Price management RPA: from Excel to excellence

After carefully analysing the client’s price management flow and the different systems – both Microsoft-based, as well as internal systems – involved in executing the process, we conclude on the course of action that would best fit our client’s business context: a robotic process automation (RPA) built on the UiPath platform. Our RPA solution is applied to the most significant and time-consuming part of the given process: keeping the price management documentation updated by getting information from and sending it to different stakeholders involved in the process.  

Working around the clock, the implemented robots perform validation activities for every request received from the business and log into the systems involved in the process to map out the gathered data within the required fields in the ERP. Finally, the robots push the created or updated quotation back to the requester for validation. 

Given the client’s worldwide distribution and the fact that several teams and roles were involved in performing the process, we opted for a waterfall methodology for the planning and process documentation stages of the flow. This way, we were able to ensure a clear and accurate mapping of the selling rates maintenance process – a rigorous basis for the next stage of the project: the implementation stage. At this point, we opted for the agile methodology combined with a milestone-based delivery, making for a fast and fitting implementation of the proposed RPA solution to the part of the process where it would bring the most value.