About our client
A leading American EV charging infrastructure company in US partnered with dotSolved to streamline and accelerate its finance operations through intelligent automation.
Challenges
- Outdated manual processes: Finance analysts spent hours downloading Salesforce and NOS reports, manually matching data, applying complex business rules, and compiling activation-ready case files.
- Delays in activation: Inconsistencies and errors in the manual process slowed station activation, affecting operational efficiency.
- High error rates: Human involvement in repetitive tasks led to frequent mistakes, requiring rework and adding to delays.
- Lack of scalability: As the volume of activation cases grew, manual process could not keep pace, creating operational bottlenecks.
Solution
- Developed task bots to automatically retrieve activation data from Snowflake and related systems
- Configured business rule–based logic to accurately match Salesforce and NOS reports
- Automated generation of activation-ready case reports with 100% data accuracy
- Integrated email notifications, enabling seamless handoff to the support team for case closure
- Leveraged AI and intelligent automation tools like OCR, GPT, and AI Builder to handle complex document inputs and optimize decision-making
- Enabled scalable automation through Automation Hub, ensuring consistent performance as case volume grows
Value Delivered
- 14× faster case closures, significantly improving response times and operational throughput
- 100% accuracy in data comparison, reducing errors and rework
- Freed up finance teams from repetitive tasks, allowing more focus on value-added analysis
- Eliminated manual intervention by creating a fully-automated and audit-ready process
- Scalable, intelligent automation ready to grow with the business
