Empowering Corporate Services: Evoke Technologies’ Path to Operational Excellence and Global Growth

Evoke Technologies’ journey with the corporate services industry began with a mission to revolutionize the finance team’s operations. This initiative quickly evolved into a transformative partnership that redefined the entire organization. By breaking down silos and fostering seamless communication, Evoke integrated advanced technologies and established cross-organizational frameworks, resulting in streamlined processes and delivering a 100% ROI.

This collaboration didn’t just enhance corporate services industry operations—it empowered them to standardize and evolve globally with agility, saving over 30,000 hours annually and shifting their focus from routine tasks to strategic growth. Through this partnership, Evoke provided the corporate services industry with a strong business foundation, demonstrating the profound impact of innovation and collaboration on transforming a company and improving lives.

Over the past two years, Evoke Technologies has significantly enhanced transaction processing efficiency by deploying automation bots.

The bot automates the process of downloading transactions from the service platform portal, preparing invoice information, incorporating it into a transaction template, and uploading it to SAP. This automation ensures accuracy, eliminates duplicates, and streamlines invoice generation, saving 2,000 hours annually.

• Challenge: Manual tasks were time-consuming, error-prone, and repetitive, leading to inefficiency and fatigue.
• Solution: Automation of transactions, error elimination, and duplicate prevention, resulting in a 2,000-hour annual savings and enhanced productivity.
• Result: Increased operational efficiency, improved employee satisfaction, and 100% accuracy.

Managing payment confirmation emails from multiple banks was complex due to the variety of formats. The solution automates financial transaction processing by extracting data from diverse document formats and updating relevant databases and portals efficiently. Integrated with UiPath Action Center, the automation handles errors with human intervention, enhancing accuracy and operational efficiency.

• Challenge: Managing payment confirmation emails from multiple banks was complex due to varied formats, leading to inefficiencies and increased error rates.
• Solution: The automation solution extracts data from diverse document formats and updates internal data sources and portals efficiently. Integration with UiPath Action Center ensures that errors are managed with human intervention when necessary.
• Result: The solution significantly improved processing accuracy and operational efficiency, reduced manual handling errors, and streamlined payment confirmation management.

This bot automates transaction handling for bank accounts by downloading transaction lists, validates and clearing invoices in SAP, saving 2,500 hours annually and enabling same-day invoice clearance.

• Challenge: Manually clearing invoices by downloading bank statements took time, leading to late invoice clearance in SAP.
• Solution: Automation sped up validation, saved 2,500 hours annually, and ensured same-day invoice clearance.
• Result: Improved stakeholder satisfaction and 100% accuracy.

This process will download invoices into the jurisdiction folder, saving 3-4 minutes per transaction and boosting productivity by 25%.

• Challenge: Users spent 25% of their workday manually downloading invoices from SAP, leading to inefficiency.
• Solution: Automatic downloads significantly reduced manual effort, saving time and increasing productivity by 25-30%.
• Result: Reduced download time from 3 minutes to less than 30 seconds, with 100% accuracy.

Automate the invoice management process, including downloading invoices from SAP, extracting details, creating LEDES files, validating them, and reducing processing time and errors.

• Challenge: Manual data entry for legal tracker invoices took nearly 20 minutes per transaction.
• Solution: Streamlined process reduced upload time to under 3 minutes per transaction, improving accuracy and efficiency.
• Result: Operational efficiency increased, with download time reduced from 20 to less than 3 minutes, and 100% accuracy achieved.

The bot automates the process of managing monthly SOP files from the Matter Management Portal. It downloads the SOP file, captures data, and retrieves the corresponding SOP data from Business Objects. The bot then filters the SOP file to identify only backup accounts, creates individual SOP files based on their frequency (Monthly, Quarterly, Yearly), and shares these files with customers in Salesforce, linking them to their respective case numbers.

• Challenge: Managing and distributing SOP files for approximately 600 accounts was time-consuming and prone to errors due to manual handling and diverse account frequencies.
• Solution: The bot automates the entire process by downloading the monthly SOP file, retrieving data from Business Objects, filtering for backup accounts, and generating and distributing SOP files based on their respective frequencies. It also integrates with Salesforce to ensure accurate file sharing and case number linkage.
• Result: The automation streamlined the SOP management process, reduced manual effort and errors, ensured timely and accurate distribution of SOP files, and improved operational efficiency.

The bot automates the process of managing monthly SOP files from the Matter Management Portal. It downloads the SOP file, captures data, and retrieves the corresponding SOP data from Business Objects. The bot then filters the SOP file to identify only backup accounts, creates individual SOP files based on their frequency (Monthly, Quarterly, Yearly), and shares these files with customers in Salesforce, linking them to their respective case numbers.

• Challenge: Managing and distributing SOP files for approximately 600 accounts was time-consuming and prone to errors due to manual handling and diverse account frequencies.
• Solution: The bot automates the entire process by downloading the monthly SOP file, retrieving data from Business Objects, filtering for backup accounts, and generating and distributing SOP files based on their respective frequencies. It also integrates with Salesforce to ensure accurate file sharing and case number linkage.
• Result: The automation streamlined the SOP management process, reduced manual effort and errors, ensured timely and accurate distribution of SOP files, and improved operational efficiency.

This automation enables the billing team to efficiently pull invoices for specific accounts in bulk and download them to a designated folder. The invoices are then uploaded to clients’ e-billing portals. Details on the required invoices, including date ranges and destination folders, can be found on the Bulk Invoice Request SharePoint.

• Challenge: Manual task is time consuming approx. 8-10hrs to process, inefficient & prone to errors.
• Solution: Automation of these accounts eliminated the time consumption, resulting in saving 40+Hrs a month.
• Result: Less time consumed, 100% accurate, provides reports to business upon completion via email, Increased business confidence.

In today’s dynamic business landscape, relying on manual processes can be both costly and inefficient. Embracing automation is essential to streamline operations and keep pace with evolving demands. Evoke’s comprehensive solution offers a transformative approach, integrating seamlessly with existing systems and providing robust support from deployment through ongoing maintenance. As your business grows, our solutions will evolve to enhance efficiency and performance.

To conclude, automation revolutionizes workflows, turning complex processes into streamlined operations. By adopting such innovative solutions, businesses can achieve significant gains in efficiency, cost savings, and return on investment. Evoke Technologies exemplifies how automation can drive productivity and global growth, marking a pivotal shift in corporate services.