Identified 20% Cost Savings Via Scalable, AI-Driven Process Mining for Mortgage Financing Company

Challenge

A mortgage financing company, suffered from inefficiencies throughout its complex and highly manual workflows and operations.

The company sought a rigorous, AI-enabled, and data-rich approach to process mapping and optimization, with the goal of improving ROI from process improvement initiatives.

Approach

  • Collected, transformed, and integrated activity log data from disparate systems to create a holistic dataset of selected processes suitable for process mining
  • Visualized end-to-end workflows (happy-paths and all the variants) to identify inefficiencies and opportunities
  • Validated and prioritized complexities and opportunities in workshops with business stakeholders
  • Developed an AI tool and a model using Anthropic/Claude and Streamlit Python as a POC to demonstrate potential of digital twin modelling

Results

Number 1

Compressed process mapping from weeks to days, revealing previously hidden complexities

Number 2

Improved visibility of path variants and dependencies, not only ‘happy path’ mapping

Number 3

Identified operating cost savings of 20% by optimizing manual workflows with low-cost AI tools

Number 4

Developed a repeatable, low-touch, scalable approach to be rolled out across the enterprise

Experts