How Qualitics’ RPA Expertise Resolved Customer Enterprise Issues

Qualitics as a software engineering solutions company has taken up myriad challenging projects and implemented them tactfully using a plethora of emerging technologies.

Robotic Process Automation has been the forte of Qualitics in rendering enterprise-level solutions to its clients by being a disruptive force in digital transformation. The company has not constricted its areas of operations in the realm to workflow automation, Artificial Intelligence solutions, and Business Intelligence systems. Rather, the utilization of the technology has been leveraged to ensure the following:

• Faster Implementation and expedited ROI
• Reduce backend efforts and thus save time
• Provide better accuracy and productivity
• Improved compliance with industry standards
• Offer scalability with minimal overhead costs based on work flux and seasonality
• Reduce processing costs by at least 80%
• Cover a large range of enterprise processes to deliver a competitive advantage to enterprises
• Streamline the enterprise’s workflow through seamless multi-system integration
• Provide operational and business predictability for better performance
• Offer operational flexibility and quick turnaround through bespoke responses to specific needs

The following success stories instantiate how Qualitics has taken the bull by the horns using RPA to help clients obtain timely solutions for enterprise-level excellence.

1. Enterprise Quality Reporting for a Renowned Financial Services Organization

Authored By: JeeIn Kim and Henok Nida

Scenario

The securitization process of a large financial services organization had to be transformed because of its impact on the secondary mortgage industry. A three-year-long program involving three large financial services institutions and a governing body needed high-quality reporting on the progress of the program. The program had half a billion dollars of investment at stake. The reporting process needed to streamline the tracking and monitoring of issues and impediments while letting the stakeholders concur on various aspects of operations based on real-time reports. The reporting system was imperative in helping the stakeholders make informed decisions while also helping with predictive analysis.

Sufficient data had to be procured from all the three participating financial organizations that used five different enterprise tools which have their distinct configurations and custom processes. The tools used were:

• Two instances of HP ALM
• Rally Dev
• IBM Clear Quest
• Service Now

Handling these tools concurrently posed the following challenges:

• A universal report had to be generated to accommodate meaningful metrics and parameters to all four organizations
• A consistent, reliable, and timely mechanism had to be put in place to generate reports
• A secure method of reporting with appropriate controls in place had to be devised to protect sensitive information from exploitation and vulnerabilities that would disrupt the enterprise system and have a devastating impact on the markets
• The system needed to have the ability to reflect changes dynamically and generate instant reports periodically at regular intervals

The Resolution using the Qualitics Approach

Step #1

Process / Data Normalization

Qualitics studied and analyzed the existing business processes of different organizations and how the supporting tools are configured. Since the business processes are bound by other internal supporting processes, they cannot be changed without impacting the modus operandi. Hence, a mechanism was developed deftly to fetch data from the supplying organizations into a common repository by writing VBA macros, SQL scripts, and Python Programs that made seamless connections to all the tools in different organizations effortless and productive.

Step #2

Six-Sigma Analysis that Helped Construe Process Bottlenecks

Qualitics analyzed and timed the extensive 32-step process that took nearly 4.5 hours to generate an individual weekly report to eliminate the bottlenecks and dwindle error-prone areas.

Step #3

Automated Manual Processes

Error-prone tasks were further automated to improve the accuracy of reporting and reduce the time taken to generate the report by 70%.

Step #4

Implementation of Controller Scripts

Qualitics implemented home-grown controller scripts to support more processes, actuate process controls, and support more roles at frequent intervals that bolstered enterprise performance.

Benefits of the RPA Solution

• Manual errors in reporting were completely eliminated. However, controls were introduced to avoid data errors even though some manual checks are required for fool-proof execution of tasks and reporting
• The Manual Steps involved in the process were reduced to 3 from 32
• The number of people required to support the reporting was reduced by 80% from 15 resources to just 3
• The number of reports increased to 20 with the same bandwidth of 3 resources
• The need for off-peak support was eliminated completely which helped reduce costs

Key Takeaway

We learned how to leverage culture, technology stack, and the infrastructure of an organization for effective implementation of the Robotic Process Automation. Please contact us to discuss how we can help you get the right enterprise solution using RPA.

Conclusive Reprise

Quality reporting by Qualitics is consumed by 300 stakeholders including executives and key decision-makers of enterprises. It is being carried out every day since February’ 2017 without hiatus for a single day including holidays and furloughs of the client. The errors in reporting are encountered rarely, while new reports can be developed, implemented, and stabilized within a week. The requirement for reporting support at late hours and weekends was significantly reduced. There was a great symphony in the way this mechanism catalyzed process optimization and the implementation of Blue Prism.

The key factors to success come with an in-depth understanding of the business processes, application of engineering methods to optimize the processes, and using the right tools and technologies such as python, SQL scripts, VBA scripts to automate miniature steps in the processes.

Documenting business rules for the manual steps underscored processes while tuning in to the culture of the organization. The entire undertaking by Qualitics secured the infrastructure and established controls to configure the RPA tool so that new processes fit in easily to the system for support.

References

Clients’ assets are strictly confidential but references can be provided upon request.

2. Impact Assessment using Robotic Mapping Utility

Authored By: Sonny Khan

Scenario

Typically, Qualitics handles very large programs involving multiple external stakeholders with a project complexity that spans from multi-year to multimillion-dollar investments.

This may involve releasing many versions of specific software into many environments with each version having its own key issues.

Our client had the problem of mapping the known issues in a given version to a corresponding environment in order to have an impact on a planned activity. In this case, 50+ users were working on 6 different workstreams supporting 21 different environments which were a profound struggle. It was a herculean task to effectively conduct this impact assessment on a daily basis and provide actionable feedback to the development team. The situation was chaotic, work was labor-intensive, tasks were repetitive, and the certainty of a favorable outcome was low.

The Resolution using the Qualitics Approach

By shadowing the users for a week, we understood their tasks, documented their processes, analyzed the data feed, and built a custom solution using in-house emerging technologies. The solution incorporated a simple interface that enabled anybody to take any two sets of data with unique identifiers and mapped them to each other based on a list of keywords, the power of matches, or cross-referencing an example is a defects list and test cases or release notes and test cases.

The solution then sifted through the defects, test cases, and their execution status on various versions across different environments and narrowed down the issues to zero in on a selected few that required manual analysis to be performed by the users. Later, we built the processes and controls to further stabilize the mechanism which yielded a high degree of success in pinpointing the issues and diagnosing the root cause.

Conclusive

Benefits of the RPA Solution

• It allowed to take volatile information and obtain a quick mapping without having to review the entire document
• Eliminated the labor-intensive efforts involved and enabled SMEs to make better decisions
• Enabled junior resources to complete their initial analysis and make a call on recurring issues with minimal SME consultation
• The solution’s efficiency enabled keeping up with the dynamism in planning

Key Takeaway

We learned how to leverage culture, technology stack, and infrastructure of an organization for effective implementation of the Robotic Process Automation. Please contact us to discuss how we can help you get the right enterprise solution using RPA.

Conclusive Reprise

Qualitics realized through this endeavor that the faster the potential of RPA is harvested, the faster enterprises can create a competitive edge and reap the benefits. The robotic mapping utility devised by Qualitics delivered direct profitability and efficiency across multiple platforms.

This solution also saw the materialization of various aspects of disruption in software testing services.

References

Clients’ assets are strictly confidential but references can be provided upon request.

Blog References

“Qualitics RPA Case Studies – Our Success Stories”- by Chandra Alluri