技术
- 分析与建模 - 机器人过程自动化 (RPA)
适用行业
- 金融与保险
关于客户
Pay It Forward奖学金是一家位于佐治亚州盖恩斯维尔的非营利组织。该组织每年提供大约 600 万美元,用于资助全州私立学校学生的教育。该组织接受个人、家庭和企业的捐款,然后为 K 至 12 年级的儿童提供奖学金,其中 50% 来自低收入家庭。 Pay It Forward 还可以获得 5800 万美元的税收抵免,为捐赠的佐治亚州纳税人保留。该组织的运营利润率仅为 5%,其中大部分都花在了临时工上。
挑战
Pay It Forward 奖学金是一家位于佐治亚州盖恩斯维尔的非营利组织,每年提供约 600 万美元,资助学生在全州私立学校的教育。该组织接收来自个人、家庭和企业的捐款,这些捐款随后成为为 K 至 12 年级儿童提供的奖学金。该组织还可以获得 5800 万美元的税收抵免,为捐赠的佐治亚州纳税人保留。然而,佐治亚州只给 Pay It Forward 24 小时的时间(每年 1 月 1 日)将数千名捐赠者的相关信息输入税务部 (DOR) 的在线门户。对于无法进入该系统的每个潜在接收者,非营利组织面临着失去税收减免的风险。这是一个繁琐、耗时的手动过程,需要大量资源才能完成。 Pay It Forward 通过 Nintex Foxtrot RPA 寻求更好的方法。
解决方案
Pay It Forward 输入捐赠者信息的过程本身并不复杂,而是乏味。全年收集每位捐助者的相关数据并将其存储在 Excel 电子表格中。为了确保这些捐赠者获得税收抵免,Pay It Forward 必须将每个捐赠者的姓名、地址、社会安全号码和其他数据一一输入佐治亚州 DOR 提供的在线表格中。这项工作包括为“Pay It Forward”的数千名捐赠者复制、粘贴、打字并提交一份表格。由于该州不寻常的规定规定 Pay It Forward 只能在 24 小时内输入所有这些信息,因此该非营利组织历来被迫雇用多达 30 名临时数据输入人员来帮助完成这项工作。该组织考虑了几种替代方案,以使这项艰巨的工作变得更加容易。该团队采用了 Nintex Foxtrot RPA,该软件最终将自动执行从捐赠者电子表格中提取数据并将其输入该州在线表格的过程。
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