The library
Case studies & publications
Everything we have shipped and everything we have written about shipping it, in one place. Filter by what you run, what you own, or what kind of thing you want to read.
Tick the ones you want and take them away as a deck.
Accounting & BookkeepingClient Onboarding Portal with Dataverse for a UK Accountancy FirmFor a firm that has to verify every new client, onboarding by email is slow, insecure and hard to evidence: passports as attachments, questions lost in threads, staff retyping everything before checks could start. Now clients sign in to a secure portal, submit their details and ID documents once and chat with the staff on their case, and everything lands as structured data in the firm's Dataverse app, where driving licence and public-record checks run.
Retail Customer ServiceEmail Triage and Agent-Assist Automation for a Car Rental CompanyEvery rental extension, cancellation or vehicle swap meant an agent clicking through screen after screen of Salesforce while the customer waited, and every email meant someone reading it just to work out what the customer wanted. We put UiPath robots behind the agents: emails for five request types sorted and actioned automatically, and the same requests on a call handled with one click.
Retail Customer ServiceAutomated In-Flight Wifi Refund Processing for a UK Airline GroupA generic "the wifi was bad, refund me" email should not need a person to read it before the right form goes out, and every one that does is a person not handling the cases that need judgement. We built the flow that takes a free-text complaint to a checked, automatic refund, or to a ticket for the refunds team when something does not add up.
HealthcareAutomated Patient Discharge Communications from Clinical Coding for a UK Healthcare ProviderA patient leaving a clinic deserves a plain-language account of exactly what was done, for how long and with what medication. Writing that by hand for every patient does not scale, and getting it wrong is not a normal software bug. We built a UiPath automation that reads the clinical coding in the patient file and issues a patient-ready letter or email, unattended, inside the provider's own security model.
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