Case Studies

Case Studies

Financial Status Report Automation

BUSINESS SCENARIO The Accounting Unit at a Large Manufacturing Company creates a financial status report each week displaying all quarterly and year-to-date orders, shipments, backlog, and shippable backlog in order to keep track of the company’s deferred revenue. This report is critical to the company’s accounting operations; it provides a.

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Gross to Net Payroll Reconciliation

The Global Finance Unit of a worldwide technology conglomerate is responsible for processing employee payroll each month. Before automation, this process involved a team of ten analysts comparing the data in the business’ Working File against the payroll vendor’s monthly Gross to Net File in order for payroll to be.

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Salesforce to Legacy System Document Upload

The Document Processing team at an online education client receives documents as attached to Salesforce’s custom objects. The processors read, rotate, crop, and convert the various file types and multiple attachments to a single PDF document and upload them to a legacy system and perform the data entry. This processing.

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Venture Deactivation

The joint venture accounting department for a major oil and gas company compares all open cost items (ventures) with data from SAP and is responsible for filtering out which department expenses are complete and need to be closed. Similar to closing a tab at a restaurant, the various departments request.

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Automation Quick Wins for Construction Firm

A Major Construction Group has over 20 offices throughout the United States. The company faced significant pain points in managing its back-office and operational processes, several of which had fallen into major backlog. The Accelirate team assessed the processes and determined that these low-value activities would be a waste of.

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Insurance Claim Error and Correction Processing

A National Health Insurance Provider is preparing to receive a large number of insurance claims that need to be adjusted using their internal Facets system. These claims were originally kicked out of Facets because they contained errors that needed to be corrected. However, due to company policy these claims are.

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