Our success stories

Large companies from different sectors have relied on our services and solutions to become more competitive, efficient and improve their customers’ experiences.

Efficient mailbox management

process automation

Ebox

Process automation

Challenge

Several of our Servicers found it difficult to have accurate control of generic mailboxes, such as legal or customer service, as emails only allow two "read" and "unread" states.

To reduce their operational risks, these Servicers asked us for a non-intrusive IT solution that could work independently and/or that could be embedded within their management application.

Solution

A centralized system that guarantees the processing of information, the segmentation of emails and tasks with maximum efficiency, converting communication items into management items. In addition, it allows simple attachment management and has full traceability of the emails managed through a dashboard.

Impact

"Our experience with pfs and their e-box product has been very positive. After a brief implementation process we have been able to have control of all communications received by email having been able to reduce the resources allocated to the preview and allocation to managers by 50% being used the available resources in the management of the emails and be much more efficient”.

Mass registration of users in different applications

process automation

RPA

Process automation

Challenge

Our client, a leading company in the supermarket sector in Spain, selected pfs to automate a process of massive registration of users in several applications to which the employee needed to have access to do his work activity.

Solution

A UiPath attended robot was used to automate this repetitive task.

Impact

The robotization of this process allowed the mass registration of these 10,000 users in an automated way, without manual intervention and in the limited time that the client needed.

In this way, employees were freed from this routine and repetitive task, which led to greater job satisfaction, greater productivity and freedom to perform more important tasks, as well as a reduction in task execution time.

Contract management on public sector platform

process automation

RPA

Process automation

Challenge

Automation of the 'Management of inter-platform contracts' process with RPA (Robotic Process Automation) technology based on the requirements defined by the client. The State Contracting Platform (PLACE) and the Contracting Platform of Catalonia publish contracts that need to be downloaded to take them to other platforms. Applications Involved:

  • PLACE (State Procurement Platform / Plataforma de Contratación del Estado) (7 procurement bodies)
  • Catalan contracting platform (2 contracting bodies)
  • Web of Auditors CV
  • Register of Contracts
  • Lotus

Solution

The project included the modelling of the process and the configuration, programming and implementation of UiPath's RPA technology for automation using 1 robot attended.

Impact

  • The duration of the process was reduced by 80% compared to when it was performed by humans.
  • Employee satisfaction was reduced by 80%.
  • The error rate was reduced by 98%.

Reporting of information to public web platform

process automation

RPA

Process automation

Challenge

Our client, a multinational group that develops several complementary business lines, hired pfs to improve efficiency in the process of filling out forms from the information generated in SAP BW and obtained through a webservice based on the requirements specified by the client.

Solution

The project contemplated the modeling of the process and the configuration and implementation of UiPath's RPA (Robotic Process Automation) technology to automate this process of collecting information from various sources and filling out forms on a Public Administration website obtaining cost savings, quality improvement and agility in completing the process.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 80% compared to when it was performed by humans
  • The error rate fell by about 90%.

Order Tracking and Invoice Posting in SAP

process automation

RPA

Process automation

Challenge

The Financial Department of an industrial group specialized in the development and manufacture of innovative products for hygiene, personal care, and household cleaning. Leader in the national market with more than 30 years of experience.

pfs was selected to tackle a project to automate the invoice posting process in SAP S/4 HANA with RPA (Robotic Process Automation) technology from documents received via e-mail or stored in Sharepoint, with the aim of increasing the productivity and efficiency of the Finance Department.

Solution

In the project, UiPath's RPA technology was used for the modelling and configuration of the process, programming of the robots and implementation of the solution achieving the expected results.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 96%, from 60 h/week (4 people executing) to 2.5 h/week (1 person supervising).

ETL: Reporting of staff additions/discharges/absences

process automation

ETL

Process automation

Challenge

Our client, a public hospital, receives via FTP a report published daily by the Ministry of Health with the discharges, cancellations, absences, vacations, and staff replacements. This information should be published in all departments of the hospital for day-to-day management. An IT person downloads the report and transforms it according to the needs of each unit with a very high frequency (daily or biweekly). This task is requested on demand from each unit and must be performed throughout the year involving the entire IT department.

pfs was in charge of increasing the efficiency of the process through an automation project.

Solution

Through an ETL, we manage, with a runtime of one week, to automate the process by generating, on a daily basis, all the reports for all the units.

Impact

  • 100% automation of process steps.
  • Users have the updated report available every day, freeing the IT department from this burden.
  • Employ satisfaction with the process increased by 60%.

Introduction of invoices in a customer's supplier portal

process automation

RPA

Process automation

Challenge

In the Sales Department of an industrial company, employees manually enter orders for a specific customer into that customer's Supplier Portal. These orders are already entered into the company's ERP. pfs was hired to tackle an automation project that would free employees from this task.

Solution

A robot served with UiPath technology, from an input file, looks for the orders of this client in the company's ERP. Once the data of all orders has been extracted, you enter them in the Supplier Portal. Once the order has been created in the Portal, modify the input file by adding the invoice number provided by the customer.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 87.5% compared to when it was performed by humans. Before robotization 2 people spent 2 hours a day to perform these tasks, after robotization, 1 person spends 0.5 hours / day to supervise the execution of the robot.
  • The error rate was reduced by 100%.

