RPA: Bank Activities 

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RPA: Bank Activities 

Summary: 

Their approach involved thorough understanding through interviews and demos, followed by creating a detailed workflow diagram and designing a comprehensive solution. Using UiPath, they implemented automation, maintaining open communication with the client for feedback and improvements.

Challenges: 

  • Time-consuming manual tasks 
  • By automating these processes, H&L Consulting helped the client overcome these challenges, improving operational efficiency, accuracy, and scalability of their processes 

Approach: 

  • We began by conducting interviews and demos to understand their existing processes thoroughly. 
  • Next, we created a detailed diagram illustrating the client’s workflow, mapping out every step. 
  • Our business analysts then crafted a comprehensive solution design, outlining all possible actions, their locations, and the underlying logic. 
  • Our programmers got to work, implementing the solution using UiPath, automating the identified processes. 
  • Throughout the implementation phase, we maintained open communication with our client, conducting multiple interviews and demo sessions to ensure alignment and gather feedback for iterative improvements. 

Results: 

By implementing this project, we can save our clients 160 hours and $10,000 per year. This significant time and cost reduction is achieved through streamlining the routing process, improving accuracy, and enhancing overall efficiency. With automation in place, our clients can enjoy faster order processing, reduced errors, and increased scalability, ultimately leading to better customer satisfaction and improved business outcomes. 

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