Case Study: Largest Insurance Company achieves significant efficiency gains and cost savings with Protiviti

With robotic process automation, Protiviti identifies ways to drastically boost efficiency and cuts costs for global financial services giant

Largest Insurance Company faced a mandate to boost efficiency and cut costs across its finance functions but lacked an impartial way to decide which processes to automate. The firm engaged Protiviti to assess robotic process automation (RPA) and robotic desktop automation (RDA) opportunities because robotics vendors were offering biased, blanket recommendations rather than operations-focused guidance.

Protiviti mapped dozens of end-to-end finance processes, prioritized high-volume, routine, transactional tasks for automation, and delivered an implementation roadmap with RPA/RDA tool recommendations (engagement completed between November 2015 and January 2016). Protiviti’s work enabled the client’s staff to implement scalable automation with minimal IT support, standardize controls and reporting, and realize meaningful efficiency improvements and significant cost savings across several finance areas.