40,000 tickler items. All hand-keyed. Compliance on the line.
The tickler at a major U.S. credit union tracked regulatory deadlines, member follow-ups, and compliance commitments — over 40,000 active items, each requiring manual entry, manual tracking, and manual close-out. Operators spent entire shifts keying data that directly governed whether the institution met its regulatory obligations. One missed item was an audit finding waiting to happen.
The harder the team worked, the more it fell behind.
Volume grew faster than the team could key. Tribal knowledge governed which items were truly critical and which could wait — undocumented, living in the heads of senior operators. Staff turnover eroded institutional memory. Workarounds multiplied. The workflow was stuck: not because people weren’t trying, but because the process had outgrown human throughput.
Understand first. Automate second. Govern everything.
Mapped the current state
Gemba observation of how operators hand-keyed 40,000+ tickler items. Identified every variation, workaround, and tribal-knowledge dependency before touching a line of code.
Defined the governed future state
Designed the automation to replicate every decision path operators were making — not to skip steps for speed, but to encode the discipline. Every branch documented in a signed process map.
Built inside the UiPath Factory
Delivered 51 governed C# files across 3 UiPath workflows. Each file is an artifact in the outcome record — versioned, reviewed, and traceable.
Deployed into production
Went live in the client's production environment with a named sign-off. The automation runs on the client's infrastructure, not ours — they own it.
Verified the outcome
Post-deployment measurement against the basis disclosed in the charter. Savings and hours are recorded values, not projections.
Governed artifacts, not a black box.
51 governed C# files across 3 workflows
Client-owned infrastructure
Signed before-and-after process maps
The client owns every artifact and can run it without Innorve
Recorded. Not projected.
The numbers below are recorded values verified against delivery documentation — not projections, not estimates, not a consultant’s best guess. The basis and verification method are disclosed alongside them.
How we verified this
The annual savings figure ($593,836) and hours-reclaimed figure (7,835 hrs/yr) were calculated from the client’s delivery documentation and case-study records. The basis is the difference between measured manual processing time (pre-deployment) and automated processing time (post-deployment), multiplied by the institution’s loaded labor rate. Both the before and after measurements are documented, dated, and attributable.
Where our records say “recorded,” the figure has been verified against production data. Where they say “projected,” the basis is disclosed and the number carries that label until it’s measured. We do not blend the two.
Everything. We built it to leave.
The client owns the complete automation: 51 governed C# files across 3 workflows, all signed process documentation, the measured outcome record, and the production deployment running on their own infrastructure. They can operate, modify, or replace it without Innorve. That’s the point of forward-deployed engineering — the value stays when we leave.
It starts with one stuck workflow.
The same discipline that produced this outcome is waiting for your workflow. We’ll tell you honestly whether it’s ours to take.
Forward-deployed engineering for regulated financial institutions