are you spending time doing…
traditional data analytics procedures in excel sheets
research on data items to be analysed
red flags listing which can be identified based on data analytics to find exceptions in any process
follow ups with process owners to provide the required data items
functionalities trainings on systems to identify data which can be extracted
long trainings for team members on data analytics procedures
formatting of data analytics exception reports to be sent to control/ process owners
updation of RCMs
traditional data analytics challenges…..
Manual analytics using formulaes, scripts, macros, or evolved tools like Ms Access, Idea, SQL etc
Follow up with process owners for data reports, understanding data sets
Tracking of procedures, data analytic steps, completeness and accuracy of procedures and making query sheets
Costly in terms of time, money an d utilisation of available resources
I will automate data analytic procedures and give you fast and error free audit results
what do I do….
I am a Robotic Process Auditor and I do the following…
Identify files required to conduct data analytics from various systems
Extract and validate data files to conduct automated data analytics
Conduct data analytics as per the defined parameters
Create and name files with exceptions as per naming conventions
Email exception files to process/ control owners
Update RCMs in the audit management software
this is how I work…..
Linked with all major Systems
Automated Report Extraction for data analytics
Linked with RCMs
Extraction of required data reports from systems
Validation checks on data extracted
Running all data analytics steps as per the audit program/ pre defined steps
Output of data analytics into various file formats
Naming of files as per desired naming conventions
Opening relevant Control in the GRC/ Audit management system and exceptions linked
Creation of email with required process details and reference to failed controls, exception reports attached, email sent
Updation of Audit management system with exceptions noted emails sent
Reports of analytics conducted with audit trail
how will I work with you….
give me one time training on following:
Processes for which you would like to conduct data analytics
Systems from where required data can be extracted
Type of reports (with data points) which are available
Risk and Control Matrices, controls which you would like to test
Details of control/ process owners to whom the exceptions have to be communicated
Any specific formats in which the exceptions have to be communicated
how will I help you….
ENHANCED PRODUCTIVITY
IMPROVED QUALITY
HEIGHTENED PERFORMANCE
GLOBAL APPLICATION
CONDUCT AUDIT REGARDLESS OF LOCATION
STANDARDIZATION
FEW ERRORS
AUTOMATION OF TASK
SEAMLESS INTEGRATION
AUTOMATIC TRACKING
AFFORDABLE
REDUCED AUDIT TIME
STRATEGIC VALUE
EASY CUSTOMIZATION
PROCESS AUDIT
FINANCIAL AUDIT
SAFETY AUDIT
COMPLIANCE AUDIT
Better Use of Auditors Time
LESS TIME SPENT ON DATA ANALYTICS
REDUCED TRAININGS
some processes I am already an expert in…
Let's deliver the right solution for your business.
Case Study | Customer Service
Scope & Boundary of case:
Monitoring of performance over various KPI’s agreed with call center for complaint management
SCENARIO ANALYZED
- Identify files required to conduct data analytics from CRM systems
- Extract files like QRC dump, Call routing report, call answered reports etc from CRM system
- Conduct data analytics as per the defined parameters and KPIs agreed with call centre
- Create and name files with exceptions against call centre KPIs
- Email files to the call centre/ customer service management team
- Update Customer Service RCMs in the audit management software
STEPS FOLLOWED BY RPA
- Identify files required to conduct data analytics from CRM systems
- Extract files like QRC dump, Call routing report, call answered reports etc from CRM system
- Conduct data analytics as per the defined parameters and KPIs agreed with call centre
- Create and name files with exceptions against call centre KPIs
- Email files to the call centre/ customer service management team
- Update Customer Service RCMs in the audit management software
Case Study | Procurement to Pay
Scope & Boundary of case:
Validations to be performed on Purchase Order Master/ Dump
SCENARIO ANALYZED
- De-duping checks pertaining to duplicate PAN, GST, Vendor Code etc
- Time elasticity between indent and release of purchase order
- Short Closure of purchase orders with 100% balance quantities
- Purchase Orders released in excess of Indent value
- Post-facto release of purchase orders / indents and Material received without raising PO
- Open Purchase orders
- Multiple payment terms for same vendor
- Duplicate invoice processed and Paid
- Material procured from same vendor at multiple rates or multiple vendors at same/ multiple rates
STEPS FOLLOWED BY RPA
- Identify files and extract required to conduct data analytics from ERP systems
- Extract files like PO, PR, Invoice, Vendor, Invoice, Payments dump etc
- Conduct data analytics as per the defined parameters and test steps in P2P process
- Create and name files with exceptions against P2P KPIs
- Email files to the P2P management team
- Update P2P RCMs in the audit management software