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

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

[shared_counts]

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