Case Study: Citrix achieves improved customer onboarding and process efficiency with Leapwork

Software Provider Automates Processes for Improved Customer Experience

Citrix, a software provider serving millions of B2B users across HR, payroll, accounting, and related functions, needed a smarter way to handle several manual processes. The company wanted to improve customer onboarding, reduce time spent on employee expense verification, and streamline reporting tasks, but its existing manual approach created bottlenecks and depended heavily on individual staff availability.

Using Leapwork’s Automation Platform, Citrix built RPA flows to instantly unlock new customer accounts, verify travel expense reports, and send salary-related reports to authorities. Leapwork helped Citrix build its first automation case in under a month, eliminate account lockout issues, free up about half a year of payroll work hours, and improve customer onboarding and satisfaction.

Citrix

Henry Berg

Process Automation Manager