Customers had 120 + unstructured unique Supplier invoices with 8000+ invoices by volume annually. No PO No Pay policy in place and involvement of 2 ERP between internal companies demanding multiple approval stake holders across locations.
Challenged with Data capture with disparate formats, demand to create a voucher in the master invoice demanded complex processing environment. There was no plan to integrate between the ERPs as well considering ROI.
Identified Process Challenges :
The sources had PDF invoices and vouchers as input. There has been a need for manual scanning to upload the invoices, Create a separate set of data for weekly internal approval between stake holders, Data capture at the ERP level post approval to pay.
Automation Solution Design :
Hethi Cognitive AI data capture direct from PDF, Provided OCR for few manual invoices, Cognitive AP Invoice workflow with System of Authorities, Integrated with Tally ERP as outbound invoice submit, 2 way look up on PO with catalogue in workflow.
Business Benefits :
Cognitive AI data capture reduced the time to data capture by 45 ~ 50% over 3 months post supplier on-boarding, Centralized SOA approvals assuring compliance, Transparency of ERP inputs to the CFO and AP analysts reducing work load by 2 FTE days per week across the organization, Over all saved 50% headcount.
Automation Landscape :
Input : unstructured PDF data capture by Cognitive AI.
Elimination : Scanning, OCR, Messy Emails for approvals.
ERP : Tally and home grown ERP, ERP outbound approval with OTA.
Deployment : Private cloud.
Electronic Content Management for Educational Institutions(4.4 billion GBP).
Business Challenge :
Customers had 335 + unstructured unique Supplier invoices with a volume of 30,000+ invoices by volume annually. There has been 23 business units with its own 23 Tally ERPs and data fed into MS Navision.
Analyse and arrive on solution study and propose an ROI model post consulting.
Identified Process Challenges :
Each of 23 entities has their own proprietary process and their respective suppliers. The same had to be input to Navision again post approvals from the 23 entities. This has created a very unmanageable operational task. Hethi was invited to study and provide a feasible solution and savings. Additionally each location had its own scan centres challenging centralizing inventory.
Automation Solution Design :
Hethi Cognitive AI data capture direct from PDF through supplier portal with their own BU from 23 entities. Common Workflow with secured entity level SOA provided to AP analysts and approvers, centralize the operations for mailroom by replacing with mailboxes.
Business Benefits :
Centralized mailbox segregated by 23 entities, Saving potential of CAPEX of $102 K USD, Reduced cost per invoice by 23% ~ 28%.
Automation Landscape :
Input : unstructured PDF data capture by Cognitive AI.
Elimination : Scanning, OCR, Messy Emails for approvals.
ERP : 23 Tally and MS Navision.
Deployment : None, Business Process Consulting.
US based Business Process Outsourcing Company (120 M USD).
Business Challenge :
Every healthcare provider undergoes constant change in demography to services demanding constant updates to provider network. 13 groups of provider data model with 120+ source dynamic fields with complexity of 800+ fields horizontally with information for multiple updates. The dynamic transformation of columns can vary between 5% to 20% weekly as edits.
Identified Process Challenges :
On a daily cycle, 7000 ~ 22500 rows of provider data for analysis spread over 10 ~ 60 files from various providers with their own CSV structures. Network provider distributes the volume to aggregate, analyse and post to Facets system. The biggest challenge was resource planning, very low margins due to penalties, always a buffer of 12% resources to expect the unexpected
Automation Solution Design :
Hethi Cognitive AI data capture from unstructured Spreadsheets (CSV) belonging to 13 major groups were analysed. Identified top 4 groups and automated the records to reconcile and auto create the standard operating output ready to be posted to Facets. The workflow also included home grown RPA to write back to screens in attended mode.
Business Benefits :
Improved individual productivity from 9 to 36 provider updates /hour for 12% of key volume. Reduced Avg time for analysis from 3.5 hours to less than 45 minutes to prepare for data capture and audit. Improved individual analysts productivity by 14% provider updates /hour for the 4 major groups. Aggregate for Facets with 1386 transformed fields over home grown RPA reducing cost of ownership
Automation Landscape :
Input : unstructured CSV / Spreadsheet and data capture by Cognitive AI.
