Case Study: Large Financial Services Company achieves €2M+ in potential savings and eliminates 15,000+ hours of work waste with ProcessMaker Process Intelligence

Large Financial Services Company - Customer Case Study

A financial services firm that had grown through acquisitions was operating on three legacy ERPs and needed to consolidate to a single cloud-based ERP to improve productivity and control. With teams spread across 10 locations, no reliable process blueprints, and limited time, the company lacked visibility into how work actually happened and couldn’t confidently manage the transformation.

They deployed ProcessMaker Process Intelligence to monitor four core subprocesses (sales invoices, purchase invoices, expense claims and travel claims), revealing widespread duplicate and manual work, noncompliance with the new operating model, and multiple touches per case. The one-month analysis of 250 employee processes exposed 15,000+ hours of waste and roughly €2 million in potential savings, enabling immediate monitoring, standardization and automation efforts to realize the value of the ERP consolidation.