DCM – Automation & RPA

Presentation
DCM Infotech Limited

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Agenda

1 DCM – Service Offerings

2 Why RPA

3 How RPA Works

4 BPA- Finance and Accounting

5 Client Stories
 DCM - Service Offerings
Digital Transformation
• Automation AI / ML – RPA, BPA Tool Implementation Services
• Document & Content Management
Multi - Cloud Services • Storage - IBM Spectrum, Acronis
• IT Help Desk
• Security - HCL BigFix/MaaS360, IBM QRadar, Manage Engine,
• IaaS - AWS/Azure/IBM • API Management Microsoft-SCCM,
• PaaS - Azure/Oracle/IBM • HR – Recruitment and Pre- screening • ITSM / EAM - ServiceNow, IBM Maximo, Manage Engine ,
• SaaS - Office 365 process ICD
• Assessments, Consulting, Migration, • VR/AI agent integration • Networks - IBM Netcool, Solarwinds, IBM SevOne
Application Modernizations • Ecommerce Engine • APM - AppDynamics, IBM Instana, IBM Turbonomic , API
• Backup & DR • With AD ServiceNow/Accronis Connect

EAI & NOC Services

• Incident Management & resolution
Application Services • Application monitoring
• Custom Software Development • Application performance
• Low Code Development • OS/DB/NW/Storage/Backup &
• E-Commerce Applications DR/ERP
• Business Intelligence and Analytics • Network Monitoring
• Digital Transformation and Automation • Server Monitoring
• Mobile & Web Applications • Incident Management
• 2 NOCs - Gurgaon & Hyderabad
• Managed Patch
• Managed Security Incident
• Secure End Point

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DCM Infotech Limited
 Why Robotic Process Automation

Reduce human error Increase throughput

Accelerate time to value
Virtually eliminate copy-and-paste Fulfill automated tasks in
Create, test and deploy new automation mistakes from entering the same data seconds or minutes, round
schemes in hours, instead of days or into multiple systems the clock
months

Boost productivity Lower operational costs Scale on demand

Move repetitive tasks to always- Experience cost efficiencies Quickly reduce or add bots
on bots enabling employees to spend that occur when you automate routine, as needs fluctuate and give
more time on innovation manual tasks, and shift employees your business an advantage
toward higher-revenue efforts by creating customer experiences that
can scale

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DCM Infotech Ltd| RPA Presentation
 How RPA works

Attended bots (RDA) Unattended bots (RPA) Chatbots (IVA)

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DCM Infotech Ltd| RPA Presentation
 RPA Use Cases

Finance & Supply Chain &

Accounting logistics
• Accounts payable & accounts • Inventory management
receivables • Supply and Demand Planning
• Invoice Creation • Shipment tracking
• Financial Ops and Accounting • Order-to-cash and P2P
• Budgeting and Forecasting

Insurance

• Claims Processing
• Underwriting & Pricing
• Policy Administration &
Servicing
• Sales & Distribution

HR Operations IT operations
• Data management
• Employee onboarding/ • Security, infrastructure, and
Offboarding data centers
• Payroll • ITSM
• Compliance and reporting

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DCM Infotech Ltd| RPA Presentation
 Business Process Outsourcing :
AR & AP

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DCM Infotech Limited
 Accounts Receivable
Customer on boarding (Order – Invoice - Collect - Account)
• Open new customers
• Verify customer documents, insurance certificates, etc
• Evaluate credit worthiness & allot limits.
• Fetching business credit scores from credit agencies

Order, despatch & Invoice

• Receive customer orders after internal approval
• Material dispatch intimation
• Prepare and send invoice .
• Statutory taxes (as applicable)

Collections
• Collecting payments
• Defining & implementing collection strategy :
• follow up process through mail / calls, Etc

Accounting, Reporting & Reconciliation

• Accounting of Invoices, Collections & Statutory
taxes (as applicable)
• Timely Reporting and ageing analysis, internal
escalation in case of delays .
Accounts Payable
Opening new Vendor Accounts
Checking & verification Accounting of Invoices in Customer ERP
Receiving Invoice copy System
Matching & accounting of Invoices
Invoice movement management – for Statutory Compliances – as applicable /
internal approvals Statutory compliances (W-9 s) stipulated by customer

Single point of contact for vendors Parking & postings Report generation

Vendor Payment Record

Support Mailroom Invoice
Processing Processing keeping
desk

Analyze creditors Ageing

Invoice Scanning and Indexing
Payment Run
Workflow Initiation

Payment File preparation/ upload

Management of E-Library of invoices

Ageing and staging control of vendor Payment Advice dispatch

invoices
Client Stories

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 E-Way Bill Generation through RPA - Government website Automation
Client
Manual generation of E-way bills on government website — which are often slow or outdated — presents
several challenges such as time-consuming data entry that introduces the risk of human error.
Leveraging RPA offers a solution to automate repetitive tasks, reduce human intervention, and enhance
accuracy in Eway bill generation.

