Optimizing Deal Management Testing with Automation
Streamlining testing processes for multi-application workflows with Microsoft RPA solutions.ABOUT THE CLIENT
A global leader in software development, known for innovation and efficiency. The client manages complex deal creation processes spanning multiple systems, including sales order management, integration platforms, and SAP for billing, with operations across multiple countries and currencies.
NEED
The client faced inefficiencies in manually testing their deal creation workflows
Testing from deal creation to invoicing in SAP required 120 minutes per transaction.
Multi-country, multi-currency complexities added challenges to accuracy and consistency.
A need to streamline and standardize testing across various systems and processes.
SOLUTION
ROR Technologies implemented an end-to-end automation solution using Microsoft-based RPA tools:
Microsoft Power Automate integrated with attended and unattended BOTs.
JSON sales order details were automatically generated and pushed via API to SAP.
BOTs approved sales orders, completed processes, and saved draft and legal invoices in shared folders for finance teams.
Key Automation Steps:
BENEFITS
Time Efficiency
Reduced transaction testing time from 120 minutes to 7-9 minutes
Error Elimination
Standardized testing across applications, eliminating manual errors.
Process Optimization
Improved consistency and workflow management.
Scalability
Supported multi-country, multi-currency complexities with ease.