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Robotic Report Process Automation

Enhance your company’s management with Reporting Automation
Embrace digital transformation and operational efficiency in reporting processes. Instead of struggling with traditional software that requires manual data copying and aggregation, leverage robotic process automation (RPA) for reporting. This approach will address common issues, reduce reporting time, and provide more accurate, frequently updated data.

Save Time and Effort by Eliminating Human Errors

Low-code solutions based on the Power Platform and RPA offer unparalleled opportunities to streamline reporting processes. By eliminating manual tasks, you shorten the time needed to create reports and minimize the risk of human errors.

Adapt to Business Needs

With our solutions, you can tailor reporting processes to the specific needs and requirements of your company. Whether you want to automate data collection processes, generate reports on demand, or distribute them in specific formats, our platform offers flexible adaptation to your needs.

Focus on Essential Tasks

By saving time and effort with automated reporting processes, your employees can focus on essential business tasks. Instead of spending hours manually processing data, they can utilize their potential to make strategic decisions and develop the company’s operations.

Ensure Security and Compliance

Our solution ensures complete data security and compliance with the latest standards and regulations. With central user and role management in Microsoft Entra, you can be confident that your data is protected and access is controlled.

Example Requirements

A client aimed to streamline data collection and reporting processes to increase operational efficiency and gain deeper insights into their operations. One of their core systems does not allow easy data export, lacks an API, and requires manual handling on a local computer.
Automating the data retrieval process is crucial. The goal is to automatically and frequently retrieve data to ensure its timeliness. This eliminates errors and delays often encountered with human-executed processes. As a result, automation ensures timely data acquisition.
Additionally, the application meets other requirements such as reducing the time spent on manual data copying and aggregation. It facilitates data sharing with authorized personnel through easy access to reports via Microsoft Teams.

Solution

Approach to Implementing the Reporting Automation Project

Implementing a robotic and automated reporting process requires an individualized approach to each case. Companies have different computer systems, data, and data-sharing structures. Implementation involves mapping processes, permissions, and data sources. Then, the environment is configured, robots are created to retrieve, store, and aggregate data, and report templates are developed. The environment setup process is carried out in cooperation with relevant subject matter experts on the client side.

The project implementation can be divided into:

  • Business Requirements Analysis Understanding the client's exact needs and business goals regarding data reporting automation.
  • Solution Testing: Conducting comprehensive tests, especially in data extraction, report generation, and distribution automation, to ensure reliability and compliance with expectations.
  • Monitoring and Support: Establishing a system for monitoring solution performance and providing technical support as needed.
  • Implementation Planning: Developing a detailed implementation plan covering each report element and Power Platform tools. Specific implementation steps are then determined to ensure a smooth process.
  • Team Training: Training company employees to ensure they can operate the new tools and understand the benefits of the implementation.
  • Optimization and Development: Continuous analysis of solution effectiveness with an eye towards further improvement and adaptation to potential changes in business needs.

This approach encompasses the full implementation cycle, from understanding business needs to effective implementation and ongoing improvement and adaptation of the solution to evolving client requirements.

Key Benefits of the Application

Implementing robotics and automation in reporting brings significant benefits:
  • Time and Effort Savings: The manual process of retrieving and aggregating data from external systems is tedious and time-consuming. With an automated process, the company can significantly reduce the amount of time and effort, allowing employees to focus on essential tasks.
  • Easier Data Analysis: Using consolidated reports enables a comprehensive view of performance, facilitating effective strategic actions.
  • Automatic Data Distribution: Automation ensures that reports are automatically distributed to interested parties, saving time and effort in disseminating information.
  • Elimination of Human Errors An automated data extraction and aggregation process eliminates potential human errors often present in manual processes. As a result, reports are more accurate and reliable.
  • Reporting Availability: Reports can be accessed not only via Power BI but also directly on the Microsoft Teams platform, making it easier for relevant stakeholders to access the necessary information. This solution enhances collaboration and timely decision-making.

Technology

The solution uses the Microsoft Power Platform, which includes the following features:
Technologies Used for Successful RPA Implementation:
  • Power Automate Unattended RPA: Data is automatically retrieved from systems that do not allow direct reporting using a remotely operating robot on a virtual machine. The robot logs into the system, retrieves the required data, and saves it on the SharePoint platform. Alternatively, data can be saved in Microsoft Fabric if the client uses such solutions.
  • Microsoft Power BI: Modeled reports and their sharing with specific business users.
  • Microsoft Fabric:An alternative for storing data in xls files and on SharePoint, with the possibility of using Microsoft Fabric tools..
  • Microsoft SharePoint: Capturing data files via Power Automate (Flow) and saving them in a specific structure on the SharePoint platform for further processing.
  • Microsoft Teams: Embedding reports for faster access for business users within the organization.

Security Package

As part of a comprehensive approach to security, our solution offers:

User and Role Management in Microsoft Entra:

  • The process of managing users and assigning data access is conducted centrally within the Microsoft Entra environment.
  • This centralized approach to security management increases efficiency and makes it easier to maintain compliance with security standards.
  • All aspects related to users and their data access are configured through administrative settings in the Microsoft cloud.

The solution ensures complete data security, allowing organizations to focus on effective work with the confidence that their information is properly protected.

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Write or call us and tell us about your needs. We will present you with Microsoft solution options, potential costs, and an action plan.

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