Accounting of supplier invoices in MSDynamics AX

process automation

RPA

Process automation

Challenge

The Financial Department of a company in the health sector receives both physical and digitized invoices from its suppliers (usually hospitals and clinics) accompanied by an Excel file with the information of the invoices sent in column format. Employees collect these files and check, manually, that the information is correct. From there they create different templates in Excel files to massively import the information into the company's ERP, MS Dynamics AX, where they are counted. Among the invoices they receive we find 2 types:

  • Invoices that already have an associated order and their corresponding code.
  • Invoices without an associated order.

pfs was selected to improve process efficiency and automation using an RPA tool.

Solution

The modeling of the process and the configuration, programming and implementation of UiPath's RPA technology was contemplated to automate it, replicating the actions that the user follows in its execution.

Due to the complexity presented, it was subdivided into 4 processes and 5 independent robots were designed: one for each process and a fifth robot that allows the orchestrated execution of the previous 4.

Impact

  • 80% automation of process steps.
  • The dedication of hours/person to the execution of the process was reduced by 72%, from 6000 hours per year before robotization to 1680 after robotization.
  • The error rate was reduced by 100%.

Management and registration of delivery notes

process automation

RPA

Process automation

Challenge

In the Operations Department of an industrial company, they need to monitor a database of delivery notes continuously in search of new records. When there is a new registration, it must be entered on the client's website with a 15-minute SLA. Economic penalty when the SLA is not met. PFS was asked for an automation project to avoid such penalties.

Solution

An unattended robot with UiPath technology checks every 5 minutes for a new record in a database. When there is a new registration, the existence of said delivery note is checked on the client's website. If it does not exist, the robot sends a warning to the user.

Impact

  • An unattended robot with UiPath technology checks every 5 minutes for the existence of a new record in a database. When there is a new registration, the existence of said delivery note is checked on the client's website. If it does not exist, the robot sends a warning to the user.
  • The robot is unattended, it does not require people. The service is monitored.

Management and classification of documents sent by clients via email

process automation

RPA

Process automation,
Backoffice efficiencies

Challenge

Our client, a multinational group that develops several complementary business lines.

pfs was selected to automate with Robotic Process Automation (RPA) the process of receiving customer requests (registration, cancellation and transfer of data) via email received by the Customer Service by e-mail to make its subsequent management in the internal tools of the group.

Solution

Software Serviced Robots automate manual and repetitive operations of entering information through the Backoffice so that it is recorded in the group's customer service application freeing workers from performing tedious, repetitive and often error-prone tasks to do other tasks of greater value to the group.

Impact

  • The duration of the process was reduced by 80% compared to when it was performed by humans.
  • Customer satisfaction was reduced by 60%.
  • Employee satisfaction was reduced by 80%.

Opening of files and processing of services

process automation

RPA

Process automation,
Backoffice efficiencies

Challenge

Our client, a leading company in quality in the provision of home assistance services for insurance companies, corrective / preventive maintenance of homes, as well as recovery of real estate from financial institutions.

pfs was contracted to improve efficiency in the process of opening files and processing services from the Call Center in an internal application based on the information generated on the web platform of a financial institution.

Solution

A partial robotization of an end-to-end process. The project included the modelling of the process and the programming and deployment of software robots (UiPath RPA technology) to automate all repetitive tasks from the opening of the files to the closing of the files.

Impact

  • 75% automation of process steps.
  • The duration of the process was reduced by 85% compared to when it was performed by humans.
  • The error rate fell by about 0%.

Download of bank receipts

process automation

RPA

Process automation,
Backoffice efficiencies

Challenge

In the Financial Department of a retail company, 2 people download an average of 300 receipts every day from the websites of 5 financial institutions. Once downloaded, a person renames each file and saves it to a directory. Subsequently, this person separates the special files and prints them. pfs was selected to tackle an automation project that would increase process efficiency and free employees from these routine and repetitive tasks.

Solution

A robot serviced with UiPath technology downloads an Excel file from the client's Intranet. From the Excel, access the ERP of the company and identify the bank that corresponds to each record. Using the Excel file with the banks identified as input, the robot connects to the website of the corresponding financial institution and downloads the receipts. Finally, the robot renames the receipts and saves them in a network directory. Certain special receipts are saved in a specific directory and printed.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 87.5% compared to when it was performed by humans. Before robotization 2 people spent 4 hours a day to perform these tasks, after robotization, 1 person spends 1 hour/day supervising the execution of the robot.
  • The error rate was reduced by 95%.
  • Employ satisfaction increased by being able to devote themselves to higher-value tasks.

Efficient Call Centre Management

process automation

Zero Backoffice

Backoffice

Challenge

Efficient management of the call center of an insurance company, automating the treatment of Friendly Accident Declarations (FAD)

Solution

Through our ZeroBackoffice® solution we make massive processes more efficient in three phases:

  • Phase I. POSTAL GOVERNANCE: We identify the tasks to be performed based on the documents received and the contents related to them, as part of the email and the established business rules.
  • Phase II. DATA MANAGEMENT AND EXTRACTION: We typify and extract the data of the documents received through trained AIs, to generate a structured and actionable content.
  • Phase III. PROCESSING: We handle the data in a structured format and related documents independently, to perform the necessary actions on the company's Backoffice and other systems.

