case study on rpa implementation

45 RPA Case Studies in 2024 For Different Industries

Case studies are one of the most effective methods to learn about a new technology. RPA is no different. Therefore, we decided to aggregate case studies about RPA from numerous sources.  You can filter or sort them by industry (e.g. healthcare , financial services ) or business function (e.g. reporting , HR ) to identify how your company can implement RPA. To prioritize your use cases and select vendors for your business, you can also examine the reported benefits and the vendors in the list below.

What are some examples of RPA case studies?

The following table contains 45+ case studies compiled from vendors and RPA users:

If you need more examples on RPA, we listed almost >50 applications areas of RPA categorized across business functions and industries, explaining in detail how RPA adds value for each process .

You can also explore case studies of intelligent automation for more examples.

As you can observe, RPA is a flexible tool that can be used in a variety of processes. It is impossible for one RPA vendor to offer all the necessary functionality to automate all processes. That is why RPA marketplaces are gaining in popularity as they allow companies to use reusable plugins to build more capable bots faster. Feel free to read our guide to reusable RPA plugins and marketplaces to learn more.

What processes can yield higher levels of saving with RPA?

A trend we observed in the list is that in more than half of the cases where the process was specified, documents (e.g. invoices, receipts, annual reports) were involved in the process. This was also verified by our numerous interviews with RPA practitioners who mentioned that companies generally start their RPA journey with structured data since these are easier to automate.

However, as companies expand their RPA deployment, they start automating document based processes which yield higher levels of savings. This is necessary since most RPA tools do not have best-in-class tools for extracting data from documents. For the best document extraction tools and an overview of document extraction, feel free to read our articles on the topic:

• Data extraction
• Document capture
• Document automation
• Invoice capture
• Invoice automation

And scroll down our data-driven list of data extraction tools .

You can also maximize the impact of your RPA initiative by leveraging process mining solutions. Process mining allows businesses to understand their as-is processes and identify the most suitable processes to apply an RPA solution. A process mining vendor claims that process mining can increase RPA business value by 44%. Feel free to read our article about facilitating RPA deployment with process mining .

For more on RPA

To learn more about RPA, you can read:

• RPA Benefits
• 5 Trends Shaping the Future of RPA
• 7 Steps to Select the Best RPA Tool & Vendor

If you want to invest in RPA, we have a data-driven of RPA software vendors prepared.

And we can guide you choose the right tools for your business:

SSON Analytics,  Blue Prism

Cem is the principal analyst at AIMultiple since 2017. AIMultiple informs hundreds of thousands of businesses (as per Similarweb) including 60% of Fortune 500 every month.

Cem's work has been cited by leading global publications including Business Insider, Forbes, Washington Post, global firms like Deloitte, HPE, NGOs like World Economic Forum and supranational organizations like European Commission. You can see more reputable companies and media that referenced AIMultiple.

Throughout his career, Cem served as a tech consultant, tech buyer and tech entrepreneur. He advised enterprises on their technology decisions at McKinsey & Company and Altman Solon for more than a decade. He also published a McKinsey report on digitalization.

He led technology strategy and procurement of a telco while reporting to the CEO. He has also led commercial growth of deep tech company Hypatos that reached a 7 digit annual recurring revenue and a 9 digit valuation from 0 within 2 years. Cem's work in Hypatos was covered by leading technology publications like TechCrunch and Business Insider.

Cem regularly speaks at international technology conferences. He graduated from Bogazici University as a computer engineer and holds an MBA from Columbia Business School.

AIMultiple.com Traffic Analytics, Ranking & Audience , Similarweb. Why Microsoft, IBM, and Google Are Ramping up Efforts on AI Ethics , Business Insider. Microsoft invests $1 billion in OpenAI to pursue artificial intelligence that’s smarter than we are , Washington Post. Data management barriers to AI success , Deloitte. Empowering AI Leadership: AI C-Suite Toolkit , World Economic Forum. Science, Research and Innovation Performance of the EU , European Commission. Public-sector digitization: The trillion-dollar challenge , McKinsey & Company. Hypatos gets $11.8M for a deep learning approach to document processing , TechCrunch. We got an exclusive look at the pitch deck AI startup Hypatos used to raise $11 million , Business Insider.

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• Robotic Process Automation

Top 17 RPA Case Studies Across Industries [2024 Updated]

What's Inside

• Industry-Specific Robotic Process Automation Case Studies
• RPA Case Studies in Manufacturing
• RPA Case Studies in Banking and Finance
• RPA Case Studies in Healthcare
• RPA Case Study in Insurance
• RPA Case Study in Telecommunications
• RPA Case Studies in Logistics
• RPA Case Studies Across Industries
• What are the limitations of RPA?
• Moving Beyond RPA Automation with the Nividous Platform

In the era of rapid Artificial Intelligence (AI) developments, Robotic Process Automation (RPA) emerges as a practical starting point for companies aiming to streamline operations, enhance efficiency, reduce costs , and maintain competitiveness.

RPA introduces a transformative approach to handling mundane, rule-based tasks across diverse functions. Picture this: data entry, invoice processing, and routine data transfers are seamlessly executed by software robots, freeing up human resources for strategic and creative initiatives.

According to a recent Grand View Research Inc. report, the global RPA market is projected to reach USD 30.85 billion by 2030, with an anticipated CAGR of 39.9% from 2023 to 2030.

Embracing RPA transcends being merely a choice; it represents a strategic move toward a future characterized by agility, efficiency, and innovation.

We’ve curated a concise collection of robotic process automation case studies, drawing from our experiences working with clients at Nividous. Regardless of your industry or the specific process you aim to enhance, you will likely find relevant examples of robotic process automation case studies below.

Reach out if any of the RPA success stories below resonate with you—or if you have a completely different idea!

1. The process: Invoice processing for external vendors

The problem: A leading manufacturer was struggling to process hundreds of invoices from multiple vendors each month.

The format of these scanned/digital invoices significantly varied among the vendors; more than four full-time employees were manually transcribing data from these invoices into SAP, which considerably delayed the processing. The end-to-end process was further delayed due to several hierarchical approvals.

The solution: Nividous Smart Bots were deployed to automate time-intensive and manual operations involved in processing invoices. The Smart Bots read and understand data from several types of semi-structured and unstructured scanned and image-based documents, present the extracted data to users via an intuitive interface, and feed them into SAP.

This solution significantly expedited invoice approvals and can be easily scaled up to manage an increasing number of invoices.

2. The processes: Back-office operations

The problem: A high-tech manufacturer facing fierce competition needed to accelerate time-to-market, but its highly skilled employees were spending a considerable amount of time performing manual processes across multiple systems.

Job requisitions, purchase orders, contract compliance, invoice reconciliations, and customer requests were all incredibly time consuming processes that involved multiple unintegrated systems. Redundant verifications further amplified the problem and negatively impacted the success of product launches.

The solution: To solve the numerous back-office operations issues, the manufacturer automated more than 20 business processes over time via the Nividous platform. RPA Bots were deployed within 10 days to automate the job requisition process, enabling annual savings of more than $90,000.

Invoice reconciliation and shipment tracking processes were also automated. As a result of these measures, the manufacturer realized a 40% reduction in total operating costs.

Ready to unlock the potential of Intelligent Automation in manufacturing?

Watch our expert-led on-demand webinar and discover how AI, ML, low-code automation, and RPA are reshaping manufacturing operations and driving unprecedented efficiency.

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3. The process: Daily closure for letters of credit

The problem: A fast-growing bank was heavily dependent on manual labor for processes related to issuing, managing, and closing letters of credit. Each day, users engaged in the time-consuming task of manually identifying the records expiring that day for processing closures.

They were required to complete different logic and rules-based inquiries for each record on the core banking system and determine if the closure could be executed; exceptions required a different set of rules.

The solution: The Nividous platform automated the daily closure process for letters of credit to provide a frictionless trade finance experience. An RPA Bot now logs into the core banking system to identify the records expiring that day and transcribes that information into an Excel file.

The Bot is trained to run rules-based inquiries for each record on the core system to determine if the closure needs to be processed. It also handles the exceptions using specific rules and updates the status in the Excel file.

The Bot then completes the closure process based on pre-defined logic and conditions, updates the status in the Excel file, and notifies users via email.

4. The process: Loan disbursement

The problem: A growing bank faced problems with its business loan process, primarily due to internet connectivity issues among remote staff. Those branches experiencing internet problems had longer turnaround times and difficulty with document collection and approvals.

In addition, the entire loan disbursement process was being conducted manually, leading to errors and further delays and negatively impacting the customer experience.

The solution: The Nividous team worked alongside the bank’s business and IT departments to create and implement a centralized automated business process management system for loan disbursement. It was built into the bank’s existing IBM business process management system.

The team also integrated an interface for handheld devices (mobile and tablet) for remote bank staff to capture customer data and essential documents offline and synchronize it later with a centralized server. These efforts led to a 78% reduction in turnaround time for loan processing—and a 20% increase in business.

5. The processes: Payment posting and bank statement reconciliation against QuickBooks

The problem: A leading payee services provider in the US identified two highly labor-intensive processes as the prime candidates for RPA automation: a) payment posting process: employees manually processed ~150 bill documents daily, classifying and validating data before making the payment.

