Case Study
Automate UK dispatch forms to meet EU shipping requirements, for speed and productivity
Results
750hrs
750 hours saved annually
50%
50% faster document processing
Risk
Improved compliance
Company Profile
Global privately-held financial-data and technology company, dynamic network of data, ideas, and analysis serving the world’s largest financial institutions, government agencies, and corporates with real-time business and market information across multiple delivery channels including a flagship desktop platform, news, and software. Tens of thousands of employees globally; one of the most influential information businesses of its category.
Challenge
Following Brexit, international shipments from the UK must have all shipping documents captured and uploaded to SAP for audit purposes. Dozens of different shippers and hundreds of dispatch documents were received each week and manually uploaded to SAP Delivery. Team members were overworked under the immense volume, and emails were occasionally missed, resulting in non-compliance. Leadership wanted a solution that would consistently retrieve and upload all documentation and scale with demand.
Solution
The automation locates and downloads all dispatch documents received the previous day from shippers based on the externalized rules. It retrieves documents from emails or by connecting directly to the shipping portal. The automation locates the correct record in SAP Delivery and uploads all files. This happens behind a proprietary portal, which requires the automation to use custom scripts to perform the right actions programmatically. All logic is externalized and easily updated by the business team.
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