Home Company Case Studies

Hear it from our customers

“Having an outside partner that truly objective that can look at a aprocess side-by-side and coming with an outside perspective is critical to identifying the optimal solution. We found this to be OpenBots’ hidden value.”

Andrew Duncan SVP, TruHome

Insurance Company
from Oklahoma City, US

“The highest value of our people is to use their expertise to service our customers… With OpenBots, we can grow our program without being hindered by the expensive license costs from other platforms.” – Jeff Nickles, VP of Innovation and Data,

Plaza Home Mortgage
put in place an RPA framework with four key components

The mortgage industry needs process optimization and cost control to succeed. Plaza Home Mortgage put in place an RPA framework with four key components: defining tasks, articulating how to perform them, identifying success or failure, and exception processing.
OpenBots was a new player in the mortgage industry with a small toehold, but the opportunity cost was worth the risk. A cohesive team was built, deliverables were produced at an impressive pace, and the project was an unquestionable success. We recommend OpenBots as an RPA platform solution and SourcePoint as an integration partner.” -Joe Lewis, CTO, Plaza Home Mortgage

Healthcare Company
from Ontario, Canada

Roger Han describes how KMH Labs, a healthcare company from Ontario Canada, implemented Intelligent Document Processing and RPA.
KMH Labs is a healthcare delivery company located in Ontario, Canada.
Quotation Mark

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

OpenBots opens many opportunities for us to build cost-efficient bots!

Chief Executive Officer Hyper-Bot

The overall project was an unquestionable success. I would absolutely recommend OpenBots as an RPA platform solution.

Joe Lewis Chief Technology Officer, Plaza Home Mortgage

Having an outside partner that is truly objective that can look at a process side-by-side and coming with an outside perspective is critical to identifying the optimal solution. We found this to be the hidden value.

Andrew Duncan SVP and Mortgage Technology and Compliance, TruHome

I wanted a company that was willing to partner with is to accomplish what we wanted to do with automation. When I started talking to OpenBots, it felt that this was very much the case, and it has proven out to be so.

Jeff Nickles Vice President of Data, Insurica

OpenBots are movers and shakers in this field.

Eric Marshall Director of Intelligent Automation, SelectQuote

Discover how OpenBots is reshaping the operational landscape across diverse industries!

Dive into our carefully curated selection of case study that demonstrate the transformative impact OpenBots has had on companies just like yours.
Each case study is a testament to how we’ve helped businesses enhance and revolutionize their operational processes. Explore these success stories to see how OpenBots could be the perfect fit for your company’s needs and drive your business towards greater efficiency and success.
Accounts Recievable: Managing Invoice Collection and Customer Outreach

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

OCR Invoice Processing Solution

The Accounts Payable Department of a major manufacturing company is responsible for locating

Accounts Receivable Overdue Items Follow Up

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

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

Automating Mortgage Breach Letters

The client’s Default Management Function was broken into four separate business units

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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)

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

Mortgage Loan Suspense Processing

A Mortgage Loan Servicing Company is responsible for managing their borrower’s suspense accounts.

Know Your Customer: Data Download

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

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

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

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

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

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

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

Automation for Financial Statement Reporting

A large Financial Services Firm employed 100 financial controllers to manage client finance needs.

Automation for Invoice Processing

Automation for Invoice Processing

Accounts Payable processes have historically been some of the most targeted tasks for automation throughout the RPA space.

Other industries we serve!

Construction

Manufacturing & Logistics

Asset Management

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