The process posed a high risk of errors. b) bank statement reconciliation: employees performed several checks manually, which led to increased process TAT.

The solution: The company automated both processes using the Nividous platform. Nividous Bots now perform several tasks involved in payment posting, from data retrieval, document sorting, and information extraction to review and approval. This automation has reduced the process TAT and human effort by 67% and 83%, respectively.

The Bots also handle all manual tasks, such as downloading statements from bank portals, validating data between statements and QuickBooks, and reconciling around 70 accounts monthly, significantly improving the reconciliation process’s efficiency.

6. The process: Insurance payment through IVR calls

The problem: A digital insurance payment provider in the US had a manual process involving 50 call center agents making ~2000 IVR daily calls to insurance carriers to process payments. The process required dealing with sensitive information such as PII and PCI, which posed a high risk of error.

The solution: The Nividous intelligent automation platform helped the customer automate the end-to-end process, including payments, enabling zero downtime, >500 monthly savings of man-hours, and improved process TAT by over 30%.

7. The process: Insurance premium payment on InsurPay Portal

The problem: The operations team of the digital insurance payment provider manually processed 500 daily insurance premium payments for multiple companies, fetching customer details from the Insure Pay portal and validating them against 25+ carriers’ websites with complex business rules.

The solution: The end-to-end process was automated with the Nividous platform. The Nividous RPA Bot navigates the Insure Pay portal and carriers’ websites, validating payments by applying multiple business rules. The Bot then generates a virtual card, makes payments, and logs all exception scenarios that may happen at any stage for the team to review.

The company now processes over 1600 insurance payments daily, marking a significant increase of 220%, with one hundred percent accuracy. This improved process efficiency has allowed their operations team to concentrate on more critical tasks.

8. The processes: Patient data extraction, patient data review, patient claim submission

The problem: A specialty healthcare management company wanted to improve its patient experience by streamlining its back office operations. Patient data lived on disconnected systems, and documents received by fax or scan were highly unstructured, unclear, and sometimes illegible.

More than 10 employees were required to manually extract and review patients’ data. This process was highly prone to errors and delayed claims processing and payments.

The solution: Within two weeks, Nividous developed and deployed RPA Bots with cognitive capabilities to automate the data extraction, data review, and claim submission tasks, streamlining the entire process from beginning to end. The company was able to reduce the handling time of its claim submission process by 70%.

9. The process: Claims processing

The problem: An eyecare practice experiencing rapid growth was struggling to manage various islands of information systems. Daily manual processes, including eligibility checks for patients coming through scheduled appointments and claims management across 40+ insurers, were demanding significant involvement from skilled employees, taking nearly 30% of their day.

The time-consuming processes caused unnecessary delays and cash flow issues. There was also a high risk of missing out on revenue due to inaccurate insurance information.

The solution: The Nividous platform automated a series of cross-functional operations involving doctors and administrative staff. As a result, highly skilled staff members now save more than 37,000 hours annually on claims processing, and the claim-to-cash time period has been reduced by nine days.

10. The process: Medical coding and billing

The problem: A healthcare group providing medical services to patients in long-term and assisted living facilities wanted to speed up its coding and billing processes to ensure faster and more accurate Medicare payments.

Its old process required dedicated skilled coders to manually analyze clinical documentation (charts and notes) and determine the codes relevant to a specific case. With more than 70,000 codes in different categories, the process of generating invoices was highly tedious and time consuming; it was also prone to error, resulting in rejected claims.

The solution: AI-powered RPA Bots are now deployed to code thousands of charts on a weekly basis with ease and efficiency. The Bots with native machine learning capabilities understand and analyze each patient’s documentation to create billing codes that are then used to create proper invoices.

This automation has reduced manual work by 95%, improved coding accuracy by 90%, and sped up processing turnaround time by 85%.

11. The process: Patient appointment scheduling

The problem: A leading eyecare group undergoing an aggressive expansion phase was struggling to meet customer support expectations. A call center was the key channel for appointment booking, and recent growth demanded a significant increase in agent headcounts.

Unfortunately, the inflexible system used by the call center did not provide the necessary APIs for third-party system integration, limiting the group’s ability to provide customer service through any other channel.

The solution: Voice and chat-enabled RPA Bots were created and deployed to serve patients in appointment scheduling.

Patients can now interact through a voice or chat Bot—accessed via Google Assistant or the group’s website—to locate the nearest store, locate the status of an order, and quickly make or change appointments. Now, 50% of appointments are made via chat Bot, and 35% fewer full-time employees are needed to handle these types of requests.

12. The process: Premium calculations

The problem: An insurance company’s sales process for its Liability Insurance Portfolio involved hours of complex, Excel-based premium calculations.

Initially, they were using a web form to collect information and emailing that information to a staff member, who then created a customized quote. The time commitment required for these calculations prevented precise and rapid customer service and resulted in lower conversion rates.

The solution: RPA Bots simplified this complex manual premium calculation process by automating the company’s dynamic pricing model, creating custom quotes within seconds.

This quick turnaround time allowed them to offer quotes directly to end customers in addition to going through their normal channel of partners/brokers. This opened up a new path to revenue for them that did not exist before.

Watch our on-demand webinar to explore how AI is reshaping the fundamentals of the insurance industry .

13. The process: Procure-to-pay process for vendors

The problem: A telecommunications company wanted to improve its processes for site procurement and vendor payment, which were highly manual, time-intensive, and error-prone. Users had to manually generate and update various information related to site allotment, purchase orders, job status updates, progress reports, and invoicing.

SAP lacked a standardized format to store such data, and both internal users and external parties had to navigate through multiple discrete systems to access information.

The solution: Nividous standardized the end-to-end process within the SAP system to enable enhanced process visibility. Further, RPA Bots were deployed to automatically perform Outlook, Excel, and web processes, reducing the average process handling time by 35%. Suppliers also gained better visibility into order and payment statuses thanks to the new process.

14. The process: Sales order creation

The problem: All Chemical Transport Corp., the logistics company, started its automation journey with its sales order creation process.

The process was highly manual and labor-intensive. Upon receiving a work order over an email, the user had to process the request manually by logging into the internal system and filling relevant data into lengthy forms to create a sales order. It also took much work to track the status of the sales orders.

The solution : Nividous’ proprietary IDP solution was deployed to automate the end-to-end process, from reading work orders, entering data in the internal system, and creating a sales order to sending an automated daily summary report. The automation solution enabled the company to achieve greater data accuracy with improved process TAT.

15. Cross-functional business processes

The problem: Upon successfully automating its manual sales order creation process, the company wanted to scale the use of the Nividous platform. The company identified several other business processes from different departments that were manual, time-consuming, and ripe for automation.

There was a vast scope to save thousands of man-hours and eliminate manual errors using the platform.

The solution: The Nividous team worked closely with the company to identify potential areas for automation that can deliver higher ROI in a shorter period. The goal was to quickly scale the automation solution while bringing down the total cost of ownership.

The company achieved 35% yearly growth without additional administrative overheads, automating the following cross-functional processes:

• Preparing new order reports for print
• Delivery expense report generation
• Accounts payable and tolls violation
• Accounts receivable report generation
• Rating CSI process
• Batch order update
• Invoice processing
• Owner-operator delay report
• Commodity data validation

16. The process: Letter of credit amendment and shipping documentation

The problem: A prominent logistics company in India had a team of ~12 people to manually review and verify ~25 documents daily, including letters of credit, sales orders, bills of lading, load reports, and packing lists.

These documents, received at various intervals from sales order generation to consignment delivery, demanded accurate validation against multiple systems using complex business rules.

The solution : Nividous Smart Bot, equipped with native artificial intelligence and machine learning capabilities, was deployed to automate both processes.

Letter of Credit (LC) amendment: The Smart Bot identifies LC documents in emails, extracts attachments, reads data from both the LC document and ERP system, validates using business rules, and displays color-coded results on the portal for user review. Users can input required amendments on the same interface, and the Bot sends correction suggestions via email.

Documents validation: The validation of Bill of Lading, Load Report, Insurance, Certificate of Origin, and Pre-Shipment Inspection Certificate documents is now automated with an on-demand Bot. The complete solution has enabled the customer to save over 890 man-hours per month and reduce human dependency by 80%.

17. The process: Configuring security devices and troubleshooting alerts

The problem: A leading conglomerate uses the Genetec security application to configure and troubleshoot its surveillance devices across hundreds of sites situated at various locations. The processes to configure new devices and troubleshoot the devices having network connectivity issues were completely manual and time-consuming.

The solution: The company automated both processes with the help of the Nividous platform.

Configuration of new devices: The Nividous Bots perform a series of tasks on-demand. The Bots check emails for device setup details, create users and sites in the Genetec application, and perform required steps to configure those devices, namely video units (security cameras), and automatic doors based on predefined rules for access roles and groups.

Troubleshooting security alerts and warnings: Earlier, a dedicated person had to manually troubleshoot 200-300 video units/cameras daily to resolve network connectivity issues, which is now completely automated by the Nividous RPA Bot.

The Bot downloads a real-time report from the Genetec application every 2 minutes to identify video units/cameras flagged with warnings/alerts and performs necessary steps for troubleshooting, including rebooting.

The Bot sends a summary report to the user and makes the data (such as the number of devices with warnings and success) available in the Nividous Control Center dashboard. The same process is implemented for the automatic doors.

