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 Implemented Salesforce for a Leading International Organization Case Study
Success Story

How a Global Shipping Leader Optimized Operations with TruBot

Logistics | Europe

For decades, the client has been a leader in global transportation and shipping. With headquarters in France, the company operates in 420 of the world’s 521 commercial ports, ensuring seamless movement of goods across borders. With a presence in over 160 countries, it plays an essential role in facilitating global commerce.

The Challenge: Struggles with Efficiency

Global shipping giant, ensuring timely and accurate communication with clients was paramount. However, inefficiencies in its manual processes created significant bottlenecks, slowing down operations and increasing costs.

Balance sheet account reconciliation was managed through spreadsheets which struggled to keep pace with the increasing volume of transactions.

For the Chief Financial Officer (CFO), these inefficiencies posed a serious financial risk. Delayed reconciliations impacted cash flow visibility, making it difficult to manage working capital effectively. Recognizing that its current approach was unsustainable, the client needed an automation solution that could enhance operational efficiency, minimize manual intervention, and ensure seamless communication with clients.

The Solution: Datamatics TruBot-Powered Automation

Datamatics implemented its Robotic Process Automation suite TruBot to streamline the client’s audit process by replacing cumbersome paper-based voyage audits with a seamless digital system. The implemented RPA solution automates data integration from disparate sources, ensuring comprehensive visibility into all audit processes and eliminating the risk of missing critical voyage information.

A custom-built dashboard provides users with instant access to up-to-date audit reports and relevant documents. Each document is assigned a unique code, allowing for easy retrieval, viewing, and one-click downloads. This enhanced accessibility and automation significantly improve efficiency, accuracy, and compliance in the client’s audit operations.

The client can now quickly and easily access all the documents that can be viewed through a dashboard that is developed for this project.

Impacts: Enhanced Financial Accuracy, Optimized Workflows

90% Reduction

In reconciliation time

Reduced Errors

With automation

100% Data Accuracy

Enhanced Document Management

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