RPA-Powered Monitoring of Company and Competitor Listings

  • Service

    RPA

  • Industry

    Software & Hi-Tech

  • Location

    United States

Edvantis developed a Robotic Process Automation (RPA) solution to support weekly competitor monitoring for a client in the IT outsourcing sector.

1 month
project duration
1
RPA developer
70
hours per month freed

Challenge

The client’s marketing team needed to regularly check if selected companies appeared in top-ranking positions across a large set of service directory pages. The task had to be performed weekly and reported in a structured format.

Their key challenges included:

  • Time-consuming manual review of numerous online listing pages
  • Inconsistent report structure and formatting
  • Risk of errors or omissions in the weekly reports
  • No automated mechanism for sending results on schedule

Main Goals

The project’s primary objective was to automatically track which selected companies appear in top-ranking positions across industry directories. That would help the client’s marketing team monitor brand visibility and compare positioning against competitors.

The tool had to:

  • Scan listing pages across multiple service categories for client and competitor placements
  • Capture only top results and ignore lower placements
  • Compile structured reports with consistent formatting
  • Deliver reports via email to the marketing team on a weekly schedule

Team Size and Composition

Edvantis assigned one RPA Developer to design, build, and deploy the automation process.

Solution

Using UiPath, Edvantis delivered an unattended automation that:

  • Monitors predefined listing sources across service categories
  • Extracts relevant high-ranking entries by company
  • Compiles results into a structured Excel report
  • Saves and organizes the file based on reporting date
  • Sends the report to the designated recipient on a set schedule

We Achieved Great Results Together

The automation eliminated the need for weekly manual reviews and allowed the marketing team to receive consistent and timely updates.

Our key achievements included:

  • Reduced review speed to 8 seconds per link
  • Ensured consistent formatting and reliable delivery
  • Freed up to 70 monthly hours of marketing staff to focus on more important tasks
  • Enabled hands-free execution without manual oversight
  • Provided a flexible automation setup that can be adapted for other competitive intelligence tasks

Technologies Used

The solution was built using expertise in UiPath, with multiple web browsers and Office 365 as core platform.

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    Jeff Hotz
    President, TESTCo
    Edvantis is a PARTNER — not a vendor. I started very early with Edvantis and was impressed with the depth of talent and the individual commitment by the CEO.
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