How A BFSI Client Saved $1M by Our Strategic Combination of RPA And Machine Learning

Client Challenges

• The client has operations in more than 100 countries
• Since different countries have different rules and regulations, it was becoming increasingly difficult for the client to comply with them
• Another big challenge was that the client had to regularly track and handle thousands of HR onboarding forms from many countries, and thus in many languages and formats
• Due to lack of automation, the client was handling it almost manually
• Consequently, manual tracking, management, and data entry processes were slow along with the obvious element of human error

Our Solutions

• In our preliminary process of problem identification, we found that our client’s HR forms were marked with multiple data points in the semi-structured format
• We analyzed and concluded that it as a perfect fit for Bot Automization
• We ensured the scheduled and daily deployment of Task Bots which would download case files and transfer them to the IQ Bot for data extraction
• With comprehensive and stringent post-validation rules, we created a robust process of data cleansing
• The cleansed records then automatically entered into the client’s HRMS system