Streamline Sales Processes with Automation in Sales for Accounting

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jg summit partnered with infosys in 2019 to enable their digital transformation journey emerging technologies like automation and ai were one of the key drivers identified in this journey infosys proposed the three-stage transformation program for this initiative by leveraging their world-class products and global client experience infosys leveraged assist edge an award-winning proven and scalable automation platform stage one leverage assist edge process discover tool to identify process details understand which process to automate and prioritize processes for automation stage 2 automate the identified processes using assist edge rpa with its cognitive automation capabilities stage 3 work with jg summit to industrialize the automation program by setting up an automation coe infosys introduced this scalable model at jg summit to gain immediate productivity benefits and industrialize automation across the enterprise stage 1 assist edge discover this tool captures only process related data from the user machine the data is analyzed across various parameters to aid decision making traditional approach to requirements gathering was not possible due to remote working hence infosys leveraged a sysedge discover to collect process data remotely assist edge discover collects only task related data from user systems to create a visual task map this information combined with process level statistics helps the process owner prioritize processes using the automation prioritization matrix to capture data for daily sales report validation process which is managed by sales accounting team assist edge discover tool was installed in one of the process smes desktop who performs sales report validation daily from over 200 stores [Music] the empirical data of the process combined with the business metrics provided by aspen business team was used to plot the processes on the automation prioritization matrix the product highlighted that sales accounting daily sales report validation process is a strategic win for the automation program this was followed up with a discussion with the aspen processing team to confirm the findings before kickstarting aspen's automation journey stage 2 automating the identified processes using assist edge rpa the aspen sales accounting team performs validation of sales report received from all the stores each day the activities involved in the daily sales report validation are highly manual and involves multiple stores across jg summit business units this process has five major steps [Music] 1. downloading of daily sales report data from sap two updating the dsr template file for reconciliation three access jda application for the sales summary and reconcile it with the sap data [Music] 4. once the data is matched in jda and sap the daily sales report is reconciled with cashier's shortage and overages cso report being sent by individual stores 5. post-reconciliation of the dsr data with jda and cso report the transaction is confirmed in jda some of the early benefits which we can see due to process automation are end-to-end automation of sales accounting process scheduled processing of reconciliation activities with no human dependency resulting in no downtime higher accuracy and consistency while executing the process release bandwidth of processing team for higher value work assist edge control tower assist edge offers control tower that can be used by the rpa coe team or process owners to monitor the processes being executed using the control tower user can configure and manage the digital workforce of jgs status of each transaction is reflected in the control tower one can further drill down to view every activity performed by the robot that has been captured along with the timestamp this data is useful for the audit or reporting purposes stage 3 industrialized ai and automation in jg summit infosys is working with jg summit to build a center of excellence to scale automation and ai journey across multiple subsidiaries and lines of businesses this journey has been enabled by infosys suite of ai and automation products assist edge a cohesive automation platform nia an enterprise grade ai platform with capabilities such as machine learning computer vision and natural language processing it supports cognitive automation through document digitization and chat bots business applications which are ai and automation based domain specific applications that leverage infosys nia platform to help enterprises transform into data-led businesses [Music]