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Construction  

CLIENT: 
A leading global, specialist engineering and construction company. 
BUSINESS CASE FOR AUTOMATION: 
This customer receives copious amounts of supplier invoices. Their larger suppliers send invoices via email daily, these documents can be in the multiple hundred pages. The pdf documents must be split into individual invoices then each individual invoice needs to be inputted into the client’s system, utilising the unique invoice number, in order to process payment. The business receives, across their key suppliers, 300 plus of these multiple page documents a day. They need numerous full-time members of staff to undertake this work. 
 
AUTOMATION SOLUTION: 
In just 10 days we trained and deployed the Cevitr Digital Workmate, Jo, to pick up emails into the clients business from designated suppliers and split the attached pdf document into individual invoices; should any of the invoices be two pages Jo recognises this and consolidates to one invoice. Jo renames each individual invoice as the invoice number then reads each invoice and captures the key, relevant data into an excel file. Jo logs into the Dynamics 365 system and posts the invoice value, along with uploading and attaching the correct invoice. Jo finishes by generating the workflow within Dynamics 365. 
 
BENEFITS FROM AUTOMATION: 
Jo runs daily clearing 1,000+ invoices per day which has saved an exponential amount of time. It takes Jo just 14 minutes to split the document, scrape data, input the data into an excel file and rename 700 invoices. Cevitr’s Digital Workmate works with current formatting – Jo is trained on reading each suppliers invoice type. Jo has added value by freeing up employees to work on other key areas within the business. 
 
 
 

Construction 

 
 
 

Construction  

There are many ways in which the Digital Workmate can help with construction industry tasks. Here are a few of our favourites! 
 
 
INVOICE CREATION: 
Your Digital Workmate can pull together all the relevant information, consolidate and send an invoice out within minutes. See more examples of finance processes
UPDATING SUBCONTRACTOR OR SUPPLIER LISTS: 
The Digital Workmate can automatically update lists and correct forms on any system with corrected and updated or new contact information. 
COST MONITORING: 
You can use automation to manage cost-to-estimate reports; your Digital Workmate will pull in information from contractors and suppliers, import it into the project budget and generate real time analytics into daily or on-demand reports. 
ESTIMATE GENERATION: 
You can use automation to manage cost-to-estimate reports; your Digital Workmate will pull in information from contractors and suppliers, import it into the project budget and generate real time analytics into daily or on-demand reports. 
ONBOARDING: 
You can leave the repetition of collecting documents and information, filing and sorting contracts and setting up payments for onboarding employees, subcontractors or suppliers to the Digital Workmate. See more examples of HR processes
PROCESSING INVOICES: 
As vendor invoices come in, your Digital Workmate can pick up the emails, extract the necessary data from the invoice and enter it into an accounting system, setting relevant tasks for the corresponding teams. 
 
The Digital Workmate can also send a confirmation email to vendors letting them know that the invoices are in processing and highlighting any missing information. 
In short, the list is endless!  
 
No matter what processes you decide to give to your Digital Workmate, you can be sure they will be delivered with speed and accuracy and the Digital Workmate won’t stop until the job is done! Allowing your team the freedom and time to work on more exciting areas, in turn building employee satisfaction and engagement. 
 
Other Industries  
 
 

Construction          

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