Aviation - Finance & Accounting

Processing escalation clauses in sales contracts with the help of RPA

Workers from the Finance & Accounting department spend a lot of time on manually processing escalation clauses. We offer an RPA solution that automates the processing of escalation clauses in sales contracts. This significantly reduced the workload and increased employee-satisfaction.

Use case

The Finance & Accounting department of a large aviation company frequently receives requests to execute an escalation clause in sales contracts. Employees process all escalations manually, step by step. They copy the escalation clause into an Excel sheet, adjust all related data in SAP and write a letter to update the client. Before completing the process, a business controller must sign the adjusted sheets and client letter. When approved, the employee is allowed to email the signed letter to the client.

This process is highly repetitive and time-consuming. It consists of many steps, which makes the process prone to human error. Errors or mistakes in calculations can lead to worrying consequences, such as incorrectly updated prices or dates in these contracts.

Applied technologies
2 weeks delivery time

6

Months to ROI

1445

Hours saved annually

90%

Of effort automated

100%

Capacity increase

90%

Error reduction

Our solution

We created an RPA solution that automates the escalation of all specified contracts and creates a report with all successfully processed items. Operational employees can run the robot whenever escalation of contracts is needed. In short, the robot performs the following steps:

  • Extract the contracts from SAP or the customer support manager
  • Adjust prices and dates of the contracts in Excel and SAP
  • Write a reporting letter to client
  • Send a draft version of the adjusted contract and letter to the business controller
  • After approval, send the signed letter by email to customer

After deployment of the robot, over 90% of the process is automated and over 1445 hours are saved on a yearly base. Due to the standardized way of working of the RPA robot, we achieved a 90% error reduction.

Our robot offers a solution that is effective, efficient and reliable. Workers can stop wasting time on manually adjusting sales contracts and refocus on work that matters.

Integrated applications
RPA Robot Flow

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