Risks and Human Errors Reduction with Smart Automation
Industry
Insurance
Technologies
UiPath
Company Size
$100-500M
Domain Area
Report Generation & Validation
Industry
Insurance
Company Size
$100-500M
Technologies
UiPath
Domain Area
Report Generation & Validation
Challenge: Tedious Data Insights & The Need for Automated Reporting
Several reports are generated weekly, monthly and quarterly in the organization to keep track of companies’ performance and statistics. These reports were of frequent use at every level in the organization. The challenge was to automate the weekly & monthly reports to fetch the data from multiple systems, i.e., Web Application, Database, Excel, and Emails. The reports were formatted, color-coded, and had complex formulae, tables, pivots, and charts. As it involved significant and highly repetitive tasks at a high risk of human error, the team assessed the entire setup and charted a plan to automate the process to reduce manual work and the volume of rework.
Automated Client Reporting Solutions
UiPath was the partner of choice to deliver this solution. As the structure and logic of building each report are the same, UiPath robots were used to automate the highly manual and repetitive tasks. The bots extracted the required data from multiple systems by connecting or interacting with the UI. Then the data was formatted, creating tables, pivots, and charts. Upon validation per the rules set by the business, these reports were sent automatically to the respective stakeholders. Any known exceptions were handled, and with the AI/ML models, the trained bot can make decisions to generate the correct outcome.



Benefits of Reporting Automation

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