The client faced significant challenges in their workpaper processing workflow. The existing process involved numerous manual steps that were time-consuming and prone to human error. The reliance on various systems, such as Xero Practice Manager and multiple government websites, created inefficiencies and delayed turnaround times. The firm sought a solution to streamline these processes, reduce manual intervention, and enhance overall productivity.
Accounting Firm
New Zealand
Robotic Process Automation (RPA)
To address these challenges, Valenta proposed an automation solution using UiPath technology. This solution aimed to digitize and automate the workflow process, significantly reducing the time and effort required for manual data entry and retrieval. The automation would handle key tasks such as client data extraction, document management, and compliance checks, thereby minimizing the risk of errors and increasing efficiency.
The approach involved a comprehensive analysis of the existing AS-IS process to identify specific pain points and opportunities for automation. Key steps included:
Consulting