Case Studies
Real automation deployments, measurable results
Case Study 1: Finance Team Invoice Processing
Client Profile
- Industry: Manufacturing
- Size: 1,500 employees, $500M revenue
- Challenge: 2,000+ invoices monthly, 3 FTE processing team, 7-14 day payment cycle
The Problem
Before Automation:
- Manual invoice processing: 100%
- Processing time: 20-30 minutes per invoice
- Error rate: 8%
- Payment cycle: 7-14 days
- Staff cost: $180K/year
- Supplier complaints: Frequent
Our Solution
What We Delivered (7 weeks):
- Invoice data extraction (vendor, amount, PO, line items)
- PO matching and validation
- 3-tier approval workflow
- ERP system integration
- Payment processing automation
Investment: $85K
Results
After 4 Months:
- Automation rate: 92%
- Processing time: 2 minutes per invoice
- Error rate: <1%
- Payment cycle: 24 hours
- Annual savings: $600K
- Staff redeployed: To strategic purchasing
ROI: 700% first year | Payback: 1.7 months
Case Study 2: Customer Support Email Automation
Client Profile
- Industry: E-commerce
- Size: 500 employees, 10,000+ customer emails/month
- Challenge: Email backlog, slow response times, inconsistent answers
The Problem
Before Automation:
- Manual email handling: 100%
- Response time: 24-48 hours
- Team size: 15 support agents
- Cost: $900K/year
- Customer satisfaction: 3.5/5
Our Solution
What We Delivered (6 weeks):
- Email classification (refunds, orders, complaints, questions)
- Auto-response generation for common scenarios
- Approval workflow for sensitive cases
- CRM integration
- Response quality monitoring
Investment: $75K
Results
After 3 Months:
- Automation rate: 75%
- Response time: 2 hours average
- Team size: 8 agents (7 redeployed)
- Annual savings: $500K
- Customer satisfaction: 4.4/5
ROI: 670% first year | Payback: 1.8 months
Case Study 3: HR Onboarding Automation
Client Profile
- Industry: Technology
- Size: 2,000 employees, 30+ new hires monthly
- Challenge: 2-week onboarding process, manual paperwork, inconsistent experience
The Problem
Before Automation:
- Onboarding time: 10 business days
- HR processing: 6 hours per new hire
- New hire productivity: Delayed
- Paper forms: 20+ per hire
- Annual cost: $360K in HR time
Our Solution
What We Delivered (5 weeks):
- Form processing automation
- Account creation in 8 systems
- Equipment ordering
- Training scheduling
- Compliance tracking
Investment: $65K
Results
After 3 Months:
- Onboarding time: 3 days
- HR processing: 1 hour per hire
- Automation rate: 80%
- Annual savings: $280K
- New hire satisfaction: 4.6/5
ROI: 430% first year | Payback: 2.8 months
Common Success Patterns
What makes automation successful:
- Clear process documentation
- Well-defined decision rules
- Pilot with 50-100 items first
- Human review for first month
- Continuous improvement based on exceptions
Average Results Across All Deployments:
- 75-90% automation rate
- 90%+ accuracy
- 1-3 month payback
- 85%+ user satisfaction
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