Impact

Impact:

  • Expenditure savings
  • Reduced response time
  • Increment of the number of operations
  • Elimination of the margin of human error
  • Scalability and resizing
  • Integration with other systems
  • Security thanks to document control
  • Sustainability: elimination of the use of paper

Automatization & Optimize Debt Collection

process automation

Zero Backoffice

Backoffice

Challenge

Optimize the recovery process of a credit insurer, resolving:

  • High cost, due to the large time invested in managing communication with customers/debtors.
  • Loss of information and knowledge gaps due to manual tasks.
  • Incorrect follow-up of cases, with their resulting consequences, due to the lack of unification in the information.

Solution

Automatize the communication operation and thus, free up resources and restrict human intervention to the email management solution for debt recovery.

From our Zerobackoffice® architecture we created an ODC (Optimize Debt Collection) with an "Apification" strategy that allows us to offer a layer of monitoring and governance on end2end processes carrying out light integrations with the different corporate systems (Legacies) and management tools of any company. We carry out the optimization in three phases:

  • INTEGRATION WITH RECOVERY: Or with any core. Through Recovery API with the different types of recovery files.
  • PERSONAL COMMUNICATIONS ITINERARIES: Modular solution that allows you to configure different recovery itineraries with a high degree of customization to track the actions performed.
  • USE OF SMS AND PAYMELINKS: Customizable links that allow your customers to pay in one click by credit card.

Impact

Freeze time: 100% of the effort in this activity by managers is of little added value for the company. We achieve time savings by automating the process through ODC, in order to free up resources, and automating the sending of email for debt recovery.

  • Human Error Reduction: possibility of automation of 100% of the current process, thus eliminating the possibility of failure in processes that are fully automatable.
  • Unification of communications: avoiding errors resulting from islands of information and poor follow-up in the information of each file.

Fraud analysis

process automation

Zero Backoffice

Backoffice

Challenge

Streamline the fraud analysis process, resolving:

  • Time and unnecessary effort, in cumbersome and poorly structured tasks.
  • Performer interpretations, due to an unreliable and incomplete Internet search.
  • Negative customer experience, due to inefficiency resulting from a lack of methodology.

Solution

Automation of specific processes with which to optimize:

  • The analysis and reading of documents.
  • The extraction of actionable data for scoring and investigations
  • Data filtering
  • Upgrading the regulatory framework for compliance

From our Zerobackoffice® architecture and an "Apification" strategy, we achieve a monitoring and governance layer on end2end processes by carrying out lightweight integrations with the different corporate systems (Legacies) and management tools of any company.

Impact

  • Defined methodology: which allows to eliminate inefficiencies, errors, frustration throughout the search process and wrong conclusions, thus reducing false positives.
  • Automation of tasks: thus leaving Internet searches automated and eliminating the work that generates wrong interpretations of these searches.
  • Maximum reliability in the analysis of data extracted both on the Internet and on the hidden Internet, and with the automatic updating of the regulatory framework regarding money laundering.

Unpaid Debts Community of Owners

process automation

Zero Backoffice

Backoffice

Challenge

We speed up the management and collection of unpaid debts, resolving:

  • The high cost of the large amount of time invested in obtaining the necessary documentation in each judicial process.
  • The loss of information and errors, due to the tasks derived from manual processes.
  • An incorrect follow-up of cases, due to the lack of control of the documentation necessary for the initiation of legal actions.

Solution

Automation of specific legal processes with which to optimize:

  • The analysis and reading of documents to initiate actions.
  • File management
  • Management of claims for non-payment
  • Compilation of documentation

Impact

  • Operational costs savings
  • Increased productivity
  • Improvement in quality of service
  • Permanent follow-up
  • Major document reception and processing capacity
  • Availability 24x7x365

Portfolio analysis for the reduction of provisions and APR's

process automation

Provisions and capital

Data Driven

Challenge

Some financial institutions, in need of seeking efficiencies, have requested our assistance to analyze their portfolio and propose a process to identify areas for review in order to reduce provisions and APR's.

Solution

A project divided into two phases:

  • Phase 1: identification and dimension of anomalies. Evaluation of the impact of the recovery (provisions, doubtful, APR's). Obtaining Resources to perform the execution.
  • Phase 2: Data quality awareness (prov / capt). Operational and commercial areas. Confirmation of savings obtained. Correction of material operations (great impact). Debugging and confirmation of portfolios to be corrected.

Impact

"In a short period of time pfs has managed to analyze the portfolios and achieve reductions in millionaire provisions that have allowed the entities to address other issues paralyzed by budgets."

Analysis of the risk portfolio of a multinational bank with an entity in Spain

process automation

Provisions and capital

Data Driven

Challenge

A multinational bank, with an entity in Spain, selected us to analyze its risk portfolio and identify the sources of efficiency that would allow reducing the amounts of provisions, doubtful and APR's.

Solution

We analyzed the portfolio on the AVALES product and thanks to a 9-month project the following amounts were released: € 35MM in provisions, € 110MM in doubtful and € 677MM in APR's.

Impact

The cost of the project for the client is € 1MM, which means a return on the amount invested of 3500% in provisions and 6700% in cost of capital. 75% of the result is achieved in the first 6 months.

Analysis of the risk portfolio of a multinational bank, with an entity in Portugal

process automation

Provisions and capital

Data Driven

Challenge

A multinational bank, with an entity in Portugal, selected us to analyze its risk portfolio and identify the sources of efficiency that allow reducing the amounts of capital and provisions.

Solution

We analyze the risk portfolio and thanks to a 6.5-month project the following amounts are released: € 7MM in provisions and € 168MM in APR's.

Impact

The cost of the project for the client is € 1MM, which means a return on the amount invested of 700% in provisions and 1680% in cost of capital. 75% of the result is achieved in the first 6 months.

