KT Sparks

Organisation working with vendors and contractors · 4 document types, one flow

One UiPath Architecture for Four Contractor Document Types

Contractors send four kinds of documents: purchase orders, time reports, approvals of that time, and invoices. Each has its own rules, and each one processed by hand adds risk of delay and error to the vendor relationship. We designed a single reusable UiPath architecture that automates all four, topped with reporting and BI dashboards.

One UiPath Architecture for Four Contractor Document Types
Function
Procurement

Results

4
contractor document types now automated
Invoices, time reports, time approvals, purchase orders. This is scope, not a saving.
1
shared architecture covering all four
A single IPA design on UiPath instead of a one-purpose bot. This is scope, not a saving.
1
reporting and BI layer over the automation
Custom reports and dashboards for ongoing visibility. This is scope, not a saving.

01

The challenge

The client relies on a network of vendors and contractors. Each engagement produces the same documents: purchase orders, invoices, time reports and time approvals. Every one of them comes with a distinct format, distinct rules and a distinct step in the approval chain.

Behind that flow sat no shared automation architecture that could be reused. Every document type was treated as a separate problem. That held back how consistently the work got done and how far it could grow across vendors and document types.

The cost of working this way

  • A separate process per document type. Each of the four followed its own manual path, with its own rules and its own openings for mistakes.
  • Manual work that grows with the network. Adding vendors and contractors brought more of the same effort, not tighter control.
  • Delays and errors with vendors. Each document type still handled by hand was one more point where a late approval or an incorrect figure could get through.

02

What we did

On this Intelligent Process Automation (IPA) implementation on UiPath, we were the solution architect. Instead of a bot built for one purpose, we designed a single reusable architecture covering the entire contractor document flow.

Four document types, one design

Document typeRole in the vendor relationship
InvoicesThe amount the contractor charges
Time reportsThe hours that sit behind the invoice
Time approvalsConfirmation that those hours are accepted
Purchase ordersThe commitment the invoice is raised against

Every one of the four runs on the same foundation.

Why a shared architecture beats a bot per document

  • Consistency. One design covers every document type, so all four follow the rules in the same way, not only the highest-volume one.
  • Room to grow. A reusable design takes away the very limit the manual process had: each additional document type or vendor reuses what already exists.
  • A single base to maintain. Any improvement to the shared foundation benefits every flow built on it.
  • Ownership at architect level. We were responsible for the design of the automation, not only for building bots.

Reporting layer

On top of the automation sit custom reports and BI dashboards that keep the contractor document flow visible on an ongoing basis.

Stack

LayerTools
PlatformUiPath Intelligent Process Automation
LogicCustom automation built on a single shared, reusable architecture
ReportingBI dashboards and custom reports

03

The outcome

This engagement did not record volumes, accuracy or time saved, so we describe the result in terms of scope rather than savings.

BeforeAfter
Contractor document typesFour, each on a separate routeFour, all automated on one shared architecture
Automation designNothing shared or reusableA single reusable UiPath IPA architecture
VisibilityKept apart from the document flowCustom reports and BI dashboards over the automation
  • Every contractor document type is now automated: time reports, time approvals, purchase orders and invoices.
  • A single reusable architecture in place of a one-purpose bot.
  • Reports and BI dashboards sitting on the automation for continuous visibility.
  • Ownership of the automation design at solution-architect level.

Where this usually goes wrong

A common pattern is to automate the highest-volume document first and keep the others manual. The whole process then moves only as fast as its slowest manual step, and each extra document type turns into a project of its own. A single architecture across all four takes that weak link out from day one.