Case Study: a large management consulting firm optimizes document indexing with Roots Automation

+650% ROI On Document Indexing Automation For A Global Conglomerate

A large management consulting firm was struggling to efficiently manage its massive knowledge base of presentations, white papers, and research. The company's previous process of using an offshore team for manual document indexing was slow, taking 15 minutes per document, and resulted in frequent misclassification errors due to inconsistent coding standards. This hindered the on-shore team's ability to quickly find pertinent information. The firm partnered with Roots Automation to address this challenge.

Roots Automation implemented a solution using an AI Agent powered by Document Vision, Machine Learning, Natural Language Processing (NLP), and Optical Character Recognition (OCR). This agent was trained to read, classify, and upload documents with the correct metadata automatically. The results were transformative: processing time was reduced by 98% to just 15 seconds per document, and reliance on manual entry decreased by 87%. This led to a dramatic increase in accuracy and contributed to a 650% return on investment for the customer within 12 months.