Customer Success Stories
from Oklahoma City, US
Plaza Home Mortgage
put in place an RPA framework with four key components
from Ontario, Canada
Trusted by Companies & Partners Worldwide
After much analysis, we chose OpenBots as our RPA service provider.
Our bots automate the preparation of an approved patent application for filing, the checking of the patent application and its corresponding filing documents for accuracy, and the uploading of the patent application to Patent Center.
The future is now at Harrity & Harrity, LLP.
John Harrity Harrity & Harrity, LLP.
With OpenBots, we can automatically move critical patient data between Health Cloud and our EMR which allows us to expedite service and scale our business. Embracing this technology lets us eliminate work that is no longer necessary creating more time spent with patients, less training for new employees, and decreases the FTE’s required to perform the same amount of work.
Michael Rappaport CEO MarketPlace Physical Therapy
Accounts Receivable: Managing Invoice Collection and Customer Outreach
A major, North American value-add reseller of barcoding and data collection solutions have enjoyed a great deal of success
OCR Invoice Processing Solution
The Accounts Payable Department of a major manufacturing company is responsible for locating
Accounts Receivable Overdue Items Follow Up
A Global Insurance Company is made up of 100’s of insurance brokers that act as agents for their respective insurance clients.
Point of Sales to SAP
The Accounting team at a Fashion Retailer currently reconciles their point of sale system to their bank system
Automating Mortgage Breach Letters
The client’s Default Management Function was broken into four separate business units
Fannie Mae: Electronic Default Reporting with Intelligent Automation
Fannie Mae provides incentives to loan servicers to provide accurate reporting for all loans
Quick Win Processes in Mortgage Loan Servicing (FHA)
Due to the nationwide economic impact of the coronavirus, a large mortgaging investment
Mortgage Loan Suspense Processing
A Mortgage Loan Servicing Company is responsible for managing their borrower’s suspense accounts.
Know Your Customer: Data Download
For any company Customer Relationship Management is an integral part of running a profitable business.
Mitigate Risk of Automation Failure with Exception Handling
Without exception handling added into the development process for an automation the workflow will fail
New Hire Onboarding Bot for Tax Firm
Anna works in the HR Department of a National Tax Firm and is responsible for onboarding new employees.
Automation for Inventory Reordering
Without a consistent procedure and a dedicated procurement manager, inventory reordering can be a tedious process
Automation for Customer Services and Support Operations
Customer Service and Support is a major differentiator and competitive advantage in some cases for organizations
Automation for Roll-Up Strategy Acquisitions
A medium-sized medical device company was looking to acquire and merge several other companies
Automation for Processing Insurance Claims
Many processes within the insurance industry rely upon both legacy systems and newer applications and technologies.
Automation for Financial Statement Reporting
A large Financial Services Firm employed 100 financial controllers to manage client finance needs.
Automation for Invoice Processing
Accounts Payable processes have historically been some of the most targeted tasks for automation throughout the RPA space.