Analysis of the risk portfolio in one of the most important banks in Spain

process automation

Provisions and capital

Data Driven

Challenge

One of the 4 most important banks in Spain selected us to analyze their risk portfolio and identify the sources of efficiency that allow reducing the amounts of provisions and doubtful ones.

Solution

We analyze the portfolio on the PRODUCT AVALES and thanks to a 1-year project it is possible to release the following amounts: € 25MM in provisions and € 86MM in doubtful.

Impact

The cost of the project for the client is € 1.1MM, which means a return on the amount invested of 2280% in provisions. 75% of the result is achieved in the first 6 months.

Efficiencies in the guarantee portfolio

process automation

Provisions and capital

Data Driven

Challenge

A TOP large Spanish financial group entrusts us with the review of its loan portfolio with an OBJECTIVE, to locate excess provisions in some of its operations. The EEFF are answerable to the beneficiary of the fulfillment of the obligation. Only if the guarantor does not comply with its obligations, the Bank should face it. The Bank of Spain considers it a good practice for those entities that renounce the delivery of the original when the extinction of the risk is accredited by other means

Solution

We focus, among others, on the Portfolio of Guarantees. We are looking for evidence that the secured obligation is extinguished.

Impact

In less than 1 year the revision of this portfolio has meant more than 50 million in savings in provisions and + 150 million in reduction of the doubtful balance. And a Return for our client >4000% with a successful work.

Management, control and exploitation of data in financial institutions

process automation

Recovery

Debt recovery

Challenge

A financial institution, with management of unpaid loans and foreclosed assets that works with different Servicers in the global management of the portfolio, selected us in a competitive process to provide a technological solution that could integrate in a single System all the operations to centralize all the management information and have a very close control of the data and allow its exploitation.

Solution

Implanting in a record time of 6 months a backbone system for the management of recoveries, from friendly management, commercial agenda and proposals (dation, liquidation of assets...), including formalization, prelitigation, litigation, contests, sanitation and non-recovery procedures (rents, occupations, lawsuits against the entity, contentious, administrative...), and integrating them into the map of systems of the Entity, on a Cloud installation.

Impact

"The experience of pfs professionals and the efficient transformation offered by Recovery has helped us to renew our computer systems in a record time and in a cloud environment that has been key in the new situation generated by COVID 19 and efficiently prepares us for the future."

Complete recovery cycle management and two-way communication for servicers

process automation

Recovery

Debt recovery

Challenge

An important Servicer with management of unpaid loans and foreclosed assets that works with different Financial Institutions and International Funds, selected us to provide a technological solution that could integrate in a single System the entire cycle of recovery, asset management and that could communicate in a bidirectional way of the systems of the Servicer and the financial institution

Solution

Implantation of a backbone system for the management of debt of the Servicer, with different portfolios ceded by different owners and each of them with its own operating model, in Cloud installation, integrated with the map of corporate systems (LDAP, GD, DWH, Reos, Communications, etc.).

Impact

"Since the initial design of the New Servicer Technology Platform in 2015, pfs has been a strategic partner of the Servicer with different environments, but especially with the Recovery Cloud platform. pfs has always had a maximum commitment to all our projects, meeting delivery milestones on dates and with the level of quality required by our business."

Complete management of the recovery cycle and differentiation of the Servicing service

process automation

Recovery

Debt recovery

Challenge

An important Servicer, with management of unpaid loans and foreclosed assets that works with different Financial Institutions and International Funds, selected us to provide a technological solution that could integrate the entire recovery cycle into a single System and that would allow the Servicer to define its own way of working, differentiating itself from other Servicers and taking advantage of all the industrial advantages of the Recovery tool.

Solution

Implementation project completed in 5 months of a backbone system for the management of recoveries, from friendly management, commercial agenda and proposals (dation, collateral settlements ...), including formalization, to prelitigation, litigation, contests, sanitation, and Master Servicing and control of external agencies in Cloud installation.

Impact

"Our experience with pfs and their Recovery product has been very positive. They have always met the important milestones of the projects and have proven to have extensive experience and ability to provide us with the Cloud service we have contracted."

Submission of demands

process automation

Demands and complaints,
RPA

Legal Services

Challenge

One of the main requirements we have from customers is to reduce the filing times of lawsuits. For this reason, we are committed to filing the claims within a maximum period of 48 hours from the receipt of the documentation. During 2021, the volume of lawsuits has increased due to the incorporation into our portfolio of a financial institution of great national relevance, as well as a foreclosure servicer.

Solution

To achieve this goal we have developed a system for obtaining standardized information and uploading to our systems by implementing an RPA, as well as coding the documentation that allows us to achieve the times required by customers. All this complying with the formal requirements of judicial applications and with the high-quality standards we need for their subsequent management.

Result

System automation allows us to reach filing volumes of up to 300 demands in as little as 24 hours

As a sign of the efficiency of our process we have managed within 24-48 hours more than 20k demands in the last year.

Enterprise Architecture Consultancy

process automation

Architecture & Devops

Digital transformation

Challenge

Our client, a leading mutual society in occupational accidents and diseases collaborating with the Social Security.

pfs was selected to provide technical consulting services necessary for the development of an enterprise architecture plan. Enterprise Architecture is a discipline whose main mission is to align computing with the strategic objectives of the company and as a vision, continuously improve and maximize the value offered by computing to the company.

