Optimizing project management and operational efficiency with UiPath RPA
A professional services company faced significant challenges with the intricate processes of creating new projects and closing dormant. Learn about Baker Tilly's solution.
Client background
This company is a leading entity in the professional services sector. However, the intricate processes of creating new projects and closing dormant ones within Vision posed significant challenges. The manual nature of these tasks was not only time-consuming but also prone to errors. Recognizing the need for a transformative solution, the company turned to Baker Tilly and UiPath robotic process automation (RPA) for a comprehensive automation strategy.
The business challenge
Initiating new projects and creating tasks within Vision required meticulous data entry. Every project demanded a plethora of information to be uploaded and correctly assigned, ensuring all required fields were populated. This labor-intensive process was not just about data entry; it was about ensuring accuracy and completeness.
On the other end of the project life cycle, closing out projects presented its own set of challenges. It required thorough verification of information across folders and systems to ensure everything was paid, accurate and nothing was missing. The manual nature of these processes made them susceptible to errors and inefficiencies.
Strategy and solution
Baker Tilly proposed a tailored RPA solution. The strategy involved deploying UiPath software with unattended automation and cloud orchestration capabilities. The primary focus was on Vision, with a forward-looking approach to transition to Vantagepoint in the foreseeable future.
But the innovation didn't stop there. Recognizing the need for continuous improvement, additional software, including the Automation Hub, was introduced. This tool would play a pivotal role in prioritizing future RPA initiatives, ensuring that the company remained at the cutting edge of operational efficiency.
The implementation of the RPA solution ushered in transformative changes for the company. The company projected a time-saving of over 30 hours per month on administrative data entry tasks alone. But the benefits extended beyond time savings. The company anticipated a significant reduction in error rates and inconsistencies in their systems.
One of the most notable outcomes was the marked improvement in employee satisfaction rates. Project administrators, in particular, expressed immense relief and satisfaction, no longer burdened by the tedious tasks of project creation and closure.
The collaboration between the company, Baker Tilly and UiPath serves as a testament to the transformative potential of RPA. By addressing the challenges inherent in project management, the company has not only optimized its operations but also enhanced employee satisfaction. This case study underscores the value of automation in driving operational excellence and employee well-being.
