Case Study: RMBL Investments Limited achieves digital workflow visibility and compliance with Flowingly

How a paper-reliant business went digital, achieving complete visibility, increasing compliance and enabling flexible working along the way

RMBL Investments Limited, an AFS Licensed contributory Mortgage Investment Manager in Victoria, Australia, was processing more than 30 complex transactions a day but relied heavily on paper folders, email trails, and manual approvals. This created visibility gaps, delayed compliance, and made it difficult to support remote work. RMBL turned to Flowingly’s Workflow Automation platform to replace its paper-based processes with digital workflows.

With support from Flowingly, RMBL built and refined its first workflow through 15 versions, then rolled out automated processes across investments, HR, and other functions. The team could document a process in half a day and build a workflow in 30–40 minutes, helping fill most process gaps within a day. Within about two months, RMBL achieved real-time visibility, stronger compliance, and a paper-lite flexible working model, with staff now regularly requesting more workflows.

RMBL Investments Limited

Matt Purves

Chief Information Officer