Customer Quote

Automation Co-Pilot and Document Automation make providing service to customers a lot simpler. Our front-line workers no longer navigate multiple application systems for pulling data. They use one single dashboard that contains all the data they need to service the customer.

VP Enterprise Architecture
RTop U.S. Retailer

Customer achievements.

Customer Achievements

$2M+

Annual savings in

65K

Invoices processed annually by Document Automation

85

Seconds average call handling time (AHT)

Empowering consistent, fast service that exceeds SLAs with intelligent automation.

Automating the AP invoicing process proved to be more complicated than anticipated. Since invoices came from different vendors, there was no standardized version; They could be paper copies, PDF, or scanned files. The optical character recognition (OCR) reader had to be continuously tweaked, creating overhead, but Document Automation was able to extract data from all the different document formats, then upload them into Oracle. While an agent took seven to 10 minutes to work on each invoice, a bot completed the work in just 30 seconds, making the process 10x faster. The automation was completed in just three months. Now Document Automation processes 65,000 invoices annually, and that number is expected to increase in 2022.

RPA is also being used in the customer service center. The retailer is not just a consumer goods company, but also provides a line of credit for purchases. When customers call into the contact center it could be about anything from checking on a credit application and the amount approved or the status of a delivery or repair service. Prior to automation, employees had to log into multiple systems to pull up a customer’s information in order to answer those questions. Now bots recognize a customer’s phone number and automatically provide a 360-view of their profile in a single dashboard. Automation Co-Pilot™ is then used to collect subsequent details and a bot updates all respective systems. Without automation, calls often ran well over the target 90 second SLA, sometimes even into hours. Now, employees are completing a customer’s request in 85 seconds on average, beating the target SLA.

Processes automated.

  • AP Invoice processing
  • Customer service use cases for credit and loan related inquiries and updates
  • Loan servicing requests
  • e-OSCAR credit dispute inquiry response

Customer overview.

A top consumer goods retailer in the United States with more than $1.5 billion in revenue.

Recode Solutions transforms the way businesses operate by upgrading existing IT systems with modern, advanced technology. The company has helped businesses globally to improve business efficiency by designing and developing simplified process systems.

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