One Bot for Everyone


#1

What is the use case

There are many operational activities that Project Managers work on apart from Project Delivery. They take significant amount of time (15%-25%) and increases around around month end especially. The operational activities that can be automated are,

  1. Approving time sheets weekly
  2. Verifying time sheet compliance for team members weekly
  3. Verifying project assignments billable and non-billable daily
  4. Create standard operational reports weekly
  5. Reconcile organization time sheets with client’s time sheet system for team members monthly
  6. Raise invoices in the ERP system based on reconciliation automatically monthly
  7. Auditing Travel and Expenses for compliance weekly
  8. Automate email delivery of standard reports weekly
  9. Tracking of team’s assets (including laptops, mobiles, data cards etc).
  10. Tracking of critical approvals for software & hardware requests.

How do you see a solution for the use case?

The project manager’s time is spent on the above activities (25-30%) monthly and building a reusable bot frame work to do accomplish these activities can be immensely helpful so the time can be invested in creating value for the clients. The framework can be implemented across organization to greatly improve the time spent on these operational activities to help project managers focus productively on projects and delight customers by creating more value.

Scope: ______________

  • Custom Activity
  • Reusable Component
  • Automation Framework
  • Dashboard