While RPA undoubtedly transforms mundane and rule-based tasks, it comes with limitations – you may have gotten the hint of it while reading through the extensive list of robotic process automation case studies described above. RPA excels at repetitive and structured processes but needs help with unstructured data and complex decision-making scenarios.

Its inability to adapt to dynamic environments and handle cognitive tasks hinders its effectiveness in evolving business landscapes. Moreover, RPA handles tasks within predetermined workflows, needing more cognitive abilities to understand nuances and make independent decisions.

The application of artificial intelligence (AI) and more advanced automation technologies has become paramount to address the limitations of RPA. AI brings cognitive capabilities to automation, allowing systems to understand natural language, make decisions based on patterns, and handle unstructured data with finesse.

AI-powered intelligent automation solutions empower businesses to broaden the scope of process automation. These solutions can effortlessly learn, adapt, and optimize processes autonomously, providing organizations with enhanced efficiency and adaptability.

By incorporating AI-driven automation, businesses can unlock new realms of scalability and innovation, addressing the limitations that traditional RPA might encounter in today’s dynamic and data-rich business environments.

Read this blog that talks about key differences between RPA and Intelligent automation .

The Nividous Intelligent Automation platform helps businesses to move beyond siloed automation by providing a comprehensive combination of technologies that are native to the platform.

The suite of intelligent automation technologies namely RPA, AI, and low-code process automation not only allow for a seamless end-to-end automation but also significantly brings down the total cost of ownership.

Take the first step toward automation at your company.

See the intelligent automation platform that made all these robotic process automation case studies possible.

Alan Hester

Embark On Your Automation Journey

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Automation’s for Everyone: 100 Real-World RPA Use Cases Across Industries [2024 Updated]

Looking for real-life use cases of Robotic Process Automation in your industry? We've gathered 100 great examples of using RPA across different industries, find them out!

Michał Rejman

CMO of Flobotics

In the initial version of this article, RPA emerged as a disruptive force in various industries, a trend that continues to shape businesses today. Firmly establishing itself over the years, Robotic Process Automation is recognized as a versatile tool capable of replacing numerous manual processes.

Today, RPA is a behemoth technology, with the global RPA market valued at $5.7 billion and projected to reach over $13 billion by 2030. Whether in healthcare or retail, you’ll almost certainly find its application in your business.

Need some ideas on how it could help you optimize profits and outcomes? We’re here with a hot-off-the-press compilation of one hundred RPA use cases to optimize operations in your sector.

What is RPA exactly?

Robotic Process Automation is a modern technological solution that comes to the rescue for automating many routine processes.

For example, bank employees often, throughout the day, copy information from one system to another and transfer customer data to conclude an agreement with him or draw up an application for a loan. An employee can perform hundreds of such operations per day, requiring no talent other than attentiveness.

RPA robotization is needed precisely to shift all these routine processes from humans to robots.

RPA Use Cases — Introduction

As a quick reminder, Robotic Process Automation, or RPA, is an automation technology that relies on deploying pre-programmed “bots” to execute specific tasks. 

These bots excel at repetitive, rule-based, and time-consuming workflows. However, when paired with AI technologies (increasingly common), RPA can also perform more complex tasks requiring cognitive abilities.

RPA systems are capable of performing a large number of actions, including:

• Opening and interacting with business apps,
• Extracting, copying, and pasting data,
• Navigating websites, pushing data into web forms, clicking buttons,
• Recognizing and understanding the text,
• Retrieving data from different sources and compiling it into a single location and vice versa,
• Comparing and verifying information,
• Communicating via email, notifications, and chatbots.

For example, bank employees must copy information from one system to another and transfer customer data to conclude an agreement or draw up a loan application. These mundane tasks often consume several hours daily, drawing trained banking professionals from more demanding and satisfying work. Not to mention, it’s challenging to stay focused for a prolonged time and avoid simple human errors.

Here’s where RPA steps in. This automation method aims to take over manual, tedious tasks such as data operations, increasing productivity, reducing errors, and improving employee satisfaction and customer outcomes. How does this look in practice? Let’s investigate!

100 RPA Use Cases from Major Industries

With that, let’s explore RPA use cases in major business sectors:

• RPA in Healthcare
• RPA in Manufacturing
• RPA in Telecom

RPA in Finance and Banking

• RPA in Customer Service 
• RPA in Retail
• RPA in Administrative Processes
• RPA in Insurance
• RPA  in Operations
• RPA in SCM and Logistics

To illustrate them with specific, relatable examples, we also included real-life RPA success stories for each industry so you can see RPA in action.

RPA in Healthcare Use Cases

Relying on documentation and repetitive back-office tasks, the healthcare industry is full of opportunities for RPA automation. For example, according to a recent study, 43% of CFOs and revenue cycle leaders in US hospitals use RPA for revenue cycle automation. Joint research suggests that the technology yields the greatest impact on healthcare providers’ cost reduction in claims, customer service, and billing and enrollment. How else does it help medical facilities thrive?

1. Payment Processing

Many finance-oriented healthcare processes, such as billing or invoicing, can be automated to reduce staff workload and eliminate errors.

2. Claims Management

RPA software bots can expedite claims management by collecting claims data, checking eligibility, and submitting claims to insurance providers.

3. Medical Billing

Nearly all stages of medical billing, including registration, claim generation, submission, coding, and adjudication, can be automated using RPA, streamlining payments, reducing manual effort, and improving compliance.

4. Patient Registration

Data entry, identity verification, and creating new health records take dozens of hours each week when done manually. Unless done by RPA, which efficiently handles large volumes of patient information precisely and consistently, minimizing the risks of inconsistency.

5. Appointment Scheduling

RPA can optimize patient appointment scheduling based on physician availability, insurance information, location, and other factors. Bots can also send automated patient reminders, reducing no-show rates and improving the care flow.

6. Prior Authorization

RPA can easily compare the patient’s health plan coverage with the list of necessary prescriptions and procedures and then fill and submit the authorization form.

7. Medical Employee Onboarding

Back-office staff can focus on strategic initiatives and employee support by automating HR tasks such as employee onboarding, training tracking, and compliance management.

8. Follow-up Communication

RPA can send automated post-visit messages, surveys, and recommendations to collect patient feedback, monitor recovery progress, and ensure patient satisfaction.

9. EHR Tasks and Updates

By integrating the RPA bots with their EHR systems, clinicians can expedite patient data extraction, entry, and transfer. Record updates can also be handled automatically, ensuring that correct patient data is available across the organization.

10. Inventory Management

Shortages, overstock, and other supply inefficiencies can seriously disrupt healthcare operations. RPA helps clinics avoid them by automating stock level tracking, order placement, and supplier communication tasks.

11. Compliance Reporting

Non-compliance puts healthcare institutions at risk of penalties and damages their reputation. RPA will automatically generate reports required for regulatory compliance to ensure adherence to industry guidelines.

12. Data Migration and Integration

Integrating disparate healthcare systems is crucial for seamless data flow. RPA can assist in migrating data between them, maintaining data accuracy, reducing data entry errors, and improving interoperability.

13. Data Analytics

Bots can be programmed to input, migrate, retrieve, and track healthcare data, facilitating analysis and enabling accurate diagnoses and individual treatment.

RPA Healthcare Case Study: From Automated Claims Processing to Overall Operations Improvements

Pain Treatment Centers of America (PTCoA), Arkansas’s largest pain management practice network, faced a challenge that’s all too common in healthcare: inefficient claim processing.

After our first collaboration exceeded PTCoA’s expectations, delivering a full ROI in 23 days, the network decided to scale up its automation efforts. As a result, we developed a small army of bots that handle eligibility checks, payment adjustments, approvals, price comparisons, lab order management… The list goes on and is still growing!

Read full story

Interested in RPA in healthcare ? Read more on our blog!

RPA Manufacturing Use Cases

With dozens of paperwork tasks requiring communication with suppliers and vendors, there are many use cases for RPA in the manufacturing industry. As a result, it’s estimated that nearly half of manufacturers in developed countries use Robotic Process Automation to streamline production, improve quality, and reduce costs. Deloitte claims that a typical procurement spend for manufacturing businesses can decrease from 4-12%, translating into millions of dollars in savings for many companies. Manufacturers benefit from RPA particularly in:

14. Administration and Reporting.

One of the main advantages of RPA in manufacturing is that it can generate accurate production reports and provide a clear picture of the status. This facilitates efficient decision-making and quick response to production needs.

15. Inventory Management

RPA in inventory management allows manufacturers to automate emails, digitize documents, monitor inventory levels, and track product demand.

16. Material BOMs

Manufacturing RPA use cases demonstrate how software bots can automate material billing by extracting data and ensuring data accuracy, reducing errors and transactional issues.

17. Vendor and Supplier Management

To improve the overall coordination of the supply chain, manufacturers can leverage RPA to automate the onboarding of new vendors, communication with suppliers, and supplier performance tracking.

18. Invoice Processing

With RPA, manufacturers can automate data extraction from invoices, validate transactional data, and update accounts payable systems for faster and more accurate invoice processing.

19. Purchase Order Creation

Creating POs involving multiple vendors and product categories can be daunting. Instead of doing it manually, you can hand over the entire process to RPA to generate POs faster and error-free.

