
Generating Energy: Poclain Hydraulics harnesses the power of Automation 360™ in multiple processes
About
Poclain Hydraulics is an independent industrial company specialized in the design, manufacturing, and sales of hydrostatic transmissions. The company operates in highly diversified markets such as agriculture, building and construction, material handling, the industrial and highway-related sectors, the environment, and many others.
THE CHALLENGE
Poclain Hydraulics needed a way to match payment deposits with their corresponding bills. The manual process required analysis, manual input, and a lot of screen time. The company also required a solution to support a new HR strategy, in which certain data couldn’t be imported into the desired software. The manual process required logging in to each employee’s profile, downloading their photo, importing it into the new software, and saving it.
107
Hours saved annually in AR deposits
100
Hours saved importing HR data
100%
Accuracy

“Leveraging Automation 360 on cloud saved our accounting team ten minutes per deposit, gaining them time to focus on the more complex parts of work.”
— Claire Le Ray, RPA Engineer
THE SOLUTION
The company implemented Automation 360 on cloud leveraging 30 bots, creating additional value and time gains for business users.
Processes Automated

Matching AR accounts with corresponding bills

Importing data from different platform
THE WHOLE STORY
To match payment deposits with their corresponding bills, IT and an internal business expert collaborated to develop the bot. The team communicated with the accounting department to create suitable input files and to decide how to handle exceptions. Working together they decided to add extra features such as logs and the ability to restart the automation process at the correct place in case of error. Once the bot was built it was progressively implemented throughout the company’s international locations.
For Human Resources, IT developed a bot in just two days to accurately import data between two platforms used by HR, greatly reducing time spent on the process. These two automation successes are driving continued interest for automation throughout the company. Poclain’s Center of Excellence (COE), developed in 2021, is also driving company interest. The COE is run by IT and citizen developers who are spread across all services and holds weekly meetings to centralize information and interest in automation from various departments.
THE FUTURE
Poclain’s goal is to increase automations throughout the entire company and have 40 bots in production by the end of the year. In addition to the COE’s weekly meetings, the company’s automation strategy and long-term goals are addressed in trimestral steering committee meetings held by the COE and the company’s governance team.

“Automating our HR process saved us three minutes of handling per each of the company’s 2000 employees, positively impacting employee satisfaction with accurate results.”
—Jordan Desmarest, IT Project Manager
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