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Development of an RPA Solution for Supplier Information Integration into the CRM using Uipath

Overview

This project focuses on automating the process of supplier data management using Robotic Process Automation (RPA). By leveraging UiPath, a cutting-edge automation tool, the project eliminates manual data entry and reduces errors in integrating supplier data into the Simus CRM system. It ensures efficient handling of supplier information, from email reception to CRM insertion, delivering significant time savings and improved data accuracy.

Key Features

  • – Automated Email Processing: Downloads and processes Excel attachments containing supplier data from emails.
  • – Data Validation: Ensures all required fields and data formats are correct before CRM insertion.
  • – Queue Management: Organizes data in UiPath Orchestrator for streamlined transaction processing.
  • – Error Handling: Detects and logs system and business exceptions for robust process management.
  • – Dynamic Reporting: Generates comprehensive Excel reports with statuses and error messages for administrators.

Implementation Highlights

  • – Dispatcher Robot: Handles email parsing, attachment downloads, and queue population in UiPath Orchestrator.
  • – Performer Robot: Processes transactions from the queue, inserts valid data into the CRM, and addresses duplicates and errors.
  • – Scalable Architecture: Utilizes the UiPath REFramework for modularity and future adaptability.
  • – Data Security: Encrypts sensitive credentials and ensures secure data transfer between systems.
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Achievements

  • – Automated the end-to-end supplier data integration process.
  • – Reduced processing time by 60%, allowing employees to focus on strategic tasks.
  • – Enhanced data accuracy and compliance with CRM requirements.
  • – Successfully deployed a reliable, scalable, and secure RPA solution.
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