Summary
One of the main beer companies in Mexico was facing critical challenges in their billing processes due to inconsistencies in their customers’ tax data. Through a RaaS (Robotics as a Service) solution, we implemented fiscal validation automation, reducing processing time to only 3-4 minutes per request.
The Challenge
The company frequently experienced rejections in invoice stamping with the SAT (Mexican Tax Authority) due to discrepancies in customer data. These inconsistencies primarily arose from:
- Manual data entry errors in the internal system
- Overlooked errors in documentation submitted by customers
- Unsynchronized updates between systems
This resulted in a work overload that prevented meeting the established 8-hour SLA. Additionally, delays negatively impacted billing processes dependent on the affected data.
Key Data
- Start: November 6, 2024
- Completion: December 10, 2024
- Total implementation time: 1 month
Beecker Team
The project was executed by a team composed of developers specialized in automation, business analysts, quality control specialists, and a dedicated Project Manager.
Implemented Technology
- Main platform: UiPath
- Service model: RaaS (Robotics as a Service)
- System integration: SAT and SAP
The Solution: Fiscal Automation Validation
We developed a RaaS solution that completely automates the validation and updating process of tax data. The system executes a workflow that includes:
- Receipt and processing of update requests
- Automatic validation of information between SAT and SAP
- Real-time data updates
- Process completion notification
The solution processes approximately 670 requests monthly, with a processing time of 3-4 minutes per request.
Implementation Process and Continuous Support
The implementation followed a methodological approach that ensured not only a seamless transition but also the sustained success of the solution:
Initial Phase
- Detailed analysis of existing processes
- Configuration and development of the solution in UiPath
- Exhaustive integration tests with SAT and SAP systems
- Validation period and adjustments
- Controlled deployment in productive environment
Support and Continuous Improvement
Unlike traditional implementations where the project ends with deployment, our RaaS model guarantees long-term success through:
- Continuous monitoring of solution performance
- Specialized technical support and immediate response to incidents
- Adjustments and optimizations based on operational feedback
- Agile adaptation to new requirements or business rules
- Constant accompaniment to ensure maximum efficiency
- Continuous knowledge transfer to the client’s team
This approach ensures that the solution not only works at the time of deployment but evolves and remains optimized over time, maximizing return on investment and minimizing operational risks.
Results and Benefits
The project was successfully completed within the timeframe required by the client and perfectly adjusted to the initial established budget, demonstrating efficient execution that met all time and cost expectations. This timely delivery was particularly crucial given the fiscal year-end and the client’s urgent need to implement the solution.
The implementation of the solution has generated significant benefits:
- Reduction of processing time to 3-4 minutes
- Capacity to handle 670 monthly requests automatically
- Elimination of errors in invoice stamping
- Consistent compliance with SLA
- Optimization of human resources
- Guarantee of consistency in tax data
- Improvement in the efficiency of dependent processes
Benefits of the RaaS Model
The strategic choice of the RaaS model proved to be fundamental for the long-term success of the project. Unlike traditional automation implementations, this approach provides a complete ecosystem of services that guarantees the sustainability of the solution. The continuous consulting included in the service allows proactive identification of improvement opportunities and anticipation of future needs, while the inherent flexibility of the model facilitates agile adaptation to new business rules without significant additional costs.
Post-implementation support and accompaniment ensure that the solution maintains its optimal performance levels, backed by an expert team that responds quickly to any need. From a financial perspective, the inclusion of maintenance in the service represents a significant cost optimization compared to traditional models where these services are contracted separately. Furthermore, continuous knowledge transfer to the client’s team strengthens their internal capabilities, enabling better use of the solution and greater autonomy in its daily management.
Fiscal Validation Automation
The successful implementation of this RaaS solution demonstrates how intelligent automation can transform complex fiscal processes into efficient and reliable operations. This success case perfectly exemplifies how companies can modernize their operations without compromising accuracy or regulatory compliance.
Is your company facing similar challenges with tax data management? Contact us to explore how our automation expertise and the RaaS model can help your organization reach new levels of efficiency.