Practical examples

Practical examples for RPA and system integrations

The examples below show the types of administrative processes that are often suitable for RPA, system integration or process improvement. Confidential client information is not published.

Recognizable automation situations

Each situation describes the problem, the logical approach and the result an organization can expect when source data and exceptions are sufficiently clear.

ERP

Mailbox to ERP process

Incoming emails or files contain order information, status updates or mutation requests that are usually checked and processed manually.

  • Approach: recognize, validate and process fields
  • Important: clear senders and fixed formats
  • Result: less manual entry and faster follow-up
PDM

PDM data to ERP or folder structure

Technical documents, item numbers or revision data need to be prepared consistently for work preparation, production or ERP.

  • Approach: check release status and revisions
  • Important: fixed naming and data model
  • Result: less searching and fewer incorrect documents
CPQ

Quote flow around CPQ

Configurations, prices and customer agreements need to be checked before quote data moves to CRM, ERP or document generation.

  • Approach: structure rules, margins and approvals
  • Important: owner of pricing and product rules
  • Result: shorter lead time and fewer correction rounds
Assessment

Not every example is automatically suitable for automation

Value appears only when volume, error risk, repeatability and maintainability align. That is why every engagement starts with a short process and exception analysis.

Quick check

  • Does the work recur several times per week?
  • Can rules and exceptions be explained?
  • Is source data available digitally?
  • Is there a clear owner for follow-up?
Contact

Want to identify the right route for your process?

Briefly describe where time is lost or errors occur. You will receive focused advice on RPA, integration, workflow or process improvement.