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Home / Insights / Case Study / RPA Bots Help a Logistics Solution Provider Accelerate Invoicing and Shipment
The logistics company used EDI to exchange information on loads as well as shipment status with their customers. They sent EDI 214’s and EDI 204’s through their Transport Management System to the customer EDI portal which mainly included load tenders and shipment status update. However, because automation was non-existent, they had to manually update each load with accounting details on the customer portal. As shipments started increasing, this manual process became extremely time-consuming.
They also used hybrid technology and various third-party integrations to run their growing business. To manage IT support issues and queries coming in from users, the logistics company created a support dashboard on Azure DevOps which manages the support requests and helps to keep track on it.
To overcome the manual process of updating load on the customer EDI portal, increase overall productivity, reduce time, as well as automate incoming IT support requests and queries, the logistics company wanted to implement RPA bots with the ability to create a flow that allow users to track and send updates and reminders. The company also wanted bots to streamline the license management process.
Since Synoptek has a long-standing relation with the logistics company, having provided several IT services in the past, they reached out again to meet their RPA requirement.
To meet the logistic company’s requirement, Synoptek provided several RPA services.
To overcome the manual process of load updating on customer EDI portal, Synotpek developed a BlujayBot that carries out the following tasks:
As part of Phase I of the project, Synoptek used the Power Automate workflow to create and track incoming support request. To automate the approach, a “SupportBOT” was introduced which performs a string of actions through predefined steps. These include:
In Phase III, we included additional features on top of the current SupportBOT. These include:
To streamline the license management process, Synoptek developed another bot to manage Microsoft 365 licenses including E1, E3, E5, and F1 with the following capabilities:
With Synoptek’s implementation of the RPA bots, the logistics company can enhance the productivity of employees, reduce the chances of error, as well as improve several aspects of business including:
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