Challenges in E-way Bill Generation:

1. Manual Data Entry: Inputting information such as invoice details, transporter information, and vehicle
numbers into the Eway bill portal is a labor-intensive process prone to errors.
2. Time Sensitivity: Timely generation of Eway bills is crucial to avoid disruptions in the supply chain, but
manual processing often results in delays.
3. Scalability Issues: Manual processes struggle to accommodate fluctuations in workload, leading to
scalability challenges during peak periods.

Overcoming Challenges with RPA:

1. Automated Data Extraction: RPA bots are trained to extract data from various sources such as invoices,
ERP systems, and transport documents, eliminating the need for manual data entry.
2. Real-time Processing: By automating the Eway bill generation process, RPA enables Bulk generation in
real-time processing, reducing the time taken to generate bills and improving overall efficiency.
3. Scalable Solution: RPA bots can be easily scaled up or down based on workload requirements, ensuring
smooth operations even during peak periods without the need for additional human resources.

Bot Activities:
• Extracts structured and unstructured data from ERP - corporate systems
• Transformation of the extracted Invoice and Transport data as required by Website
• Logs into government E-Way website with user credentials
• Uploads Invoice and Transport data to E-Way website
• Notifies/ Emails stakeholders on task completion and reports created
• Automated Software: MS Excel, ERP – INFOR, E-Way Bill Portal
 Automation of Freight Forwarder and Custom House Agent Invoices
Client
A global automotive manufacturing company imports a very large set of components and deals with
multiple Freight Forwarders (FF) and Custom House Agents (CHA) . The client had tried working with
another RPA vendor earlier for the same process and failed. They were convinced when we showcased a
successful POC. The scope of automation covers:
 Automatic processing of invoices
 Validation of invoices against Rate Contract Sheet or Adhoc rate .

Client Requirement
 Automation of data extraction from FF and CHA Invoices
 Matching of Main invoice and Supporting Documents
 Validation of charges against Rate Contract
 Automation of data-entry into SAP for payment

Solution

The development is done using IBM RPA and multiple Zonal based OCR engines such as Abby, Google
Vision and Tessract
 Understanding the manual process
 Documenting the process
 Architecting BOTs
 Development, testing and deployment of BOTs
Benefits
 Improved process time
 Massive reduction in time to process vendor bills
 Reduction in human errors while reading multiple documents and entering into the ERP
 Reduction in manpower costs

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DCM Infotech Ltd| RPA Presentation
 Automation of ASN (Advanced Shipment Note)
Client
A global automotive manufacturing company, exports a very large number of components and hence
Creation of ASN on customer website need significant effort as every customer website is different
and having different logic. Manual entry creation need experience staff and towards end of month
shipment get delayed due to backlog of ASN Creation

Scope of work
 Every End Customer has different web application for ASN Creation
 Some of the Web Applications do not expose id for automation
 Attended Mode – User can do other tasks while BOT is running
 User can create ASN only for customer he is authorized

Our Approach

 Understanding requirement, limitations and expectations

 Defining logic to be used for each customer
 Identifying Exceptions for each Web Application
 Defining Access Control Matrix
 Development and Publishing of BOTs
 Unit testing of BOTs
 Release for Production
 Knowledge Transfer and Documentation

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 Automation of Security Policy Creation
Client
A tier-1 insurance company has large hybrid network with multiple user domains and many access
controls. IT department has to handle multiple access control enablement which require significant
manual efforts to create security policies on firewalls, The scope of project is to extract user
request from ITSM tool and which is approved and create security policies on the firewalls.

Scope of work
Design, Develop and automates the entire process using RPA

 Automation of extracting requests from ITSM tool

 Creation of policies on multiple firewalls
 Creation of interfaces
 Automation using GUI
 Automation using CLI

Our Approach

DCM in consultation with Client teams

 Understanding manual process

 Documenting the process
 Architecting BOTs
 Development of BOTs
 Deployment of BOTs

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 Automation of Customer Order and Forecast
Client

Our customer is an automotive ancillary supplying to “off-road vehicles” manufacturers across the world.
They have seven manufacturing locations across India, US & Europe. The customer was taking the RPA
journey for the first time and hence we had to showcase the possibilities & benefits of RPA by doing a
POC. The scope of automation covers:
 Automatic processing of customer orders
 Matching against the yearly forecast
 Populating them in the ERP system
Client Requirement

Design, develop and automate the entire process using IBM RPA:
 Automation of order details from PO
 Support for different PO formats (100+) such as Scanned PDF, Excel, Mail and EDI
 Support for Multiple Page Invoices
 Automation of data-entry,into the Invoicing system
Solution

