Quickened Accurate Certificate Filings by 70% with Pega-powered RPA Automation for a US Client
Industry:
Corporate Services
Region:
USA
Technology:
Pega Infinity 24.1.2. / Pega RPA
About the Client
A leading corporate compliance services provider wanted to automate and streamline the filing of Good Standing Certificates across various U.S. state jurisdictions. Evoke addressed the workflow roadblocks with a Pega-powered RPA solution. The resultant 24/7 process capability enhanced the filing process’s efficiency, accuracy, and optimized resource utility, significantly reducing compliance risks.
Challenges
The client traditionally conducted the filing process of Good Standing Certificates, which involved navigating each stateʼs website, filling out requisite forms, submitting requests, and retrieving certificates. This led to several challenges:
- Manual Process Inefficiencies: High turnaround times due to repetitive manual tasks
- Error Susceptibility: Increased likelihood of data entry errors and missed deadlines
- Scalability Issues: Difficulty in handling increased filing volumes without proportional resource addition
- Website Variability: Frequent changes in state websites required constant process adjustments
Solutions
- Applied Robotic Process Automation (RPA)
- Implemented Integration with Pega Workflows
- Established Dynamic Adaptability
- Enabled Autonomous Automation
Results
- Increased Efficiency: Reduced processing time by 70%, enabling faster certificate acquisition
- Enhanced Accuracy: Minimized data entry errors through automation
- Resource Optimization: Freed staff to focus on higher-value tasks, improving overall productivity
- Scalability: Handled higher filing volumes without additional staffing
- Compliance Assurance: Ensured timely filings, reducing the risk of non-compliance penalties
