Automation of Monthly Statements
Age care providers regularly check the Services Australia portal for payment statements and when available then download them in multiple formats. ProcessX developed intelligent automations that checked daily and downloaded the payment statements into the providers nominated files.
There were multiple systems involved in the process which included both internal and external government portals. This monthly process of downloading statements for all their Facilities took more than 2 days a month, and in some cases required the staff to work additional hours. This is a business-critical process and any delays would impact the delivery of P&Ls for the business unit.
The team at ProcessX engaged with the staff and understood the complexities of the process and were able to ascertain automation opportunity. A new future state process was designed with the subject matter experts. The process was then automated on UiPath platform using best practice REFramework.
- Achieved an annual time savings of 192 hours through automation, significantly improving operational efficiency and freeing up valuable team capacity.
- Enhanced employee work-life balance by eliminating the need for overtime, contributing to improved morale and overall job satisfaction.
- Automated real-time retrieval of financial statements from the government portal, ensuring instant access for the Accounting Team.
- Accelerated the compilation of Profit & Loss statements by providing timely and accurate data, supporting faster financial reporting and better decision-making.
Testimonial
Automation is essential to optimise operations in the modern world. Companies that deploy effective and calculated automation are less prone to errors in day-to-day tasks and have a streamlined workflow that benefits the company, employees, and customers alike.
I have recently had the opportunity to work with the team at ProcessX. The team provided both myself and Regis an opportunity to look to the future with how we are able to manage some of our administrative tasks. I have found the team to be extremely knowledgeable in their area of expertise and also found they wanted to understand our business.
The team are extremely approachable and are prompt to respond & better understand how we can do tasks better and more efficient than we do at present. We welcome their expertise & I look forward to continued input by the ProcessX team to assist further in providing Regis with further efficiencies.
