Case studies
Eight processes, measured
before and after.
Client names are held under NDA. Every figure is the client's own — volume and handling time recorded before the pilot, then again after go-live.
Case files read and filed straight from the inbox
A dispatcher–performer architecture that monitors a mailbox, validates documents through APIs, extracts data with Document Understanding, and updates the application without anyone downloading an attachment.
Travel claims, from inbox to payment release
End-to-end claims intake, eligibility verification against a mainframe, and payment processing — with ineligible claims flagged for review rather than pushed through.
Three-way payment reconciliation, done before the day starts
Payment data pulled from two internal applications and a banking portal, matched on reference, date and amount, with exceptions surfaced in a standard report.
Applications from scanned form to mainframe entry
Intelligent OCR across variable form layouts, rule-based validation before anything is committed, and automated mainframe entry with memo generation for both clean and exception cases.
Requisitions turning into orders across SAP plants
SAP login with credentials from Orchestrator, PR validation against buying rules, automated PO conversion, and a success and exception report mailed to procurement.
Claims tracking kept current in Smartsheet
Eligible claims filtered in Smartsheet, validated on insurance portals, with EOB documents downloaded, screenshots captured as evidence, and everything written back automatically.
Loan status monitored every 15 minutes, not twice a day
Continuous monitoring of a Retail Loan Origination System, with status changes detected the moment they happen and notifications sent to the teams who need them.
Claim authorisation consolidated across four systems
Claim details pulled from SQL, verified on a healthcare portal, extracted from authorisation PDFs with Document Understanding, and reconciled back into the database — running 24/7.
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