A leading gold trading and jewellery business
Industry
Jewellery business
Platform
Desktop web application
Technologies used
Power Automate,
Power Automate desktop,
Dynamic 365
Client
A globally recognized jewelry retail and gold trading business with operations in 13 countries, our client is among the fastest-growing business conglomerates, generating an annual revenue of USD 6.2 billion. To enhance operational efficiency and reduce customer waiting times, the client sought to streamline its invoicing process through automation.
Requirement
The client required a comprehensive telemedicine solution that seamlessly connects clinics, laboratories, and healthcare practitioners. The solution needed to integrate advanced AI/ML capabilities to enhance diagnostic and operational efficiency. Additionally, it was essential to include both chat and video conferencing functionalities to facilitate real-time consultations and communication between patients and healthcare providers.
Challenges
With very high customer footfall—ranging between 500 to 1,000 customers per outlet in a day, managed by 75 to 100 staff— existing invoicing process was slow and effort prone. The client’s existing system, Microsoft Dynamics AX, lacked integration with the centralized billing system, leading to redundant data entry and significant delays in invoice processing.
01
Lack of Automated Invoice Generation
Microsoft Dynamics AX did not support direct invoice generation, forcing salesmen to rely on a separate centralized billing system, increasing processing time.
02
Redundant Manual Data Entry
Customer details had to be entered twice—first in the mobile app at the beginning of the purchase and again in the centralized system—leading to inefficiencies.
03
Extended Customer Wait Times
The manual invoice approval and generation process caused long queues, impacting customer satisfaction and overall sales efficiency.
04
High Data Entry Errors
Manual processes introduced frequent errors, resulting in reconciliation issues and transaction delays.
05
Lack of Real-Time Synchronization
The mobile sales application was not integrated with the central system, creating communication gaps and delays in processing transactions.
Solution
To overcome these challenges, we implemented a Robotic Process Automation (RPA) solution that seamlessly integrated the sales representatives’ mobile applications with the centralized billing and invoice system. The key solution components included:
Mobile App Integration with Central Billing System
- Enabled real-time entry of customer details, product selection, and pricing directly from the mobile application.
- Eliminated the need for duplicate data entry by ensuring seamless communication between mobile devices and the billing system.
Automated Invoice Generation
- RPA bots extracted transaction details and automatically generated invoices, significantly reducing manual intervention.
- Invoices were instantly sent to customers via SMS or email, ensuring faster service delivery.
Instant Payment Processing
- Integrated omnichannel digital payment gateways for real-time transaction processing, streamlining the checkout experience.
Error Reduction and Compliance Assurance
- Automated data entry eliminated inaccuracies, improving financial reporting and compliance adherence.
Medicine recommendations
Based on patients' symptoms, medicine recommendations will be provided to doctors for convenience of selection. This is done via an ML-trained recommendation engine.
AI Enabled Chatbot
A chatbot is supplied to patients to answer simple questions utilizing the LLM model. The Chatbot will provide basic guidance and direct users to the appropriate Doctor/speciality.
Results & business benefits
By integrating RPA-driven invoice automation, our client achieved significant efficiency gains, reduced operational costs, and elevated customer satisfaction, setting a benchmark for streamlined billing in the retail sector.
85% Reduction in Customer Wait Time
Invoice generation time was reduced to mere seconds, ensuring a seamless checkout experience.
Increased Sales Efficiency
Sales representatives could focus on customer engagement instead of administrative tasks, improving service quality.
90% Reduction in Billing Errors
Automated data validation minimized discrepancies and ensured transaction accuracy.
Enhanced Customer Experience
Faster billing and real-time processing improved customer satisfaction, driving repeat business.
Scalability for Future Growth
The solution enabled easy expansion to new branches and sales teams without operational bottlenecks.
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Benefits
The primary benefit of the telemedicine solution is improved operational efficiency, which drives expanded market reach and better patient engagement.
Expanded Market Reach
Ability to serve a broader and more diverse patient base with enhanced accessibility features.
Enhanced Patient Engagement
Improved patient satisfaction and loyalty through convenient and high-quality virtual consultations.
Cost Savings
Reduced costs associated with in-person consultations and physical infrastructure.
Central Data Repository
Enables historical analysis and better decision-making.
Dynamic Report Generation
Provides real-time, actionable insights.
Assured Compliance
Easy compliance with internal policies and regulatory requirements.
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