RobobAI Data Extraction Guide

Follow this guide for safe efficient data transfer

The Path to Greater Insights

agreement (2)

Agreement

 

Sign in Agreement

data-extraction (1)

Data Extraction

Data Schemas

Guidelines + Mapping

Data Extraction Methods

RobobAI template

SQL queries

Data may require

Normalization

Cleansing and Validation

Agreggation

data-transfer (3)

Data Transfer

 

Data Security
SFTP Configuration
Whitelisting

platform (5)

Platform Delivery

RobobAI QA check

Implement data into RobobAI platform

Treasury dashboards

Actionable Intelligence Report (AIR)

Other custom reporting

training (1)

Training

 

RobobAI Training Academy
Custom training inquiry

Quick start

Get Started with 3 data points

With just 3 points of your supplier data, we can provide AI-driven dashboards and start pinpointing opportunities to release liquidity. This quick start option caters to organizations struggling to collate a quality data set and need support building a business case.

We recommend Data Schema 1, where possible, due to the instant benefit of an 8-page Actionable Intelligence Report and a faster 
route to leveraging your date to drive value.

Data extraction-pana
 

More data drives more insight

We support 3 main data schemas

(14 fields of aggregated data)  

Basic supplier data is used to enable basic Supplier Insights linked to Card payment Optimizations.  

You can: 

  •  Visualize spend by current payment method and terms

  •  Identify opportunities to transition spending from check or electronic payment to card.

(38 fields of line level data)

Additional invoice header level data provides additional targeted insights associated with invoice count / size

You can:

  • Optimize working capital benefits for buyers and suppliers e.g. highlight early and late payments

  • Refine card opportunity analysis with actual payment time date

(61 fields of line level data)

Additional invoice or PO line data enables classification/categorization of spend data for advanced card optimization, treasury insights, and more.

You can:

  • Increase granularity of insights by classifying invoice line items by spend category

  • Rationalize suppliers and streamline spend based upon supplier payment terms

Data Transfer

Whitelisting

Some organizations restrict access to external websites. If you are experiencing some challenges accessing the Treasury Intelligence platform from your organization some Internet access rules may need to be configured to allow access.

A process called 'Whitelisting' can be run, typically by a Network Operations team. Detailed information is provided in the presentation below.

Download white listing presentation
Untitled design (12)-1
 

Data extraction

Data extraction removes the barrier to spend analytics. It automates the process of data consolidation from multiple sources. No integration is needed. It's a stand-alone, read-only, push process.

The Data Extraction Overview presentation includes more details such as:

  • A background to Spend data
  • Example Source systems
  • Extraction Process
  • Data Mapping
  • Data Extraction guidelines
Download data extraction overview
Untitled design (11)
 

Data extraction methods

Data extraction methods refer to the techniques used to collect and move data from different sources. There are several methods for extracting data, and the choice of method depends on the source of data. Here are some common data extraction methods

 

sql (2)

SQL

Write SQL queries to extract spend-related data from the ERP databases. 

Click below for specific queries:

api (1)

Standard Reports from ERP

Many modern ERPs provide APIs that allow you to programmatically access and extract data. These APIs might expose endpoints for retrieving spend data, which you can then integrate into your extraction process

report-1

BI / Reporting

Some ERP systems offer built-in reporting tools that allow you to generate reports specifically for spending data. You can design and run reports that extract the necessary information

Secure File Transfer Process (SFTP)

To learn more about how to use an SFTP,

please download this guide.

iso_cert-removebg-preview (1)

Information Security

RobobAI is ISO27001 certified. Information security is imperative to everything we do.
For more detailed Information Security, read our FAQs here.

RobobAI_AIR_example 2 (2)

Platform Delivery  

Once your data has been securely transferred your RobobAI Delivery
team will:

Complete a data QA review

Implement data into RobobAI platform GTI dashboards

Prepare Actionable Intelligence Report (AIR)

Make available other custom reporting

Training

As part of your platform handover, your Project Manager will provide you with hands-on training to show you how to quickly draw value from your data.

We also offer a range of dedicated training opportunities.

Request custom training here  or

Login to training academy
Untitled design (10)
 

Support For support related to platform issues send a request to support@robobai.com

 
Active Support-pana