The utility company’s finance and engineering teams sought to enhance operational efficiency, reduce request processing times, and ensure compliance with financial and regulatory requirements. Due to long delivery timelines from their Information Services (IS) team for system upgrades or new capabilities, the finance team required a quicker solution to address their needs.
The company partnered with Greenlight Consulting to enhance their financial processes by automating critical tasks such as journal entries, daily transaction uploads, third-party invoicing, budgeting reports, deferral alerts, loading financial statements, and generating return and rejection letters. Greenlight’s comprehensive automation workflows enabled accurate, consistent, and compliant data extraction, analysis, and entry, flagging anomalies for human review.
Greenlight Consulting implemented UiPath and a robust automation governance framework. This solution automated critical financial tasks, ensuring accurate and compliant data extraction, analysis, and entry. Integration with the client’s workflow management system minimized manual labor and errors, enabling the finance team to focus on strategic initiatives. The automation provided real-time alerts, enhanced decision-making, and improved customer relations, significantly boosting operational efficiency. Additionally, UiPath Automation Hub allowed business users to easily identify and submit other automation opportunities for review and prioritization.
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