Solution

The project consisted of the review and analysis of the current situation of the client, carrying out a diagnosis and elaboration of a detailed and prioritized action plan to implement an Enterprise Architecture organization.

Impact

  • Defined roles and responsibilities
  • Governance and working methods defined and implemented
  • Strategic vision, principles, defined risks
  • Functional Architecture defined
  • Application Architecture defined
  • Data Architecture defined
  • Infrastructure Architecture defined

Agile Software Development

process automation

Agile development

Digital transformation

Challenge

Our customer, an industrial manufacturer of railway rolling stock specializing in the construction of regional trains and trams needed help to realize its internal applications.

Solution

pfs was contracted to provide agile software development services employing multidisciplinary and productive technical teams that included application architects, analyst-programmers, programmers, quality assurance profiles and support teams working together to ensure the success of new developments and evolutions.

Agile is a people-centred and results-oriented methodology. When implemented correctly, Agile focuses on self-organization, adaptive planning, rapid and continuous quality improvement, and short lead times (sprints).

In each sprint the workload and deliverables for the client are agreed with the aim of delivering value constantly and meeting the expectations of the client.

Architecture design and framework for cloud-ready applications

process automation

Architecture & Devops

Digital transformation

Challenge

A group company requires ad-hoc software for the management and control of work and billing of customers.

They need to functionally separate the modules of which the current monolithic application is made up. The new application must be scalable and must optimize the available resources.

Solution

The project is developed in several phases:

  • Design of the architecture, where a high-level design of the components that will be part of the architecture is made. The architecture will have services, load balancers, API management.
  • Assembly of the architecture in Google Cloud, securing the elements and services sensitive to the internet, incorporating elements of authentication, logs, etc. The container-based Servlerless container platform is used for deployment.
  • Lightweight framework design that agile development applies in an agile way in the form of a container. For the framework design, an existing lightweight framework is selected and configured to fit the selected architecture components.

In addition, automatic deployment mechanisms and pipelines are provided to avoid operations tasks.

Impact

The result is a platform that is managed automatically and adapted to consumption needs producing cost savings.

Unified management of application and system logs and alerts

process automation

Big Data

Digital transformation

Challenge

Our financial sector customer was struggling to detect problems with their applications and infrastructure. It currently has a cluster with 10 servers installed with several applications. When an error occurs, you must access all applications to locate the generated log message and then interpret its context. You can only detect it by warning users through the CAU. Simultaneously, system teams use Nagios to monitor computer and network status.

Solution

With the implementation of Devo, a unified management of logs and business data has been achieved from the same tool.

The project was completed within 2 weeks, dedicating effective time for:

  • Ingestion of all information: 4 days
  • Preparation and knowledge of the data: 1 week
  • Preparation of two management panels: 4 days
  • Activate modules: monitoring networks, equipment and SIEM: 1 day.

Impact

  • A single repository with classified data is maintained.
  • Possibility to analyze application errors/incidents centrally.
  • Developers no longer have direct access to production servers.
  • System users can know the network status.
  • Basic SIEM module is incorporated to control possible threats.
  • Business dashboards have been incorporated to visualize the activity.
  • Real-time alerts in the event of suspicious application behavior.

ICT Sourcing Service

process automation

ICT Governance

Digital transformation

Challenge

Our client, a financial institution specialized in private and personal banking, which offers a wide range of savings and investment products and services. pfs was hired to provide the ICT Sourcing service with the aim of defining and implementing an ICT supplier strategy and managing the selection, contracting and negotiation of technological products and services according to the needs of the organization, with the commitment to optimize and generate cost savings compared to the client's starting situation.

Solution

As a result of pfs’ experience, a detailed diagnosis of the initial situation was made, which has served to make decisions that allow our client to optimize costs and maximize the value offered by ICT suppliers.

Efficient mailbox management

process automation

Ebox

Process automation

Challenge

Several of our Servicers found it difficult to have accurate control of generic mailboxes, such as legal or customer service, as emails only allow two "read" and "unread" states

To reduce their operational risks, these Servicers asked us for a non-intrusive IT solution that could work independently and/or that could be embedded within their management application.

Solution

A centralized system that guarantees the processing of information, the segmentation of emails and tasks with maximum efficiency, converting communication items into management items. In addition, it allows simple attachment management and has full traceability of the emails managed through a dashboard.

Impact

"Our experience with pfs and their e-box product has been very positive. After a brief implementation process, we have been able to have control of all communications received by email having been able to reduce the resources allocated to the preview and allocation to managers by 50% being used the available resources in the management of the emails and be much more efficient".

Mass registration of users in different applications

process automation

RPA

Process automation

Challenge

Our client, a leading company in the supermarket sector in Spain, selected pfs to automate a process of massive registration of users in several applications to which the employee needed to have access to do his work activity.

Solution

A UiPath attended robot was used to automate this repetitive task.

Impact

The robotization of this process allowed the mass registration of these 10,000 users in an automated way, without manual intervention and in the limited time that the client needed.

In this way, employees were freed from this routine and repetitive task, which led to greater job satisfaction, greater productivity and freedom to perform more important tasks, as well as a reduction in task execution time.

