Integrating Microsoft PowerAutomate to Save Time and Ensure Accuracy
Our client is a billion-dollar accounting, insurance, and advisory firm founded in 1987 with over 5,000 employees nationwide. They are headquartered in Cleveland, Ohio, but have over 100 US offices and are currently servicing 82,000 clients and growing.
Auditing of accounts receivable requires AR confirmation sign-offs from both the client and client’s customers. This process was manual, repetitive, and time consuming for both the auditor and the client. In addition, these manual processes also produced data transcription accuracy risks, which created the potential for time consuming follow-up tasks.
The client wanted to automatically prepare, send, and receive accounts receivable confirmations via DocuSign.
CEI partnered with the client to standardize and simplify the process. This transformation implemented a low-touch information gathering process coupled with automation to generate and send out confirmation sign-off forms.
This solution automatically reads information from relevant MS Excel files, inserts that information into templated MS Word files, generates a PDF sign-off file, and sends it out for electronic signature through DocuSign – all in a matter of minutes.
PowerAutomate | Outlook | Excel | Word | SharePoint | DocuSign