Client Context
A large healthcare and aged care organisation managing numerous invoices faced operational inefficiencies with invoices that did not include purchase order numbers. Employees were required to manually locate, process, and assign these invoices to the correct folders, creating a repetitive and time-consuming workflow.
The client sought to improve operational efficiency, ensure accurate tracking of non-PO invoices, and reduce reliance on manual staff effort.
The Challenge
The client’s process for handling non-PO invoices was operationally constrained:
- Employees manually located invoices lacking purchase orders
- Manual data entry and folder assignment were time-consuming
- High risk of errors and misplacement of invoices
- Reliance on staff availability limited scalability and efficiency
The Solution
Blackbook AI deployed an RPA-driven automated workflow:
- RPA robot identified invoices without purchase orders and gathered them from their folders
- Document Understanding Framework in D365 extracted necessary invoice data
- The robot attached the extracted data to the invoice and moved files to the correct completed folder
- Automation removed repetitive manual steps while ensuring accurate tracking of all non-PO invoices
The Outcome
- FTE Reduction:
Eliminated the need for employees to manually attach data and assign non-PO invoices - Operational Efficiency:
Automated workflow accelerated processing and reduced delays - Improved Accuracy:
Ensured all invoices without POs were tracked and recorded correctly - Scalability:
Reduced reliance on staff availability, allowing the process to handle higher volumes without additional resources
Client Context
A large healthcare and aged care organisation managing numerous invoices faced operational inefficiencies with invoices that did not include purchase order numbers. Employees were required to manually locate, process, and assign these invoices to the correct folders, creating a repetitive and time-consuming workflow.
The client sought to improve operational efficiency, ensure accurate tracking of non-PO invoices, and reduce reliance on manual staff effort.
The Challenge
The client’s process for handling non-PO invoices was operationally constrained:
- Employees manually located invoices lacking purchase orders
- Manual data entry and folder assignment were time-consuming
- High risk of errors and misplacement of invoices
- Reliance on staff availability limited scalability and efficiency
The Solution
Blackbook AI deployed an RPA-driven automated workflow:
- RPA robot identified invoices without purchase orders and gathered them from their folders
- Document Understanding Framework in D365 extracted necessary invoice data
- The robot attached the extracted data to the invoice and moved files to the correct completed folder
- Automation removed repetitive manual steps while ensuring accurate tracking of all non-PO invoices
The Outcome
- FTE Reduction:
Eliminated the need for employees to manually attach data and assign non-PO invoices - Operational Efficiency:
Automated workflow accelerated processing and reduced delays - Improved Accuracy:
Ensured all invoices without POs were tracked and recorded correctly - Scalability:
Reduced reliance on staff availability, allowing the process to handle higher volumes without additional resources
