Case Studies

Real Automation. Real Results.

Robotiz delivers real-world automation success across industries through AI, RPA, and intelligent workflows. Our case studies highlight measurable results in efficiency, accuracy, and digital transformation.

Banking – Automated Loan Processing

Challenge

Slow, manual loan approval process across departments

Solution

RPA + AI agents for document extraction, validation & decision logic

Outcome

70% faster approvals, 50% reduction in manual effort

Insurance – Claims Triage Automation

Challenge

Delay in First Notice of Loss (FNOL) handling

Solution

AI agent to classify and route claims based on severity

Outcome

4x faster triaging, improved SLA compliance

Healthcare – Patient Onboarding Automation

Challenge

Manual data entry and delayed intake process

Solution

OCR + RPA to digitize patient forms and sync with EMR

Outcome

60% faster onboarding, reduced admin workload

Retail – Order-to-Cash Workflow Automation

Challenge

Order processing delays and invoicing errors

Solution

Intelligent automation integrated across CRM, ERP, and finance

Outcome

95% accuracy, 3x faster order fulfillment

Finance – Automated Reconciliation Bot

Challenge

Daily mismatch in ledger entries across systems

Solution

RPA bot scheduled to auto-match transactions and flag discrepancies

Outcome

100% audit-ready records, 90% reduction in reconciliation time

HR – Employee Onboarding Automation

Challenge

Time-consuming onboarding across departments and tools

Solution

AI + RPA to automate account creation, document verification, and compliance workflows

Outcome

75% reduction in onboarding time, improved employee experience

IT Services – AI Support Desk Agent

Challenge

High volume of repetitive IT support queries

Solution

AI-powered virtual assistant integrated with internal knowledge base and ticketing system

Outcome

60% fewer tickets escalated to L1, 24/7 support without added cost

Logistics – Shipment Tracking Automation

Challenge

Manual tracking and customer updates

Solution

RPA bot integrated with courier APIs and CRM to update customers in real-time

Outcome

85% decrease in support calls, improved delivery transparency

Procurement – Invoice Processing Automation

Challenge

Invoices processed manually from emails and PDFs

Solution

OCR + NLP engine to extract invoice data and validate against purchase orders

Outcome

95% accuracy, 80% reduction in processing time

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Looking to streamline operations or scale automation across your enterprise? Robotiz is here to help you plan, build, and deploy intelligent automation solutions tailored to your business.