AllianceTek partnered with a prominent pharmaceutical organization to automate their invoice management process, transforming a previously manual and resource-intensive operation into an efficient, automated workflow. This comprehensive solution, delivered as part of our Microsoft Power Automate Consulting Services, leveraged Microsoft Power Automate to handle diverse portal workflows, synchronize files with SharePoint and SAP, and streamline invoice approvals. The implementation reduced manual effort by 90%, enhanced accuracy, and delivered a scalable, future-ready framework.
01
Multiple state-specific portals with unique login credentials and interfaces.
Manual tasks for retrieving and organizing invoices based on predefined conventions.
Time-consuming synchronization across SharePoint, SAP, and other systems.
02
The need to adapt execution workflows based on control file statuses.
Incorporating logic for dynamic naming conventions and additional program execution.
03
Handling MFA codes sent to multiple inboxes during login processes.
Managing scenarios requiring attended bots for two-factor authentications.
04
Manual invoice approvals were slow and prone to errors, especially for invoices meeting specific criteria.
05
High potential for manual errors due to repetitive, labor-intensive tasks.
Risks associated with portal interface changes impacting manual workflows.
01
Designed a bot to read and interpret the control file hosted on SharePoint or a local drive.
Enabled workflows to dynamically adapt based on control file inputs such as portal credentials, labellers, states, programs, and execution criteria.
Incorporated logic for applying specific naming conventions and initiating additional program executions.
02
Automated navigation and data retrieval across multiple state-specific portals, each with distinct workflows.
Managed login processes seamlessly, including handling multi-factor authentication and retrieving authorization codes from monitored inboxes.
03
Automated file synchronization with SharePoint while adhering to a predefined folder structure.
Enabled SAP integration for uploading files and updating records dynamically, ensuring consistency across systems.
04
Developed automated workflows for invoice approvals, handling criteria such as dollar value thresholds.
Improved the speed and accuracy of the approval process while ensuring compliance with approval protocols.
05
Incorporated error-handling mechanisms to account for interface changes, authorization issues, or workflow disruptions.
Delivered a scalable framework capable of supporting new portals and evolving requirements.
Automation Platform: Microsoft Power Automate
Integration Tools: SharePoint, SAP
Additional Features: Multi-factor authentication handling, dynamic execution workflows, automated approval processing.
01
Reduced manual effort by 90%, enabling resources to focus on strategic tasks.
Streamlined invoice processing with minimal intervention.
02
Eliminated manual errors in file retrieval, naming, and synchronization.
Delivered consistent and reliable execution across complex workflows.
03
Provided a flexible framework capable of adapting to changes in portal workflows, authentication methods, or operational requirements.
Designed for future expansions, such as incorporating additional portals or workflows.
04
Unified processes across SharePoint, SAP, and state portals, creating a seamless data flow.
Automated approval workflows, reducing delays and ensuring compliance.
This project exemplifies AllianceTek’s expertise in developing intelligent automation solutions, including Microsoft Power Automate Solutions, that deliver measurable business outcomes. By leveraging Microsoft Power Automate, we successfully addressed the client’s unique challenges and enhanced their operational efficiency.
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