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Streamlining Financial Reporting

Automating Period Close with WinfoBots

An agricultural chemical company primarily engaged in: manufacturing agricultural chemicals, including nitrogenous and phosphoric fertilizer materials; mixed fertilizers; and agricultural and household pest control chemicals, faced challenges in their Oracle ERP system regarding the manual period close process for various sub-ledgers, including Payables, Purchasing, OPM & Inventory, Assets, Receivables, Projects, and General Ledger.

The Challenge

Manually Run - Complex, Error-Prone & Time-Consuming Period Close Process

Delays in Financial Reporting

Increasing Need to Streamline the Period Close across countries with multiple Ledgers, Operating Units, and Inventory Organizations

This company's period close processes were executed manually on a monthly basis, leading to complexity, errors, and delays in financial reporting. With operations spanning multiple countries, ledgers, operating units, and inventory organizations, the process became even more time-consuming and intricate.

The Solution

WinfoBots introduced a Period Close Assistant that automated all manual steps in the Oracle ERP system, resulting in significantly reduced period close time and increased financial reporting accuracy.

A one-time configuration was deployed for all standard and custom concurrent programs and reports, streamlining and standardizing the entire process. WinfoBots also provided a comprehensive audit trail with report outputs saved on SharePoint, facilitating process tracking and issue identification.

Streamlined Period Close Process across Multiple Ledgers

The solution effectively streamlined the period close process across various sub-ledgers, including Payables, Purchasing, OPM & Inventory, Assets, Receivables, Projects, and General Ledger within the Oracle ERP system.

Efficient & Error-Free Period Close Automation

WinfoBots' Intelligent Process Automation solution enabled this company to achieve an error-free period close process with minimal human intervention.

On-Time Financial Reporting for Better Decision Making:

Timely completion of the period close process enabled improved financial reporting and accelerated decision-making processes.

Complete Audit Trail with Reports

WinfoBots' Command Center provided this company with complete visibility of the actions performed by the bots, with closure reports stored in SharePoint.

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Why our clients trust us:

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Steps that were automated monthly

By automating over 2,680 monthly tasks, the Shared Services team saved time and could focus on other critical tasks and projects.

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Human Hours of Effort Saved

Automation resulted in saving 1247 hours of human effort that were previously dedicated to manual period close tasks, promoting better work-life balance and employee engagement.

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Error-Free Period Close for 25 Ledgers

This company achieved an error-free period close for 36 ledgers across all Financial, Inventory, and OPM modules, significantly improving the accuracy of financial reporting.

WinfoBots’ Period Close Assistant automated 2,700 monthly tasks, ensuring error-free period closes for 25 ledgers in Financial, Inventory, and OPM modules. This saved 1,247 hours of manual effort, promoting better work-life balance and allowing staff to focus on critical tasks. Implementation was smooth, requiring minimal business involvement and enabling process optimization.

Summing Up...

“WinfoBots’ Period Close Assistant transformed our period close. Error-free reporting, 1247 hours saved monthly, and streamlined processes exceeded our expectations. The audit trail and  reconciliation summaries enhanced accuracy. Implementation was seamless with minimal business involvement. WinfoBots is highly recommended for automating period close.”

 

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Varshitha Reddy Karna

Senior Consultant

Varshitha is a Senior Consultant at Winfo with 5 years of expertise in automation testing, specializing in Oracle Applications using Selenium. She excel in creating and executing automated test scripts, identifying software defects, and applying best practices in testing methodologies. Proficient in Agile processes, she is known for excellent communication and collaboration skills. A continuous learner, Varshitha stays updated with the latest trends in automation testing.

Rajeshwari Rangaswami

Oracle Functional Consultant

John Macoco

Director, IT Applications at Lumentum

John Macoco is an IT leader with comprehensive experience spanning over 20+ years leading innovative solutions to improve business performance and agility. He has a proven track record leading and successfully delivering large transformation initiatives and enterprise solutions.

 

In his role as Director, IT Applications with Lumentum, he is responsible for the IT Business Applications portfolio, that covers Finance SG&A/operations, FP&A, HR, Payroll, Legal applications, and Process Automations. During his tenure with Lumentum, he led the enablement of business capabilities that meet business strategic outcomes for organic and M&A growth.

 

Prior to Lumentum, John served as a sr. principal consultant in diverse industries for High Tech, Retail, Life Sciences, Services, Hospitality, helping Fortune-500 companies meet their strategic goals through innovative technology solutions.

Shanmukha Kompella

Product Consultant, WinfoBots

Shanmukha Srinivas, a seasoned consultant with a focus on ERP process automation, bringing several years of expertise to the table.

 

Specializing in streamlining and automating business processes,  serves as a trusted business analyst, adept at understanding client requirements and delivering tailored automated solutions with precision and efficiency.

Nalini Devi Machugari

Senior Technical Consultant

Nalini is an experienced professional with over 5 years of expertise in RPA.  She consistently delivers excellent technical solutions for clients. 

David Middup

Head of EMEA
With over a quarter-century of international experience, David Middup is a seasoned expert in business transformation, cloud applications, and technology-enabled change. His background in ‘Big 4’ HR strategic advisory, combined with extensive experience in technology-enabled change management and Tier 1 Cloud technology, has equipped him with a comprehensive skill set.
 
As a trusted advisor to C-suite and senior management, he has guided transformation initiatives for a remarkable array of domestic and multinational organizations, spanning a diverse range of industries across Europe, the Middle East, Africa, and the USA.

Sai Koteswara Rao Chinni

Business Analyst

Kotesh is a Business Analyst at Winfo with a wealth of experience spanning over 3 years. He holds a Master’s degree in Computer Science, leveraging his profound expertise in RPA and AI to drive impactful solutions.

Devendra Suryavanshi

Director, Solution Architecture

18+ years Oracle ERP solutioning and delivery experience across multiple geographies and industries.


Expert in Enterprise Transformations and Solution Architecture Senior Executive accountable to achieve defined quality standards.

Hari Sethalapathy

Managing Director

Hari Sethalapathy is a Co-founder and a Managing Director at Winfo Solutions. He is a Chartered Accountant with over 20 years of experience in professional consulting and IT delivery. His focus area is large-scale end-to-end strategic business transformation projects underpinning Oracle ERP.

 

He works closely with clients on cloud readiness, continuous innovations, automations and getting the maximum out of their investments in Oracle. His assignments span geographies and in a variety of industries.