PagerDuty

The insurance and financial services firm was struggling with a manual quote-to-proposal process that was inefficient and negatively impacting revenue. The process involved employees manually reviewing each quote, extracting more than 200 fields of data to create a spreadsheet, and developing a consolidated report presented to the client. Once a plan was selected, the company would have to prepare a customer onboarding booklet with all coverage details. The entire process was tedious, time-consuming, and prone to error. The cost of business with small clients was incredibly high due to the manual nature of the process.

The healthcare company was looking to optimize its internal business operations to meet the evolving needs of its employees, residents, and patients while providing cutting-edge research and treatment. The company’s HR organization began to explore the potential of automation and cognitive technology within its department, with three goals in mind. The top goal was to give its HR team of 600-plus the opportunity to do more meaningful work. There was a significant amount of routine work required to execute on its HR strategies, keeping the team from doing more impactful work and hindering the experience of its employees. The other goals are to reduce risk—given the company operates in a highly regulated industry—and deliver a higher level of service.

The company’s vendor invoice intake process was too time-consuming, repetitive, prone to error and delays. One of the client’s teams handles vendor invoicing for multiple business units, processing invoices from more than 30 different systems. With more than a thousand invoices coming in per month, it was time-consuming to collect and process data sent from numerous systems and in a variety of formats. Employees had to manually extract data from every document. Analyzing data, identifying missing information, and reuploading invoices was time-consuming and repetitive. The required bandwidth to pull invoices from various systems would stretch when the volume of invoices would increase, putting more stress and pressure on each team member. A high volume of invoices meant the team was more prone to errors, which slowed processing times and created billing delays.

Dentsu Aegis Network, a media and digital marketing communications company, was facing challenges with its mid-office media activation processes. These processes were repetitive, time-consuming, and prone to human error. Each customer had different needs, requiring Dentsu to adapt to each one. The process required extensive back-and-forth between multiple stakeholders and the speed was impacted by how quickly team members could respond to customers. An entire team was needed to absorb the pre-reconciliation actualization work to confirm media spend for large accounts.

Bosch, a global manufacturing company, was in need of a strong, collaborative automation technology partner to accelerate its digital transformation. The company was looking for a solution that could help them evaluate their operations, design and implement automated processes, and uncover ways to scale their efforts. The challenge was to find a technology partner that could meet Bosch's rigorous cloud security needs, critical for a company of its size and global footprint. Additionally, the company was also using RPA tools, so the new technology partner needed to have tight integrations to unlock even more value from across Bosch’s technology stack.

The transportation and logistics company was facing internal and external pressures to increase their operational efficiency. Much of the operational work was manual and tactical, often leading to high turnover rates due to lack of employee motivation and engagement. At the same time, there was pressure to do more with less, as consumer expectations were high, yet most were unwilling to pay more for the convenience of faster shipping. The company needed to align repetitive tasks with automation and enable employees to focus on the engaging, human-centric functions that drive value to the employee, the company, and customers.