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Plan vs. Actuals updates

Case for Automation

Organizational planning is an indispensable component of business
management strategy requiring a detailed and balanced analysis of the
current business situation as well as risk management. However, actual
business outcomes do not always correlate with plans. Thus, teams must
manually execute a labor-intensive reconciliation.

Bot Activities

  • Reconciles relevant planned metrics in a project management CRM with
    actual project figures in Excel or another system
  • Consolidates data on planned numbers or products vs. actual ones
  • Sends notifications via email or messenger on any changes in planned
    metrics, figures, or products
  • Updates relevant management systems based on actual updates