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Case studies

Real processes that now run on their own

Each case shows the problem, the solution we implemented and the result. Client names are published only with their authorization.

Case list

Real Estate and Property Management
  • Automation

Automatic download of tax receipts

Problem
Downloading provincial tax and municipal fee receipts for multiple buildings required manually logging into different portals, looking up information and downloading documents.
Solution
We implemented bots that run the queries on the relevant portals, download the receipts and organize the files for further processing.
Automated workflow
  1. 01Automatic access to tax portals
  2. 02Query of obligations per building
  3. 03Download and organization of receipts
Result
Receipts obtained and organized automatically, reducing repetitive administrative tasks.
Real Estate and Property Management
  • Automation

Entering receipts into management systems

Problem
Recording receipts in web and desktop systems required repetitive manual tasks, increasing operational effort and the risk of data entry errors.
Solution
We built bots that log into the management systems, fill in the required fields and record the receipts by interacting with the existing applications.
Automated workflow
  1. 01Identification of pending receipts
  2. 02Access to web and desktop systems
  3. 03Data entry and recording
Result
Receipt recording automated, with less manual intervention and greater operational consistency.
Dairy Industry
  • Automation

Automating quality control records

Problem
Entering quality control results for dairy products was done manually, taking up operational time on recurring recording tasks.
Solution
We implemented two bots to automate entering quality control information into the systems the organization uses.
Automated workflow
  1. 01Quality control data retrieval
  2. 02Data validation and preparation
  3. 03Automatic entry into the relevant systems
Result
Quality records processed automatically, reducing the team's administrative workload.
Dairy Industry
  • Automation

Automatic validation of tax status

Problem
Verifying the tax status of registered taxpayers required manual queries to the national tax agency's services, creating repetitive tasks and administrative delays.
Solution
We built bots that query taxpayers' tax information and retrieve the data needed for validation.
Automated workflow
  1. 01Identification of taxpayers to verify
  2. 02Automatic query to the tax agency
  3. 03Retrieval and recording of tax information
Result
Tax validations automated, simplifying queries and reducing administrative effort.
Dairy Industry
  • Automation

Automated billing in enterprise systems

Problem
Issuing and recording invoices in internal systems required repetitive manual operations, increasing processing times.
Solution
We implemented automations that interact with the existing billing systems to enter and process receipts.
Automated workflow
  1. 01Billing data retrieval
  2. 02Automatic entry into internal systems
  3. 03Receipt processing
Result
Billing processed with less manual intervention and greater administrative agility.
Dairy Industry
  • Automation

Automatic debt status notifications

Problem
Communicating debt statuses to suppliers required queries, preparing information and sending emails manually.
Solution
We built bots that process debt information and generate automatic email communications to suppliers.
Automated workflow
  1. 01Query of debt statuses
  2. 02Information preparation per supplier
  3. 03Automatic sending of notifications
Result
Supplier communications automated, with less operational effort and more consistent notices.
Automotive Industry
  • Automation
  • Document processing

Downloading and recording receipts across systems

Problem
Downloading receipts from the source system and then entering them into the management system required manual work, since the source system didn't allow bulk document downloads.
Solution
We designed an automation that downloads receipts one by one, extracts information from the PDF files and records the data in the management system, covering different document types.
Automated workflow
  1. 01Download of receipts from the source system
  2. 02Data extraction from invoices and credit notes
  3. 03Validation of information and entry into the management system
Result
Receipt transfer between systems automated, reducing manual tasks and improving record consistency.
Automotive Industry
  • Automation

Bulk file download from legacy systems

Problem
Retrieving large volumes of files from legacy systems required many manual operations due to the limitations of the existing applications.
Solution
We implemented bots that interact directly with the legacy applications and automatically carry out file search and download operations.
Automated workflow
  1. 01Access to legacy systems
  2. 02Document identification and search
  3. 03Automatic file download and organization
Result
Bulk downloads automated, eliminating repetitive manual operations in legacy systems.
Automotive Industry
  • Automation

Automating billing processes

Problem
Billing operations in the company's own enterprise systems required many manual steps and constant administrative effort.
Solution
We built bots that carry out billing tasks by interacting with existing systems, with no need to replace the applications the company uses.
Automated workflow
  1. 01Retrieval of billing information
  2. 02Data entry into the system
  3. 03Receipt processing
Result
Billing processes automated on top of existing systems, reducing repetitive operational tasks.
Automotive Industry
  • Automation
  • Reconciliation

Automatic reconciliation of management dashboards

Problem
Reconciling information from different management dashboards required manual comparisons and checks across data sources.
Solution
We implemented bots that retrieve information from the management systems and dashboards to carry out comparison and reconciliation tasks.
Automated workflow
  1. 01Data retrieval from different sources
  2. 02Comparison and validation of information
  3. 03Reconciliation processing
Result
Reconciliations automated, reducing the manual effort of comparing and checking data.
Financial Services and Banking
  • Staff Augmentation

Specialized team for developing banking automations

Problem
A technology project in the banking sector needed to expand its development capacity with professionals specialized in automation to support a working squad.
Solution
We provided two automation specialists under a Staff Augmentation model, integrated into a development squad to help build and evolve bots.
Workflow
  1. 01Onboarding of specialized professionals
  2. 02Integration with the development squad
  3. 03Development and maintenance of automations
Result
Technical capacity expanded with two automation specialists integrated into the development team.
Financial Services and Banking
  • Automation
  • Migration

Support for an automation migration

Problem
The evolution of the automation ecosystem required specialized knowledge to take part in migrating and adapting bots built on a leading automation platform.
Solution
We provided automation specialists to work with the project team on development and technology migration activities.
Workflow
  1. 01Analysis of existing automations
  2. 02Collaboration on migration and adaptation tasks
  3. 03Development and validation of solutions
Result
Specialized technical support for the evolution and migration of the bank's automation ecosystem.
Next step

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