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Client Overview

A leading global professional services firm providing a broad range of risk, retirement and health solutions

Business Need

Automation of  CRM User Migration & Access Control Verification Process

  • Migration of 500+ users from Siebel to SFDC
  • Access Control Configuration
  • Verification of Access Permission  across 80+ Applications

Key Features

  • 25+ Primary & Ancillary Smart Bot Development
  • Automation scenario simulation
  • Design of Multi-bot interactions, triggers & workflow orchestrations
  • Devised strategy for future automation
  • Video Recording Mgmt. by ancillary Bots
  • Automatic result log offs and report generation


  • Reduced SLAs 40 hrs. to 2 hrs.
  • Achieved 80 % ROI | 200 K Cost Saving