 Understanding and documenting the manual process & streamlining them

 Architecting BOTs
 Development , Testing & Deployment of BOTs
Benefits
 Increased throughput
 Reduced human errors
 Decreased manpower costs
 Streamlined the processes
 Due to the benefits observed, customer is now identifying other processes to automate
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DCM Infotech Ltd| RPA Presentation
 Automation – Software Services Billing and Collection
Client

Client is a Software Services company. Processing of invoice and billing for client from employee
timesheet is a long & complex process and goes through multiple manual steps. There are multiple
teams of engineers deployed with different customers. Each customer follows a different format for
timesheets and approvals. Multiple people get involved in processing of the timesheet due to multiple
iterations, resulting in delays in billing.

Client Requirement

Design, develop and automate the entire process using both Automation Anywhere (AA) Tools and
IBM RPA:
 Automating the extraction of "amount of time worked" from timesheets
 Automating the data-entry, into the Invoicing system
 Automating the data transfer to the Accounting System, for billing
 Automating the dispatch of bills

Solution

 Documenting the process

 Architecting BOTs
 Development, testing and deployment of BOTs
 Scheduling of BOTs
Benefits
 Improved process time
 Enhanced employee morale
 Quicker billing & collection
 Decreased order to cash cycle
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 Software Services – Billing & Collection Automation Process
Customer
Contract & PO

Billing
Time Sheet Invoice Invoice data in Accounts
Time Sheets validation and Generation Receivable of Financial
approval Accounting system • Sale Day Report
• GST output Report
• Collection Report
• AR Statement
Invoice emailed to
customer

Collection
Payment advise Verification of
received from payment received in
customer BANK

Automated
https://drive.google.com/file/d/1hIv0oA8glfuTAobuVeFcMg57KyxjYoel/view?usp=share_link
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DCM Infotech Ltd| RPA Presentation
 Document digitization and content management system
Client
Our Customer is a yarn manufacturing company with more than 20 factories. Majority of their
documents were in hard-copy, bound in files, stored in respective factories. Finding the correct
document, for any legal proceedings or audits was a tedious task. Customer wanted to become
more agile and moving paper documents was hindering their agenda in becoming more agile

Client Requirement
Design, Develop and Implement a system for the entire life cycle of the document:

 Digitization of existing 800K documents

 Extracting Meta Words using AI and ML Models
 Development and Training of the ML Models
 Workflows for the Approval process
 Setting up role based system for document access and usage

Solution
DCM in consultation with the Client teams:

 Re-engineered the current process, to take advantage of digital

technologies
 Scanned & Transferred all documents to Oracle Cloud
 Utilized the Oracle Content Management platform for the
cataloguing, tagging and building workflows
 Built security policies for role based access to documents
Benefits
 Increased agility since documents move based on workflows
 Productivity enhancements because of quicker search of documents
 Better archiving of documents and more space in the factory for
productive work
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DCM Infotech Ltd| RPA Presentation
 Automation of Legal Contract Review
Client
The customer is a KPO. They had a reference framework for any agreement. Over the years, with the
growth in business, they were unclear about the deviations in their contracts from the standard
agreement framework. They wanted to find the deviations, in terms, across all agreements signed and
identify the amount of exposure to litigations. ORACLE CMS and Data Understanding.

Client Requirement
Design, Develop and automate the entire process of “contract-review”:

 Classification of Documents
 Building Custom ML Models for legal terms
 Training of the ML Models
 Keyword Extraction using the Custom Model
 Highlighting the deviations against the reference document

Solution
DCM in consultation with Client teams:

 Worked on identifying the limitations of AI/ML models wrt language

 Designed, Architected & Built the solution using Oracle - Content
Management & Document Understanding
 Developed Keyword Extraction Models using open source tools

Benefits
 Scanned through thousands of agreements within a matter of
months
 Accuracy of the models improved with each cycle of learning,
resulting in quicker identification of deviations
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DCM Infotech Ltd| RPA Presentation
 Automation of Legal Contract Review
Client
US based Payment Gateway

Client Requirement

Posting of revenue and expense from payment gateway transactions goes through multiple
stakeholders, hence, takes several days to reconcile.

Solution
Design a central Application which automates the entire process:

 Web Application using React

 PL/SQL script for data extraction, transformation and Posting
 Oracle EBS as ERP
 Role based access

Benefits

DCM in consultation with Client teams:

 Understanding requirement, limitations and expectations

 Defining Dashboards and Reports
 Architecting Data Warehouse
 Defining ETL requirements
 Automating the entire process
 Data security using security services of Oracle Cloud Infrastructure

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DCM Infotech Ltd| RPA Presentation
 01

DCM Ready to use Bots

Invoice Automation Process
Manual Challenges Outcome Via Automation

Reduces Material Cost- With integrated e-

High volume – Processing a large invoicing, purchase orders quickly convert
number of invoices can lead delays to invoices and transmit instantly to the
and blockages buyer.