Contract management on public sector platform

process automation

RPA

Process automation

Challenge

Automation of the 'Management of inter-platform contracts' process with RPA (Robotic Process Automation) technology based on the requirements defined by the client. The State Contracting Platform (PLACE) and the Contracting Platform of Catalonia publish contracts that need to be downloaded to take them to other platforms. Applications Involved:

  • PLACE (State Procurement Platform / Plataforma de Contratación del Estado) (7 procurement bodies)
  • Catalan contracting platform (2 contracting bodies)
  • Web of Auditors CV
  • Register of Contracts
  • Lotus

Solution

The project included the modelling of the process and the configuration, programming and implementation of UiPath's RPA technology for automation using 1 robot attended.

Impact

  • The duration of the process was reduced by 80% compared to when it was performed by humans.
  • Offer satisfaction was reduced by 80%.
  • The error rate was reduced by 98%.

Reporting of information to public web platform

process automation

RPA

Process automation

Challenge

Our client, a multinational group that develops several complementary business lines, hired pfs to improve efficiency in the process of filling out forms from the information generated in SAP BW and obtained through a webservice based on the requirements specified by the client.

Solution

The project contemplated the modeling of the process and the configuration and implementation of UiPath's RPA (Robotic Process Automation) technology to automate this process of collecting information from various sources and filling out forms on a Public Administration website obtaining cost savings, quality improvement and agility in completing the process.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 80% compared to when it was performed by humans
  • The error rate fell by about 90%.

Order tracking and Invoice Posting in SAP

process automation

RPA

Process automation

Challenge

The Financial Department of an industrial group specialized in the development and manufacture of innovative products for hygiene, personal care, and household cleaning. Leader in the national market with more than 30 years of experience.

pfs was selected to tackle a project to automate the invoice posting process in SAP S/4 HANA with RPA (Robotic Process Automation) technology from documents received via e-mail or stored in Sharepoint, with the aim of increasing the productivity and efficiency of the Finance Department.

Solution

In the project, UiPath's RPA technology was used for the modelling and configuration of the process, programming of the robots and implementation of the solution achieving the expected results.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 96%, from 60 h/week (4 people executing) to 2.5 h/week (1 person supervising).

ETL: Reporting of discharges/absences of personnel

process automation

ETL

Process automation

Challenge

Our client, a public hospital, receives via FTP a report published daily by the Ministry of Health with the discharges, cancellations, absences, vacations, and staff replacements. This information should be published in all departments of the hospital for day-to-day management. An IT person downloads the report and transforms it according to the needs of each unit with a very high frequency (daily or biweekly). This task is requested on demand from each unit and must be performed throughout the year involving the entire IT department.

pfs was in charge of increasing the efficiency of the process through an automation project.

Solution

Through an ETL, we manage, with a runtime of one week, to automate the process by generating, on a daily basis, all the reports for all the units.

Impact

  • 100% automation of process steps.
  • Users have the updated report available every day, freeing the IT department from this burden.
  • Employ satisfaction with the process increased by 60%.

Introduction of invoices in a customer's supplier portal

process automation

RPA

Process automation

Challenge

In the Sales Department of an industrial company, employees manually enter orders for a specific customer into that customer's Supplier Portal. These orders are already entered into the company's ERP. pfs was hired to tackle an automation project that would free employees from this task.

Solution

A robot served with UiPath technology, from an input file, looks for the orders of this client in the company's ERP. Once the data of all orders has been extracted, you enter them in the Supplier Portal. Once the order has been created in the Portal, modify the input file by adding the invoice number provided by the customer.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 87.5% compared to when it was performed by humans. Before robotization 2 people spent 2 hours a day to perform these tasks, after robotization, 1 person spends 0.5 hours / day to supervise the execution of the robot.
  • The error rate was reduced by 100%.

Accounting of supplier invoices in MSDynamics AX

process automation

RPA

Process automation

Challenge

The Financial Department of a company in the health sector receives both physical and digitized invoices from its suppliers (usually hospitals and clinics) accompanied by an Excel file with the information of the invoices sent in column format. Employees collect these files and check, manually, that the information is correct. From there they create different templates in Excel files to massively import the information into the company's ERP, MS Dynamics AX, where they are counted. Among the invoices they receive we find 2 types:

  • Invoices that already have an associated order and their corresponding code.
  • Invoices without an associated order.

pfs was selected to improve process efficiency and automation using an RPA tool.

Solution

The modeling of the process and the configuration, programming and implementation of UiPath's RPA technology was contemplated to automate it, replicating the actions that the user follows in its execution.

Due to the complexity presented, it was subdivided into 4 processes and 5 independent robots were designed: one for each process and a fifth robot that allows the orchestrated execution of the previous 4.

Impact

  • 80% automation of process steps.
  • The dedication of hours/person to the execution of the process was reduced by 72%, from 6000 hours per year before robotization to 1680 after robotization.
  • The error rate was reduced by 100%.

Management and registration of delivery notes

process automation

RPA

Process automation

Challenge

In the Operations Department of an industrial company, they need to monitor a database of delivery notes continuously in search of new records. When there is a new registration, it must be entered on the client's website with a 15-minute SLA. Economic penalty when the SLA is not met. PFS was asked for an automation project to avoid such penalties.

Solution

An unattended robot with UiPath technology checks every 5 minutes for a new record in a database. When there is a new registration, the existence of said delivery note is checked on the client's website. If it does not exist, the robot sends a warning to the user.

Impact

  • An unattended robot with UiPath technology checks every 5 minutes for the existence of a new record in a database. When there is a new registration, the existence of said delivery note is checked on the client's website. If it does not exist, the robot sends a warning to the user.
  • The robot is unattended, it does not require people. The service is monitored.

