Optimizing financial operations through automation for a Philippine shipping transport, and logistics leader

The Philippine shipping and logistics industry is a powerhouse of our economy, connecting businesses and consumers not just across the country but globally. However, even this dynamic sector can be hindered by outdated manual processes.

With our extensive experience in digital transformation, Pointwest is uniquely positioned to address the complex challenges faced by enterprises in this industry. So when a leading Philippine shipping and logistics company sought our expertise to enhance and automate their financial processes, we were confident that we could address their needs.

Understanding the Challenge

Our client’s finance department was grappling with a high volume of tasks and functions. Employee reimbursement requests were becoming a time-consuming process, often taking 15–20 minutes per file to accomplish.

While manual processing was possible, it proved to be a repetitive process that greatly limited the team’s capacity to handle more valuable work. In order to solve this challenge, we proposed a solution that leveraged Robotic Process Automation (RPA), a technology to easily program and manage software bots as digital assistants to execute rule-based, repetitive tasks

Our Solution

For this project, we leveraged technology like UiPath, a leading RPA platform, that was integrated with an AWS (Amazon Web Services) workspace to automate the screening process for employee reimbursement requests.

The robot assistant was able to automatically process the submissions and quickly validate if there’s an allocated budget for these reimbursement requests. We also provided our client’s accounting and finance team with a cloud-hosted virtual workspace that enabled them to easily access the digital assistant from anywhere and work more efficiently.

Success Delivered

The implementation of our solutions resulted in a resounding success. Our automation and cloud solutions were able to efficiently streamline our client’s reimbursement processing time down to just 3–4 minutes per file. This benefit was able to lead to significant time savings, improved operational efficiency, and a more empowered finance team.

Are time-consuming manual tasks slowing down your enterprise? Partner with Pointwest and discover how our automation solutions can help you unlock new levels of efficiency for your business.

Contact us today, and let’s talk about how our innovative services can help accelerate your path to success.

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