RPA Supports Mantrac’s Accelerated Business Expansion With 85% Work Efficiency Improvement

THE WHOLE STORY

Mantrac’s management team began concentrating business development efforts on diversification with dealers outside of Caterpillar. As an influx of new dealers were engaged, the finance and supply chain departments were confronted with a slew of new systems with which they were not integrated to process POs and invoices. Suddenly, new business was creating exponential labor-intensive work such as manual data entry for 300–500 lines of parts. If business was going to keep growing this way, Mantrac’s existing team would not be able to handle the load.

FGS developed and deployed two automations using Automation Anywhere products to address these issues. First, for customer remittance, bots read lines, extracted emails, and logged in to a customer account to settle its balance against an open invoice. This process improved upon manual labor efforts by 400% and reduced errors to nearly 0%. Second, for multi-brand invoices, bots analyzed data from several types of structured PDFs, converted extracted data into an Excel document, enriched the Excel with data from Mantrac’s legacy system, UNA+ (Expand UNA), and generated an invoice to feed back into the UNA+ system. This process not only freed up time for employees but also cut down on processing time since the bot was able run 24/7. Thanks to this automation, 50% of multi-brand invoices were processed outside of normal business hours.

For Mantrac, automation not only lightened employee load but also provided management with the ability to make agile decisions to expand business with other suppliers.