Patil Drives Operational Excellence with End-to-End SAP, AMS & OCR Automation
About This Engagement
Patil, a leading enterprise group, needed a robust digital foundation to scale operations across business units. Their existing systems were siloed, with manual processes for handling documents, fund allocation, and service support. We partnered with Patil to implement a tailored tech stack, ensuring visibility, automation, and long-term sustainability.
Industry
Enterprise IT & Financial Services
Region
India
Team Size
500+ employees
Business Challenges
- 01Fragmented software landscape with no centralized monitoring of applications.
- 02Manual entry of financial and operational data from PDF documents.
- 03Inefficient fund tracking and delayed reporting across departments.
- 04SAP systems under-configured and lacked standardized rollout practices.
- 05Lack of proactive maintenance and downtime tracking for core systems.
Innovative Solutions
We designed and executed a complete digital transformation journey for Patil, combining enterprise-grade tools with modern automation techniques.
Comprehensive AMS (Application Management Services) to stabilize and support their business-critical applications with proactive monitoring.
A custom Fund Management solution tailored to Patil's multi-department structure, enabling real-time allocation and tracking.
SAP modules in collaboration with Apna Tech to ensure scalability, standardization, and audit-readiness ahead of rollout.
PDF OCR workflows to extract key data from scanned documents — instantly syncing with internal systems and reducing manual load.
Business Impact
Operational Agility
With AMS in place, Patil's systems now run with minimal downtime, proactive monitoring, and dedicated escalation handling.
Automated Document Handling
OCR integration now processes hundreds of financial and compliance documents daily — no more manual retyping.
Optimized Fund Management
Finance teams now manage fund distribution and tracking through visual dashboards with real-time updates.
SAP Modernization
Patil's SAP environment was fully configured and aligned to business processes for a seamless rollout phase.
Faster Decision-Making
Cross-team visibility and unified data access allow faster approvals and data-driven planning.
Scalable Digital Foundation
With all systems cloud-ready and connected, Patil is set for future expansion and process automation.
Impact That Matters
75%
Reduction in manual data handling through automated PDF-to-system workflows using OCR.
60%
Improved visibility and transparency across fund management lifecycle with real-time dashboards.
90%
Stability and uptime achieved across business apps via AMS and SAP support rollout.
