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case study Oracle

Conversational Expense Automation for a Global Excavation Company

A leading infrastructure services provider modernized its expense submission and approval workflows by deploying an Oracle Digital Assistant–powered solution. CES implemented a conversational interface that simplified expense entry, reduced manual effort, and improved real-time visibility for employees and approvers.

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The Challenge

Error-Prone Manual Processes

Delayed Approvals

Low User Engagement

the client

Non-Destructive Excavation / Infrastructure Services

USA & Canada

Technology Stack

  • Oracle Digital Assistant
  • Oracle Cloud ERP

the impact

Faster Workflows

Intuitive User Experience

Reduced Support Load

Higher Adoption

how we did it

The shift was experience-led. The result?

Faster & accessible expense management.

The Need & The Challenges
The CES Solution
Results & Business Impact

The Need

The client needed to modernize its expense lifecycle for field crews and office teams. Manual processes, frequent errors, and low usability for occasional ERP users slowed approvals and increased support load. They required a conversational digital assistant to improve accessibility, speed, and compliance, without disrupting existing Oracle Cloud ERP workflows.

Challenges

  • Cumbersome Manual Entries: Complex ERP interfaces made expense entry difficult for field workers and non-frequent users.
  • Approval Delays: Limited accessibility and notification gaps slowed reimbursement cycles.
  • Low User Engagement: Occasional users avoided the system due to poor usability.
  • High Support Overhead:Employees frequently raised queries due to unclear workflows.
  • Lack of Real-Time Visibility: Approvers and employees had no instant insight into expense status.

CES implemented Oracle Digital Assistant (ODA) as a conversational, AI-driven interface integrated with Oracle Cloud ERP to simplify and accelerate the expense lifecycle.

  • Conversational Expense Reporting: Enabled employees to submit expenses using natural language through chat-style interactions, reducing friction and improving accuracy.
  • Expense Inquiry: Allowed users to instantly check expense history, statuses, and policy-related details without navigating ERP screens.
  • Proactive Notifications: Configured ODA to push reminders for pending approvals, missing receipts, and potential policy violations - ensuring timely action and compliance.
  • Faster expense submission and approval cycles
  • Intuitive conversational interface requiring no training for occasional users
  • Reduced dependency on finance or HR teams through automated responses
  • Higher user adoption driven by simplified workflows
  • Strengthened compliance using proactive, intelligent notifications
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A challenge simplified. A SMART experience delivered. This was our approach to transforming expense management with Oracle Digital Assistant for a leading infrastructure services provider. Ready to modernize your workflows with intuitive digital experiences? Explore more at Oracle Services

strategic client partner

Amarnath Alur
Amarnath Alur

our automate expert

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Take the Next Step

Looking to simplify expense workflows and reduce support overhead with digital assistance? Let’s build a conversational experience that works for your teams. Talk to our Strategic Client Partner at amar.alur@cesltd.com

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