Nadeem Ahmed Ansari - Nividous Software

Anunta - A Leading Cloud Based Solution Provider Company

The client is a highly specialized cloud-based End-User Computing solutions provider company, focused on end-user experience management in enterprise environments.

Project: Service Desk Automation

The solution includes automating the Service Desk Tickets creation process and communicating the update of resolved tickets to respective customers through WhatsApp. The Solution contains creation of tickets by using Nividous RPA and integrating bot in the resolved ticket updates in order to send the ticket updates through WhatsApp to respective customers.

Duration: 1 Month

Technologies: Robotic Process Automation

Tools: Nividous RPA

Applications: WhatsApp, Excel, Service Desk Portal, Email client

POC: L1 Checklist

The solution is to automate desktop and web applications on Virtual Machine. The process involved automating operations like login to VM, Open L1 Checklist applications and take screenshot of various dashboards. In case of low performance or alert warning, trigger email to respective team for resolution. This solution also includes verification of application’s launch performance on several VM’s.

Duration: 1 Month

Technologies: Robotic Process Automation

Tools: Nividous RPA

Applications: L1 checklist applications, Excel, Email client, Web application

PremierInfo - A Leading International Trade and Commerce Company

The client provides services to International Clients by helping in execution of EXIM trade by providing:

· Market Research and Development for various products and/or regions.

· Legal compliance associated at the origin and destination Countries.

· Logistics services for smooth delivery of goods and services from the seller to the buyer.

· Documentation services to have clean transfer of title from the seller to the buyer and seamless movement of funds from the buyer to the seller across all payment terms.

Project: Documentation Process

Developed a solution in two phases. Phase 1 is to automate and verify LC document and show required corrections on BPM portal. Phase 2 was to automate the task of verifying multiple documents(NN set,PSIC,BL, Load Report) with the Letter of Credit received from the bank. Thereby reducing a considerable amount of time required in document verification on multiple checks. This solution contains reading data from multiple types like PDF, TXT, JPEG using Nividous RPA. Verifying several fields from the documents against the data on the web portal for correctness and show any mismatch on the BPM portal. An email with corrections in documents (PDF/ Excel) files will also be sent in email to defined team.

Duration: Phase 1: 6 Months and Phase 2: 8 Months
Technologies: RPA, BPM, Python, Nividous APIs, OCR, PDF extraction
Tools: Nividous RPA and Control Center
Applications: PDF, Excel, text files, Web Application, Outlook

Project: Invoice Payment

Developed a solution to automate the task of reading pending invoices which are due to be paid from web application. The BOT will then open each invoice from Invoice Payment Desktop Application, verify invoice as per business rules and then finally approve payment if all validations are passed.

Duration: 3 Months
Technologies: Robotic Process Automation
Tools: Nividous RPA
Applications: Excel, Email, Desktop, Web Application

POC: Container Tracker

Build an automation that can keep track of different shipping websites that contains container details and status. It was required to scrap data from every website (safmarine, MSC) which has different layout and structure, Manipulating the shipment details and updating the same in excel files to prepare a comprehensive combined report of all transshipment.

Duration: 3 Weeks
Technologies: Robotic Process Automation
Tools: Nividous RPA
Applications: Excel, Web Application

RBL - Leading Bank

One of India’s fastest growing private sector banks with an expanding presence across the country. The Bank offers specialized services under six business verticals namely: Corporate & Institutional Banking, Commercial Banking, Branch & Business Banking, Agri Business Banking.

Project: Letter of Credit Process

The solution was created for exporting the Available Letter of credit data that to be closed from Finacle web application. The BOT will fetch excel data related to the LC numbers and searching the same in Finalce checking if LC and its related all bill id are closed. At the end of the process BOT will prepare the statistics for success data and failure records.

Duration: 3 Months

Technologies: Robotic Process Automation

Tools: Nividous RPA

Applications: Excel automation, Web automation (Finacle), Email automation

Project: Bank Guarantee Expiration

End-to-end bank guarantee closure process that requires complex rules-based decision making was automated using Nividous RPA platform. This RPA implementation lead to faster customer communication with 45% reduction in process time and up-to 50% reduction in operational costs. It also improved auditing and enhanced process visibility with 100% data accuracy.

Duration: 2 Months

Technologies: Robotic Process Automation

Tools: Nividous RPA

Applications: Excel automation, Web automation, Email automation

Edelweiss - Leading Wealth Management Firm

The customer is one of the fastest growing Wealth Management firms in India. Their clientele includes - New Age Entrepreneurs, Business Owners/ Promoters, Family Offices, CXOs and Corporate Treasuries.

