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Test Request Form Automation Case Study

Colin Graf | Thursday, August 23, 2018

Test Request Form Automation Case Study

A leading genetic testing company came to us with a big problem: they receive over 100,000 test request forms (TRFs) per year, which required 30 full-time employees (FTEs) to process. As their TRF volume increased, the company had to hire new FTEs to keep up.

Leveraging our broad portfolio of enterprise content management (ECM) technology, we implemented a solution that streamlined the processing of the forms and reduced the number of FTEs by almost 30%, saving the company approximately $1 million per year.

The Problem

The old process was a highly manual one. TRFs come in by mail, email and fax. Most of the forms are handwritten; some are typed. Two operators—each entering identical data—manually typed TRF field values from 150 different fields into homegrown customer relationship management (CRM) software in a double-blind model (i.e., the application verifies field values independently entered by the first and second operator). Processing each TRF took about 20 minutes.

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What is Robotic Process Automation (RPA) & Why Should We Care?

Colin Graf | Monday, September 25, 2017

What is Robotic Process Automation (RPA) & Why Should We Care?

According to the the Institute for Robotic Process Automation & Artificial Intelligence (IRPA AI), the term "robotic process automation" (RPA) means, "the application of technology that allows employees in a company to configure computer software or a 'robot' to capture and interpret existing applications for processing a transaction, manipulating data, triggering responses and communicating with other digital systems."

Software robots? Really?

Yes. Just imagine what it would be like if those tedious, manual steps in all of your workflows were no longer necessary. Sound to good to be true? It did to us until we experienced Kofax Kapow.

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