Customer Stories

Discovering Automation Opportunity: Top 5 National Bank

Results


Facing an opaque operational environment, unpredictable inventory volumes, and increased budgetary pressure, the client sought greater transparency into day-to-day operations of the firm and a reduction in footprint. Through an increase in productivity and efficiency, the client required an expert in automation and operational excellence to achieve their goals. The client was experiencing challenges maintaining a demand management methodology that consistently and reliably filled their automation pipeline with quality opportunities.

Crowd-sourced opportunities from the business were decelerating, so the client was interested in taking a more proactive approach to building the pipeline. Reveal Group performed detailed process assessments to build a robust pipeline of ready to automate opportunities, complete with delivery timeline estimates to support prioritization and accelerate benefit realization.

385

Processes scoped

61

Automation opportunities

$2.45M

Identified Savings

39

FTE

105+

Processes analyzed

OPERATING IN

United States

INDUSTRY

Finance & Insurance

COMPANY SIZE

75,000

REVENUE

$25B (USD)

“Using Reveal Group’s Operational Diagnostic method, we were able to proactively fill our automation pipeline with processes that were ripe for automation. Our next several delivery sprints were easily mapped out to maximize benefit realization with our existing resources.”

- Head of Automation

INTELLIGENT AUTOMATION TOOLS
AND TECHNIQUES USED

FUNCTIONS ENGAGED

Asset Management
Information Management

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