Automating Invoice Distribution with Python
Client
A rapidly growing Healthcare organization that provides specialty pharmacy services for patients receiving complex medications for chronic illnesses and complicated diseases. The company was challenged by a complex, manual invoicing process that was time-consuming, error-prone and required significant human intervention.
JRD Context
Analyze current process and data, design and implement an automated system to improve the process.
Solution
A Python script was developed to:
-
Read Invoice Data:
Extract invoice details from structured data and static extracts. -
Interrogate CRM System:
Query a complex CRM structure to determine the appropriate recipients based on predefined business rules. -
Automate Email Distribution:
Generate and send invoices to the correct recipients via email, ensuring timely and accurate delivery.
Key Benefits
- Saved 32 person hours per invoice run by removing the manual consolidation, send, and troubleshooting efforts.
- Eliminated dependency on human knowledge by automating business rules for consistency and efficiency.
- Improved efficiency with automated email sending.
- Enhanced tracking and accuracy of invoice delivery.
Technologies
- Python (Pandas for data processing, SQLAlchemy for database interactions, Requests for API communication, smtplib for email automation)
- CRM Integration (Queries to determine recipients based on complex client organization)
- Email Automation
Industry / Domain
- Healthcare pharmacy and infusion services