HRCG’s client onboarding process was manually intensive, involving data extraction, aggregation, and reformatting. The project aimed to automate this process using AI.
The manual onboarding process was time-consuming and prone to errors, requiring thousands of labor hours annually. Handling diverse data formats from various client systems was a major challenge, and the inefficiencies were unsustainable. Moreover, the work was tedious and unenjoyable for the team, highlighting the need for a streamlined solution to reduce the workload by 80% or more, allowing the team to focus on more strategic tasks.
Payday HCM, a payroll provider, also administers various employee benefit plans. The project involved automating the reconciliation of employee data with plan invoices to ensure accurate deductions and billing.
The reconciliation process was overly burdensome and manual, consuming thousands of labor hours each year. It involved managing numerous combinations across clients, employees, and insurance companies, leading to inefficiencies and increased risk of errors. The manual process was not only unsustainable but also tedious and unenjoyable for the team, necessitating a solution that could significantly reduce the workload by 80% or more.
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