At the request of auditors or clients, our partner often had to collect large quantities of documents, sometimes tens of thousands, from their CRM and file systems. The process was carried out manually, creating a continuous workload for staff that lasted for weeks.
Automated Solution
The software robot collects and structures the necessary digitized documents according to specified parameters, 24 hours a day, in a fraction of the time required for manual processing.
Benefits of Robotization
Thanks to automation, colleagues’ workload of several weeks has been eliminated, allowing them to now focus their time on value-creating tasks. The documents organized in a structured folder system have made the audit process more transparent, and clients receive quickly and accurately compiled materials, which increases their satisfaction.