Robotic process automation is also within the reach of small companies, to which we address Comarch ERP XT system. Robots used in the system tend to make the system “think” for the user and individually perform some of the user’s actions. Displaying intelligent suggestions while issuing a document, sending documents to the accounting department, or sending SAF-T files and tax returns to relevant institutions are just a few examples of automation in Comarch ERP XT.
The system constantly looks for activities and places, especially in the invoicing area, that could possibly use a robot to help employees and provide them with faster or easier solutions. An excellent example here is the use of artificial intelligence to verify recurring invoices and help users issue and send them.
Another example of RPA in Comarch ERP XT may be a mechanism suggesting the most frequently used features and adding such features to the system desktop so that the user can access them more quickly. Also, the system makes it possible to exchange data and communicate with banks; an invoice printout template is suggested automatically.
The system’s operator is informed about all important deadlines and related actions to be completed. Owing to this feature, for instance, the operator does not need to worry about not paying a tax within a required period.
Comarch Document Management System is equipped with mechanisms allowing the automation of some business processes and activities. To save time needed to fill in separate fields in documents, it is possible to create rules according to which the system will fill in the fields on its own. Automation in the DMS system is not only about the automatic completion of documents - it also enables the automatic processing of documents at subsequent stages of a defined document workflow. Owing to a mechanism automatically passing on documents, users may avoid bottlenecks recurring in processes (e.g. stemming from a long time needed to handle documents by employees) and use the time saved to complete other key business processes.
In the course of the automatic processes, Comarch DMS verifies defined rules and handles a given document throughout appropriate stages, leaving it to the user to accept the stages manually, if this is necessary.
Comarch OCR service, eliminating the need for human involvement in the process of entering invoices, is a natural addition to the set of solutions enabling process automation and robotization. The system individually gets invoice scans, processes any data they contain, and passes on ready electronic documents for further processing.
It is rather common that data controllers struggle with the need to simplify and automate processes responsible for guaranteeing the security and continuity of work, which are key elements for companies although they do not bring tangible profits for business development.
Comarch IBARD service provides an intuitive and flexible backup schedule creator that allows an infinite number of backup task configurations. Once configured, a task may be performed automatically, with no need for the user to be involved. Owing to that, the backup process is automated, and employees do not need to remember to constantly verify the creation of backups, freeing them to spend their time more effectively.
Business Inteligence and RPA
All solutions, even the most innovative and automated ones, need to be based on data they process. Comarch Business Intelligence solution and BI Point help users make good business decisions on the basis of data from Comarch ERP systems. Users can always be sure that data are current and provided in a form they want. Additionally, the module not only automatically sends summaries and reports in specified periods of time, but it may also react to any kind of anomaly, sending alerts to users if need be.