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Business Scope
The client operates in multiple business verticals, leveraging Logic ERP to manage transactional data across retail and wholesale channels. Their operations require accurate, real-time insights to make informed business decisions.
It focuses on automating the Daily Sales Collection process for KKC, leveraging a bot to streamline data extraction, processing, and reporting. The automation aims to reduce manual intervention, improve accuracy, and enhance operational efficiency.
The process required significant manual intervention, including logging into systems, generating reports, and mapping data, which was time-consuming and prone to errors.
Employees spent considerable time on repetitive tasks such as filtering data, replacing values, and creating structured reports
Manual data handling led to inconsistencies, especially in mapping and filtering, resulting in inaccurate reports
The manual process often caused delays in generating and sharing daily sales reports, impacting decision-making
The bot handles end-to-end tasks, including system login, report generation, data cleaning, and report creation, minimizing human intervention.
The automation significantly reduces the time required to generate and process daily sales reports, enabling faster decision-making
Automated validation, mapping, and filtering ensure data consistency and eliminate errors caused by manual handling
The bot can handle large datasets and complex reporting requirements, making the process scalable for future needs.
The system sends alerts for discrepancies, such as new parties not in the reference file, ensuring timely resolution.
The bot generates multiple structured reports (e.g., Party Wise, Brand+Group Summary, Person Wise) in predefined formats, ensuring consistency and compliance with business requirements
Sales data from multiple sources had to be manually collected and merged, leading to inconsistencies and inefficiencies.
Business analysts spent significant time performing calculations to analyze sales trends and profitability.
Reports required manual restructuring and formatting, causing delays and potential errors
Ensuring data accuracy and consistency before sending reports was prone to human error, impacting decision-making.
Due to the manual processes, leadership faced delays in receiving critical sales reports, affecting timely decision-making.
The bot extracts, merges, and processes sales data from multiple sources, eliminating manual effort
Automated calculations provide real-time insights into sales trends and profitability, enabling data-driven decisions
The automation applies predefined templates and formatting, ensuring consistency and compliance with reporting standards.
Automated validation checks improve data integrity, reducing discrepancies and errors in reports.
Leadership receives structured and accurate reports in real-time, enabling quicker decision-making and strategic planning.
Employees manually collected and consolidated data from various sources, including sales reports, item masters, and plotting & racking files, which was time-consuming and error-prone.
Manually filtering data based on specific criteria (e.g., store codes, brand names, and dates) led to inconsistencies and delays.
Combining data from multiple files (e.g., ASM, GRN, and stock reports) required significant effort and often resulted in mismatched or incomplete data.
The manual process caused delays in generating store-wise sales reports, impacting decision-making and operational efficiency.
The bot seamlessly integrates data from multiple sources, including consolidated reports, item masters, plotting & racking files, and ASM/GRN reports, eliminating manual effort.
The automation applies advanced filtering (e.g., by store codes, brand names, and dates) to extract relevant data, ensuring accuracy and consistency.
The bot generates store-wise sales reports by looping through filtered data, adding row-wise details (e.g., quantities of jeans, T-shirts, sweatshirts, etc.), and structuring the output as required.
Automated data validation and filtering minimize errors, ensuring reliable and error-free reports.
The automation significantly reduces the time required to generate reports, enabling timely decision-making.
The solution can handle large datasets and complex reporting requirements, making it scalable for future needs.
Employees manually logged into systems, extracted data, and generated reports, which was time-consuming and prone to errors
Tasks like filtering data, mapping columns, and cleaning datasets required significant effort and often led to inconsistencies
Manual processes resulted in errors, such as incorrect mappings, missing data, or mismatched values, affecting report accuracy.
The manual process caused delays in generating and sharing daily sales reports, impacting decision-making and operational efficiency
The bot handles VPN and RDP connections, ensuring secure and seamless access to the required systems.
The bot logs into the Logic Enterprise Desktop App (x32), manages username and password entry, and handles errors like expired credentials by sending notifications.
The bot navigates the Logic application to generate the Party Wise Sale/Collection/Balance Report, applying filters and exporting the data accurately.
The bot cleans and maps data, removing unnecessary rows (e.g., "#NA" values) and adding new columns (e.g., "UNIQUE PARTY NAME") as required.
The bot creates multiple structured sheets, including Party Wise, Brand+Group Summary, Person Wise, Channel+Brand Summary, and Buy Sell & SOR, adhering to predefined formats.
The system sends email alerts for discrepancies, such as new parties not present in the reference file, ensuring timely resolution
Automation ensures error-free data processing and significantly reduces the time required to generate reports, enabling faster decision-making.
Automating repetitive tasks significantly reduces manual workload.
Removing human intervention eliminates inconsistencies.
Automation can adapt to future reporting needs.
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