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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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