Elimination : Complex Pivot, Vlookup, Formule, Training time.
ERP : TriZetto Facets with Home grown RPA.
Deployment : On-Premise private cloud.
Multinational professional and business consulting Firm from Europe.
Business Challenge :
Customers had 39000+ growing unstructured unique Supplier invoices with 2.4 Million invoices by volume annually. 4 major internal business units demanding high volume of processing globally
Challenged with Data capture with disparate formats, 3rd party data capture and workflow system integrated with ERP in a complex processing environment. RPAs were tried and had further delayed the process both from implementation design and cost of ownership.
Identified Process Challenges :
Just 5% of the supplier volume contributed to 70% of the invoice volume. 85 to 90% of the invoices were searchable PDF that went through scanning demanding more manual data capture process. The workflow is being used for both data entry on adhoc manner additionally demanding 100% concurrent audit escalating costs.
Automation Solution Design :
Hethi had executed a process consulting followed by execution of proof of value with assessment and gap analysis for process improvement. Deployed Cognitive AI data capture direct on the PDF eliminating scanning and OCR. Coexisted with OCR for legacy support as well.
Business Benefits :
Processed 3600 invoices monthly. Greatly reduced the cost of scan, OCR, manual data entry. Process invoices at 3X faster than the manual approach providing a minimum benefit of 22~ 25% savings through productivity. As part of global deployment the platform is now being elaborated with the end client for 2020 aimed to process straight through from 1.8% to 60% in phases.
Automation Landscape :
Input : unstructured PDF data capture by Cognitive AI.
Elimination : Scanning, OCR, RPA.
ERP : SAP.
Deployment : On-Premise Private cloud.
US based Business Process Company (2 B USD annual revenue).
Business Challenge :
Business process for prior authorization demanded multiple disparate systems from receiving the document till review of exception tasks and submit to respective outbound systems. RPAs could navigate on attended or unattended on few tasks but the intelligent exception validation of varied SOP that is based on the PDF input.
Identified Process Challenges :
Incoming PDF from the fax needs to be classified, sorted, data captured and reviewed for member validation, updates, inter application exceptions that needs agents to swap between multiple systems. The challenges are on the quality, training and service level in such a complex environment.
Automation Solution Design :
Hethi Cognitive AI data capture from unstructured PDF various health insurance plans. The data has to be captured and validated for data compliance followed by exceptions of standard operating procedures. The workflow also included home grown RPA to write back to screens in attended mode.
Business Benefits :
Automation is introduced for this client as a proof of value to show case the benefit where there are 100+ FTEs with an average volume of 70K per month to process. Introduced smart sorting, Cognitive intelligent data capture, Prior authorization workflow automation with robotic analysts for system of authorities compliance and manual audits for QA as on demand followed by a write back to target system.
Automation Landscape :
Input: unstructured PDF data capture by Cognitive AI on OCR as applicable.
Elimination: manual download, sort, data capture, exception validation. ERP: Client Home grown. Deployment: On-Premise private cloud.
Consumer goods company co-headquartered in The UK and The Netherlands.
Business Challenge :
28 factories across Europe with 65+ key performance indicators driving the capability to deliver from factories based procurement life cycle of raw and finished materials to meet the demand and supply. The weekly dashboard took more than 4 days to prepare and it has been always a post-mortem and the time taken to react and improve efficiency has been a challenge.
Identified Process Challenges :
Weekly input data from various factories arrive for assessment and deep analytics and aggregate them towards KPI dashboard. This has to be then routed and brought into the attention of factory and business heads to act on it to resolve periodically. This process has been manual and has been taking 4 working days delaying time to identify to resolve.
Automation Solution Design :
Hethi Cognitive AI data capture from unstructured Spreadsheets (CSV) from various factories automated with records to reconcile and auto create the compliance analytics.
