The client is a global non-profit with operations in 70 countries that works at the intersection of business, forests, and agriculture. The mission of the organisation is to promote sustainable development through the efficient use of natural resources.
The client was using several legacy systems as well as Salesforce as a centralised platform. Their processes were manual and reliant on humans for the majority of their work, which resulted in inaccurate data. The client desired to transition to a fully automated system in order to bridge data gaps and save time and money.
The implementation of RPA resulted in an overall improvement in business operations, including increased operational speed, increased productivity, lower technical barriers, refocusing skilled employees, and improved internal control and compliance.
By automating the process of managing donor data and fundraising using RPA, Webuters helped client save a significant amount of time and effort.
The business approval flows in Salesforce were fully automated using the Native approach.
The automation of the digital contract creation and signing process aided the business's compliance team by reducing the time and effort required to create and sign contracts.