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Challenge


Our client has developed a cutting-edge natural language processing framework. This powerful tool has the ability to automatically extract and organize data from insurance documents, providing their clients in the commercial insurance industry with crucial, real-time business information.

By streamlining day-to-day operations related to document processing, our client is paving the way for data-driven teams to make informed business decisions with ease. We understand that documents remain the backbone of knowledge management and decision-making, and our client's solution ensures that this process is easier than ever before.

With the ability to handle a variety of document types, including contracts, manuals, invoices, requests, quotes, briefs, and reports, our client's framework enables teams to effectively track progress on all received documents. This solution eliminates the overwhelming nature of manual processes, freeing up valuable time for more important business tasks.

Our client's solution is a game-changer for the commercial insurance industry, providing efficiency, accuracy, and increased productivity. They are committed to helping businesses reduce hours spent on manual work and take their operations to the next level.



Solution


Yeleta Tech has revolutionized the way our client tracks and prioritizes their document processes. Our Microsoft 365 experts created two SharePoint libraries, Client project and Document Center, with dedicated Power Automate flows to seamlessly push documents received from Shared Mailboxes and Client New Work straight to the Document Centre. Our Power Automate consulting and implementation ensured no process would fall through the cracks, keeping everything organized and up to date.


Not stopping there, we also performed thorough load testing on the client's frequently used flows, analyzing speed, stability, and resource usage. Our QA team provided a concrete plan and custom scripts for easy performance testing execution during sprint releases. Thanks to Yeleta Teams, our client can now automate their document workflow with ease.

Results

Revamped Efficiency:
Our client experienced a major shift in their work processes, resulting in a remarkable increase in efficiency. By freeing their staff from manual work, our solution empowered them to focus on high-impact tasks, driving teams, departments, and organizations forward.

Reduced Busywork:
The solution tackled the issue of pending tasks processing and escalation to stakeholders, eliminating busywork altogether. Our automation of metadata updates and notifications allowed teams to work uninterrupted, without constant email interruptions.

Recovered Time:
The potential of the solution was realized by our client, who witnessed a remarkable reduction in wasted time and eliminated human errors. With more time on their hands, they can focus on interesting and valuable assignments, making work more fulfilling and enjoyable.

Simplified Processes:
Our new solution provides an intuitive and automated workflow, streamlining data collection, approvals, and update requests, and eliminating manual, repetitive tasks. It has opened up swathes of time for creative work and added value to the organization.

 

  • Client
    Insurance company
  • Budget
    Contract Oriented
  • Duration
    30 Days

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