Intelligent Automation led Transformation

About Client

A UK-based multinational conglomerate specializing in fire, HVAC (heating, ventilation, and air conditioning), and security equipment for buildings. The company operates in approximately 2,000 locations across six continents and employs around 100,000 people. 

Challenges

The client faced significant challenges in extracting data from scanned and digital L&M (Labour & Material) and PSA (Planned Service Agreement) invoice documents.

• The L&M and PSA work order/invoice processing was highly manual and lacked standardization
• The client had over 100 bots built on Blue Prism, with another 100+ in the pipeline, requiring advanced RPA capabilities in automation for migration. Migrating the bots in a cost-effective manner also posed a challenge.
• Multiple ERP & CRM applications were distributed over a complex landscape

LTM Solution

LTM assessed the customer landscape and chose UiPath as the strategic platform. We then helped the customer migrate to UiPath to optimize operating and maintenance costs and simplify automation development. As part of the solution, LTM successfully deployed hyperautomation solutions across the enterprise, with over 350 use cases and annual savings leading to approximately USD 2.5 million.

• LTM automated the end-to-end L&M and PSA invoice creation process using UiPath.
• Created a human-in-loop for validation and correction of extracted entities with low confidence levels.
• Used an RPA re-platform execution approach in an output-based commercial model.
• Adopted a POD-based approach to migrate processes across multiple regions (EMEA, APAC, North America) in parallel.
• Set up an automation Center of Excellence (COE) for the customer.
• Processes spanned various LOBs, including Supply Chain, Procurement, Finance & Accounting, IT Audit, Shared Services, Fire & Security, Customer Success, Sales & Marketing, and IT Operations.
• Automated process discovery, scheduled every six months, to identify new automation opportunities as part of continuous service improvements (CSI).

Business Benefits

LTM worked closely with the client's team ensured comprehensive benefits. These include:

• Achieved annual cost savings of approximately USD 75,000
• Reduced overall processing time by 50% per work order
• Migrated 50+ processes as part of Phase 1 within 12 months
• Processed an average of 1,800 invoices per month
• Achieved a 30-40% reduction in build and migration timelines
• Reduced per-month bot licensing costs by up to 50% 
• Improved data accuracy and increased efficiency and productivity
• Planned rollout to other entities