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Finance Automation with Data Ingestion Pipelines and Automated Invoice Processing

Overview

At A Glance

Industry

Industry

Food & Beverages

Region

Region

Europe

Duration

Duration

12 Weeks

Technical Stack

Power BIPower BI
Azure Blob StorageAzure Blob Storage
Microsoft Azure Active DirectoryMicrosoft Azure Active Directory
Microsoft Azure SQL DatabaseMicrosoft Azure SQL Database
BlackLineBlackLine
Microsoft ExchangeMicrosoft Exchange
SalesforceSalesforce

Client Profile

The client is a prominent brewing company in Europe that operates a powerful system of more than 300 breweries. Their regional distribution system allows them to address more than 1 billion consumers and 3 million customers worldwide.

Challenge

  • Scattered Data Across Systems
    Data was dispersed across Blackline, SAP, Salesforce, internal tools, and Excel, causing inconsistencies and duplication and limiting opportunities for real-time data processing.
     
  • Manual Invoice Processing
    Invoices and follow-ups were generated manually, resulting in delays, human errors, and the absence of an efficient invoice automation framework, highlighting a broader need for finance process automation.
     
  • Time-Consuming Audit Preparation
    Consolidating data for audits lacked a streamlined process and required significant manual effort.
     
  • No Unified Analytics Workflow
    The absence of a centralized analytics flow limited quick, data-driven decision-making.
A group of people analyzing data on a screen. Brewery industry-focused BI platform for data analytics. Brew better insights for success

Solution

  • Automated Data Ingestion Pipelines
    Integrated scalable data ingestion pipelines that fetch 500+ MB of data at regular intervals and transform it as per business rules through enhanced automated data transformation, supporting a more robust enterprise data integration foundation.
     
  • Automated Invoice Dispatch & Follow-Ups
    Enabled automatic sending of 10,000+ invoices daily with scheduled follow-up reminders, forming a core part of the new automated invoice processing system.
     
  • Escalation Workflow Automation
    Implemented auto-escalation to notify higher authorities if no response is received within the defined timeframe.
     
  • Real-Time Dashboards
    Built dashboards offering instant, actionable business insights, supported by a more cohesive unified analytics platform approach.
     
  • KPI Tracking Automation
    Automated KPI measurement to assess employee performance and align roles with organizational goals.
     
  • Comprehensive Activity Logs
    Maintained detailed logs of system actions and vendor responses to simplify audits, improving transparency and contributing to effective vendor management automation.
     
  • Import/Export Validation Module
    Added data import/export features for comparison with verified third-party systems to ensure authenticity, strengthened further by improved data validation automation to ensure accuracy and consistency.

Key Benefits

  • 50% Reduction in Operational Expenditure
    Automation significantly reduced the workload for the accounting department, lowering overall operational costs and contributing to scalable automation in finance initiatives.
     
  • Real-Time Visibility Into Business Performance
    Dashboards enabled immediate insight into key metrics and faster decision-making.
     
  • 31% Improvement in Operational Efficiency
    KPI automation enhanced employee performance tracking and accelerated progress toward strategic goals.
     
  • Advanced Data Drill-Down Capabilities
    Enabled deeper insights such as credit risk modeling, vendor management optimization, customer lifetime value analysis, and customer segmentation.

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