Application Data Transfer

We have recently implemented this workflow for a Lawyer Firm in Canada.

The Requirement

They have 2 systems, one of these is web based and records information on Housing Purchases and another which is an internal application that holds their Case Management information for Conveyancing.

The task was to take defined data from screens held in the Web Application and save the data in the Desktop Application by creating a Desktop Robot 

1. Offer the user a screen to enter a File Number
2. Convert a long file number to a short file number (one system uses long and the other short)
3. Open the web-based application and enter the file number into a search screen
4. Select the resulting record and then in the resulting screen collect data for recording in the desktop application.
5. Once this data is obtained then select the desktop application and search using the long file number for information.
6. When data is returned check to see if there is a lawyer already attached to the case.
7. If a lawyer is attached then warn the user
8. If a lawyer is not attached then using the previously saved data automatically create a lawyer record.
9. Finally return to the beginning and allow the user to enter another File Number.

The System

We use UIPath to create desktop robots.

The client already had UIpath installed on the computer. Using the studio version of UIPath we worked with the client and their specification and created, then tested the workflow, to ensure that both of the scenarios the client had stated were completed successfully.

The Result

Implementing this workflow meant that the amount of time taken to search and find the data and then populate this into the desktop application was reduced by 80%.
In addition, the accuracy of data entry was increased as there was no human intervention, ensuring there were no typographical errors.