Anonymized automation delivery stories

Case Studies

Real BotDev automation work across insurance, accounting, healthcare operations, document processing, supply chain, patient data migration, and HR onboarding. Company names have been removed for confidentiality.

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5 client programs
70+ production bots described
25k+ weekly files in one healthcare workflow

Commercial insurance

AI-supported automation for a US commercial auto insurance provider

A US commercial auto insurance provider needed automation support across core products for risk evaluation, claims work, and operational workflows.

  • Developed two core automation products using UiPath plus machine learning and AI tooling.
  • Supported a company-wide push toward automation-first risk and claims operations.
  • Helped connect automation delivery with product-level insurance workflows, not only back-office task execution.

Accounting and tax automation

Bot library for a Latin American tax automation platform

A tax technology startup serving Latin America needed reusable automation components for accounting firms and tax operations.

  • Built a library of bots to process taxes, generate payments, create reports, and send real-time notifications.
  • Integrated the automation flow with a Central American tax authority platform.
  • Designed the bot set to remove up to 95% of manual tax processing work from accounting office workflows.

Healthcare operations

64-bot document processing operation for a multi-state US healthcare provider

A large healthcare provider needed high-volume document automation for fax intake, classification, routing, and scheduling support.

  • Developed 64 active bots operating 24/7 and processing more than 25,000 files per week.
  • Reduced the manual team required for the process from 60 people to 10 people.
  • Supported a projected three-year savings impact of approximately $12M.
  • Processed fax documents across medical histories, test orders, test results, legal orders, prescriptions, insurance documents, and appointment scheduling data.

Healthcare finance and correspondence

Correspondence and balance automation for a regional US healthcare provider

A healthcare provider needed targeted bots for PDF correspondence handling and physician-level balance workflows.

  • Implemented two bots for key operational processes.
  • Automated correspondence batching by reading, reviewing, categorizing, completing, and routing PDF documents.
  • Automated physician-level balance work by verifying invoices and transactions, classifying them by category, and distributing pending overdue balances.

Healthcare system operations

Five-bot automation program for a large US healthcare system

A US healthcare system needed automations across service management, supply chain, patient data migration, clinical notes, and HR onboarding.

  • Integrated with ServiceNow to automate ticket entry.
  • Automated healthcare supplier invoice reading and categorization, using machine learning to improve classification accuracy.
  • Migrated patient medications and allergies from third-party software into an internal medical platform, processing hundreds of thousands of records per month.
  • Migrated physician notes into medical software workflows.
  • Processed more than 300 candidates per week, including background checks, HR platform synchronization, Workday synchronization, onboarding notifications, mentor assignment, DocuSign dispatch, and signed-document synchronization.