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Streamlining Global Reporting & Planning with Automation: Enhancing Efficiency and Reducing Errors .

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Overview.

A leading Career Transition and Mobility (CT&M) organization faced operational challenges with its Global Reporting & Planning (GRP) process, including lack of error logging, notification deficiencies, and data duplicity. Coforge implemented automation solutions to streamline the GRP process, introducing error logging, automated notifications, and environment management. This transformation enhanced operational efficiency, reduced errors, and optimized resource allocation.

Challenges.

The client encountered significant challenges in their GRP process: 

  • Lack of error logging, leading to time-consuming troubleshooting 
  • Deficiency in success or failure notifications, complicating run monitoring 
  • Data duplicity issues, necessitating manual data fixes 
  • Manual deployment challenges, requiring connection string changes across environments 
  • Heavy reliance on manual triggers and inputs, causing operational inefficiencies 

Solution.

Coforge implemented a comprehensive automation solution to enhance the client’s GRP process: 

  • Automation Implementation: Automated the entire GRP pre-staging process to run on pre-defined dates provided by the finance team. 
  • Error Handling: Implemented error logging to facilitate troubleshooting and prevent recurring issues. 
  • Notification System: Established an automated email notification system to inform stakeholders of process success or failure. 
  • Environment Management: Configured packages to run seamlessly across development, testing, and production environments. 

Key Highlights: 

Coforge's collaboration with the client yielded transformative results: 

  • Operational Agility: Automated enterprise data pipelines and eliminated manual interventions, enabling rapid response to changing business needs. 
  • Data Integrity: Eliminated data errors and duplicity, ensuring the integrity and reliability of data. 
  • Resource Optimization: Significantly reduced manual effort, allowing the client to focus on strategic initiatives. 
  • Stakeholder Empowerment: Proactive monitoring capabilities provided stakeholders with real-time visibility, enabling timely decision-making and issue resolution. 

The Impact.

Automation Implementation 

100% Automation, saving 2 person-days/month 

Reduction in Manual Effort 

95% 

Data Errors and Duplicity 

Zero 

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