Case Study: Global IT Solutions Provider achieves 100% data accuracy and automated chargeback lifecycle with Newgen Software

Global IT Solutions Provider Automates Chargeback Lifecycle with Newgen

A California‑based distributor with 45 years in IT products and services and a global reach across nearly 200 countries engaged Newgen to address a costly, manual chargeback workflow. The customer faced slow, error-prone data extraction from roughly 13,000 annual chargeback documents, declining productivity, and difficulty integrating modern tools with legacy systems.

Newgen deployed OmniXtract with its low‑code, scalable architecture alongside the Intelligent Business Process Suite to automate the chargeback lifecycle — extracting data from PDFs submitted via a vendor portal, creating work items from emailed files, and pushing verified fields into the processing platform. The solution delivered 100% extraction accuracy, boosted productivity, lowered operational costs, and scaled automatically to handle increased volumes with minimal disruption.