Kitameraki recently partnered with a leading global healthcare company to transform their weekly performance reporting process, which had been a manual, time-consuming task. The existing process involved exporting data from Power BI, formatting it in Excel, filtering it for privacy, and manually sending individual emails to over 250 recipients. This took up to two full workdays each week, which could have been better spent on more strategic activities.
What Needed to Be Reported
The company’s weekly reports focused on two main areas: sales performance and non-sales performance. Sales performance data provided insights into how well the company was meeting its targets, while non-sales performance data tracked staff engagement with customers. The purpose of these reports was to give the company a clear view of its overall performance, both in terms of sales and staff outreach efforts.
Privacy was a critical consideration, as each report needed to be personalized to ensure that staff only viewed their own data. This added an additional layer of complexity, as reports had to be manually tailored for each recipient, increasing the likelihood of errors. This is where Power Automate and RPA proved to be essential, automating the process and eliminating the challenges associated with manual customization.
How Power Automate and RPA Handled the Reporting Process
Kitameraki used a combination of Power Automate and Robotic Process Automation tools to completely overhaul the reporting workflow:
Extracting Data from Power BI
Power Automate was set up to automatically pull performance data from Power BI dashboards, ensuring that the reports were based on the most current data available.
Automating Excel Formatting:
Excel automation scripts were used to format the data into pivot tables and remove unnecessary details. This ensured the reports were organized and tailored to each recipient’s needs.
Filtering for Privacy: To ensure compliance and data privacy, Power Automate automated the filtering of data, making sure that each staff member only received their specific performance information.
Sending Personalized Emails: Once the reports were ready, Power Automate was used to send the reports via personalized email. The system automatically handled the process of emailing over 250 recipients, eliminating the need for manual effort.
This full automation replaced a manual, two-day task with a seamless process that saved the company time and resources every week.
Why Automation Makes a Difference
The shift from a manual to an automated reporting system highlights how Power Automate and RPA can streamline workflows, eliminate inefficiencies, and reduce human error. By automating the entire reporting process, Kitameraki was able to help the healthcare company achieve faster, more reliable, and more accurate reporting.
The automation solution not only saved time but also ensured that the team could focus on more critical tasks, such as analyzing performance trends and driving decision-making.
Get Started with RPA and Power Automate
The transformation of this global healthcare company’s weekly reporting process demonstrates the power of Power Automate and RPA in driving operational efficiency. By automating repetitive tasks, businesses can save time, reduce errors, and scale more effectively. If your organization is still using manual processes for reporting, it may be time to consider automation as the solution to improving accuracy and efficiency.
At Kitameraki, we specialize in helping businesses streamline their operations with tailored automation solutions that align with your unique needs. Reach out to us today and start your journey towards greater efficiency and scalability.
Kitameraki (www.kitameraki.com) is the trusted partner for comprehensive IT Consulting and IT services in Indonesia. With strong focus on IT Solutions, Web Development, Mobile App Development, and Cloud Solutions, we help businesses navigate the ever-evolving digital landscape. Our expertise extends to Cloud Services, Cloud Migration, Data Analytics, Big Data, Business Intelligence, Data Science, and Cybersecurity.
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