RPA to support the daily processing of received e-mails from customers. The softbot creates a workitem and archives e-mail and attachments to the digital file of the customer. Employees could proceed with other value-adding tasks and did not have to check the mailbox on an hourly base. Time was reduced in categorising, routing and archiving received e-mails and attachments.
RPA acting as a director and integrating existing IT systems to automate the daily routine of digitalizing received forms, letters and other papers from customers. Calling more than 10 services, the softbot is able to reduce capacity needed from the backoffice through the entire organization. The developped softbot can be applied to any department sending any document (i.e. forms, contracts and quotes) which returns back from the customer after acceptation/ signing.
Due to a concentration of back office functions from 100+ local branches to 4 back offices a LEAN initiative was started to improve processes and eliminate waste. Waste was detected in the process of daily workload collection from legacy systems. Planning to phase out some of the legacy systems in less than 2 years, no efforts where taken to integrate with the system to organize workload. RPA provided the temporary solution to collect and load the daily tasks to be performed in a workflow system.