Project: Reports Generation

Deployed attended Nividous Bots that interacts with over 4 websites and 3 legacy systems to generate and share more than 8 type of reports. The solution has customized UI built on Control Center which has access restrictions based on roles and groups so that a CXO can access only specific client report. Once reports are created, BOT will also create Sales Force Ticket and the reports are sent to customer(email identified from DB) in email. Integrated captcha handling capabilities to Nividous RPA to navigate financial websites. The solution is robust (classify and send details of errors if any) and highly scalable enabling the customer to replicate it for other processes with minor changes. The RPA implementation improved process visibility, auditability and data security and accelerated the report generation cycle by 70%.

Duration: 5 Months
Technologies: RPA (Nividous)
Tools: Nividous RPA
Applications: Excel, Web automation, Email, PDF

Alchemy - Wealth Portfolio Management

A firm which has grown in repute over the last 17 years and is currently one of the largest Portfolio Management Services (PMS) provider in the country, having lent our advice and investment skills to more than USD 1 billion worth of group assets. Over a period of 6 months, several processes were automated and rolled out in production.

Project: Saleable Report

A CSV file is downloaded and transpose to a defined format. Unwanted rows and columns are removed and several formulas are applied data is manipulated as per business requirement.

Project: Client Birthday Tracker

This process is to Generate a list of birthday and anniversary of clients file at the end of month.

Connect to Miles database and fetch records of all clients which are active and who’s birthday or anniversary falls in the next month. This Bot will run at the 27th of every month in the morning. The list will be sent to all CSM who will verify information of their client and send email to a defined email address. This list will then be used to send greetings and gifts to each client on their respective birthday dates

Project: Holding Reconciliation

This process will compare data received from bank account (HDFC and ICICI) and data received from Miles system. It will reconcile and show the gap between the two records if there is any difference found.

Project: Commission Payout

BOT will read an excel file and identify type of partner (Channel or Referral) and from the code fetch contact details from DB. Based on the partner type BOT will perform few business rules and accumulate all commission to be paid for each partner and put into a separate sheet for each partner and then send mail either with invoice or to ask for more details if required to each partner.

Nirmal Bang - Leading Stockbroker

One of the leading stock broking companies in India, caters to retail and institutional clients by offering them a range of financial products and services, including equities, derivatives, commodities, currency derivatives, mutual funds, IPOs, insurance, depository services and PMS.

Project: Franchise Registration

Operations team have the task of manually registering its Franchisee on a daily basis to NSE online portal. They need to read details from internal CRM system and put exact same data in the online registration form. This takes a significant amount of time of the user and is prone to mistakes. Nividous RPA was used to automate this process as much as possible and reduce manual work.

Duration: 1 Months
Technologies: RPA (Nividous)
Tools: Nividous RPA
Applications: Excel, Web automation, Email, Desktop

Project: MF Report Process Automation

Support team needs to manually generate reports from their MFIE desktop application daily and send them via email to specific addresses which occupies 15 minutes per report. There is a total of 4 reports which needs to be extracted and a total time of 1 hour 30 minutes is required for this activity. This Activity is conducted at 8 am in the morning from Monday to Friday and consumes significant productive time to complete. The application also takes a lot of time to extract the report which adds on as wait time for the user to carry out the process. Nividous RPA was implemented to make this activity autonomous so that an hour time of the user is saved.

Duration: 1.5 Months
Technologies: RPA (Nividous)
Tools: Nividous RPA
Applications: Excel, Email, Desktop

Mahindra Finance - Leading financial Institute

Mahindra Finance began as a captive financier of Mahindra Utility Vehicles in the early 90s. Their product portfolio consists of vehicle finance, which includes financing of passenger vehicles, utility vehicles, tractors, commercial vehicles, construction equipment; and pre-owned vehicles and SME finance, which includes project finance, equipment finance, working capital finance and bill discounting services to SMEs.

Project: Vahan Process

The BOT will login to Vahan website with given credentials. For each credential, different vehicle number sets will be provided by a webservice. BOT will resolve captcha and login to Vahan and use Chassis no or Engine no to search data from Vahan and store this information along with pdf file to database using a webservice call and also upload pdf to their DMS using another webservice call. BOT will also keep track of the records processed so it can resume where it left.

Duration: 3 Months
Technologies: RPA (Nividous)
Tools: Nividous RPA
Applications: Excel, Email, Web