Client: A London-based student consultancy firm
Challenge:
The client was managing student data across multiple services and platforms (CRM,
email marketing tools, application portals, and payment systems). The data was
scattered and required manual consolidation to generate daily reports for key decision
making, resulting in delays and errors. The client needed an integrated, real-time
solution to track student progress, applications, and financial data.
Solution:
Developed a centralized database by integrating data from various services used
by the consultancy, including the CRM system, student application portals, and
payment platforms.
-> Created a seamless data pipeline to regularly update the centralized database in
real-time, ensuring all data was synchronized and accurate.
-> Connected the centralized database to Power BI, allowing the client to access a
comprehensive Management Information System (MIS) dashboard that provided
real-time updates on student applications, payments, visa statuses, and
communication logs.
-> Automated daily reports and set up data visualizations to highlight key metrics
like the number of active students, applications in progress, and revenue
generated.
Results:
-> 100% centralized data management, eliminating manual data entry and
reducing errors.
-> Real-time updates ensured that management had instant access to the latest
student information and could make timely decisions.
-> 70% reduction in time spent on generating reports and consolidating data.
-> Increased the consultancy’s capacity to handle more students as administrative
tasks became automated.
-> Enhanced tracking of student applications, leading to a 15% improvement in student success rates to proactive follow-ups and timely intervention based on data insights.
Client: A large solar panel manufacturing company
Challenge:
The client faced challenges managing multiple departments, including finance,
procurement, sales, and inventory. Data was stored in separate systems, making it
diAicult to get a holistic view of key performance indicators (KPIs) and overall business
performance. Manual data entry, report generation, and the lack of real-time insights
were slowing down decision-making processes.
Solution:
Developed a fully integrated Management Information System (MIS) that
centralized data from finance, procurement, sales, accounting, and inventory
departments.
->Linked the system to various ERP and CRM platforms used by the client to
automatically update the database with real-time data.
-> Created a customized Power BI dashboard displayed all key metrics in one
place, providing real-time visibility into the company’s operations.
-> Set up automated reports for KPIs such as sales performance, procurement
eAiciency, inventory turnover, accounts payable/receivable, and financial
health (cash flow, revenue growth).
Results:
-> Achieved real-time tracking of critical business metrics, enabling quicker
decision-making.
-> 50% reduction in time spent generating reports, as reports were automated and
available on-demand.
-> procurement processes with a 25% reduction in delays, thanks to
real-time visibility of supplier performance.
-> Enhanced inventory management, resulting in a 20% reduction in stockouts
and optimized inventory turnover.
-> Improved financial visibility, allowing management to track cash flow and profitability in real-time, leading to more informed budgeting and investment decisions.
Client: A mid-sized manufacturing company
The client's finance department was manually processing hundreds of invoices each
month, extracting data from PDF invoices and entering it into their SAP Business One
(SAP B1) system. This manual entry process was time-consuming and led to frequent
errors, delaying invoice processing and payment cycles.
Solution:
Implemented Power Automate automate the extraction of invoice data (such
as invoice number, date, amount, and supplier details) from PDF invoices.
-> Developed an integration with UiPath to automate the entry of the extracted data
directly into SAP Business One (SAP B1), eliminating the need for manual data
input.
->Set up automated validation checks using UiPath bots to cross-check the
extracted invoice details with existing purchase orders in SAP B1, ensuring data
accuracy.
->Configured exception handling for the UiPath bot to flag discrepancies or missing
information, which were then sent to the finance team for manual review.
->Streamlined the end-to-end invoice processing workflow to ensure that data
moved seamlessly from extraction to entry and validation in SAP B1.
Results:
-> 90% accuracy in data extraction and entry, drastically reducing errors compared
to manual processes.
-> 70% reduction processing time for invoices, improving the overall eAiciency of
the finance department.
-> Faster payment cycles, allowing the company to maintain stronger
relationships with suppliers by making timely payments.
-> Freed up the finance team’s time to focus on higher-value tasks by reducing the
manual eAort involved in invoice processing by 60%.
-> Real-time visibility into invoice status and processing performance through SAP B1, enhancing financial reporting and decision-making.