Case Study: Non-Profit Solutions Provider saves 150 man-hours per month with Excellarate’s RPA automation

Excellarate Helps A Non-Profit Solutions Provider Save 150 Man-Hours Per Month With RPA

Non-Profit Solutions Provider offers enterprise-grade software for non-profit programs, donor management, and volunteer management. The company was spending about 150 man-hours each month manually uploading CSV data into Salesforce using Salesforce Data Loader, with 28 steps required for each Insert/Update process across different organizations, which led to wasted time and manual errors.

Excellarate implemented a UiPath-based RPA solution to automate the end-to-end Salesforce data upload process using reusable workflows. The automation supports Insert/Update operations on different objects and CSV files for different organizations, reducing execution time to about 10 minutes for 2 objects and 2 operations, while saving approximately 150 man-hours per month and sending success/failure email notifications after each run.