Client Impacts

Improved Process Controls Through Automation to Drive 40% Savings at PE-Owned Services Company

Capabilities
Private Equity & Financial Sponsors Retail & Consumer Packaged Goods

Challenge

A private equity-owned marketing and sales support company faced internal issues with cumbersome manual processes.

The company wanted to evaluate the potential to utilize RPA to streamline corporate functions.

Approach

  • Conducted RPA Suitability Assessment, which demonstrated high level of automation score for all 4 key process areas
  • Defined where RPA would help improve internal control by defining process and audit controls
  • Identified areas where RPA could lower operational risk by eliminating a portion of human errors
  • Redesigned future state processes to support RPA integration

Results

I.

Identified recurring labor savings of 40% through detailed RPA process analysis

II.

Implemented a support structure across operating companies where RPA could improve controls and eliminate risk

III.

Developed strategy to deploy RPA across additional corporate functions

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