Case Study: Global Private Equity Investment Firm boosts productivity with Vuram

Digital Automation Results in 20% Increased Productivity, 12,000 Hours Saved and 1,700 Clients Assisted Within a Year

Global Private Equity Investment Firm, a leading global private equity investment manager, was struggling with highly manual operations—over 70–80% of its processes were manual—with cluttered email workflows, paper-based approvals, limited visibility into progress, and no effective way to track performance metrics. These inefficiencies caused delays, reduced transparency, and made process improvement difficult. Vuram was brought in to help modernize the firm’s business process operations using Appian.

Vuram designed and implemented a custom Appian-based BPM solution after process discovery and sprint sessions to uncover bottlenecks and streamline workflows. The new automated approach delivered measurable results, including a 20% increase in productivity, 12,000 hours saved, 1,700 clients assisted in a year, and a 15% rise in Sales Proposal Management productivity. Vuram also helped establish dashboards, reporting, reusable components, and a Center of Excellence to support ongoing digital automation.