Home Platform Case Studies

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.

Other industries we serve!

Construction

Manufacturing & Logistics

Asset Management

Filter Icon

OpenBots RPA Transforms Payment Reconciliation for E-commerce Firm with Real-time Visibility and 99.9% Accuracy

Description A prominent e-commerce lender was facing challenges with the labor-intensive process of daily payment reconciliation. This process, crucial for […]

OpenBots Business Center and Studio Automation Optimize ‘New Loan Edit’ Workflow, Reduce Processing Time by 70%

Description The process begins with the bot retrieving the “New Loan Edit” and “Loan application” reports from the Shared Drive. […]

Enables Banks to Stay Competitive with 4x Faster Rate Updates

Overview Financial institutions need to update rates regularly to stay competitive. As per the process, the Treasury Department maintains rates […]

OpenBots Studio Platform Speeds Up Loan Processing by 70%, Cuts Costs by 50% for Horizon application

Description This process automation leverages OpenBots RPA to streamline loan data integration and customer onboarding for the Horizon application. The […]

Leading Mortage Firm Achieves 80% Increase in Loans Handling Speed with OpenBots RPA Solution

Description The Mortgage New Loan Edit process, an important component of the mortgage industry, was affected by manual reconciliation, which […]

OpenBots Gen AI Automates Patient Referral, Improves Productivity by 30% and Reduces Errors by 80%

Description The client’s patient referral management process involved receiving referrals through multiple channels, including fax (85%) and direct access (15%). […]

OpenBots RPA Simplifies Pharmacy Operations, Clears 30% Backlog Within a Week!

Description Leading healthcare pharmacies empower senior care facilities with expert medication management. By automating claim adjudication processes with OpenBots RPA […]

OpenBots RPA Optimizes Fitness Center Operations, Achieves 90% Data Accuracy and Save 6.5 FTE

Description A leading fitness centre franchise, recognized for its affordable membership options, actively employs the OpenBots RPA to automate its […]

OpenBots RPA Accelerates Account Receivable Follow-up Process by 50%, Leading to Significant Cost Savings

Description By automating Account Receivable Follow-up process, Revenue Cycle Management (RCM) service providers minimize errors, expedite payments, and efficiently handle […]

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

Thumbnails Templates

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.

GET THE LATEST IN

In Enterprise Document Automation Tech

Case Studies Industries

Other industries we serve!

Construction Case

Construction

More Construction
Manufacturing Case

Manufacturing & Logistics

More Manufacturing & logistics
Legal Case

Legal

More Legal
Asset Case

Asset Management

More Asset Management
Newsletter Bot

Lets stay in touch!

Join our weekly newsletter and follow us on social media.

Contact Sales
Call Our Experts!