Innovative Process Automation Solutions

An auditing firm encountered challenges in validating and tracking their customer verification workflow. . The lack of an automated system created workflow bottlenecks and delays in operations. They requested Inovar to provide an efficient process automation solution for accelerated operations.

The Challenge

The client was using a manual workflow system with PDF forms and emails for their entire verification process. It was a multiple level approval workflow which needed integration with many other internal systems. This made it difficult to progress and track and complete work in time. These also created bottlenecks and loss of customers and opportunities. The firm also did not have a proper workflow system to track signatures and verify the authenticity of the authorities signing these documents.

The Solution

InovarTech presented a Power Platform-based solution that integrated their SharePoint to collect and process information using PowerApps and Power Automate. We converted all manual and PDF forms into Power Apps. With the collected data, Power Automate could now route requests according to the approval chain. We also equipped them with DocuSign features using Power Automate services. It helped them perform daily tasks using familiar tools like Outlook and Teams.

Powering Productivity

The automated portal streamlined workflows and boosted the accuracy of all operations. The new and efficient system helped the firm get visual insights into its workflows, receive quicker authentication of signatures, and increase the accuracy of its approval processes. Our client could increase productivity and streamline all operations with Inovar's new intelligent process automation system.

Benefits

Our process automation services helped the firm organize their tasks and achieve 100% accuracy in the approval process. Their turnaround time improved by 30% as they were promptly able to complete tedious tasks. They were able to get accurate results which helped them improve their workflow process.

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Case Studies

Inovar developed a dynamic, secure, and user-friendly portal for a client with enhanced user engagement, communication, and collaboration, which maintains optimal quality across all project deliverables and documentation.

We developed an efficient and secure FinTech platform for a client which targeted areas of efficient operations, business continuity, and maximizing their ROI.

InovarTech developed an AI-driven fleet management system to predict demand, optimize vehicle usage and improve real-time tracking. We delivered cost-effective solutions to our clients which helped them showcase a 30% operational efficiency within three months.

Inovar assisted a Telecom giant in managing licenses allocated by the FCC, by equipping them with a serverless business workflow engine for managing the entire lifecycle of sites without significant code changes and upgrades.

Discover how Inovar's expert End-to-End Strategy Consulting Services helped the world's largest Youth-Serving NGO make the most out of their tech investments.

Inovar equipped a healthcare institution with an intelligent process automation system by incorporating power platform consulting services. This solution accelerated their business processes, automated their data processing, and improved task management.

Inovar assisted a leading lab in overcoming its data management challenges by equipping them with an efficient process automation platform for managing work orders seamlessly.

We developed an efficient and robust business process automation solution for an audit and accounting firm by integrating Power Platform consulting services and SharePoint managed services.

Inovar developed a Power Platform-based solution by collaborating intelligent process automation with SharePoint consulting services to help them streamline their workflows and provide stellar customer experiences.