Joe Vaccaro - Driving Innovation and Efficiency using Microsoft Forms and RPA through ConEd Accounting's Finance Intelligent Automation Team - podcast episode cover

Joe Vaccaro - Driving Innovation and Efficiency using Microsoft Forms and RPA through ConEd Accounting's Finance Intelligent Automation Team

Feb 05, 202451 min
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Episode description

1:56 <- Joe's journey from tech-savvy accountant to leading the Finance Intelligent Automation Team

7:00 <- The accounting department's decision to move from "Citizen Development" to "Joe Development"

10:30 <- How Accounts Receivable used Microsoft Forms to transform from wrangling emails to organized processing of a structured AR data set (without burdening IT).

21:16 <- How RPA allows the team to take the structured data and complete the end-to-end process.

23:35 <- Using "Hours back to the business" as criteria for prioritizing automations.

25:00 <- The approval process for ensuring that adequate controls exist around the automations.

28:22 <- The team's proudest accomplishment - Revamping the "Rewards and Recognition" process for Corporate Accounting.

32:54 <- Automating the review and approval of spreadsheets that create journal entries.

35:36 <- "OpenAI is going to change everything in Finance." How the Finance Intelligent Automation team uses Bing generative AI to accelerate and simplify development.

43:15 <- Will PowerApps be the next Microsoft Excel?

46:35 <- Tools available to come up to speed on the latest technologies?

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