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Leverage Intelligent Automation in your processes and make shopping easier and better for your customers and deliver superior service.

Automation Use Cases for Retail

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Store Planning

Get insights on product placement based on past sales data. Use data driven decision making for store planning and arrange the store according to customer preferences. Strategically place products based on the customers' requirements and help them to have a seamless shopping experience

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Demand-Supply Planning

Automate demand-supply planning and engage in data-driven decision making for asset management, customer support, supplier management and capacity management. Replace the manual work associated with gathering and standardizing data and simulations.

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Customer Support and Call Centre processes

Guide customers through automated bots and send them updates to keep them informed about products and offers. Address simple user queries and collect feedback for the sales team

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ERP Management

Automate billing, price changes, account payable and account receivable and engage in efficient inventory management. Track price changes, employee vacancies and generate reports. Integrate warehouse inventory and POS sales data into an automated ERP system.

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Business and Sales Analytics

Automate sales analytics by offering real-time reports on customer behavior related to particular product aspects. Use data driven-decision making to take decisions about trade promotions, reducing churn rate and new product introductions and retain more customers

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Logistics and Supply Chain Management

Automate inventory level monitoring, customer support, shipment, order status tracking and reverse shipment and improve collaboration between suppliers, customers and distributors

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Invoice Processing

Automatically log on to a vendor's website and read the configurable search filters. Interpret the content of documents in local drives, merge the documents according to their specifications and eliminate the manual process of quarterly visiting the vendor's website to collect tax invoices.

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Credit Reports

Automate the generation of credit reports and mail it to customers. Improve compliance, control and auditability. Reduce human intervention and increase accuracy

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EOD and Month-end Report

Automate generation of EOD and month-end reports and mailing of these reports to the concerned team. Reduce manual efforts, increase efficiency and reduce turn-around time

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Inventory Management and Order Processing

Automate the procurement of raw materials and components and reduce inventory-processing time. Automatically generate sales orders and invoices. Reduce stock outs and lead time and increase visibility across the supply chain. Increase tracking efficiency and customer loyalty

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Customer Service Management

Improve processes, reduce costs and handle high volumes of customer requests quickly. Reduce turn-around time and increase customer satisfaction

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Product Categorization

Institutionalize Category and Catalog Management with intelligent document processing and RPA. Categorize products in terms of both global and local Stock Keeping Units (SKUs). Place products in relevant categories based on multiple user-related factors and expedite improvement in product categorization

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New Product Introductions

Automate processes related to alerts and monitoring of client opinions in real-time. Adjust pricing and production and perform more efficient inventory management

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Back Office Retail File Report

Store the report from each store of a multi-chain retail network in a dedicated individual FTP server. Read the input from the terminal and gather all relevant information. Access each FTP server and download the file and finally aggregate all reports and dump them into a shared drive

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Returns Processing

Manage product returns to various stores in a multi-retail network effectively. Update required changes while altering the inventory database and also during customer billing. Reduce errors and increase efficiency

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HR Process Management

Manage workflow and facilitate HR processes more productively. Assign shifts, measure time and attendance, audit sales, perform payroll and leave management, and assess employee performance

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Loyalty Management

Automate recording of earned loyalty points, redemption of loyalty points, trading of loyalty points, and management of customer and product details

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Merchandising Inventory Updates

Display merchandisers' product portfolio on the digital marketplace website. Automate uploading of product images in various product categories and enter the product attributes for each of the images. Read product catalogue images, make necessary modifications and upload them to the respective product folders

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Webpage Content Creation

Automate creation of a product page, sourcing of data from multiple locations and their aggregation into a template file as per business rules.

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Webpage Product Categorization

Ensure seamless customer experience, assign attributes and categorize products based on customized product mapping rules to improve product visibility.

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Supply Chain Management

Send notifications on the order status and raise alerts about inventory and other tasks involved in product shipping. Simplify inventory management by keeping a tab on inventory levels. Take into account the historical data and sketch out patterns in demand. Notify managers when product stock levels are low and automatically reorder products that go below a certain threshold level

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Payment Processing

Unite all payment processes in a single mechanism that swiftly works across all the channels. Automate processes such as financial filings, accounts payable, accounts receivable and account reconciliation. Enable customers to perform secured transactions.

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Price Catalogue Management

Maintain price catalogues across a large number of supplier and customer relationship management systems. Increase accuracy in invoices. Incorporate latest price increases, make suitable adjustments and avoid undercharging the customers

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Document Exchange

Validate and route inbound documents and information. Forward information to the relevant person or department along with detailed required action. Detect client number and associate incoming document with the data on the client or case management system. Expedite processing, improve customer service levels and decrease risk of documents going missing

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Product Data Quality Check

Perform quality checks about whether products are being uploaded and tagged correctly

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Proof of Delivery Management

Manage the massive onslaught of proofs of delivery (PoDs) with intelligent document processing and RPA. Digitize the PoDs, auto-capture details, tag them with the digital folders of the respective customer.

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Customs Declaration Form Management

Manage two-way custom declaration forms during export and import by using intelligent document processing and robotic process automation. Use intelligent document processing to extract data from incoming import custom declarations. Use RPA to generate custom declarations during exports.

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Bill of Lading Management for CPG

Automate the entire process of auto-reading and digitizing bills of lading accompanying imported products and packages in the CPG and retail stores by using intelligent document processing.

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Driver Log Management

Digitize and auto-read the driver logs generated during the transportation of CPG batches and store them for analysis and compliance management by using intelligent document processing.

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Maintenance Log Management

Auto-capture data from maintenance logs of machines used in CPG and Retail by using intelligent document processing. Use this data to perform predictive, preventive, and corrective maintenance analysis by using artificial intelligence/machine learning and advanced analytics.

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Vendor Management

Automatically ingest data from vendor onboarding procedure forms and integrate it with the Vendor Master Data maintained on Vendor Management Portal by using intelligent document processing.

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Order, Billing, and Invoice Processing

Iingest data from purchase orders, send it further for dispatch processing, and auto-create invoices by using intelligent automation. Similarly, auto-read and ingest data from invoices received from different vendors and route it for processing to the concerned department.

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Email and Communication Management

CPG and Retail sector businesses receive high volumes of unstructured data through email, chat, and other forms of communication. Auto-extract data from these communication channels and integrate it with the enterprise CRM system for better management of customers.

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