20. Production Planning and Scheduling

To ensure efficiency and prevent production bottlenecks, manufacturers can use RPA for production schedule optimization based on demand forecasts, resource availability, and machine efficiency.

21. Order Management

RPA bots can automatically extract order details from emails, upload them to the ERP system, update customers on product availability, and generate proof of delivery documents once the order is delivered.

22. Supply Chain Optimization

RPA improves the overall SCM process by automating the supplier onboarding process, predicting demand, and planning raw material usage, gathering data from various vendors, and performing credibility checks.

23. Data Management

Migrating records, updating ERP data, processing unstructured documents, and conversion can all be delegated to RPA to save time and effort.

RPA Manufacturing Case Study: SAP Automation

Another of our clients, one of the largest sugar producers in the world, was seeking to optimize its SAP processes. The company already used an RPA solution developed by another provider but wasn’t fully satisfied with the outcome.

Starting with the most crucial departments (controlling and finance), we gradually increased the scope of implementation, which resulted in a diverse range of purpose-made automations. These included a self-invoicing platform for clients, a EUR-pallet management solution, a customer status tracker, a web scrapper for stock index data, and a QA automation bot.

RPA in Telecom Use Cases

Robotic Process Automation can be applied in the telecommunications sector in many ways, from automating manual sales order processing to improving average revenue per client. The technology covers many use cases, supporting telecom employees with providing on-time billing, efficient payment processing, speeding up document verification and SIM allotment, and other crucial tasks.

24. User Account Verification

Account verification for telecom customers is an essential step of every contract but involves thousands of manual routine processes daily. Bots powered by Robotic Process Automation are meticulously programmed to execute them, operating around the clock and exhibiting unwavering diligence.

25. Reporting

Traditionally, telecom operators must manually generate and submit reports on the market landscape, competitors, users, network performance and issues, and many others. RPA is best suited for this task, automating report generation and submission and reducing time-intensive tasks to minutes.

26. Easy Request Forwarding

RPA bots can receive emails and calls from users and other interested parties and automatically forward them to the relevant team based on preset parameters.

27. Number Porting

One of the best examples of Robotic Process Automation in the telecommunications industry is customer number porting. Customers switch providers frequently and don’t tolerate any delays. To minimize them and provide a prompt and flawless service, operators choose RPA.

28. Network Monitoring

Telecom providers can delegate real-time network performance monitoring to RPA bots to ensure seamless services. They continuously analyze key parameters such as bandwidth usage, latency, and packet loss and send automated diagnostics, reports, and notifications in case of incidents or downtimes. This significantly improves network stability.

29. Competitive Analysis

Staying one step ahead of the competition requires constant monitoring of their offering, pricing, and features. RPA can extract this information by scraping competitors’ websites and other resources. It can also automate sentiment analysis by extracting and analyzing customer reviews, social media mentions, and feedback related to competitors and help track competitor pricing dynamics.

30. Customer Self-service

RPA bots can assist customers in solving simple, common issues by processing service requests, generating step-by-step instructions, and sharing the solution over the customer’s preferred channel.

31. First-call Resolution

If a customer decides to contact customer service, RPA can help agents address the issue without further follow-ups by retrieving customer info, details of the case, and possible solutions.

RPA Telecom Case Study: Expedited Account Activation and Closure

GPS nVISION, a Texas-based provider of devices and software for tracking cars, trailers, assets, and people, needed to shorten execution times of two vital processes: device and SIM card activation and deactivation.

After a preliminary analysis, we opted for a low-code RPA solution that continuously looks for activation requests, sets up tracking devices, and configures user accounts. Similarly, the bot identifies, confirms, and deactivates unpaid accounts and trackers. The result? Four times faster execution time.

RPA in IT Use Cases

Even though RPA bots are pieces of software themselves, they can also work to optimize and facilitate the creation, testing, and deployment of other software. The tech sector has certainly felt the impact of Robotic Process Automation, using it to streamline many software-oriented workloads:

32. Software Configuration

RPA can automate software installation and initial configuration to save precious employee time and prevent costly disruptions.

33. Dev Environment Configuration

Developers need to set up the environment in which they write code. RPA is best suited for automating the initial configuration on every system, as the process is the same.

34. Automated Software Testing

Another great RPA use case in tech is automated testing. Manual user testing can be complicated and takes time. With RPA, common test scripts are automated and run after each update to ensure bugs are quickly found and fixed.

35. Automated Data Backup and Recovery

RPA can monitor and schedule regular data backups, ensuring easy data recovery in case of incidents and enhancing data security.

36. Security Management

RPA bots can perform regular security checks and automatically detect threats. Once a breach attempt is identified, the bot can flag it, notify personnel, and deny access to targeted databases.

37. IT Maintenance Monitoring

Routine, automated monitoring of IT systems reduces the risk of downtime that could hurt business operations. RPA will notify your staff whenever an issue is spotted, allowing for a timely intervention.

38. Patch Management

RPA bots can continuously monitor for the release of new patches and updates from software vendors and then prioritize and test them. RPA-based patch deployment warrants regular software updates across all IT systems, improving overall system security.

39. Password Resetting

Routine password resets are a necessary but mundane security measure. RPA can complete them quickly, regularly, and reliably by validating user identity through predefined security protocols, automating the generation of temporary passwords, communicating new credentials, and updating the information across relevant systems.

RPA IT Case Study

IT departments are the cornerstone of most business areas. Realizing that, Reckitt, a leading global manufacturer, set out to seek maximum efficiency in IT through automation.

After years of gradual RPA deployment, Reckitt now uses more than 80 bots to streamline nearly 20% of IT processes such as access management, password resets, service desk, and end-user computing. As a result, the IT department now saves 10000 working hours each month and lowered operational costs by 20%.

RPA in Finance and Banking Use Cases

Banks and other financial institutions may be among the most document-reliant organizations. Gartner assesses that 8 in 10 finance leaders have either implemented RPA to offload routine tasks to automated bots or are planning to do so shortly. Robotic Process Automation is particularly valuable in streamlining these tasks:

40. Credit Checks

RPA software bots can perform credit checks on potential loans and determine if they meet disbursement parameters, significantly reducing the loan processing time.

41. Data Entry

By parsing documents, RPA robots can automatically fill data into forms by extracting them from documents, eliminating laborious manual data entry.

42. Know Your Customer (KYC)

If your company doesn’t use specialized KYC solutions, you can use RPA bots to automate parts of the KYC process, such as extracting information from documents, performing KYC checks, and populating customer profiles.

43. Verifying Applications

RPA can extract key personal details such as the customer’s name, address, income, and credit history, cross-check them with other sources, and enter data into the bank’s internal system, increasing speed and response times.

44. Customer Onboarding

Another great use of robotic process automation in banking is opening accounts and connecting customers, a routine process with many mundane tasks such as verifying data accuracy, setting up accounts, and performing background checks.

45. Loan Processing

RPA can assist bankers through the entire loan process: application processing, underwriting, and disbursement by extracting, retrieving, and entering data and verifying borrower information.

46. Fraud Detection and Prevention

RPA can analyze transaction patterns, identify anomalies, and flag potentially fraudulent activities to improve data and account safety and prevent financial losses.

47. Financial Planning and Analysis

Data collection, analysis, and reporting can all be automated with RPA to expedite financial planning, budgeting, and forecasting processes, leading to better decision-making.

48. Financial Reporting

RPA enables the automated generation and distribution of financial reports, ensuring a timely and accurate flow of information while saving time and effort.

49. Risk Assessment

RPA can automatically analyze various scenarios and identify risks based on audit, pattern, and report data. Automated risk assessment is faster and more accurate than manual analysis.

50. Loan Origination and Approval

RPA can automate document verification, credit checks, and loan management systems updates to accelerate loan processing times and reduce the administrative burden on loan officers.

51. Account Reconciliation

RPA robots will handle repetitive reconciliation tasks, allowing faster day-to-day transaction analyses or periodic compliance-oriented ledger reconciliation.

52. Tax Compliance

Integrating RPA robots with existing tax compliance software to gather data, compile tax reports, and submit their results in enhanced legal procedures.

53. Account Closure

Closing customer accounts is a regular, rule-based task that takes hundreds of hours monthly. Robotic Process Automation in finance can identify non-compliant or inactive accounts and close them automatically.

54. Financial Audits

Besides automating manual auditing tasks such as data extraction, RPA can improve error detection and flag discrepancies. Automated audit trails and change tracking streamline future audit processes.

RPA Finance Case Study: Optimized Loan Processing

Paramount Residential Mortgage Group (PRMG), a California-based mortgage banker operating in 48 states , struggled with manual, extremely time-consuming, and inconsistent loan estimation and granting processes.

What started with a single-bot solution evolved into an end-to-end loan processing automation with six bots, each dedicated to a single step in the workflow. RPA now handles the entire process, from retrieving and distributing disclosure packages to compiling and archiving data across various systems for improved efficiency and accuracy.

Interested in RPA in finance and banking? Read more on our blog!

RPA Use Cases in Customer Service

Even though customer service relies heavily on human-to-human interactions, Robotic Process Automation helps enhance them by taking care of the back office work. RPA can be used to automate customer relationship management and generate valuable personalized service results, especially in the following areas:

55. Fast Initial Responses

RPA software bots can sort common customer requests and deliver immediate responses, sorting out the issue of frustrating customers with lazy reactions to their inquiries.

