How qBotica Transformed Invoice Processing for a Leading Professional Services Firm

Challenge	Solution
Calvetti Ferguson, a leading accounting and advisory company, faced challenges in their tax filing & account assurance processes. Manual tasks were time-consuming, error-prone, and hindered overall efficiency. The business team wanted to reduce the need to increase FTE to scale up operations on demand by creating virtual assistant for the identified personas.	qBotica’s solution helped to put in place a continuous discovery approach to build a Persona based skill discovery using UiPath Task mining and document understanding in Automation hub. Created multiple task mining projects to identify automation candidates to add new skills to the virtual assistant for Tax and Assurance associates. Presented the Persona’s automation opportunities to the client’s business leadership committee.

Challenge

Solution

Calvetti Ferguson, a leading accounting and advisory company, faced challenges in their tax filing & account assurance processes. Manual tasks were time-consuming, error-prone, and hindered overall efficiency. The business team wanted to reduce the need to increase FTE to scale up operations on demand by creating virtual assistant for the identified personas.

qBotica’s solution helped to put in place a continuous discovery approach to build a Persona based skill discovery using UiPath Task mining and document understanding in Automation hub.

Created multiple task mining projects to identify automation candidates to add new skills to the virtual assistant for Tax and Assurance associates.

Presented the Persona’s automation opportunities to the client’s business leadership committee.

Results

>$2 M

Projected cost and time savings across multiple tax and associate persona’

25%-30%

Projected time reduction in tax & assurance associates work

~10

Persona skill discovered continuous discovery across multiple steams to enhanced customer experience

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