Finance Innovation Ideas Portal
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Status Planned
Created by Chris Jones
Created on May 17, 2021

RELATED IDEAS

SSRS Financial Reporting Replacement

There is currently a gap in financial reporting as SSRS has been pushed past its capabilities today. We need to find a solution to deliver the financial reports to operators.

Problem/Opportunity There is currently no mechanism to generate certain financial reports.
Success Criteria We know if a UiPath robot can interact with the 2 platforms listed. We know the system impact that a robot has on the platforms listed. Office Connect & Adaptive
Objectives

We will

  1. Do an initial analysis to see if a UiPath robot would be able to interact with Office Connect and/or the HTML Adaptive reporting that is available today.

  2. Create an automation POC with UiPath against both options outlined above (create a robot that logs in/navigates to report/repeat) and determine the system impact the robots will have (how much will a robot slow down Adaptive and/or Office Connect)

  3. DD on the best mechanism to deliver financial reporting
Technical Resources Required UiPath
Area of Organization Finance/Payroll
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