56. Forwarding Requests

RPA bots can sort requests into different categories based on preset parameters and automatically send them to the appropriate departments, reducing call hold times and excess interactions.

57. Customer Data Categorization

Robotic Process Automation allows companies to categorize customers and define their paths for better targeting and more streamlined and personalized service.

58. Automated Emails

By scanning company databases for relevant information, RPA can generate automated email responses to customer requests. Bots can also update customers on the progress of submitted tickets without involving human employees.

59. Chatbot Integration

RPA can support chatbots by automating backend processes, retrieving necessary information, and initiating follow-up procedures, allowing for more comprehensive responses and better customer experience.

60. Returns and Refund Processing

Returns and refund procedures are highly repetitive, making them a perfect fit for RPA-based data entry, verification, and refund transaction automation.

61. Knowledge Base Maintenance

Customers and CX agents rely on internal knowledge bases that must be constantly updated. RPA can automate this process by adding new information, editing articles, and archiving outdated content.

62. Feedback Analysis

RPA can compile and analyze customer feedback across communication channels, providing insights into customer sentiments, preferences, and recurring issues. 

63. Aiding Customer Care Agents

With the aid of RPA bots, customer service reps can quickly retrieve customer details such as communication history, demographics, and previous orders or documents necessary to solve the issue,e.g., guidelines and invoices.

64. CRM Updates

As customers interact with a business, its CRM must be regularly updated with new orders, lead scores, contact history, and other details. RPA can extract data from emails, chats, surveys, and other channels and upload it to the customer’s CRM profile.

RPA Customer Service Case Study

For CXP, a major contact center outsourcer, every minute saved per customer request has a significant impact. RPA can do just that.

Between automated customer data retrieval and RPA-powered chatbots, automation didn’t only cut call times by 35% on average. An even more essential success metric is a 52% increase in Trust Pilot ratings—a true measure of customer satisfaction.

RPA Use Cases in Retail

Retail and e-commerce are dynamic, consumer-driven industries prone to continual transformations. In such a highly dynamic setting, optimizing small but essential tasks is the key to earmarking more time for creative endeavors in designing products and campaigns and ensuring high-touch customer service. Statistics confirm this, with 60% of consumer and retail tasks suitable for automation . What are they? Let’s get some examples.

65. Product Categorization

RPA bots can extract SKU (Stock Keeping Unit) data to help companies quickly categorize products and determine their market share in different regions. They can be programmed to analyze product information, such as attributes, descriptions, and images, and assign them to the appropriate categories within the inventory. RPA can also dynamically create new categories.

66. Returns

Returning a product spans a range of procedures and formalities. RPA bots allow retail businesses to verify purchase records and process refund transactions automatically. This can shorten online returns processing times from weeks to days or hours upon the product delivery to the seller.

67. Inventory Management

Another great use case for RPA in retail is inventory management. Robotic Process Automation bots can monitor stock levels around the clock and send alerts in case of shortage or overflow. By automating tasks such as data entry, order processing, and stock level monitoring, retailers can minimize human errors, accelerate data processing, and maintain more accurate and up-to-date inventory records.

68. Price and Promotion Management

Price updates require significant manual effort, particularly during large promotional events. RPA can automatically update prices, apply discounts, and ensure the offering stays consistent across all channels.

69. Customer Data Management

By automating customer data entry and updates, RPA helps retail businesses keep customer records accurate and up-to-date across all internal systems. facilitating personalized marketing efforts and customer relationship management.

70. Loyalty Program Management

Between updating customer points, processing rewards, and sending automated communications, many loyalty processes can be enhanced with RPA, allowing retailers more time to adapt to the changing markets quickly and develop more creative ways to engage customers.

71. Email Marketing

Personalizing customer communications involves a lot of care and consideration for individual purchase history and preferences. By integrating RPA with customer databases, retail businesses can automate generating and distributing custom marketing emails.

RPA Retail Case Study: Automating Product Inspections

Lotte, a South Korean multinational retail giant and the first online shopping mall in the country, is no stranger to innovation. That’s why automation was a natural choice when Lotte decided that its product description review process needed a boost .

The solution was to replace manual inspections with UiPath robots paired with optical character recognition (OCR) technology. This combination more than doubled the throughput, from 4400 to 10000 cases reviewed monthly.

RPA Use Cases in Administrative Processes

Extracting, entering, retrieving, and generating data is where RPA shines. Depending on the process and team size, some estimates claim that larger companies can save 20-40 hours daily on automating mundane admin work. Other sources quote savings in the line of 25,000 horse annually. No wonder that Robotic Process Automation is every admin worker’s best friend, supporting them in tasks such as:

72. Invoice Processing

RPA can process paper invoices using OCR, extract records, upload them to internal databases, and automatically send information to appropriate stakeholders. Sometimes, these automations can complete tasks up to 10 times faster than humans.

73. Data Entry

Moving records, populating forms, filling Excel tables, and other tasks that involve entering data, particularly structured, are some of the primary RPA use cases. In industries such as healthcare, Robotic Process Automation can handle up to 90% of data entry-related tasks.

74. Storing Personal Information

RPA software bots can easily extract customer or employee information from the initial forms they fill out to present in an easy-to-read format or upload it to your CRM.

75. Document Processing and Filing

RPA can automate the classification, sorting, and archiving of documents based on their contents, type, tags, and other categories. A systematic arrangement reduces the risk of document misplacement and improves record management.

76. Meeting Minutes and Documentation

RPA bots equipped with speech-to-text features can automate the generation of meeting minutes and summaries. Such a bot can extract information from recorded meetings and transcribe discussions to ensure that all significant details have been captured.

RPA Administrative Work Case Study: Saving Time with Automated Data Entry

“When people type data all day, data quality suffers.”—this quote from Dr. Everton Gomede, Head of Technology at System of Credit Unions of Brazil (Sicoob), perfectly captures the role of RPA in data operations.

For Sicoob, the objective of RPA automation was threefold: to reduce errors, save time, and free up employees so that they can focus on high-value tasks. By automating data entry, Sicoob expedited manual data processes by up to 80%, generated 10-20% cost savings, and had an immeasurable but significant effect on employee satisfaction.

RPA Use Cases in HR

Human resource management involves some of any organization’s most tedious and data-heavy tasks. By applying RPA, HR specialists can focus on strategic and value-added activities like talent management, employee engagement, and organizational development. Additionally, RPA enhances accuracy in data management, minimizing errors in payroll and personnel records. Doing so accelerates HR workflows and contributes to a more agile and responsive HR function.

77. Employee Sourcing

RPA bots allow HR managers to search for suitable prospects and candidates based on preset parameters. The bots will automatically receive the data when the parameters match the prospect’s profile.

78. Improved Hiring

RPA introduces several quality-of-life improvements for recruiters. Bots can track and suggest rejected candidates for openings that better suit their profile, verify digital copies of application documents, schedule interviews, and draft messages.

79. Onboarding Employees

From reviewing personal information forms and creating employee accounts to automated communication and triggering tasks, RPA proves handy throughout onboarding, accelerating it up to 10 times, according to UiPath .

80. Offboarding Employees

Similarly, RPA can handle a range of offboarding processes: retrieving dismissal documents, requesting benefit termination, revoking access to internal systems, initiating the final settlement, and more.

81. Payroll Automation

RPA software bots allow businesses to automate payroll by pulling data from timesheets and calculating payroll at the end of each month. Thanks to that, HR departments can compile accurate payrolls and determine individual salaries in seconds.

82. Travel and Expense Management

RPA can be delegated to extracting and reviewing expense data from invoices, vouchers, tickets, etc. Following a preset rules approach, bots can recognize which expenses are valid and which don’t meet the established requirements.

RPA HR Case Study: RPA Powering Across-the-Board Transformation

TriNet delivers custom-made HR solutions for SMBs, enabling easier growth without worrying about HR complexities. TriNet launched its biggest transformation ever to improve its operational model, and RPA was central to that change.

Over 4 years, the company has automated 120 workflows, including document processing and enhancement, payroll, and HR functions. These improvements helped the company maintain operational agility throughout the transition and beyond.

Are you interested in RPA in HR and recruitment? Read more on our blog!

RPA in Insurance Use Cases

Insurance is another industry heavily dependent on paperwork, and as such, it can greatly benefit from automation. In fact, it’s estimated that over 200 insurance-related tasks can be automated. Here’s a bunch of them:

83. Claims Verification

Robotic Process Automation enables insurance companies to verify claims faster based on predefined rules, minimizing fraudulent claims and eliminating delays in claims compensation.

84. Claims Processing

Manual claims processing takes a long time due to laborious data extraction and subsequent filling of required forms. With RPA, insurance companies can accelerate claims settlement, reduce errors, and enhance overall efficiency. Accenture assesses that combining RPA and AI can save up to 75% time on claims processing.

85. Premium Management

86. underwriting.

RPA can also streamline underwriting tasks such as data gathering, risk assessment, and policy pricing to improve efficiency and decision-making.

87. Policy Quoting and Comparison

With RPA, insurers can automate several steps in the quoting process, such as extracting data from various sources, calculating premiums, compiling quote comparisons, and sharing quotes with customers.

