CASE STUDY
Sales Report Automation
We successfully automated the Sales Report creation process for our Customer using SAP systems, SQL and RPA. Replacing a manual approach, we automated the report creation, making it faster to complete with fewer errors.
Industry
Manufacturing
Customer
Sanghi Cements
Technology
RPA – Automation Anywhere
Details
Automated Report creation using RPA and SAP
Challenge
There was a challenging task for the Sales team to compile and format an accurate Sales report from their SAP systems on a regular, ad hoc, and monthly basis. Doing this manually was both time-consuming and prone to errors; moreover, parameters of each Report were subject to change according to requirements. Automation was the answer by allowing them to prepare reports manually in Excel sheets, offering a dependable solution that could drastically reduce time constraints while guaranteeing the accuracy of results.
Solution
To streamline the reporting process and improve customer experience, we developed a custom-tailored Robotic Process Automation (RPA) solution. Our bot logs in to SAP using T-Codes and effortlessly pulls required sales records from the system according to parameters such as item codes, date range, or sales area, customizable through a config file; this data is then entered into an SQL database where complex calculations are conducted before finally being stored in Excel files with pre-defined report formats. In addition to facilitating weekly and monthly automated reports via email attachment, customers can now access ad hoc versions at their convenience – all within one click!
