GAN Integrity provides solutions that give global compliance management teams a single place for compliance management. Creating a new profile in internal CRM system is a key activity within the entity on-boarding process. Setup of a new entity includes environment and customer specific settings that need to be prepared before the counterpart can use the internal system.
Our client's goal was to automate a business process that includes more than 200 steps.
The main motivation was to relieve the employees from this lengthy, repetitive and very straightforward task.
One of the challenges was to integrate the automation between the internal CRM system, Salesforce, and Google Cloud storage.
End to end automation based on the client documentation.
The whole process includes three data sources. Client requested to have an overview of the process in terms of monitoring, running, scheduling and exception handling.
We developed a robot that took care of the whole process.
The process has been created based on the client's documentation.
We successfully integrated all systems that have the ability to communicate with the robot using APIs or similar ways. This included Salesforce and Google Drive.
A major part of the process has been automated by replicating the same steps that a human would do but using a software robot.
Process is running based on a trigger every day and checking if there is data to process.
Client is able to monitor the run of the process using UiPath Orchestrator. In case of failure an email message is sent to support team indicating where exactly the process failed. In this rather exceptional point a human operator can follow up on the process and finish the task.
Robot ICT have helped us automate one of our core client implementation tasks, saving us hours of effort per implementation. It has been really nice to work with Robot ICT - they are very flexible and collaborative and care about solving customer problems. Their staff are skilled and experts in their trade. They have been very open about sharing their knowledge and have also helped us upskill our staff.
We look forward to our continued collaboration.
Director of Product Management at GAN Integrity
Yes, UiPath provides us with powerful connectors. Salesforce administrator has to provide a service "robot" account and relevant credentail details (tokens etc.)
Any data that the service account created can access can be accessed via UiPath robot. Data in Salesforce are structured in objects - tables, as in relational database. We can benefit from relations between the objects.
Yes, but additional connector on Salesforce side is necessary, you can study more here.