88. Regulatory Compliance

Manual compliance control is inefficient and prone to potentially costly human errors. RPA can perform the process quickly and securely, maintain a change log, validate customer data, generate compliance reports, and more.

89. Policy Cancellation

Processing policy cancellation requests requires switching between email, CRM, Excel, and PDFs to find relevant data. RPA can do that automatically while also handling other steps in the process, like setting cancellation date tally, inception date, policy term, and more.

90. Legacy App Integration

Insurance companies often use legacy apps for years, eventually leading to compatibility issues and inconsistent databases. RPA helps insurers bridge the gap between old and new systems through automated integration and data transfer.

91. Improving Business Processes

Bots easily track, generate audit trails, and measure processed transactions and exceptions automatically. All that facilitates process analysis and supports business improvements.

RPA Insurance Case Study: Ultra-Fast Document Migration and Processing

When Ayr Farmers Mutual Insurance Company needed to move and process over 500,000 records from a legacy app, we knew it would be the perfect use case for RPA.

Since the app was soon to be discontinued, we needed to act fast. The bot we developed ran on 5 computers, continuously downloading and archiving the documents in PDF format. The effort paid off: the project was completed 4 weeks before the deadline, and all documentation is now easily searchable.

Interested in RPA in insurance ? Read more on our blog!

RPA Use Cases in Operations

Some processes are so fundamental that all businesses need them to sustain their operations. Unfortunately, they often use legacy automations to interface with their complex tech stack. These technologies are quite rigid and require heavy coding to implement changes, falling behind the dynamic changes to modern-day business operations. How can RPA help instead?

92. Data Migration

Standardization, modernization, or even merging with another business—there are many reasons for transferring large volumes of data. Instead of relying on manual transfers, businesses can delegate this task to RPA, which will handle data migration faster and more consistently.

93. Invoice Processing

While businesses can’t eliminate invoicing completely, they can hand off invoice processing tasks to RPA. Preprogrammed bots can automatically extract data from transactional documentation, copy them to internal systems, and create invoices.

94. Compliance

All industries are regulated in one way or another. RPA makes adhering to legal requirements much easier through automated compliance monitoring, reporting, and alerts when deviations occur.

RPA Operations Case Study: Invoicing, Reporting, and Provider Management

Axpo, Switzerland’s leading renewable energy producer and an international leader in energy trading, discovered that rapid growth is a double-edged sword. Their manual processes couldn’t cope with constantly growing volumes of tasks. Compliance with international regulations also proved to be a challenge.

With the help of an RPA solution developed by Flobotics, Axpo can now generate and correct invoices for over 600 daily transactions. RPA bots also allow Axpo to complete 27 days’ days work in one day (!) for the crucial, legally required pricing summary process.

We can also help your energy company to automate the mundane and time-consuming processes . Explore possibilities!

Interested in RPA in process management and operations? Read more on our blog!

RPA in Supply Chain Management and Logistics Use Cases

Shipping and storing products is an impressive logistical feat that usually requires transferring data across multiple entities subject to complex local regulations, all with their own systems. On average, standard international trade transactions involve sharing 35 documents between 25 parties that must comply with at least 600 regulations and more than 500 trade agreements. RPA in logistics can streamline these data operations and many other activities to make that task less challenging:

95. Shipment Scheduling

RPA bots can extract data from letters, memos, and notes to plan shipments without confusion and conflicting schedules. They can also perform validation checks to ensure the accuracy and completeness of the shipment details.

96. Delivery Tracking

RPA can track where the shipment is and alert the system when it reaches certain locations or fails to do so. This allows all involved businesses to coordinate the entire supply chain seamlessly and efficiently, without much manual work.

97. Warehouse Management

RPA can automate thousands of warehouse management tasks, including inventory checks, allocation, tracking deadstock, and even suggesting stock-based pricing. Additionally, Robotic Process Automation may track real-time warehouse data and trigger instant alerts in case of irregularities.

98. Order Management

RPA can use inventory data to automatically place resupply orders, including listing the necessary products, comparing prices, generating documentation, submitting the order for approval, and sending it to vendors. In some cases, these improvements can save up to 80% of time on managing customer orders.

99. Delivery Notifications

Based on predefined rules, RPA can automatically update delivery progress and provide stage completion notifications to improve visibility and customer experience.

100. Supply and Demand Planning

By analyzing historical data, market trends, stock levels, and other relevant factors, RPA is also invaluable in optimizing overall supply chain planning and ensuring better alignment with demand.

101. Freight Management

Load matching, handling freight claims and charges, and picking optimal routes can all be done by RPA. Additionally, some solutions can analyze the performance of your supply chain and point to possible improvements.

RPA Logistics Case Study: Automated Documentation for Seamless Supply Chain Management

Extensive paperwork can turn international shipment tracking into a true headache, and every mistake can lead to severe consequences. Inter Aduaneira, a Brazilian trade consultancy, deals with tons of documentation in most of their workflows.

In fact, these processes were so complicated that Inter Aduaneira decided to find a dedicated company to implement internal technological solutions. RPA was at the core of the digital transformation , automating the retrieval and processing of thousands of documents and saving an average of 800 hours per analyst.

Did You Find an RPA Use Case for Your Business?

Even if the answer’s no, don’t worry—RPA can be easily customized for many purposes. As automation vendors continuously integrate their solutions with emerging technologies, the future looks bright for RPA and any business that uses it.

You’ll need a reliable RPA partner to help you identify the most promising automation opportunities and bring them to life. For that, get in touch with Flobotics . Our consultants will analyze your industry and help you plan, map, and develop RPA solutions so you can achieve your business goals cheaper and faster.

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Chief Marketing Officer at Flobotics. Communication strategy consultant for tech and process automation buff. Remote work evangelist, surfer, and doggo lover.

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45 RPA Case Studies in 2023 For Different Industries

Robotic Process Automation (RPA) has transformed how companies operate by automating repetitive, manual workflows. According to Gartner, RPA software revenue grew nearly 65% in 2021 to $1.89 billion as more organizations deployed digital workers. By 2025, Gartner predicts RPA adoption will increase by up to 20 times from current levels.

But how exactly are leading companies leveraging RPA in the real world? This comprehensive guide examines 45+ compelling RPA case studies across industries to help you uncover automation opportunities in your organization.

You‘ll learn how major banks, insurers, hospitals and manufacturers are using RPA to cut costs, boost efficiency, improve data quality and refine customer experiences. With each case study, we analyze the business context, processes automated, approach and results achieved along with expert recommendations to guide your RPA strategy.

Let‘s dive in!

Introduction: The Rise of Enterprise Automation

Business process automation is transforming how work gets done. Technologies like robotic process automation (RPA), artificial intelligence (AI) and machine learning are enabling companies to digitize manual, repetitive tasks in every function from finance to HR to customer service.

According to Deloitte, up to 50% of transactional activities can be automated using current RPA tools and AI techniques. As a result, RPA software spending increased over 60% in 2021 alone driven by demand for digital workforce capabilities:

By deploying software "bots" to handle high-volume, repetitive workflows, companies are achieving dramatic benefits:

• Cost reduction: Automating manual work cuts operational costs by 25% or more
• Greater speed : Processes get completed 3x to 5x faster with RPA
• Improved quality : Bots minimize errors by eliminating human data entry
• Scalability: Digital workers handle fluctuations in workload without adding staff
• Business insights: Detailed activity logs provide analytics to optimize processes

However, to maximize value, RPA initiatives must be carefully planned and executed. This is where real-world case studies become invaluable resources.

By examining how leading banks, retailers, manufacturers and healthcare networks applied RPA to transform operations, you can model your approach while avoiding missteps.

Let‘s examine notable RPA case studies by industry to uncover lessons learned and best practices for automation success.

RPA in Banking Delivers Big Dividends

Few industries have embraced RPA as aggressively as banking and financial services. By deploying software robots to handle mundane tasks, banks have achieved new levels of efficiency.

Key processes transformed by RPA include:

• New account onboarding: Automating client screening and compliance checks accelerates account opening while reducing risks.
• Loan processing: Bots can extract data from documents, perform calculations and route loans for underwriting and approval faster.
• Financial reporting: RPA compiles management reports in a fraction of the time versus manual methods.
• Regulatory compliance: Automated monitoring and auditing reduces compliance costs and risks.

Let‘s examine RPA banking case studies demonstrating major performance gains:

Case Study: ANZ Bank Liberates Over 400 FTEs with RPA

ANZ deployed RPA across business units in Australia, New Zealand and India to eliminate repetitive manual work. Specific processes automated included:

• Account reconciliations
• Mortgage operations such as creating home loan documents
• HR administration such as background checks

By deploying software robots to handle these high-volume tasks, ANZ reduced the human effort required by 85%. This efficiency gain yielded savings equivalent to 400 full-time staff.

RPA also enabled ANZ to complete processes faster and refocus employees on value-added work. The bank continues to scale RPA across departments, with over 50 processes now automated.

Industry : Banking Processes Automated : Account reconciliation, mortgage ops, HR administration Results : 85% reduction in effort, savings of 400 FTEs Implementation Timeframe : 33 months

Case Study: TreasuryOne Boosts Straight-Through Processing to 80%

TreasuryOne provides trade finance, treasury and working capital solutions to corporations in South Africa. By implementing RPA for critical back-office functions, TreasuryOne achieved straight-through processing rates exceeding 80% with 53% less human intervention required.

