Proven patterns
Automation use cases
A curated library of automation opportunities by function and industry. Each entry describes the problem, the automation approach, and reference performance metrics.
How to use this library
From use case to business case
Each use case entry describes a specific process automation opportunity in enough detail for a business sponsor to assess feasibility and build an internal case for investment. Use cases are not templates for implementation, they are starting points for discovery.
Reference metrics on each page are drawn from publicly available research or analyst benchmarks and are marked as illustrative. Your actual results will depend on your current process maturity, data quality, and change management capacity.
12+
Use cases in the library
10
Process categories
2-week
Typical discovery to validation
Vendor-neutral
Technology recommendations
Full library
All use cases
Organised by process category. Each page includes a problem statement, automation approach, reference metrics, technology considerations, and a link to relevant solutions.
Finance
AP Invoice Automation
AP teams manually key invoices from email and portals, causing delays and duplicate payments.
View use caseCustomer Service
Customer Email Triage
Shared inboxes overflow; agents spend minutes classifying before responding.
View use caseOperations
Warranty Claims Processing
Claims arrive as photos, PDFs, and portal forms with inconsistent data.
View use caseSupply Chain
Pick List Optimization
Static pick paths ignore daily order mix and labor availability.
View use caseIndustrial
Computer Vision Quality Inspection
Manual inspection misses defects on high-speed lines.
View use caseIndustrial
Predictive Maintenance for Pumps
Reactive maintenance on critical pumps causes unplanned downtime.
View use caseIT
IT Ticket Triage
L1 queues grow; similar incidents reopen repeatedly.
View use caseFinance
Month-End Close Orchestration
Close checklists live in spreadsheets; owners miss dependencies.
View use caseHealthcare
Prior Authorization Intake
Fax and portal prior auth packets delay care.
View use caseLogistics
Carrier Claim Automation
Detention and damage claims require manual document assembly.
View use caseFinancial Services
Loan Boarding Automation
Loan packages arrive incomplete; boarding stalls in operations.
View use casePublic Sector
Permit Processing Automation
Permit applications backlog grows; constituents call for status.
View use case
Ready to scope your first use case?
Our practitioners can validate feasibility, confirm baseline metrics, and produce a business case for any use case in this library.