At a glance
Engagement: Robotic process automation design and delivery
Scope: Legacy customer instructions and payments process automation
Duration: Automated solution delivered within 6 weeks
Complexity: 250,000 instructions | $800m USD processed annually | $10m USD revenue enabled
The challenge
Our client relied on a largely manual process to manage high volumes of customer instructions and payments. As volumes increased, scaling the process manually would have required approximately 40 full-time employees, creating significant cost and increasing operational risk.
The priority was clear: increase capacity, reduce operational risk and maintain consistency without increasing manual resource requirements.
How MasonBreese delivered value
Our focus was to help our client scale efficiently while maintaining operational control.
We worked closely with them to introduce a robotic process automation solution using UiPath, helping them manage growing volumes without increasing operational complexity. We:
- Improved processing capacity through automation of customer instructions and payment activity
- Reduced operational risk through consistent processing, strengthened controls and exception handling
- Improved efficiency by removing the need for significant additional manual resource
- Maintained visibility and oversight through integrated monitoring and reporting capabilities
The result: improved scalability, reduced operational risk and a platform for continued growth, helping our client process increasing volumes efficiently and consistently while enabling approximately $10m USD in annual revenue.
Automation is about far more than speed. It’s about reducing risk, improving consistency and creating a platform that scales without losing control, while also driving commercial value.
The outcomes
- Automation delivered within a 6-week timeframe
- Eliminated the cost of approximately 40 FTE to manually scale the service
- Automated processing of approximately 250,000 customer instructions annually
- Enabled processing of approximately $800m USD in payments annually with improved consistency and accuracy
- Reduced operational risk by removing human-error volatility
- Enabled approximately $10m USD in annual revenue through scalable service growth
- Created a scalable automation foundation to support further solutions across our client’s operations
