From Challenge to Triumph: The Impact of RPA on the SUA Project

FEMSA - SUA

From Challenge to Triumph: The Impact of RPA on the SUA Project

The Unified Self-Determination System (SUA) is mandatory for employers in Mexico with more than five employees. The system facilitates the management of worker and employer contributions payments to the Social Security Institute (IMSS) and loan repayments.

To implement Robotic Process Automation (RPA) to optimize the calculations, verifications, and submission of information required by the SUA. The objective was to reduce the time and effort involved in settling and verifying contributions, deductions, and withholdings, and to ensure timely report submissions and compliance with tax obligations.

The Challenge

High Data Volumes: Dealing with a very large number of employer records and employees (over 210,000).

Manual Verification: A time-consuming, error-prone process.

Deadline Compliance: Need to submit information to the IMSS in a timely manner to avoid penalties.

Cost Reduction: Processes were costly due to the significant time and human resources required for manual data verification and reconciliation.

The Solutions

A RPA-based automation solution was developed. with the following advantages:

Automation of Calculations and Verifications: Integration of data from SAP to the SUA-IMSS system for the calculation, verification, and generation of final disks.

System Integration: Nintex Kryon facilitates seamless integration between SAP, MAXIMO, and CERES, ensuring smooth data transfer between systems and minimizing manual intervention.

Report Generation: Automated reporting for finance, accounting, and HR management.

Parallel Processing: Utilization of up to 18 robots to simultaneously execute tasks across various FEMSA Group entities, significantly reducing processing times.

Integration and Updates: Automated interfaces between SAP and SUA-IMSS for continuous data updates and the delivery of information formatted according to system requirements.

results

What we achieved

Process Time Reduction: The time involved for disk and report generation was slashed from 10 to less than 3 business days, significantly boosting efficiency

Error Reduction: The error rate in submitted information was reduced from 15% to less than 1%, ensuring accuracy and reliability.

Productivity Improvement: Time spent on manual verification fell from 60% to 30%, enabling more strategic value-adding work.

Cost Reduction: By automating manual verification and error correction, operational costs were improved, cutting expenses in infrastructure, human resources, and time while minimizing the risk of costly errors.

Scalability and Flexibility: Seamless and adaptable management of new entities and records.

Client Testimonial

"The automation of the SUA IMSS process has transformed our approach to handling information and tax obligations. The implementation of RPA has significantly reduced processing time and improved data accuracy. We are very satisfied with the results and the flexibility the solution offers." — RPA Director, Grupo FEMSA

Technologies Platform: Microsoft Azure

Technologies: Power Automate, Azure, .NET C#, SQL Server

Applications: RPA Integration with SAP (Finance, Accounting, and HR) and SUA

Project Duration: 5 months