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美国某大型教育机构RPA案例分享

美国某大型教育机构RPA案例分享 UB Store
2020-04-12
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导读:Educational Case of RPA: A Large American Educational Institute


美国某大型教育机构在发票处理上遇到了难题。每个月,该机构都要为旗下10所学校处理超过3,500张发票。这些发票涵盖了学校的日常支出,以及该机构全球社区投资计划的项目支持。


随着发票数量、种类的日益增多,处理起来也愈发复杂。为了提高发票处理效率,降低运营成本,该机构在应付账款流程中部署了RPA。



应用业务

应付账款流程(AP)


实施RPA前

1.收到单批发送的发票时,人工要手动将大量发票数据输入到公司的ERP系统,工作量巨大,耗时费力。


2.人工手动操作难以避免人为错误及合规风险,可能出现过账延迟。


3.原有的系统和解决方案不仅很难高效处理发票,还增加了公司IT部门运维的工作量,而部署新系统的成本太高。


实施RPA后

1.RPA机器人可代替人工自动将发票数据输入ERP系统,简化了操作流程,减轻了财务人员的工作量,每张发票可节省10分钟的处理时间。


2.RPA具有智能发票读取功能,可自动检测并标记疑似错误或欺诈的发票,提升准确率,最大限度地降低业务风险。


3.RPA扩展灵活且无侵入性,可无缝集成在原有系统上,实施快捷,部署成本较低。


实施效果

该机构通过部署RPA,将发票数据自动输入ERP系统,不但改进了后台操作,简化了流程,提升了业务效率,还有效避免了人为失误,降低了数据造假的风险。


RPA每年可为该机构自动处理40,000多张发票,节省工时超过7,000小时,相当于一年节省70,000多美元。





Educational Case of RPA: A Large American Educational Institute


A large American educational institute encountered difficulties in invoice processing. Every month, the institute processes over 3,500 invoices for its 10 branch schools. These invoices cover the daily expense of the schools and project support for the global community investment plan of the institution.


With the increasing number and types of invoices, the processing becomes more complicated. In order to improve the efficiency of invoice processing and reduce operating costs, the organization deployed RPA in the accounts payable process.


Deployment business

Account payable process


Before deploying RPA

1. When receiving a single batch of invoices, staff input of a large amount of invoice data into the ERP system of the company is a huge workload and time-consuming.


2. It is hard to avoid errors and risks during manual operation, and posting delays may occur.


3. The original system and solution not only made it difficult to process invoices effectively, but also burden the IT department with operation and maintenance. However, the new system deployment cost is too high.


After deploying RPA

1. RPA robot can help staff automatically import invoice data into the ERP system, which simplifies the operation process and lightens the workload of financial personnel. Each invoice can be saved 10 minutes of processing time.


2. RPA has an intelligent function of invoice reading, which can automatically detect and mark suspected incorrect and fraudulent invoices. It improves accuracy and minimizes business risks. 


3. The flexible and non-intrusive RPA expansion can be seamlessly integrated into the original system with quick deployment and low cost. 


Achievements

By deploying RPA and automatically entering invoice data into the ERP system, the organization not only improved background operations, simplified processes and improved business efficiency, but also effectively avoided errors and reduced the risk of data fraud.


RPA can automatically process more than 40,000 invoices for the agency every year, saving over 7,000 work hours, which is equivalent to saving more than $70,000 per year. 


END


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