Varied Formats -Every Vendor has Lowers Human Error - E-invoicing

different Invoice formats hence minimizes manual input, significantly
extraction of data and processing is a reducing invoice errors.
challenge
Quicker Payment Processing - E-invoices
Human Errors – manual data entry reach buyers instantly, enabling prompt
increases the risks of mistakes and reconciliation and payment by the
financial discrepensicies accounts payable team.

Operational Inefficiencies – manual Streamlines Processes for Employees -

processing hampers the productivity Employees efficiently manage invoices,
and affects supplier relationships Automated Tasks swiftly transferring them to the accounting
system, saving time for other tasks.
Extracts data from different
Scalability Issues: Manual processes Vendor Invoice formats
struggle to accommodate Loading of data in ERP
fluctuations in workload, leading to Simpler archiving and retrieval - E-invoices
scalability challenges during peak
Matching of Invoice against PO simplify long-term storage and require less
periods. Invoking approval workflow as space compared to paper invoices. 21
per SOP
 E-Way Bill Automation Process

Manual Data Entry: Entering invoice Automated Data Extraction: RPA bots
details, transporter info, and vehicle extract data from invoices, ERP systems,
numbers into the Eway bill portal is a and transport documents, minimizing
tedious task with error risks. manual input.

Time Sensitivity: Timely Eway bill Real-time Processing: RPA automates

generation is crucial for Eway bill generation for real-time bulk
uninterrupted supply chains, but processing, reducing generation time and
manual processing often delays. boosting efficiency.

Scalability Issues: Manual processes

Scalable Solution: RPA bots adjust
encounter scalability issues during Automated Tasks:
effortlessly to workload changes,
peak periods due to fluctuating  Extracts data from ERP - corporate
ensuring smooth operations during peaks
workloads. systems
without extra manpower.
 Logs into government E-Way website
with user credentials
 Uploads Invoice and Transport data
to E-Way website
 Download or Print Eway Bill
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 Firewall Security Policy Creation Automation
01 02 03
Automated Data Utilize Non Office Scalable Solution: RPA
Extraction and Hours: Bot can be bots can be easily
Loading: Bot can scheduled to run in scaled up or down
extract data from Non Office Hours based on workload
service ticket and requirements,
Manual Process load for policy ensuring smooth
Challenges creation operations even
during peak periods
without the need for
Automation Process
additional human
Outcome resources.
01 02 03
Manual Data Entry: Skilled Profile: Need Scalability Issues: Manual
Inputting Skilled Network processes face scalability
information such as Engineer to perform challenges during peak Processes Automated:
Source, Destination, task periods due to fluctuating  Extracts data from Service Ticket
Domain etc workloads.  Login into firewall
 Load data in GUI from Service Ticket
 Create Security POlicy
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Bill Of Entry BOT
Bill of Entry meaning BOE filing by exporters or importers on or before the arrival of the shipment of the imported goods. BOE plays a major role in
the clearance of the shipment as it has to be submitted to the Customs department.

Manual BOE challenges Automating the process Benefits

DCM has developed a BOT which can
Manual efforts in loading high process Custom Invoice and extract all
volume of BOE bills data and load into Excel or ERP

BOT can process multiple invoices in a

single run
Invoices can have multiple items with
different duty structure and thus
BOT has secured authentication and
processing of document become
only autorised persons can execute
much more complex
Its ready to use for IBM RPA and MS
Power Automate
One BOE can contain multiple
invoices DCM provides services to port this to
other RPA platforms and any ERP

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 API Management

API driven Economy

The growth and maturation of API technology have spurred
greater innovation and the establishment of a thriving API Driven
Economy

Consequently, there is a growing demand on IT infrastructure to

facilitate effective and timely execution of API calls that leads to
new Challenges –

• The Complexity of API Integration

• Security Risks Associated With APIs
• Cost and Time Consumptions of APIs
• API Onboarding , Versioning Challenges
API management life cycle
API implementation Services
Services
DCM API Lifecycle Services

Installation and Configuration of API Gateway Development Of API Maintenance of API Development of App Connectors Support Multiple Vendors – IBM, Azure, AWS

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 Get in touch…

DCM Infotech Limited

39159 Paseo PadrePkwy,
Suite 303,
Fremont, CA-94538
Tel : 510-494-2307, 510-494-2321
Email : sales@dcminfotech.com
Website : www.dcminfotech.com

DCM Infotech Limited

316 Udyog Vihar Phase-II,
Gurgaon – 122016
Disclaimer: Haryana, India
Tel : +91-124-4122800
© DCM Infotech Limited.
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