Document Processing · Real-time Analytics
After Takeda's integration with Shire, finance processes and data structures were heterogeneous, invoice handling was vulnerable to disruption, and the organization needed a way to democratize automation and AI skills while improving the speed and resilience of finance operations.
Reported impact
Takeda made invoice handling faster and more resilient, expanded finance analytics access, and turned digitalization into an ongoing operating model that generated a large pipeline of employee-owned automation ideas and significant productivity savings across the organization.
Takeda Business Solutions partnered with EY to combine finance analytics, automation and AI into a broader digitalization program. The team introduced CFOInUrpocket as a global finance reporting and analytics platform, built an automation roadmap with UiPath and EY, and launched AI Discovery and digital champion programs so employees could identify and own new automation ideas. When the pandemic exposed reliance on a manual scanning provider, Takeda implemented a state-of-the-art intelligent OCR capability that turned invoice-to-pay into a touchless process: medical reps could photograph invoices and send them electronically instead of mailing paper. The program connected analytics, OCR, bots and citizen-led automation so ideas could move from training into production use cases. By pairing a top-down platform strategy with bottom-up AI ideation, Takeda created a finance operating model that used AI, automation and data more directly in day-to-day work.
Finance data is surfaced through CFOInUrpocket for reporting and analysis, while paper invoices are photographed and emailed into an intelligent OCR flow that routes invoice-to-pay processing without manual mail handling. Ideas from AI Discovery, the digital champions program and the automation roadmap are then turned into bots and operational use cases across the finance organization.
"An Artificial Intelligence Discovery series also trained employees in AI as a concept and its capabilities."
"TBS implemented a state-of-the-art intelligent OCR capable of making the invoice-to-pay process touchless."
"This culminated in an 'AI Ideathon,' which generated a pipeline of 190 ideas."
"This emerging focus on data and being digital-first culminated in an award-winning application - CFOInUrpocket, a global finance reporting and analytics platform."
"To date, TBS has trained over 1,700 employees; created 480 certified digital champions and over 500 bots; and - through the program's efficiency - generated over 500,000 productivity hours per year."
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