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AI赋能的现金应用:实现82%的匹配率和卓越的财务表现 [THR3824].pdf

上传人: Fl****zo 编号:971095 2025-11-08 10页 2.38MB

1、12025 Jade Global All rights reserved2025 Jade Global All rights reservedReceipt Matching Receipt Matching AutomationAutomationImprovements for Lockbox ReceiptsA Solution for DocusignDocusign2 2SpeakersSpeakersKamlesh DesaiKamlesh DesaiSr.Director,Enterprise Applications,DocuSignMurugan Lakshmanan M

2、urugan Lakshmanan Sr.Manager,Financial Systems,DocuSignVikas SethiaVikas SethiaSenior Vice President,Oracle Service Line Leader,Jade Global3Bringing Agreements to Life.Bringing Agreements to Life.44RTB ERPRTB ERPRTB SFDCRTB SFDCOther AppsOther Apps24X5 L1 Support24X5 L1 SupportRTB AWS,RTB AWS,Muleso

3、ftMulesoftStrategic projectsStrategic projectsOracle ERP-Assist in UAT.Oracle ERP-Set-up users with security profiles.Assist Oracle ERP-Go Live,Post Go Live Support.KT from TCS in Jan-2023Moved to steady phase100+production tickets monthlyManaging 100+story points per sprintOnboarded Outreach,Onboar

4、ded Outreach,Genesys,Workday Genesys,Workday consultantsconsultantsTook over Took over 24X5 L1 24X5 L1 SupportSupportQ3Q3-20222022Q1 Q1-Q2 2023Q2 2023Q2Q2-20242024Q1Q1-Q4 2025Q4 2025Q3Q3-Q4 2024Q4 2024KickedKicked-off the off the engagement with engagement with Zuora Billing.Zuora Billing.Enterprise

5、 Release ManagementEnterprise Release ManagementManual QAUI-Path AutomationsKey HighlightsStabilized Oracle ERP PROD environment.Took over ERP and Salesforce(16x5 support)Managing Zuora development and operationsProviding 24x7 Hub Operations services and Sox AuditSupporting Outreach,Genesys,Workday,

6、Eloqua,Tray.io appsLaunched ERM services(Manual QA&UiPath automation)Started operations support for AWS and Mulesoft,EPMSalesforce optimization Services for Engineering teamDocusign CLM development and operations supportCollaborated with OIC team on key project deliveriesStrategic ProjectsIntegratio

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根据报告的内容,全文主要内容概括如下: - **业务挑战**:锁箱收据匹配过程中存在多个问题,如错误的信息、不相关的发票、跨部门支付、无结构化的电子邮件、缺失的发票引用和关键数据,以及手动数据输入导致效率低下和错误率增加。 - **解决方案**:采用AI技术自动化收据匹配流程,包括OIC集成包装器、利用历史数据、电子邮件自动化、AI匹配工具和模式识别。 - **技术支持**:使用OCI AI功能、OIC集成、模式识别算法和Oracle Fusion平台。 - **业务效益**:自动匹配率从61%提升至82%,每年节省2,000多个小时,提高了准确性、团队生产力和处理速度。 - **实施成果**:Jade Global在不到两个月内完成了端到端解决方案的实施,并实现了自动化率从61%到82%的提升。
"AI加速,发票匹配效率翻倍?" "告别手动匹配,AI技术如何助力财务?" "锁箱收据匹配难题,AI解决方案大揭秘!"
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