Financial Services
Professional Services Group
25+
hours per week saved in manual data entry and routing
Engagement
Operations Workflow Automation
Duration
10 weeks
Company Size
85 employees
Industry
Financial Services
1The Challenge
Three departments were manually processing invoices, categorizing inbound emails, and routing requests. The volume was growing but headcount was frozen, creating a bottleneck that slowed client response times.
- •350+ invoices processed manually per month with 3-4% error rate
- •Email inbox receiving 200+ messages daily requiring manual triage
- •Cross-department routing adding 4-6 hour delays to urgent requests
- •No budget for additional headcount despite 25% volume increase
2Our Approach
- Deployed intelligent document processing (IDP) for invoice extraction and validation
- Built an email intent classifier that auto-routes messages to the correct department
- Integrated both systems with their existing ERP for automated data entry
- Established monitoring dashboards and exception-handling workflows
Project Timeline
Process Mapping
(Week 1-2)Documented current workflows, pain points, and exception scenarios
IDP Development
(Week 2-5)Trained document extraction models on historical invoice formats
Email Classification
(Week 5-7)Built intent classifier with routing rules and confidence thresholds
Integration & Rollout
(Week 7-10)ERP integration, exception handling, and phased department rollout
3The Results
25+
hours per week saved in manual data entry and routing
92%
accuracy on invoice field extraction (above manual error rate)
3
departments onboarded to automated workflows
< 1 hr
average routing time (down from 4-6 hours)
“We were drowning in manual work. Butler Solutions built us a system that handles the volume and actually catches errors we used to miss.”
Technologies Used
Related Case Studies
Ready to achieve similar results?
Every engagement starts with a conversation. Tell us about your challenges and we'll map out the opportunities.