Overview
A stand-alone business offering members equitable and affordable home expense solutions. A UiPath workflow was developed to check SharePoint daily and automatically send email notifications to targeted customers.
INDUSTRY
SERVICES/PLATFORMS
Automation
The client struggled with labour-intensive email handling, reliance on costly third-party email providers, and a lack of integration between their email service and ERP system. These challenges led to increased manual work and decreased customer satisfaction.
Friction Points
- Manual Email Handling: Labor-intensive processes led to reliance on costly third-party email services.
- Lack of Integration: The email service and ERP system were disconnected, complicating automated tasks.
- Increased Workload: Manual workflows reduced productivity and customer satisfaction.
Solution
- Data Integration: Client profiles were extracted from Business Central and regularly uploaded to SharePoint using Excel.
- Automated Workflow: A UiPath workflow was developed to check SharePoint daily and automatically send email notifications to targeted customers.
- Dynamic Email Templates: Flexible templates enhanced communication efficiency.
Impact
- Cost Savings: Operating costs reduced by 50%
- Improved Efficiency: Manual effort minimized with automation.
- Enhanced Flexibility: Dynamic templates increased adaptability and improved customer communication.