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Implementation of Robotic Process Automation (RPA) for Logistics Data Management and Client Compliance Checks
  1. case
  2. Implementation of Robotic Process Automation (RPA) for Logistics Data Management and Client Compliance Checks

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Implementation of Robotic Process Automation (RPA) for Logistics Data Management and Client Compliance Checks

itransition.com
Logistics
Transportation
Retail

Challenges in Manual Data Processing and Compliance Management

The logistics company faces inefficiencies in manual data transfer between internal systems and client platforms, including repetitive tasks like CMR note uploads, cross-system data synchronization, and compliance checks. Manual processes lead to potential errors, delays in meeting client KPIs, and resource constraints in maintaining accurate client/supplier databases.

About the Client

A multinational logistics provider with operations in 24 countries, serving 5,000+ clients across 20 industries and managing 15,000+ suppliers. Specializes in freight transportation solutions for trading companies, wholesalers, and retailers.

Automation Goals for Enhanced Efficiency and Data Accuracy

  • Automate transportation data transfer between internal systems and client platforms
  • Implement error-resistant CMR note management workflows
  • Streamline compliance and creditworthiness checks for clients/suppliers
  • Reduce manual labor by 70% in targeted processes
  • Ensure adherence to client-specific data entry deadlines and KPIs

Core Automation Capabilities

  • Automated CMR note validation, naming, and folder management system
  • Scheduled data transfer between logistics platform and client systems (20+ data fields)
  • Real-time exception handling for customs delays and missing data
  • Priority-based compliance checks with email-triggered workflows
  • Creditworthiness assessment engine with multi-parameter evaluation

Technology Stack Requirements

UiPath Orchestrator
RPA bots
Excel automation
Email integration

System Integration Needs

  • Legacy client transport management systems (no public API)
  • Internal order management platform
  • External credit information databases
  • Customs documentation portals

Operational Constraints

  • 24/7 bot availability with failover capabilities
  • Data encryption for sensitive client information
  • Scalable architecture for 10,000+ daily transactions
  • Error detection and recovery within 5 minutes

Expected Business Impact of RPA Implementation

The RPA solution will eliminate 800+ daily manual operations, reduce data entry errors by 95%, and ensure timely compliance with client KPIs. Automated compliance checks will accelerate credit assessment processes by 60%, freeing staff for strategic tasks while maintaining accurate supplier/client databases.

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