Implementation of Email Automation Services

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.

Tags

No items found.