- Industry: Retail and Consumer Goods
- Headquartered: Alberta, Canada
- Platforms:
- Team Size: 1 (RPA + Power Platform Developer)
The Client
The client is leading electrical product distributor with a network of over 60 locations established across Western Canada. They offer a comprehensive suite of electrical products aiming to provide for the needs of commercial, residential, and industrial project needs. They have a strong customer-first focus and deliver value to their customers through trained specialists for technical support, training seminars, and certification classes on emerging trends and technologies.
The Challenge
1. The client received invoices exclusively from a manually driven process. They would receive invoices through email, each with their own PDF attachment . Employees were required to retrieve PO numbers, search for client names, verify totals, and update their database through manual data entry .
2. As the business continued to grow, the number of email invoices the client would receive grew to an unsustainable 50-100 emails per day . What was already a time-consuming process was quickly beginning to overwhelm the client and the team.
3. Quick action was needed. The client required a tech-driven solution that would solve this demanding inefficiency and allow their platform to scale for current and future needs.
The tech we used for our solution
Our software architects and engineers are experts in using the latest technologies.
MS Power Automate
Power Automate Desktop
Azure AI Document Intelligence
SAP Ariba
MS OneDrive
The Solution
Here’s how we solved the client’s challenges:
Power Automation
The team implemented a Power Automate flow to retrieve emails each morning for processing, which extracts PDF attachments and saves them to a designated OneDrive folder. This upgraded the platform’s 25-email limit to up to a staggering 10,000 emails per day.
Desktop Flow
The Power Automate flow was set up to trigger an additional automated flow for desktop. The desktop component handles the actual data entry into their SAP Ariba system, therefore automating the entire invoice process from start to finish.
AI Document Intelligence Integration
AI document intelligence integration was used to extract the required data from the PDFs. The system is able to log into the SAP Ariba portal, enter invoice details, upload attachments, and validate totals. This process is further backed by an intelligent mapping system that handles Dynamic IDs to ensure accurate data entry.
The Programmers.io Team Saved Countless Manual Hours
By delivering a dynamic and reliable solution in just 6 months.
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Upgraded 25 email limit to up to 10,000 per day
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Eliminated the need for manual intervention
Here’s how we did it
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Enhanced Competitiveness
By creating a scalable solution that would accommodate growing needs.
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Decreased Errors
With data verification and intelligent mapping safeguards.
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Increased Invoice Processing Speed
Through MS Power Automation and Power Automate Desktop.
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Augmented Operational Efficiency
By freeing up their workforce for more critical tasks.
Check out our
success stories
Client Testimonials
Our clients share their experiences with Programmers.io. Reach out to a platform trusted by businesses seeking quality over quantity.
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I wanted to take a moment to highlight and commemorate the efforts from our dedicated PIO team. To preface, the projects we work on here are complex, with rigid objectives, budgets, and timelines. Expectations are always high and are ever-changing. From the start of our relationship, the IO team was able to exceed expectations and make our business wishes a reality.
‐ Project Manager -
Over the past year I have worked with them, they have worked very hard to understand our highly customized system and troubleshoot things with little or no documentation while managing to keep the business up and running normally. Without the hard work and dedication they have shown, I know we would have had some issues causing downtime or lost production. I am looking forward to continuing working them in the next year as well.
‐ Information Technology Supervisor -
I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.
‐ Director Of Development
Ken Stewart, PMP, CSM
Vice President Of Operations & Engineering
PSIGEN Software INC.
Brandy Churchill
Software Development Manager
Western National Insurance
Jackie Flummer
Director, Technical Business Systems
AmerCareRoyal
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