RPA creates monthly sales report

Use case

At the end of every month, a sales report has to be generated at an industrial engineering company. This engineering company reached out to us to automate this process of creating these monthly sales reports. In the old situation, business controllers at the Finance & Accounting department had created reports that contained all sales of that calendar month. The business controller had to collect all sales numbers from two ERP software applications, SAP and EveryAngle. Once all data was collected, it was combined into an Excel File. After that, the controller compiled the extracted data in a macro to create an overall report. Finally, the report was saved and sent to all involved departments.

Since this process recurs every month, it was a very monotonous dissatisfying task. Creating the report took a lot of hours and was often performed in a time crunch. This caused stress and anxiety for the controllers which in turn increased the risk of errors.