Step Implementation:

The step to be implemented involves requesting quotes for Robotic Process Automation (RPA) systems
to streamline the invoice capturing process. This action is essential to explore technological solutions
aimed at reducing the workload on payroll and accounts receivable/payable staff.

Organizational Policy and Procedure Requirements:

According to organizational policies and procedures, it is mandated to obtain at least three quotes from
reputable vendors or service providers when requesting quotes for RPA systems. Additionally, a formal
request for proposal (RFP) may need to be drafted and dispatched to potential vendors, outlining the
organization's requirements and expectations concerning the RPA system.

Proof of Implementation:

Attached to this section of the portfolio is the formal request for quotes sent out to three reputable
vendors specializing in RPA technology. The request contains detailed specifications and requirements
for the RPA system necessary for invoice capturing.

Documentation Maintenance:

To indicate the completion of this step, the action plan has been marked as "done," and the
implementation date has been recorded. Furthermore, documentation of the request for quotes, along
with any responses received from vendors, has been meticulously maintained in a centralized file or
project management system. This ensures that all pertinent information regarding the implementation
of this step is readily accessible for reference and tracking purposes.