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 InovarTech to provide an efficient process automation solution for accelerated operations.

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The Challenge

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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.

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      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.

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      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
        Case Studies
        Case Studies
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