How RPA Solutions Helped a Petroleum Equipment Company Solve Accounting Challenges?

Petroleum equipment industry faces a range of different challenges. Accounting operations being one of them. Here’s how our Power Automate Consultant developed innovative low-code RPA solutions to help one of the leading petroleum equipment companies make their accounting processes more efficient.?

The Background of the Company?

The petroleum equipment company we worked for?is a major player in the industry, with more than 3500 years of petroleum equipment experience and 500+ employees. Based out of the United States, the company is a world-class petroleum equipment distributor, fuel system construction contractor, and innovative service provider.?

Accounting Challenges Faced by the Business?

Like many other large-scale businesses, the client used a third-party website platform for its accounting needs. ?

The platform was used to add hundreds of new orders and payments monthly. The process is repetitive and time-consuming. It was also inefficient as it required a dedicated employee for data entry, which is not a very smart utilization of resources.?

Here are the steps to be followed in the old system: ?

1. Log into the system?
2. Download the needed attachments. The number usually varies from 1 to 10 per record.?
3. The user creates an excel file, and manually adds the attachments and forwards them to their client. ?

These processes?repeat that process multiple times. There is no value in this. They needed to find an alternative to this repetitive, manual process.?

Developing Robotic Process Automation (RPA) Solution?

To address these problems, our team of experts zeroed in on the Robotic Process Automation (RPA) capability in Microsoft Power Automate. ?

What is Microsoft Power Automate??

Power Automate is a low-code process automation platform. This empowers businesses to automate complex processes without any in-depth coding expertise. By using this simple yet effective tool, we automated all manual processes to automated ones.?

How Robotic Process Automation Transformed Their Operations??

Implementing robotic process automation (RPA) capability in Microsoft Power Automate brought much-needed efficiency into the business process of the client. Our team innovatively automated the entire process by leveraging Azure VMs. Power Automate selected an available virtual machine configured for this process, creates the gateway, and logs in.?

This allows a bot to take control and run an unattended automation:?

Here are the steps to be followed in the new, automated system:?

1. Open the Chrome browser and log into third party platform by adding the credentials?
2. Check today’s date and go to the orders?
3. Grab the order and payment details?
4. Create a separate worksheet in the single Excel sheet and add the details collected in step 3?
5. Upload the file to OneDrive and close the browser.?
6. After successful completion, Azure VM will be shut down, and the flow will be terminated. ?

How Power Automate RPA Improved Operational Efficiency?

Adding RPA to this process alleviated that mundane, error-prone manual task that had no value-added. It also helped prevent the loss of data or tracking of version history. It also greatly improved processing time and data accuracy, which freed up time to work on more strategic projects and increased job satisfaction.?

Discover more about how our innovative solutions can help you transform your operations visit https://evolvous.com/power-automate-consulting/