What is a robotic audit?

It is an individual approach to learning the needs of a client in terms of the processes in the organization, and their potential for implementing automation and RPA solutions.


Target and methodology

The aim of the audit is identification of areas in an organization that have an impact on increasing cash flow.

Business Process Automation with software-robots (Robotic Process Automation) is a formidable pillar of digital transformation in every company, as it leads to process optimization, which in turn determines gaining competitive advantage in today’s very digital world. It is a solution to many issues, such as lack of qualified staff, decreased motivation of employees performing repetitive and routine tasks, low efficiency of back- and front-office activities, constant insufficiency of IT resources. Readiness analysis of European companies towards robotic implementations indicates that ¾ of them have not planned any steps due to – among others – lack of knowledge about the processes and tools.

For this exact reason we offer the service of process audit in which we approach each organization and its needs individually and we analyse its processes in terms of potential for implementing automation and robotics solutions.

A few-day-long audit consists mainly of individual sessions with certain/selected employees of a department in order to discuss standard activities performed by employees and select those that bear the highest potential in terms of generated savings and automation possibilities.

Identification of the right robotization potential and handing over recommendations for precise processes grants the client the comfort of receiving a comprehensive solution that blends verification of processes by our experts with target robotic solution delivery for which we take full responsibility.


Examples of domains

Accounting: Accounts Payable (AP), Accounts Receivable (AR), account settlements, incoming and outgoing invoices, etc.

TAX: preparation of data for tax declarations; data verification and alignment between VAT declarations and Standard Audit Files (JPK); verification of taxpayer data on the White List, etc.

Vindication: sending dunning letters to clients; maintaining communication with counterparties; generating aging reports, etc.

Controlling: preparation of data for reporting (daily, weekly, monthly); generation of cost provisions; preparation of basic index analysis, etc.

HR: employee onboarding; salary report generation; preparation of proof of earning; downloading data from Social Security Office portals, etc.

Sales: management of the process of order placement for customers (Order to Cash – O2C); screening for potential clients; social-media-based sales campaigns; front- and back-office support of sales activities, etc.

Marketing: profiled marketing campaigns; contact with clients via the social media; maintaining trading partner relations, etc.

Logistics: registering shipments on client portals; verification of quotes on Freight Exchanges; setting and tracking shipments; report preparation (stock rotation, storage space occupancy), etc.

Procurement: support of purchase activities (purchase to pay – P2P); verification of correctness of internal orders; price list preparation based on quotes; correctness verification of vendor documents (quotes, invoices, notes), etc.

Administration: processing data of basic fixed assets; verification of correctness of amortization of fixed assets in an organization; support in reporting activities (e.g. environmental waste, internal and external reports).


Benefits and why audit is important from the client’s perspective

Thanks to an audit a client can be certain that the processes which we select during the audit and which will receive our high recommendation, will be successfully automated/robotized.

Processes recommended for automation usually yield return on investment after 3 months.

After the audit the client receives a report describing in detail the verified processes together with estimated time savings achievable as a result of implementation of precise RPA solutions that we offer. We can implement automations and robotizations in processes chosen by the client in a couple or several days – depending to the complexity level of the process.

Many organizations underestimate the matter of proper verification of robotic potential in their processes, which is why many robotic projects end before they even start. Selection of appropriate processes which should launch robotization journey is key in terms of the organization’s management perspective and possibility to scale these solutions up to cover the whole operations of the company.


What makes us stand out?

Combination of knowledge of the sector with knowledge of technology is a uniquely valuable resource for a service provider to have, which we possess and effectively utilise. We bring value to our clients in the form of tailor-made solutions for their actual needs, which in turn translates into tangible savings in a considerably short period of time.

We encourage you to subject your processes to verification of their automation and robotization potential with our domain experts!


Audit scenario:

  • Selection of areas for verification (usually pre-agreed departments)
  • Training of the team in audit methodology and basis of process robotization
  • Individual sessions, process and technical analysis
  • Document and recommendation creation
  • Presentation of audit results along with savings estimation and costs of automation development.

Duration: usually 2-5 days

Place: the client’s office

We invite you to apply!





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