RPA Process Examples - Logistics

If you have not yet implemented Robotic Process Automation, it might be difficult to get a solid understanding of its possibilities. These examples represent just some processes which can be effectively automated by a logistics company, leading to cost savings, improved lead times and delivery accuracy.


Fleet management


Despite often being understood as a back-office technology, Robotic Process Automation can be very powerful in core functions, such as order scheduling.


LTL spot order scheduling: retrieve spot orders from one or more freight exchanges, retrieve truck availability from TMS, identify and potential opportunities following business rules, prepare quotes and alert the scheduler (Applications: Web, TMS, Outlook).


Shipment tracking: collect data from various carriers and 3PLs, cross-reference data with the TMS, update the tracking system (Applications: TMS, Web, Outlook).


Bill of Lading: download the BOL, extract relevant information, cross-reference with the purchase order in the ERP system, update shipment information (Applications: Outlook, ERP, PDF).


Warehouse operations


RPA helps connect various systems and data sources, which can be very useful in dealing with a high number of suppliers or automating manual reporting from several systems.


Supplier scorecard: collect supplier-level data from ERP (orders, prices) and WMS (actual delivery times), calculate average price per category and delivery time adherence, prepare report (Applications: ERP, WMS, Excel, PDF).


Inventory reporting: access inventory data from WMS, calculate consumption rate estimates, alert responsible manager if required (Applications: WMS, Excel, Outlook).


Catalog management: cross-reference SKUs between the price catalog and ERP, update if required (Applications: Excel, ERP).


Finance


Finance is a typical application area for Robotic Process Automation, with many proven application cases ranging across the Finance department.


AP Invoice processing: download invoice from email, read invoice details, cross-reference invoice details with the order confirmation in ERP, enter invoice details into ERP for payment, save invoice (Applications: Outlook, ERP, PDF, SharePoint).


AR collections: open AR listing, sort by date of outstanding payment, cross-reference customer details with the ERP system, generate and send reminder email, enter reminder date into ERP (Applications: Excel, ERP, Outlook).


HR

Master data management: update and validate all relevant data in required systems (security, benefits, etc.), including establishing electronic files and translating current data into electronic files, if applicable, for all new hires (Applications: HRIS, PDF, Outlook).


Offer letter creation: Access applicant tracking system, populate template according to business rules, generate e-signature package, email to candidate (Applications: application tracking, HRIS, DocuSign, Outlook).


IT

Account management: create and delete user accounts (Applications: Active directory, ERP, Exchange, etc.)


Testing: create automated testing processes to enable accelerated project lifecycle within ERP upgrades and deployments to new businesses (Applications: SAP, JDA, Ariba etc.)


Service delivery: automate Level-1 internal ticket handling, including NLP-based automatic ticket assignment (Applications: ITSM, Outlook).