A leading Data Solutions provider, processing 100s of B2B transactions weekly, faced significant operational challenges in its orders-to-cash (O2C) process. The workflow began in Salesforce CRM, where orders were captured, and concluded with invoice generation and ledger entries in Oracle Fusion. Manual handoffs, data re-entry, and fragmented workflows led to delays, errors, and scalability issues. Additionally, provisioning customer access to purchased products via the Access & Entitlement (A&E) system was slow and error-prone, impacting customer experience and compliance.
To tackle these challenges, the Data Solutions company partnered with ETT, who implemented a modular, agentic automation approach using UiPath. The solution automated the entire O2C process, including seamless integration with the A&E system.
Solution Flow
Situation
A customer purchases a new analytics product. UiPath agents process and validate the order, confirm payment, and post the invoice in Oracle Fusion, which triggers the A&E module.
Business Impact
Financial Impact
Annual Benefits
ROI Snapshot
Key Benefits for the Client
End-to-End Automation
From Salesforce order capture through Oracle Fusion invoicing to A&E access provisioning—no manual handoffs, fewer errors, faster operations.
Instant Onboarding
Customers receive credentials and product access immediately post-payment, boosting satisfaction and reducing support queries.
Lower Risk & Maintenance
Modular design localises updates, reducing downtime and ensuring continuity as needs evolve.
Scalability & Agility
Adapts quickly to new products, customers, and rules; scales seamlessly with growth.
Data Quality, Security & Compliance
Automated validation, audit trails, and access controls safeguard accuracy, security, and regulatory compliance.
Faster Time-to-Value
Rapid rollout of new features, products, or compliance updates supports agility and competitiveness.
Governance & Auditability
Complete traceability from order to access simplifies audits and compliance reporting.
By partnering with ETT and implementing a modular, agentic UiPath automation solution, the Data Solutions company has achieved a truly end-to-end transformation of its orders-to-cash process.
The seamless integration of Salesforce CRM, Oracle Fusion, and the Access & Entitlement (A&E) system ensures that every step from order capture and validation, through invoicing and ledger entry, to instant customer access provisioning is automated, secure, and auditable.
This holistic approach has delivered substantial benefits: customers now receive immediate access to their purchased products, operational risks and manual errors are minimised, and the business can scale and adapt with agility.
Enhanced data quality, robust compliance, and faster time-to-value empower the client to respond rapidly to market demands and regulatory changes, while freeing staff to focus on higher-value activities.
Ultimately, ETT’s solution has not only streamlined operations but also elevated the customer experience.