Specific improvements include:

• Settlement processing time reduced from days to minutes
• Deal confirmations automated to eliminate manual effort
• Email confirmations triggered automatically after transactions complete

RPA also enables round-the-clock processing of transactions as bots work anytime.

Industry : Financial Services Processes Automated : Settlements, deal confirmations Results : 53% reduction in manual interventions, 80% straight-through processing rate Implementation Timeframe : 5 months

Case Study: Top Tier Indian Bank Automates 200+ Processes with RPA

A leading Indian bank deployed RPA to eliminate repetitive tasks performed by thousands of employees across branches nationally. RPA bots were initially launched for 20 processes including:

• New account opening checks
• Loan underwriting and approval workflows
• Financial accounting and reporting
• Regulatory and compliance monitoring

After achieving strong results within six months, the bank rapidly scaled RPA to automate over 200 processes. This drive toward "hyperautomation" enabled significant productivity gains, improved compliance accuracy to over 99% while also enhancing customer experience.

Industry : Banking Processes Automated : Account opening, loan underwriting, regulatory reporting Results : Improved productivity, compliance and customer experience Implementation Timeframe : Over 12 months

Critical Success Factors for Banking RPA

The banking case studies highlight several best practices for RPA success:

Leverage RPA for highly manual processes: Mundane tasks like data validation and report generation are prime automation targets offering big productivity gains.

Take an enterprise view: Pursue automation broadly across business units instead of siloed efforts to maximize benefits.

Focus on customer impact: Streamline front-office as well as back-office processes to enhance customer experience.

Establish governance: Dedicate cross-functional RPA oversight teams for optimal results.

Unlocking Efficiency Gains in Insurance with RPA

Much like banking, insurance relies heavily on manual data entry, validation and processing across core systems. These repetitive workflows are ideal automation candidates.

Let‘s examine insurance case studies demonstrating RPA‘s effectiveness:

Case Study: Max Life Insurance Automates Over 160 Processes

Max Life Insurance, one of India‘s largest private life insurers, deployed RPA to optimize over 160 business processes. Bots were launched for:

• New policy underwriting and issuance
• Claims assessment and approval
• Premium collections and accounting
• Regulatory and compliance reporting

RPA reduced the human effort required for these processes by over 60%. Automation also minimized errors and improved compliance accuracy to 99%+.

By streamlining mundane tasks, RPA enabled staff to focus on high-value activities like customer service. Intelligent automation underpins Max Life‘s business growth and meeting regulatory mandates.

Industry : Insurance Processes Automated : Underwriting, claims, accounting, compliance Results : 60%+ reduction in effort, 99%+ compliance accuracy RPA Vendor : UiPath

Case Study: Top 5 US Insurer Automates Policy Administration

A leading US health insurer serving over 13 million members deployed RPA to eliminate manual efforts around policy administration. Bots were deployed to handle new enrollments, policy renewals, membership terminations and billing.

RPA reduced the processing time for these workflows by over 80% while minimizing human errors. Compliance accuracy improved from 92% to 99%+ through automation.

By scaling RPA across operations nationally, the insurer gained the agility to support business growth without adding staff.

Industry : Health Insurance Processes Automated : Enrollments, renewals, billing Results : 80% faster processing, 99%+ accuracy RPA Vendor : Blue Prism

Critical Success Factors for Insurance RPA

Key recommendations based on insurance RPA wins:

Automate compliance-intensive processes first: RPA ensures 100% policy adherence while reducing audit costs.

Deploy RPA for peak efficiency: Route work automatically to available resources – human or bot – based on demand.

Expand RPA through IT-business collaboration : Engage frontline teams to identify automation opportunities.

Measure results rigorously : Quantify efficiency gains, cost savings and accuracy improvements to justify RPA expansion.

Conclusion and Recommendations

As these real-world examples demonstrate, RPA delivers significant value across sectors by transforming operations. From banking to insurance to telecom, healthcare and beyond, companies are using intelligent automation to achieve new competitive advantages.

To recap, here are 5 best practices to ensure RPA success based on lessons learned:

Start with a pilot: Prove RPA viability through a 5-10 process limited launch before scaling.

Focus on ROI : Prioritize high-volume, highly manual tasks for early automation to demonstrate benefits.

Get business stakeholder buy-in : Position RPA as an enabler, not a threat, and provide training.

Expand RPA through CoEs : Dedicate cross-functional RPA oversight teams for optimal governance.

Integrate RPA with AI : Combine RPA, AI and analytics to automate increasingly complex workflows.

Want to achieve similar benefits through enterprise automation? Don‘t go it alone.

Our intelligent automation specialists can help you identify high-value RPA opportunities, prove ROI and scale automation globally. [Contact us today] to get started maximizing the business impact of RPA.

I am Paul Christiano, a fervent explorer at the intersection of artificial intelligence, machine learning, and their broader implications for society. Renowned as a leading figure in AI safety research, my passion lies in ensuring that the exponential powers of AI are harnessed for the greater good. Throughout my career, I've grappled with the challenges of aligning machine learning systems with human ethics and values. My work is driven by a belief that as AI becomes an even more integral part of our world, it's imperative to build systems that are transparent, trustworthy, and beneficial. I'm honored to be a part of the global effort to guide AI towards a future that prioritizes safety and the betterment of humanity.

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In their own words, learn how companies across industries achieved a higher ROI with IBM Robotic Process Automation.

Deloitte reduced report preparation time from days to hours to minutes using IBM Robotic Process Automation software.

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The insurer frees employees from repetitive tasks by using IBM Robotic Process Automation, saving 3.5 hours a day.

Aon Italy modernizes insurance and risk processes with IBM Robotic Process Automation and IBM Cloud Pak®.

Sicoob reduced process times by up to 80% and cut costs by up to 20% with the use of IBM Robotic Process Automation.

Credigy uses IBM Robotic Process Automation for due diligence reviews on thousands of loans, processing invoices and more.

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Achieving a Successful Robotic Process Automation Implementation: A Case Study of Vodafone and Celonis

06/07/2018 By Sydney Lazarus

• Procure-to-Pay (P2P) or purchase-to-pay

Procurement organizations are beginning to catch on to robotic process automation (RPA) and the potential benefits that the technology can bring, which include cost reduction and more time for strategic, value-add activities. In fact, more than a third of procurement organizations are already piloting the technology, according to research from The Hackett Group .

This was certainly the case for British multinational telecom corporation Vodafone, for which adoption of RPA quickly yielded results. Before adopting RPA, Vodafone completed 73% of its purchase orders correctly the first time around. But within six months of implementing the process mining and RPA software of Celonis , a provider that specializes in the technology, Vodafone had achieved a perfect PO rate of 85%.

This improvement led to an initial reduction in operational purchasing costs by 11% and a reduced time to market by 20%, all in the first six months. Today, Vodafone boasts a perfect PO rate of 92%.

A Brief Background  

Since its founding in 2011, Munich-based Celonis has undergone truly impressive growth. The solution provider opened its first international office in 2012, landed a number of clients among the Fortune 500 by 2014, reached a reseller agreement with SAP in 2015 and received $27.5 million in funding in 2016. In Celonis’s first four years, its revenue increased by 4,000%. And this year, Celonis is also on Spend Matters’ list of 50 Providers to Watch .

Celonis’s focus is on process mining, a type of data mining that identifies patterns in event log data to optimize process efficiency. Alexander Rinke, co-founder and co-CEO of Celonis, says that process mining offers “a much more controlled approach to RPA.”

“The technology uses the data accumulated within an organization’s IT systems to understand the current activities taking place by automatically reconstructing the way the organization is functioning, and identifying the opportunities for improvement,” Rinke explains.

And Vodafone, of course, is the household-name telecom company with some 470 million mobile customers, 14 million broadband customers, mobile operations in 26 countries and fixed broadband operations in 17 countries. Founded in 1991, Vodafone operates in Europe, the Middle East, Africa and Asia Pacific.

Choosing an RPA Provider

“Although Vodafone is in a leading position, it is still affected by telecommunications’ inherently short technology and innovation life cycles,” says Israel Exposito, Vodafone’s global process lead of big data. “RPA became attractive not just because of the opportunity to reduce costs but also because it liberates our employees from boring and repetitive tasks, giving them back time to focus on more interesting activities that require higher competencies. Nobody wants to spend years and years of study to wind up in a job doing copy-paste over and over again.”

Another challenge, Exposito notes, had been to make sense of Vodafone’s enormous amount of data. The company manages more than 700,000 purchase orders, 5 million invoices and 40 million assets annually, all together making up more than 15 terabytes of data.

“We discovered that traditional analytics tools could not uncover hidden inefficiencies or provide full transparency into our data, and we needed unbiased analysis to solve problems we did not even know we had, and to identify the most impactful opportunities for improvement,” he says. Vodafone needed to close its information gap and connect KPIs to root causes.

This is where Celonis came in. Vodafone went with the “classic RPA project management approach,” says Jesús Vita-Martínez, project manager of RPA at Vodafone. “We start with an assessment of the process within scope, and we take a call on moving to action by balancing cost and benefits. And finally we move to execution by developing the bots.”

