Client
Our client is a large trucking and transportation company providing services across Canada and the United States.
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ACCURACYIndustry
The trucking and transportation industry is vital for North American trade, ensuring the efficient movement of goods across borders. This industry has faced significant challenges during and after the COVID-19 pandemic, including disrupted supply chains, increased demand for shipping, and the need to maintain cost efficiency.
Challenges
High Volume of Transactions: Processing and reconciling a large number of invoices and payments daily.
Error-Prone Manual Processes: Frequent errors in data entry and invoice processing.
Consistency and Accuracy: Ensuring data consistency across various financial documents.
Resource Allocation: A substantial portion of staff time was dedicated to repetitive tasks, limiting their ability to focus on more complex activities.
Maintain accuracy and efficiency: this was the key overarching goal to help reduce the workload on human staff, and address the strain on resources, which often led to inconsistencies and errors.
Solutions
Data Entry Automation: Extracting and entering invoice details into the accounting system.
Invoice Processing: Handling email invoices in PDF format and integrating them with QuickBooks.
Payment Reconciliation: Matching payments with corresponding invoices to ensure accuracy.
Quality Checks: Conducting quality checks to maintain 100% accuracy.
Error Detection and Escalation: Identifying discrepancies and escalating issues as needed.
Technology
Robotic Process Automation (RPA): To automate processes. Our solution fully integrated with the client's existing infrastructure for seamless deployment.
AI-powered optical character recognition (OCR): to extract data from documents
Quality checks: Our automated quality control helps ensure 100% accuracy
Results
Elimination of Backlog: Significantly reduced data entry errors and eliminated backlog.
Resource Redeployment: Redeployed the equivalent of three full-time resources to other critical areas within the finance department.
Improved Employee Satisfaction: Staff could focus on higher-value tasks, leading to improved satisfaction.
No Additional Hiring Needed: The company has not had to hire additional staff in the accounting department since the Digital Worker initiative.
Increased Stability and Consistency: Enhanced stability and consistency in financial operations.
Improved Accuracy: Ensured accurate tracking and reconciliation of shipments, improving customer satisfaction.
Enterprise-grade solutions
for every business
At SigmaRPA, Dynamic Digital Workers are just the beginning. Its our mission to make cutting-edge automation technologies available to everyone from small-business owners to large corporations. If you are facing any challenge related to automation, get in touch. We'll work with you to develop a tailor made solution that meets your needs.