Solutions / Back-office operations
Take the manual work out of the back office.
Documents have to be read, data has to be keyed, exceptions have to be checked, and work has to move between teams. Most of it is repetitive, and every handoff adds delay and errors. We automate the intake, processing and handoffs, and keep your people on the decisions that need them.
Too much skilled time goes into reading, keying and re-checking.
Back-office work runs on documents and handoffs. Faxes, forms, applications and invoices arrive in different formats, get read and keyed by hand, are checked against other systems, and are passed to the next team. Each step is small, but together they absorb a large share of skilled staff time.
The impact shows up in backlogs, turnaround times that slip when volume rises, errors that surface downstream, and people doing work that a well-designed process could handle. The problem is rarely one slow task; it is the accumulation of manual steps between a document arriving and the work being done.
Back-office work is an end-to-end operation.
We work across intake, classification, extraction, validation and the handoffs into your systems of record. The goal is less manual effort, faster turnaround and a clear audit trail for every item.
Connecting these steps takes keying out of the work and gives your teams one view of what is waiting, what is stuck and why.
Where we work across back-office operations
Our work spans document intake and processing through validation, workflow automation and performance visibility. We always integrate with your existing systems of record rather than creating new ones.
Validation and exception handling
Check extracted data against rules and source systems, and send only the exceptions to a person, with the reason and the evidence attached.
Workflow automation
Automate the repetitive steps and handoffs between teams and systems, so work moves on without waiting in someone's queue.
Onboarding and case management
Track multi-step cases such as onboarding from start to finish, across every team involved. In healthcare, delivered on OnboardMD.
Back-office performance and visibility
See volumes, backlog, turnaround and exception rates in one place, so you know where effort goes and where to automate next.
The same capability, in the language of your operation.
Each industry page goes deeper into how this works with your systems, regulations and teams.
$6M in FTE savings from automating commercial loan operations.
At Citizens, one of the oldest and largest U.S. financial institutions, commercial loan operations depended on manual keying across document-heavy workflows. We built and scaled an automation program that took the keying out, cut errors and halved the time to release collateral.
Reported results from Citizens Financial Group.
Take a closer look at your back-office operation.
Tell us which documents and workflows take the most time, and where work waits between teams. We will help identify what to automate first.