Case Study: Large Marketing Services Company achieves 55% headcount reduction and $516K annual labor savings with Ephesoft Transact

Automation Seen Clearly with Ephesoft Platform

Large Marketing Services Company, which manages channel marketing and trade promotion programs, faced a massive manual data-entry burden processing about 450,000 mailed postcard-size rebate forms per year for an eyeglass client. Before automation they employed 31 people (15 data entry, 15 audit, 1 scanner operator) to key handwritten Name, Address, DOB and product data. Seeking efficiency, the Company turned to an Ephesoft solution partner and deployed Ephesoft Transact to automate form capture and processing.

Using scanners feeding into Ephesoft Transact, a custom batch class with RecoStar OCR and fuzzy lookup against the USPS database drastically improved Intelligent Character Recognition and address validation. Ephesoft’s solution cut headcount by 55% (from 31 to 14), reduced data entry from 15 to 5 and audit staff from 15 to 8, saved about $43,000/month (~$516,000/year), increased accuracy and reduced processing time, and delivered ROI in under six months.