Case Study: Fortune 500 technology company achieves RPA-driven SOX automation and strong ROI with Protiviti

Fortune 500 company drives RPA innovation with a strong ROI-based strategy

Fortune 500 Company, a technology solutions provider operating in North America and Europe, engaged Protiviti to help its audit department create an ROI-driven robotic process automation (RPA) strategy to automate repetitive Sarbanes-Oxley (SOX) control testing and other time-consuming audit processes. The challenge was to identify where to start with RPA investment and to prove the business case for automating SOX compliance without introducing undue risk.

Protiviti assembled an integrated RPA assessment team of technical and SOX experts, built an RPA SOX index, and used a four-stage Identify → Evaluate → Categorize → Prioritize methodology to score and rank automation opportunities by ROI and risk. Protiviti delivered a clear automation road map and identified more than 100 control/activity candidates for automation, enabling prioritized pilots, stronger business cases for investment, potential time and error reductions, and management confidence to move forward while avoiding premature or low-value implementations.