Management and classification of documents sent by customers via email

process automation

RPA

Process automation,
Backoffice efficiencies

Challenge

Our client, a multinational group that develops several complementary business lines.

pfs was selected to automate with Robotic Process Automation (RPA) the process of receiving customer requests (registration, cancellation and transfer of data) via email received by the Customer Service by e-mail to make its subsequent management in the internal tools of the group.

Solution

Software Serviced Robots automate manual and repetitive operations of entering information through the Backoffice so that it is recorded in the group's customer service application freeing workers from performing tedious, repetitive and often error-prone tasks to do other tasks of greater value to the group.

Impact

  • The duration of the process was reduced by 80% compared to when it was performed by humans.
  • Customer satisfaction was reduced by 60%.
  • Employee satisfaction was reduced by 80%.

Opening of files and processing of services

process automation

RPA

Process automation,
Backoffice efficiencies

Challenge

Our client, a leading company in quality in the provision of home assistance services for insurance companies, corrective / preventive maintenance of homes, as well as recovery of real estate from financial institutions.

pfs was contracted to improve efficiency in the process of opening files and processing services from the Call Center in an internal application based on the information generated on the web platform of a financial institution.

Solution

A partial robotization of an end-to-end process. The project included the modelling of the process and the programming and deployment of software robots (UiPath RPA technology) to automate all repetitive tasks from the opening of the files to the closing of the files.

Impact

  • 75% automation of process steps.
  • The duration of the process was reduced by 85% compared to when it was performed by humans.
  • The error rate fell by about 0%.

Download of bank receipts

process automation

RPA

Process automation,
Backoffice efficiencies

Challenge

In the Financial Department of a retail company, 2 people download an average of 300 receipts every day from the websites of 5 financial institutions. Once downloaded, a person renames each file and saves it to a directory. Subsequently, this person separates the special files and prints them. pfs was selected to tackle an automation project that would increase process efficiency and free employees from these routine and repetitive tasks.

Solution

A robot serviced with UiPath technology downloads an Excel file from the client's Intranet. From the Excel, access the ERP of the company and identify the bank that corresponds to each record. Using the Excel file with the banks identified as input, the robot connects to the website of the corresponding financial institution and downloads the receipts. Finally, the robot renames the receipts and saves them in a network directory. Certain special receipts are saved in a specific directory and printed.

Impact

  • 100% automation of process steps.
  • The duration of the process was reduced by 87.5% compared to when it was performed by humans. Before robotization 2 people spent 4 hours a day to perform these tasks, after robotization, 1 person spends 1 hour/day supervising the execution of the robot.
  • The error rate was reduced by 95%.
  • Employ satisfaction increased by being able to devote themselves to higher-value tasks.

Efficient Call Centre Management

process automation

Zero Backoffice

Backoffice

Challenge

Efficient management of the call center of an insurance company, automating the treatment of Friendly Accident Declarations (FAD)

Solution

Through our ZeroBackoffice® solution we make massive processes more efficient in three phases:

  • Phase I. POSTAL GOVERNANCE: We identify the tasks to be performed based on the documents received and the contents related to them, as part of the email and the established business rules.
  • Phase II. DATA MANAGEMENT AND EXTRACTION: We typify and extract the data of the documents received through trained AIs, to generate a structured and actionable content.
  • Phase III. PROCESSING: We handle the data in a structured format and related documents independently, to perform the necessary actions on the company's Backoffice and other systems.

Impact

Impact:

  • Expenditure savings
  • Reduced response time
  • Increment of the number of operations
  • Elimination of the margin of human error
  • Scalability and resizing
  • Integration with other systems
  • Security thanks to document control
  • Sustainability: elimination of the use of paper

Automatization & Optimize Debt Collection

process automation

Zero Backoffice

Backoffice

Challenge

Optimize the recovery process of a credit insurer, resolving:

  • High cost, due to the large time invested in managing communication with customers/debtors.
  • Loss of information and knowledge gaps due to manual tasks.
  • Incorrect follow-up of cases, with their resulting consequences, due to the lack of unification in the information.

Solution

Automatize the communication operation and thus, free up resources and restrict human intervention to the email management solution for debt recovery.

From our Zerobackoffice® architecture we created an ODC (Optimize Debt Collection) with an "Apification" strategy that allows us to offer a layer of monitoring and governance on end2end processes carrying out light integrations with the different corporate systems (Legacies) and management tools of any company. We carry out the optimization in three phases:

  • INTEGRATION WITH RECOVERY: OR with any core. Through Recovery API with the different types of recovery files.
  • PERSONAL COMMUNICATIONS ITINERARIES: modular solution that allows you to configure different recovery itineraries with a high degree of customization to track the actions performed.
  • USE OF SMS AND PAYMELINKS: customizable links that allow your customers to pay in one click by credit card.

Impact

Freeze time: 100% of the effort in this activity by managers is of little added value for the company. We achieve time savings by automating the process through ODC, in order to free up resources, and automating the sending of email for debt recovery.

  • Human Error Reduction: possibility of automation of 100% of the current process, thus eliminating the possibility of failure in processes that are fully automatable.
  • Unification of communications: avoiding errors resulting from islands of information and poor follow-up in the information of each file.

