Home — RPA by Departments

RPA by Departments

ROBOTIZATION OPPORTUNITIES — WHICH DEPARTMENTS ALREADY USE RPA ROBOTS

ANY ROUTINE ACTIVITY CAN BE AUTOMATED. THESE ARE EXAMPLES OF ALREADY IMPLEMENTED PROJECTS

For Heads of Any Department!

  • project deadline monitoring;
  • automated reminders and notifications;
  • replacing an administrator in project activities;
  • monitoring and controlling key events for the manager.

Finance Department and Treasury

  • data collection and management reporting;
  • accounts receivable control;
  • data reconciliation across various accounting systems;
  • sending payment orders;
  • invoice payment monitoring and notifications;
  • payment processing.

Accounting

  • uploading bank statements to 1C;
  • creating primary documents: invoices, delivery notes, UPD, acts, tax invoices;
  • recognizing primary documents and entering them into 1C;
  • mutual settlements reconciliation statements;
  • issuing employee certificates on request (2-NDFL, etc.);
  • generating reports with automatic email delivery or upload to any system;
  • sending payment orders;
  • counterparty verification;
  • automating data entry and output;
  • creating PDF duplicates and placing them in ECM and other systems.

HR Department

  • searching for candidates by resume on specialized job sites;
  • sending invitations to candidates and scheduling meetings;
  • automating hiring funnel creation in CRM (e.g. Bitrix24);
  • entering employee data into 1C and creating employee accounts;
  • creating certificates, applications, and orders;
  • processing onboarding and offboarding documents;
  • processing sick leave documents;
  • processing travel documents;
  • calculating monthly employee working hours.

Marketing Department

  • competitor price analysis;
  • CRM work — integrating any CRM with any system;
  • customer base segmentation for targeted sales;
  • receiving and processing requests;
  • generating marketing campaign performance reports;
  • sending proposals to customer databases;
  • mass messaging;
  • collecting customer data;
  • market research;
  • automatic monitoring of company mentions in the media;
  • internet search by specific query;
  • automatic web form filling;
  • rapid lead search and qualification;
  • adding event-based triggers from Facebook, VK, Instagram, etc.;
  • searching for contests and tenders;
  • handling complaints and claims.

Sales Department

  • competitor price monitoring;
  • CRM work — integrating any CRM with any system;
  • processing customer requests;
  • regular reporting and analysis;
  • monitoring and managing post-sales requests;
  • sending proposals to customer databases;
  • forecasting, planning, and resource allocation;
  • credit checks, invoicing, and order processing;
  • administration;
  • preparing sales materials and commercial proposals;
  • lead qualification;
  • adding event-based triggers from Facebook, VK, Instagram, etc.;
  • searching for contests and tenders.

Secretariat and Records Management

  • email processing;
  • OCR recognition of scanned documents;
  • registering incoming and outgoing documents and assigning numbers;
  • compiling and distributing reports;
  • monitoring transactions and recording agreements;
  • automating approval workflows through ECM.

Call Center

  • collecting customer data;
  • routing updates from one system to another;
  • taking notes and creating scripts;
  • generating performance reports and distributing bonuses.

IT Department

  • backups;
  • setting up new workstations;
  • checking IT resource availability;
  • managing user credentials;
  • server and application monitoring;
  • data migration when switching to a new system;
  • preparing test data for load and other types of testing;
  • working with internal mail services;
  • checking availability and operability of systems and equipment;
  • network failure alerts;
  • populating network infrastructure databases;
  • restricting access to information;
  • automating approval workflows through ECM;
  • analyzing availability of information systems and databases.