Workflow Automation Software

Case Study

Vicert developed software to automate the client's business processes. We digitalized volumes of paper documentation, saving time and 50 million in real estate costs.

.NETOracleRightFax
Development time: 4 Months

Challenge

Our client's staff received immense paperwork requests for the renewal of employer groups. Due to the high volume of emails, faxes, and paper requests, workflows operated inefficiently.

The organization needed standardized intake procedures and enhanced tracking capabilities for maintenance requests.

Solution

Vicert implemented a comprehensive automation platform using Microsoft .NET and Oracle with role-based authorization. The system consolidated diverse request formats (emails, faxes, paper) into a unified digital repository.

Complex predefined routing rules automated proposal distribution, while automatic tracking simplified work item retrieval and staff assignment identification.

The software included automated outbound email and fax communication plus enhanced reporting analytics.

Workflow Automation Software Diagram

Benefit

Our workflow automation software delivered significant operational improvements:

We also achieved quality and efficiency gains:

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