The Benefits of Intelligent Robotic Process in Professional Services

Example: Best Practices with Use Cases for SAP Intelligent RPA – Professional Services

Automated Report on Projects, Purchase Requisitions and Purchase Orders for Terminated Employees

Business Value – Benefits

  • Increases project data accuracy
  • Increases efficiency by reducing manual effort

Bot Skill Description

The bot skill provides the Project Manager and Purchaser with a list of projects, purchase requisitions and purchase orders for which the employee(s) whose contract has been, or will be, terminated is assigned to.

Mass Change of Project Roles for Commercial Projects

Business Value – Benefits

  • Reduces manual effort
  • Mass update and project specific update capabilities which replace a given employee at project header level across all relevant projects in planning, contract preparation and in execution.

Bot Skill Description

  • The Project ID is provided by the users as a input, The bot first checks if the Project ID is provided by the user in the input pop-up.
  • The bot then directly updates the name attributes of these projects with the replacements and notifies the recipient with the audit logs as an Excel
Automated Update of Project Timeline

Business Value – Benefits

  • Reduces manual effort
  • Helps mass upload of project details.

Bot Skill Description

  • This process bot provides a schedule change capability, which modifies the start date and end date of a project and based on the dates it would give details such as availability of resources assigned to different work packages inside the project.
  • SAP S/4HANA Cloud users who are responsible for managing or controlling projects will have to enter selection parameters such as System URL, Recipient Email, Project ID, Project Start Date, Project End Date and Work Package Duration. The bot loops through customer projects, using the API, compiles the audit report and sends email recipients.
Automated Project Execution for Project Based Services

Business Value – Benefits

  • No manual interventions required in work package maintenance
  • Mass Creation and updates of work packages
  • Mass Creation and deletion of project specific work items
  • Reduces manual human effort.

End-to-End Process

  • Project Management

Bot Skill Description

The bot skill scan the work package tab details and based on the details the BOT will be capable of creating a new work package, updating an existing work package, creating a work item and deleting an existing work item. The bot will also give self explanatory errors in case any validation is violated for the inputs. ​

The Bot will also be capable to provide impact of project schedule changes such as Start and End Dates on the resources allocated for the project.

Mass Reassignment of Profit Centers for Planned Commercial Projects
Business Value – Benefits
  • Speeds up the time taken to update a Project​
  • System suggests profit Center substitutions based on configurable criteria and historical matches​
  • Concept could be extended to other business objects
  • Faster Processing Time
  • Increase efficiency for Project Manager
Export Project Financial Plan Data

Business Value – Benefits

  • Reduce manual human effort of creating and editing Project Planning/Budgeting excel files.
  • Increase efficiency of Human agents by saving time spent revisiting older projects on how they perform their costs.
  • This improves the accuracy and efficiency furthermore, when used along with the Project Cost Prediction Function and Import Project Financial Plan Data Bot.

Bot Skill Description

The bot skill reads the project’s predicted costs and exports the predicted costs into the project planning or budgeting excel templates which are later consumed by the Export Project Financial Plan Data bot to import the this data into the S4 systems​

The bot can also be run in tandem with the Import Project Financial Plan Data bot to seamlessly upload the plan/predicted costs of a project across different planning categories.

Import Project Financial Plan Data

Business Value – Benefits

  • Reduce manual human effort of creating and editing Project Planning/Budgeting excel files.
  • Increase efficiency of Human agents by saving time spent uploading planning excels.
  • This improves the accuracy and efficiency furthermore, when used along with the Export Project Financial Plan Data Bot.

End-to-End Process

  • Project Cost Planning

Bot Skill Description

  • The bot skill takes the project planning/budgeting excel as input and automatically imports the Financial plan data into the S4/HANA systems.
  • The bot can be run in either the attended or scheduled mode.
  • The bot can also be run in tandem with the Export Project Financial Plan Data bot to seamlessly upload the plan/predicted costs of a project across different planning categories.
  • After a successful execution, the bot provides the log and an excel file with the status of each records being imported into the system.
Mass Upload of Time Entries

Business Value – Benefits

  • Speeds up the creation of time entries
  • Reduces risk of manual entry errors

    Bot Skill Description

    The bot skill provides the Project Manager with the capability of mass uploading timesheet records on behalf of internal and external employees via Excel template.

    Automated List of Terminated Employees (W/ SuccessFactors Employee Central)

    Business Value – Benefits

    • No manual interventions required in work package maintenance
    • Reduces manual human effort.

      Bot Skill Description

      • The bot reads employee ID from a set template format
      • The bot used the API to list the compare and list the Terminated employees.​
      Mass Transfer of Time and Expenses From One WBS to Another
      Business Value – Benefits
      • Speeds up the time taken to update incorrect time and expenses records of a Project.
      • Increases efficiency of Project Manager and improves project data and reporting accuracy.
        Bot Skill Description
        • This bot allows the Project Manager to mass transfer time records and expenses from one WBS element to another, including reversing the transactions posted to the incorrect WBS element and reposting to the correct WBS element.
        Automated Project Role and Staffing assignment to the role

        Business Value – Benefits

        • Reduces manual effort
        • Helps mass update of Project Role and Staffing assignment to the role

          Bot Skill Description

          • User enters selection parameters.
          • Bot loops through customer projects, where criteria match user selection parameters (project ID or directly via the URL)
          • Once in the project the Bot moves to the TEAM tab and adds resources to the existing roles (already assigned with workpackages and efforts)resources depending on the user selection parameters
          • Once the staffing is done, confirm toggle button is selected
          Automatic Business Partners Update Based on the Employees Master Data

          Business Value – Benefits

          • Reduces manual effort
          • This process bot automates the task of confirming the Business Partner’s sensitive data details when it was created or changed in SAP S/4HANA.​

            Bot Skill Description

            • User receives a file from business or create one based on input from business in pre-defined template.
            • iRPA BOT picks the file and process it.
            • It will map the excel sheet data to the desired BP API “Business Partner (A2X)” format and submit the request to SAP S/4HANA system.
            • If there is an error, API will return the error which will be shared to the user.
            Organizational Flexibility for Professional services providers

            Business Value – Benefits

            • Reduces manual effort
            • Automatically identify and populate the organizational change with the WBS elements associated to the profit center to be replaced.

              Bot Skill Description

              • User chooses selection parameters for the job like Old Profit Center, New Profit Center, Organizational Change and valid On (Date).
              • Bot fetches WBS elements assigned to the old profit center.
              • Bot updates the organizational change with the WBS elements assigned to the old profit center and maintains the New Profit Center field as per input provided in the pop up.
              • Bot compiles audit report and sends it to email recipients.