Business Benefits :
Average time to analyze the outcome to alert senior management for right decision takes approximately 3 business days in a week. Also in a multiple controlled environment where each factory is monitored for 60+ varied KPIs requires humongous efforts for key decision making. This platform has been developed as a POV.
Automation Landscape :
Input : unstructured CSV / Spreadsheet data capture by Cognitive AI.
Elimination : Complex Pivot, Vlookup, Formulae, Time to onboard a new metric, expensive ETL.
ERP : SAP (non Integrated).
Deployment : On-Cloud.
largest specialty distributor of property, casualty and professional lines insurance.
Business Challenge :
Distributors for 500+ insurance products across nation and most of the inputs appear as PDF for enrolment to invoices. With a monthly volume of 200 K. The turn around time is quite with 98 FTEs across 11 major Standard operating procedures.
Identified Process Challenges :
Unstructured input from various insurance companies along with their process to be data captured and along with policy, binder and invoices for each insurance forms. Manual Scanning and extraction of data from unstructured to Standard operating procedures was the main expectation for the down stream systems. RPA would not be a candidate considering the business process automation needed to perform data capture and dynamic workflow.
Automation Solution Design :
Hethi Cognitive AI data capture direct from PDF, Cognitive workflow with System of Authorities with on-cloud lookup services.
Business Benefits :
Data capture from searchable PDF and digital transformation to Commercial insurance workflow to validate and download output as CSV. This is executed as proof of value.
Automation Landscape :
Input : unstructured PDF data capture by Cognitive AI.
Elimination : Scanning, OCR, Messy Emails for approvals.
ERP : None.
Deployment : Private cloud.
Largest insurance provider for life , health and general insurance in the middle east.
Business Challenge :
Distributors for 25+ insurance products across nation and most of the inputs appear as PDF for enrolment to invoices. With a volume of 40,00,000 K transaction per year.
Identified Process Challenges :
Unstructured input from a pdf along with their process to be data captured with local language and English has to be done along with policy, binder, and invoices for each insurance forms. Manual Scanning and extraction of data from unstructured to Standard operating procedures was the main expectation for the down stream systems with both local and English language extraction to be done simultaneously. RPA would not be a candidate considering the business process automation needed to perform data capture in multiple languages.
Automation Solution Design :
Hethi Cognitive AI data capture direct from PDF with on-cloud lookup services.
Business Benefits :
Data capture from searchable PDF and digital transformation and download output as xls. This is executed as proof of value.
Automation Landscape :
Input : unstructured PDF data capture by Cognitive AI
Elimination : Scanning, OCR, Messy Emails for approvals
ERP : None
Deployment : Private cloud
India’s largest staffing company (725 million USD).
Business Challenge :
1800+ clients with 150,000+ temp staffing with a monthly revenue cycle demanding unique and complex unstructured spreadsheets from all the clients. 300+ agents on floor addressing daily, weekly reconciliation of inputs, aggregate across 9 SOPs before submitting to proprietary ERP.
Identified Process Challenges :
On a typical business day on an average 5000 associates inputs inflow. Longer data capture cycle with complex excel functionalities like pivot, VLOOKUP and formulae. Average time taken to process 5000 associates will exceed 5 to 6 hours by an associate. This task is herculean on a daily basis until monthly billing cycle. Spilover of revenue adds to the revenue loss.
Automation Solution Design :
Cognitive AI data capture from unstructured Spreadsheets (CSV) from various clients were automated with records to reconcile and auto create the 9 standard operating output ready to be posted to ERP post audit. The workflow also included integration to grown ERP and manage exceptions in onebase workflow.
Business Benefits :
Reduced Avg time to aggregate date for exceptions for a 10,000 associates came down to 45 mins for data capture and audit. Improved individual analysts productivity by 20%.
Automation Landscape :
Input : unstructured CSV / Spreadsheet data capture by Cognitive AI.
Elimination : Complex Pivot, VLOOKUP, Formula, Training time.
ERP : Home grown ERP.
Deployment : On-Cloud.
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