All Case Studies

    Workflow Automation Case Studies

    Manual workflows slow down operations and introduce errors. These case studies show how organizations automate repetitive processes to reduce costs, improve accuracy, and accelerate cycle times.

    Financial Services
    10 weeks from project kickoff to production deployment

    Automating Client Onboarding for a Financial Advisory Firm

    Onboarding a new client required 15 to 20 manual steps across 4 different systems. Advisors spent hours on paperwork instead of client relationships.

    Onboarding time reduced from 18 days average to 5 days
    Data entry errors eliminated through single-source-of-truth approach
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    Professional Services
    12 weeks from project start to full production deployment

    Invoice Processing Automation for a Services Company

    Invoice processing was entirely manual. Staff received invoices via email, printed them, matched to purchase orders, obtained approvals via physical routing slips, and entered data into the accounting system.

    Processing time reduced from 12 days to 3 days average
    Late payment penalties eliminated entirely
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