Case Study - Phone Number Update on IOCL for ProcureBox

Objectives:

1. Implement a continuous monitoring system for the Request Created Portal.
2. Process pending transactions methodically from a processing perspective.
3. Automate the login process to the Vendor Portal using specific credentials.
4. Obtain account information based on the provided Vehicle Number.
5. Change the Current Transaction Mode to Mobile, if not set by default.
6. Set the Expiration Date to 30 days for enhanced security and compliance.
7. Update the Mobile Number, removing any existing number associated with the vehicle if applicable, and assigning the new number.
8. Implement a PIN setting process before updating the mobile number for added security.
9. Confirm successful completion of the transaction.
10. Send a notification email to relevant recipients and update the dashboard status to "Completed" for easy reference by the store.
11. Enable the bot to repeat the entire activity seamlessly in a systematic order.

Implementation:

Our team successfully implemented the automated bot, orchestrating a structured workflow for processing pending transactions. The bot performs tasks ranging from logging into the Vendor Portal, retrieving account information, updating transaction modes, to sending notifications and updating the dashboard.

Results:

1. Efficiency and Accuracy: The automated bot significantly reduced manual effort, ensuring the precise handling of pending transactions.
2. Timely Updates: Transactions are processed promptly, meeting the 30-day expiration requirement.
3. Enhanced Security: The introduction of PIN setting and mobile number validation ensures secure updates.
4. Improved Communication: Notification emails keep stakeholders informed, and the dashboard provides a centralized view of completed transactions.

Benefits:

1. Time and Resource Savings: Automation frees up valuable time and resources for the business team, allowing them to focus on higher-value tasks.
2. Consistency: The bot ensures consistent and reliable document retrieval, reducing variability in the process.
3. Error Reduction: Automation minimizes the risk of errors associated with manual document retrieval, enhancing overall accuracy.

Conclusion:

The implementation of the automated bot has successfully streamlined the process of managing vehicle Number updates. The structured workflow ensures efficiency, accuracy, and timely completion of transactions. This case study highlights the positive impact of leveraging automation to enhance the overall workflow within the request handling system, demonstrating the value of technological solutions in optimizing complex business processes.