ElectroNeek Bot Library

Plan vs. Actuals updates

Case for Automation

Organizational planning is an indispensable component of business management strategy requiring a detailed and balanced analysis of the current business situation as well as risk management. However, actual business outcomes do not always correlate with plans. Thus, teams must manually execute a labor-intensive reconciliation.

 

 

Bot Activities
  • Reconciles relevant planned metrics in a project management CRM with actual project figures in Excel or another system
  • Consolidates data on planned numbers or products vs. actual ones
  • Sends notifications via email or messenger on any changes in planned metrics, figures, or products
  • Updates relevant management systems based on actual updates
Automated software

MS Excel

MS Outlook

Slack

🚀 Author
  • Electroneek
📒 Bot Category
  • Strategy and Planning
💡 Tags
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Get this bot from ElectroNeek Partners

Get matched with ElectroNeek Partner to get this or similar bot running in your organization without paying for any RPA software. Yes, this is possible. Only with ElectroNeek.

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