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Planning data management

Case for Automation

Planning data management requires a foolproof strategy for accessing,
integrating, governing, storing, cleansing, and analyzing data. Manual
management of such data—which comes from various corporate systems
(operational, transactional, management) and in multiple formats (scans, PDFs,
images, Word, and Excel files)—can adversely impact the integrity of the data.

Bot Activities

  • Opens files from corporate folders and systems
  • Extracts relevant information from Excel and Word files, PDFs, and scans
  • Logs into planning systems
  • Creates folders and fields in planning systems and places the extracted data
    in relevant categories and fields
  • Removes duplicate data in planning systems and spreadsheets
  • Governs access to data and traces activity logs
  • Emails reports to stakeholders on data imports/exports and storage status
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