Case Study


Implementation of RPA Automation in the Financial Sector


A leading financial sector company, headquartered in Belo Horizonte-MG, Brazil, sought to optimize its operations, which were burdened by repetitive, time-consuming tasks prone to human error. The need to increase efficiency and allow its employees to dedicate themselves to strategic activities drove the search for a Robotic Process Automation (RPA) solution. The company then began looking for a partner to carry out the entire strategy and execution of the necessary digital transformation.

Proposed Solution

With our Staff Augmentation service, we responded to the client’s needs with agility and precision. In a short period, we presented highly qualified candidates aligned with the business requirements. After approval, we allocated an RPA specialist to accelerate the automation project.

The professional implemented the RPA solution using cutting-edge technology and Business Process Management (BPM) techniques. This approach ensured not only agile and efficient automation of processes, with minimal human intervention, but also continuous optimization of operations.

We started with a detailed mapping of existing business processes (AS-IS), using modeling techniques to create visual diagrams. We analyzed the activities and interactions between tasks, combining this view with the KPIs monitored by the client, which allowed us to accurately diagnose the challenges faced by each department.

We identified opportunities to eliminate bottlenecks, optimize organizational interfaces, and remove redundant tasks.

To achieve operational excellence, our engineers used optimization tools and designed new process diagrams (TO-BE), representing the ideal state of operations. We proposed new performance indicators and developed customized automation systems to support the transformation of processes.

Following the best practices of ABPMP’s BPM CBOK and software engineering, we delivered robust and efficient automation solutions, positively impacting critical business processes.

Challenges and Maximizing Results

The implementation of RPA, like any transformation, brought challenges that we overcame with strategy and planning:

  • Team Adaptation:
    We implemented a training program to ensure that the team understood the new work dynamics and developed the necessary skills to work in strategic areas, maximizing the company’s human capital.
  • Change Management:
    We adopted a careful approach to change management, ensuring that all employees were aligned with the project’s objectives and engaged in the digital transformation journey, minimizing resistance and maximizing results.

The success of this RPA project reinforces the crucial importance of a strategic approach, with meticulous planning, team preparation, and the engagement of senior management at all stages. This combination of factors ensures effective implementation and maximization of the benefits of automation, driving the organization’s digital transformation.

“The professional was always aligned with our expectations, very committed and engaged in deliveries. They have a broad command of the RPA solution, in addition to great teaching skills and clarity in explaining the solutions developed. RPA is a product that is gaining more visibility every day, strengthening the relevance of this successful partnership.”

IT Manager responsible for the project

Financial company

Benefits of Implementation

The adoption of RPA automation brought several benefits to the financial organization:

  • Error Reduction: Automating repetitive tasks reduced the incidence of human errors, increasing the accuracy of internal processes.
  • Increased Productivity: With routine tasks automated, employees were able to focus on strategic and higher value-added activities, such as problem-solving and decision-making.
  • Scalability: The solution allowed the company to quickly adjust automated processes to meet fluctuating demands, without the need for significant investments in infrastructure or hiring new employees.
  • Operational Efficiency: The ability of robots to operate 24/7 and in parallel ensured continuous and efficient execution of processes, contributing to greater operational efficiency.

In addition to the significant gains from automation, the diagrams designed for the new processes also served to support the compliance, audit, and certification requirements to which the organization is subject.


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