Vodafone implemented Celonis in 2013, and since then, Vodafone has been able to look more deeply into its process variations, non-compliances and workarounds, as well as better compare results with goals, Exposito says. The combination of process mining and RPA technologies also helped Vodafone surpass its goal of a perfect PO rate of 80%, eventually achieving 92%.

However, Vodafone is not risking complacency. “RPA is the first step in a long-term strategy toward cognitive and artificial intelligence being used across Vodafone’s support services,” Exposito says. Currently, Vodafone is working with Celonis to combing process mining and RPA for a proactive alerting and remedy system.

Challenges of RPA Implementation

For organizations interested in adopting RPA or process mining, it is crucial to first have full transparency into business processes and know which processes would actually benefit from automation, Rinke warns.

“The risk of failure comes with a high price tag, and for every $1 you spend on RPA technology you can expect to spend $10 on consulting and implementation costs,” Rinke explains. “If a process is already flawed, RPA will only make a bad process faster. It’s essential that businesses take a transparent approach to RPA, ensuring that automated processes are first optimized to be the most efficient.”

Before embarking on an RPA initiative, Rinke advises, companies should know the answers to the following questions: Which processes are mature enough for automation? Which processes require the most manual rework? Which processes, if automated, would provide the biggest impact to the business?

Fortunately for Vodafone, the implementation process was smooth, and the challenges that came up were to be expected.

“As RPA is a relatively new science, the biggest issue [had been] creating an ecosystem — human resources, company policies, mindset, etc. — from scratch, which is necessary for an initiative to be adopted by [a large company] like Vodafone,” Vita-Martínez says.

It is not rare for RPA implementations to fail. Ernst and Young has estimated that 30%–50% of initial RPA implementations are not successful, but whether and how preventable those outcomes were is a different matter.

Beyond thoroughly understanding their processes, organizations interested in RPA should also start small and simplify those processes as much as possible. “Automating a simple process is exponentially more likely to be successful than automating a complex process,” Rinke says.

Rinke likens the decision to implement RPA to the implantation of a medical device. “You wouldn’t want [the doctor] to start cutting and inserting without first doing a diagnostic scan, and processes should be treated the same.”

• EPRO P2P SOURCING Determine: What Makes It Great (Procure-to-Pay SolutionMap Analysis) 11/07/2018
• Customer reviews for Determine (Corcentric) are in the new SolutionMap Customer Insights report 11/06/2019
• Coupa’s New Year wishes for the procurement solutions and services marketplace 2022 12/21/2021
• What Procurement Must Do to Keep Pace with Government’s Promises to Taxpayers 08/28/2018
• E-Procurement 2018 Trends for Practitioners and Providers: An Overview 02/23/2018

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Robotic Process Automation (RPA) Implementation Case Studies in Accounting: A Beginning to End Perspective

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T1 - Robotic Process Automation (RPA) Implementation Case Studies in Accounting

T2 - A Beginning to End Perspective

AU - Zhang, Chanyuan (Abigail)

AU - Issa, Hussein

AU - Rozario, Andrea M.

AU - Søgaard, Jonas Sveistrup

N1 - Published online: February 25 2022.

PY - 2023/3

Y1 - 2023/3

N2 - Robotic Process Automation (RPA) possesses several features that may give rise to similar but also new adoption effects (both benefits and challenges) relative to other IT implementations. Our study adds to the accounting and emerging technologies literature by examining the beginning to end process through which RPA is implemented in the accounting function. We adopt an exploratory and case-centered research methodology based on a mature RPA implementation in an accounting setting. We further corroborate it with interviews with subject matter experts and compare it with another case study of an early-stage RPA implementation. We identify five themes related to RPA adoption in accounting functions: workforce, IT governance, privacy and security, system sustainability, and the measurement of RPA success. We also present key takeaways that may support effective RPA adoption in accounting. Our study provides both academics and practitioners with insights about the effects of RPA implementation.

AB - Robotic Process Automation (RPA) possesses several features that may give rise to similar but also new adoption effects (both benefits and challenges) relative to other IT implementations. Our study adds to the accounting and emerging technologies literature by examining the beginning to end process through which RPA is implemented in the accounting function. We adopt an exploratory and case-centered research methodology based on a mature RPA implementation in an accounting setting. We further corroborate it with interviews with subject matter experts and compare it with another case study of an early-stage RPA implementation. We identify five themes related to RPA adoption in accounting functions: workforce, IT governance, privacy and security, system sustainability, and the measurement of RPA success. We also present key takeaways that may support effective RPA adoption in accounting. Our study provides both academics and practitioners with insights about the effects of RPA implementation.

U2 - 10.2308/HORIZONS-2021-084

DO - 10.2308/HORIZONS-2021-084

M3 - Journal article

SN - 0888-7993

JO - Accounting Horizons

JF - Accounting Horizons

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RPA Implementation in Mortgage Loan Processing

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Optical Character Recognition: Invoice Processing Automation

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RPA Implementation Revolutionizes Project Equity Analysis 

RPA implementation and OCR Reduced Healthcare Processing Time

RPA Implementation in Auto Insurance for improved efficiency and accuracy

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Efficient Invoice Processing with Automated Inventory Management Systems

January 23, 2020

OCR Invoice Processing

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Efficient Payroll Automation in Manufacturing

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RPA Implementation Redefines Accuracy and Efficiency in Accounting

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Suspense Processing Automation

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Machine Learning and RPA: How to Automate the Enrollment Process

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Create Credit Disputes: A Customer Service Solution

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Know Your Customer Data Download: RPA Implementation

RPA as a Service: Revolutionizing Accounts Receivable in Insurance

April 17, 2019

Default Management: Automating Mortgage Breach Letters

November 28, 2018

Predictive Modeling: A Marketing Solution

October 30, 2018

A Solution to Default Reporting

October 24, 2018

Robotic Process Automation for Healthcare Providers

August 16, 2017

Accounts Receivable Follow Up – Accounting

May 5, 2017

Automated Data Entry

Employee On-Boarding: HR Automation

Invoice Processing

RPA in Healthcare

March 30, 2017

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A Study Toward Combined Approaches Using AI-Based RPA and SOA-Based BPM: A Future Perspective

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Business Process Management (BPM) automates the business processes, improves the overall performance of automation by optimizing the business processes, and further aligns them with the business goals. Recently, Robotic Process Automation (RPA), which is based on software bots has gained huge popularity for business process automation due to its fast processing speed, low development cost, and less implementation knowledge required. Nowadays, researchers are focusing on combining BPM and RPA to gain the potential of both approaches. Initially, the present paper introduces the concepts of BPM and RPA and discusses the synergy between BPM and RPA. Then it provides an extensive review study of existing approaches, which are based on the integration of RPA-BPM. Further, it identifies the major research challenges associated with the existing approaches and defines a roadmap for future research directions in the said areas based on the identified issues. Furthermore, it redesigns the business process automation lifecycle while considering future perspectives.

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Gupta, R. (2024). A Study Toward Combined Approaches Using AI-Based RPA and SOA-Based BPM: A Future Perspective. In: Joshi, A., Mahmud, M., Ragel, R.G., Kartik, S. (eds) ICT: Applications and Social Interfaces. ICTCS 2023. Lecture Notes in Networks and Systems, vol 908. Springer, Singapore. https://doi.org/10.1007/978-981-97-0210-7_33

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Case Study: Systems Implementation and NetSuite for Agribusiness

Client Background

A nursery in the fruit crop industry, offering a variety of products, with over 600 acres and 300,000 square feet of production facilities.

The Situation

The client’s current ERP system was outdated and not meeting their needs. It did not support a remote work environment, which left their technicians and the production team unable to enter data when out in the field. The production process required significant manual data entry, leading to errors and delays in getting the data.

Finally, their ERP system did not integrate with their other systems, which inhibited real-time data for decision making.

The Solution & Results

After understanding the client’s goals for their new ERP system, Moss Adams performed a demo of NetSuite’s features and explained the benefits of switching to a cloud-based solution. Once NetSuite was selected, we designed and implemented a custom solution, including features to autocalculate sales royalties, which involved multiple entities and tier levels, and automated their customer deposit process. This eliminated the very laborious and intensive manual calculation processes for the client.

Overall, the client gained the following from their new NetSuite implementation:

• Improved profit margins
• Reduced hours spent on manual processes
• Improved efficiency across all departments

Moss Adams continues to provide ongoing support for their systems to keep up with the growth of their business.

We’re Here to Help

For more information on systems assessment and selection or implementation to fit your industry and business needs, please contact your Moss Adams professional.

Additional Resources

• NetSuite Implementation Services
• Enterprise Systems Technology Services
• Agribusiness Practice

About NetSuite

From fast-growing startups to global enterprises, NetSuite powers businesses across a variety of industries. NetSuite provides cloud financials, customer relationship management (CRM), e-commerce, human capital management (HCM), and professional services automation management for all organizations from fast-growing midsize companies to large global organizations. Additionally, each component of NetSuite is modular, enabling it to be deployed and integrated with existing investments as required.

With more than 36,000 customers running NetSuite worldwide and dependent territories, some of the world's most innovative organizations trust NetSuite and take their financial and operational processes to the cloud.

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Cadence Assurance LLC, a Moss Adams company. Wealth management offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.

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