Approach
During process workshops with the Liantis team to further streamline internal operations, Möbius discovered RPA opportunities for well-defined tasks. Based on these preliminary insights, the following actions were taken:
- Möbius calculated the business case looking beyond cost reduction impact that could be realised by implementing Robotic Process Automation (RPA) for two processes.
- Together with Liantis, the pilot project was selected after which Möbius developed the short-term implementation plan and selected the required resources.
- Next, Möbius performed the following activities during execution:
- A detailed process analysis of the RPA process and documentation
- Project management and reporting including alignment meetings with Liantis IT, business owners and RPA developers
- Documentation of the TO BE process flow including instructions for exception handling
Results RPA
Over a period of two months, the virtual employee "Oscar" was set-up, resulting in
- A fully automated process of invoice scanning, content recognition, identification, storage and assignment in the client system
- Automatic processing of the stored document: amounts calculation, invoice creation, booking, payment (if needed) and send-out of document via mail
This automation resulted in:
- Elimination of frustrating, highly repetitive and brainless work
- Time freed-up of employees to focus on more value-added client-facing tasks
- Elimination of peak activity that caused stress to workforce and backlog in other tasks
- Enthusiastic employees open to other RPA initiatives
