RPA-Bridging Digital Gaps in Facility Management

While tools like Planon have already digitalized much of the facility management process, many systems still rely on manual data and document handling—tasks ideally suited for Robotic Process Automation (RPA).

RPA employs software robots to automate repetitive tasks, enhancing accuracy and efficiency. From project initiation, RPA can seamlessly transfer asset data into customer systems. It eliminates manual data entry during order acceptance and fault reporting, creating new entries in CAFM systems from customer emails within weeks—an effort that traditional interfaces would take months to achieve.

For contracts requiring thousands of inspection reports as proof of completed work, RPA automates the organization, storage, and distribution of these documents via email, document management systems, or directly within client platforms immediately after job completion.

Additionally, RPA streamlines billing preparation by automatically linking customer orders to the relevant service records. Order details such as SAP purchase numbers or cost allocations are updated in real-time within the workflow.

The versatility of RPA is reflected in the fact that over 25 automation solutions are currently deployed across various processes, delivering significant gains in operational efficiency and accuracy.