Implementing RPA allows retailers around the world to focus on what really matters: their customers. Employees get the relevant customer insights in a matter of seconds and deliver personalised services. Financial accounting, new product or new client set up, customer support, joiners and leavers processes, payroll, supply claims, management reporting and store maintenance are just a few areas where an RPA Platform can put its powers to good use.

Imagine having a robot join a compliance office as a virtual member of the staff and charged with all repetitive compliance tasks.

For those peak trading periods, scaling is essential. RPA’s architecture allows it to use any retailer’s infrastructure.

From processing claims and customer service-related operations to any high volume, standardised processes related to invoicing, accounting, supply management or data processing, RPA supports both attended and unattended automation.

RPA interacts with the presentation layer in a human-like manner and is compatible with most existing IT setups.

You want your best people freed from those redundant, data entry type of tasks, and re-focused on higher-value activities.

Processes Any Company Should Automate

HR Services

RPA is a good fit for processes that require filling, capturing data, updating and processing requests, increasing efficiency and cost-effectiveness. These account for approx. 65% of HR rules-based processes.

- Data Management 

- Onboarding / Offboarding 

- Payroll 

- Compliance and Reporting

Supply Chain

RPA enhances cycle time, speed, capacity, and asset efficiency. It also increases customer, supplier and employee satisfaction, while bringing cost savings of more than 30%.

- Inventory Management 

- Invoicing and Contract Management 

- Freight Management 

- Supply and Demand Planning 

- Returns Policy

IT Services

RPA delivers solutions to both enterprise computing and end-user computing. Approximately 30% of the time is spent on low-level, repetitive tasks.

- Enterprise Computing processes: servers, data centers, security, infrastructure. 

- End-user Computing: any application used by human users - from Citrix to Excel, hardware or collaborative tools.

Finance and Accounting

In F&A processes, RPA reduces costs, improves efficiency, accuracy and delivers significantly faster cycle times at more than 50% cost reduction.

- Procure to Pay 

- Order to Cash 

- Record to Report 

- Vendor Management 

- Incentive Claims 

- Collections 

- Sales Order Management


Trade Problems
The processes are principally manual and often spreadsheet-based, representing the second-biggest expense for the sector and requiring ongoing data collection and analysis.

- RPA removes human errors and drives efficiency while increasing the ability to quickly and accurately track and analyze how promotions are performing.

Sales Analytics
With large amounts of sales data to analyse and action every day, these processes demand intensive effort by employees as fast as possible.

- RPA provides full audits with real-time insights, helping retailers and suppliers carry out a more effective analysis to maximise sales opportunities.

Merchandising Planning
Anticipate customer expectations better by segmenting store layouts according to consumer demographics and preferences.

- RPA taps into existing databases and gives retailers access to more accurate information on a store-by-store basis.

New Product Introductions
New product and product line introductions require significant investment, as well as close collaboration between multiple departments (R&D, manufacturing, marketing).

- RPA easily automates processes related to alerts and monitoring client opinions in real time. Retailers can adjust pricing, production or inventory faster.

Case Study - Retail

CLIENT World-Leading Retailer

DESIRED OUTCOME Workforce Empowerment & Customer Experience


Tax, Audit, HR or Citrix-driven operations are just some of the few areas where the retailer identified the best-suited processes for automation. One of these concerned the “Back office retail file report” in its Brazilian stores. All the reports from hundreds of stores closing on the day before were used so that store managers could validate the closing information for each cash register. A different type of process was related to “Tax Invoices” and involved the retailer quarterly crawling through each vendor’s website to get invoices. Time-consuming and error-prone, these activities prevented employees to be fully productive and make an impact in more customer-centric activities.


For the “Back office retail file report”, the report for each store is now stored in its dedicated individual FTP server. From there, a UiPath Robot reads the input from the terminal and gathers all the information. It then accesses each FTP server and downloads the file and finally aggregate all the reports and dumps them into a shared drive.

Value Delivered

In the “Tax invoice” case, the process was reorganised by employing RPA Robots to automatically log into a vendor’s website. Once logged in, the Robot reads the configurable search filters, interprets the content of documents in local drives and merges documents according to their specifications.

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