Process Automation -

Process
Automation

Business challenge

Users become frustrated by the need to operate workaround spreadsheets and manual interventions to join up data flows, resulting in inefficient processes that cannot run across multiple (out-of-office) collaborators. Typical process issues include:

Multiple manual repetitive tasks and paper processes
Re-keying of data and manual data collation
Lack of process standardisation
Processes dependent on key individuals, without collaborative sharing of data or tasks

What we do

We help companies automate data-enabled process steps that save users time by automating manual tasks, streamlining workflows, and standardising process operations
We provide a governance framework needed to ensure that process automations are per IT standards and scalable as upstream processes change
We work with companies looking to optimise their Microsoft Power Platform investment by using our industry domain knowledge to structure data to support process automation, manage system integration across the data platform, and integrate scalable governance and control

Case study 1

Out of Policy Expenses Alerts

Business challenge

Employees are required to allocate their corporate credit card expenses within a defined time period. A list of out of policy employees is manually prepared each month and sent to department heads who then send individual reminder emails, typically taking one day of administration time across all departments.

Solution

Xyenta was asked to automate this process using a Microsoft Power Platform because of its quick turnaround time. The tool connects to the expenses recording system, extracts the out of policy employees and sends individual reminder emails that are logged into a Microsoft Teams channel for audit and reference purposes. An integrated Power BI report is used for trend and behaviour analysis.

As a data technology company, we supplement low code development with data architecture services and bespoke data applications to ensure that the solutions are technically robust and per IT standards.

Case study 2

Reporting configuration manager

Business challenge

In order to generate complex regulatory reporting outputs, business users need to combine transactional data with ad-hoc assumptions and reference data.

Solution

Microsoft Power Apps and Microsoft Power Automate allowed us to rapidly and iteratively develop a secure, web-based solution that allows users to manage and upload system validated datasets which are then integrated into regulatory run configurations for reporting outputs. The application is distributed and secured via Microsoft Teams or the user’s preferred web browser.

As a data technology company, our Microsoft Power Platform delivery teams are supported by the architecture and solution design services necessary to build robust solutions.

How Power Automate works to solve this challenge

Microsoft Power Automate is a cloud-based application in Office 365. Together with Power BI and Power Apps, Power Automate belongs to the collection of tools that support the Microsoft Power Platform. Power Automate is a low code environment that enables

Robotic process automation (RPA)
Workflow automation

Common uses include triggering notifications, collecting data, approving transactions (payments, expenses, payroll, journals), automating emails.

Many companies are adopting Power Platform as it is helping them:

address specific but often overlooked user pain-points caused by business transformation challenges with legacy systems and workaround processes;
enable and streamline user collaboration across functions, including hybrid working models (remote working)
Leverage their existing investment in Microsoft tool set (minimal incremental software cost)
Create more agile work environments by allowing teams to focus on value-add activities by eliminating repetitive tasks.

Why Xyenta

As a data technology company, we can build scalable workflows that integrate either as a proof of concept for transformation or to resolve manual process pain points
We can supplement low code development with data architecture services and bespoke data applications to ensure that the solutions are technically robust and per IT standards
Delivery teams are supported by the architecture and solution design support necessary to build solutions