Explore by Process | Cygnet Digital

Processes

BFSI Operations & Underwriting

Procure-to-Pay Process

Sales & Order-to-Cash

Intelligent robotic process automation for bank statement, financial document analysis, and underwriting processes

Optimize KYC process with RPA

Complete the data-intensive KYC process efficiently with minimal errors by simply uploading documents, extracting relevant data and validating it against government portals.

Expedite the Credit Lending Process with intelligent automation

Extract and analyse relevant data from bank statements to identify credit eligibility of the applicant for a faster loan process and approval.

Automating data gathering in insurance underwriting with RPA

Extracting the required data from the physical documents and third-party sources for first-time applicants is tedious. Also, extracting data from premium receipts to propose insurance plans for subsequent years become cumbersome. With the help of RPA in insurance underwriting, this can be automated and can be done in a fraction of a minute.

Streamline data management by financial statement analysis

Extract and analyse data from financial statements like balance sheets, P&L statements to make decisions related to financial stability and financial planning.

Be future-ready with financial planning and forecasting using RPA

Deploy RPA bots for proper management and recording of data to get accurate predictions and thus make a better financial plan keeping the forecast in view.

Implementing Robotic Process Automation in Procure-to-Pay Process

Automate purchase order creation

The bot Read quotation PDF from salesforce and do OCR of quotation and create PO for the minimum amount, Insert PO in CVP via API.

Inbound delivery in SAP

RPA bot monitors the incoming emails, recognises the Excel attachments referring to the existing purchase order numbers. It creates inbound delivery based on data provided in email/ excel file attachments received at a defined email account.

Automate invoice processing with RPA

RPA bot assists users in retrieving supplier invoice source files and then converting them to a data format that the bot can understand. After completing these data, the bot generates valid request payloads and submits them to the user-specified system using a predefined business process approach. Uploading related attachment files is also supported by the bot.

Vendor payment

Improve productivity by 70-80% with RPA bots that enable mass processing of vendor payments. The bot monitors the receipt and uploads the vendor invoices in the system to auto-generate the vendor payment instructions.

Create inquiry

Enable extraction of sales inquiry from the email attachment and then start creating a Sales Inquiry in SAP with the RPA bot.

Improve Customer Support

Use RPA to automate such rule-based processes to respond to numerous requests from application status to balance information in real-time by generating automated responses.

Accomplish the data extraction and data entry tasks in no time

Use RPA bot to automate data extraction from multiple receipts and data entries on insurance portals, helping brokers to create policy proposals.

Intelligent Robotic Process Automation for order processing and billing automation

RPA for order processing

Reduce 70% processing time and ensure high volume error-free data processing into SAP ERP using bots automating the entire process, from creating sales orders and updating excel to sending sales order numbers to salesperson via mail.

Creating delivery

Minimize the salesperson’s 50-70% workload and eliminate manual errors by automating the delivery process through RPA bots by creating delivery in SAP, updating the delivery number, and sending emails to the client.

Proof of delivery

RPA bot eliminates the manual effort in performing the proof-of-delivery for relevant orders. The bot has the capability to perform proof of delivery for all Outbound deliveries where the goods issue has been completed. The bot reads from Excel or Query and performs the Proof of Delivery (POD) over relevant deliveries.

Automation of billing

Gain 100% productivity with RPA bots which auto processes the scheduled orders, and delivery will be auto processed for billing document generation by reading the Proof of Delivery (POD) confirmation.

Why Cygnet Digital?

Tax Domain Expertise

With an extensive suite of tax technology products and expertise in the tax domain, we understand tax processes deeply. With bots for E-Invoicing, Bill of Entry, 15CA/CB, E-Way Bill, Reverse Integration etc. We can provide end-to-end services for the indirect and direct tax domain automation.

SAP reliant bots

We have a dedicated SAP practice. We know the SAP landscape extensively and our experts can help understand and create bots offering the solutions basis the pain-points of customers. Automate processes related to SAP, be it extracting details, validating it with some other documents or feeding back details to SAP, get easily configurable SAP-based bots.

Manage end-to-end automation needs

Our goal is to provide you with a functioning RPA bot to ease your tedious, repeated tasks and free up time to do more high-level things. We are flexible in how you choose to do this – if you already have a subscription /license to an RPA platform or if you need help in choosing which platform is best for you.
One can opt for RPA services with the AutomationWhiz platform, which comprises some ready-to-deploy bots and a platform to create customizable bots. With this platform, any customized bot can be created to automate mundane tasks.
If you’re already using any other RPA platform, we can help you create bots using that platform

Initiate your Hyperautomation Journey

With complex and disconnected systems, especially in sectors like tax compliance, a connected ecosystem is the need of the hour. An enterprise Robotic Process Automation (RPA) platform with cognitive abilities powered by Artificial Intelligence (AI) and Machine Learning (ML) and a third-party integration will help you enable Hyperautomation journey.

Benefits of AutomationWhiz

Non-invasive in nature

Plug the process gaps without disrupting underlying systems

Accuracy

Performs tasks with accuracy and uniformity – much less prone to errors

Productivity

Faster processing time compared to manual process approaches

Scalability

Plug the process gaps without disrupting underlying systems

Reduced costs

Quick and efficient compared to FTE costs

Reliability

Bots tirelessly work 24/7/365 without interruption

Audit trial

Fully maintained log essential for compliance

Consistency

Identical processes and tasks reduce the output variation

What We Do

Client Success

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Cygnet Digital is a Sahamati registered member as a Technology Service Provider (TSP).

Digital, Applications & Product Engineering

Enterprise Applications

Data, Analytics, AI, IoT & Automation

Digital Commerce & Experience

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Cygnet Digital: Leading the Digital Evolution

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Hyperautomation solution for Processes