INVOICE APPROVAL WITH LOW-CODE AND RPA
Client
Industry
Pharma
Location
UK
Comidor Low-Code Automation Platform was selected as McKesson’s defacto workflow tool
Comidor Low-Code Automation Platform was selected as McKesson’s defacto workflow tool
Check how McKesson Automates Processes in Lightning Fast Development Cycles
Check how McKesson Automates Processes in Lightning Fast Development Cycles
Client Business Challenge
The purpose of this case was to automate a manual, inefficient invoice approval process that was based on an Excel template. Users were manually completing the invoices and sending them for approval. The issues that McKesson had to overcome:
- The Excel template was difficult-to-update
- The tracking of the approval status was problematic, and the capability of the Delegation of
Authority (DoA) to approve or take decisions was limited - The invoice approvals couldn’t be easily identified and this was leading to conflicts and time delays
The Comidor Solution
✓ |
An automated workflow with |
✓ |
Unnecessary tasks were eliminated through many automation functionalities such as smart notifications, approval forms, auto-corrections and suggestions, error checks, etc. |
✓ |
Paper-based tasks and consequently manual errors are reduced |
✓ |
A powerful RPA component used to create a pdf file with all the approver details |
✓ |
This process automation resulted in full traceability of each approval request, full visibility of all workflow stages, instant accessibility and transparency in the invoice details |
14 Working Days from Initial Request to Final Solution
McKesson Corporation
The company, currently ranked 7th on the FORTUNE 500, is a global leader in healthcare supply chain management solutions, retail pharmacy, healthcare technology, community oncology and specialty care, with more than 78,000 employees.
McKesson company vision :
“To improve care in every setting – one product, one partner, one patient at a time”
McKesson Corporation
The company, currently ranked 7th on the FORTUNE 500, is a global leader in healthcare supply chain management solutions, retail pharmacy, healthcare technology, community oncology and specialty care, with more than 78,000 employees.
McKesson company vision :
“To improve care in every setting – one product, one partner, one patient at a time”
Client Business Challenge
The purpose of this case was to automate a manual, inefficient invoice approval process that was based on an Excel template. Users were manually completing the invoices and sending them for approval. The issues that McKesson had to overcome:
- The Excel template was difficult-to-update
- The tracking of the approval status was problematic, and the capability of the Delegation of
Authority (DoA) to approve or take decisions was limited - The invoice approvals couldn’t be easily identified and this was leading to conflicts and time delays
The Comidor Solution
✓ |
An automated workflow with No-Code / Low-Code BPM and RPA was built in less than 14 days |
✓ |
Unnecessary tasks eliminated through many automation functionalities such as smart notifications, approval forms, auto-corrections and suggestions, error checks, etc. |
✓ |
Paper-based tasks and consequently manual errors are reduced |
✓ |
A powerful RPA component used to create a pdf file with all the approver details |
✓ |
This process automation resulted in full traceability of each approval request, full visibility of all workflow stages, instant accessibility and transparency in the invoice details |