interpret, write & transform data, make decisions and even manage escalations. Alongside the existing team, these Bots can be rapidly trained to perform tasks just like people, by emulating human actions across existing applications without the need for custom software development or costly system integrations effort on a variety of platforms such as mobile, tablet, web, desktop and even legacy CLI based systems non-intrusively.

Website: https://hachiai.com

Office: 207 Queens Quay West, Suite 320, ON M5J1A7

APPLICABLE INDUSTRIES

KEY BENEFITS OF AN IDCW

Elimination of High-Volume, Repetitive Tasks
High-Speed & Consistency
High Accuracy & SLA adaptability
Complete automation of Standardized & Rules-Based tasks
Scalability & Capacity Increases

WORKFLOW-BASED AUTOMATION

Finance & Accounting
Sales Process
HR Support Assistant
Contact Center
Supply Process