Optimizing the Billing Process with RPA

Challenges

  • Handling high volume applications and google sheets for the billing process
  • Managing data extract and processing from multiple sources
  • Executing excessive calculations for multiple validations and variations

Process Brief

 was appointed to drive accuracy and faster resolution in the ATS billing process. Various business processes were assessed, and an RPA bot solution was implemented in the billing process to optimize it. The integrated RPA bot helped tol-

  • Schedule to start the open order process
  • Transfer data into an excel file and run open order report using the query
  • Access JWLO and JWLS search portal  to download orders using LOAD IDs
  • Append data for both portals and identify tours
  • Delete tours based on rules and update the sheet
  • Schedule NOC dispatch and identify TONU and No TONU
  • Delete No TONU from batch upload messy
  • Fill  information from batch upload messy such as ATS driver, carrier name, portal data, rate sheet, and other
  • Save the updated loadable files on the folder and send EOD report via email

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