Fraud analysis

process automation

Zero Backoffice

Backoffice

Challenge

Streamline the fraud analysis process, resolving:

  • Time and unnecessary effort, in cumbersome and poorly structured tasks.
  • Performer interpretations, due to an unreliable and incomplete Internet search.
  • Negative customer experience, due to inefficiency resulting from a lack of

Solution

Automation of specific processes with which to optimize:

  • The analysis and reading of documents.
  • The extraction of actionable data for scoring and investigations
  • Data filtering
  • Upgrading the regulatory framework for compliance

From our Zerobackoffice® architecture and an "Apification" strategy, we achieve a monitoring and governance layer on end2end processes by carrying out lightweight integrations with the different corporate systems (Legacies) and management tools of any company.

Impact

  • Defined methodology: which allows to eliminate inefficiencies, errors, frustration throughout the search process and wrong conclusions, thus reducing false positives.
  • Automation of tasks: thus leaving Internet searches automated and eliminating the work that generates erroneous interpretations of these searches.
  • Maximum reliability in the analysis of data extracted both on the Internet and on the hidden Internet, and with the automatic updating of the regulatory framework regarding money laundering.

Unpaid Debts Community of Owners

process automation

Zero Backoffice

Backoffice

Challenge

We speed up the management and collection of defaults, resolving:

  • The high cost of the large time invested in obtaining the necessary documentation in each judicial process.
  • The loss of information and errors, due to tasks derived from manual processes.
  • An incorrect follow-up of cases, due to the lack of control of the documentation necessary for the initiation of judicial actions.

Solution

Automation of specific legal processes with which to optimize:

  • The analysis and reading of documents to initiate actions.
  • File management
  • Management of claims for non-payment
  • Compilation of documentation

Impact

  • Operational cost savings
  • Increased productivity
  • Improvement in quality of service
  • Permanent follow-up
  • Major document reception and processing capacity
  • Availability 24x7x365

Portfolio analysis for the reduction of provisions and APR's

process automation

Provisions and capital

Data Driven

Challenge

Some financial institutions, in need of seeking efficiencies, have requested our assistance to analyze their portfolio and propose a process in which review foci can be identified in order to reduce provisions and APR's.

Solution

A project divided into two phases:

  • Phase 1: identification and dimension of anomalies. Evaluation of the impact of the recovery (provisions, doubtful, APR's). Obtaining Resources to perform the execution.
  • Phase 2: Data quality awareness (prov /capt). Operational and commercial areas. Confirmation of savings obtained. Correction of material operations (great impact). Debugging and confirmation of portfolios to be corrected.

Impact

"In a short period of time pfs has managed to analyze the portfolios and achieve reductions in millionaire provisions that have allowed the entities to address other issues paralyzed by budgets."

Analysis of the risk portfolio of a multinational bank with an entity in Spain

process automation

Provisions and capital

Data Driven

Challenge

A multinational bank, with an entity in Spain, selected us to analyze its risk portfolio and identify the sources of efficiency that would allow reducing the amounts of provisions, doubtful and APR's.

Solution

We analyzed the portfolio on the AVALES product and thanks to a 9-month project the following amounts were released: € 35MM in provisions, € 110MM in doubtful and € 677MM in APR's.

Impact

The cost of the project for the client is € 1MM, which means a return on the amount invested of 3500% in provisions and 6700% in cost of capital. 75% of the result is achieved in the first 6 months.

Analysis of the risk portfolio of a multinational bank, with an entity in Portugal

process automation

Provisions and capital

Data Driven

Challenge

A multinational bank, with an entity in Portugal, selected us to analyze its risk portfolio and identify the sources of efficiency that allow reducing the amounts of capital and provisions.

Solution

We analyze the risk portfolio and thanks to a 6.5-month project the following amounts are released: € 7MM in provisions and € 168MM in APR's.

Impact

The cost of the project for the client is € 1MM, which means a return on the amount invested of 700% in provisions and 1680% in cost of capital. 75% of the result is achieved in the first 6 months.

Analysis of the risk portfolio in one of the most important banks in Spain

process automation

Provisions and capital

Data Driven

Challenge

One of the 4 most important banks in Spain selected us to analyze their risk portfolio and identify the sources of efficiency that allow reducing the amounts of provisions and doubtful ones.

Solution

We analyze the portfolio on the PRODUCT AVALES and thanks to a 1-year project it is possible to release the following amounts: € 25MM in provisions and € 86MM in doubtful.

Impact

The cost of the project for the client is € 1.1MM, which means a return on the amount invested of 2280% in provisions. 75% of the result is achieved in the first 6 months.

Efficiencies in the guarantee portfolio

process automation

Provisions and capital

Data Driven

Challenge

A TOP large Spanish financial group entrusts us with the review of its loan portfolio with an OBJECTIVE, to locate excess provisions in some of its operations. The EEFF are answerable to the beneficiary of the fulfillment of the obligation. Only if the guarantor does not comply with its obligations, should the Bank face it. The Bank of Spain considers it a good practice for those entities that renounce the delivery of the original when the extinction of the risk is accredited by other means

Solution

We focus, among others, on the Portfolio of Guarantees. We are looking for evidence that the secured obligation is extinguished.

Impact

In less than 1 year the revision of this portfolio has meant more than 50 million in savings in provisions and + 150 million in reduction of the doubtful balance. And a Return for our client >4000% with a successful work.

Management, control and exploitation of data in financial institutions

process automation

Recovery

Debt recovery

Challenge

A financial institution, with management of unpaid loans and foreclosed assets that works with different Servicers in the global management of the portfolio, selected us in a competitive process to provide a technological solution that could integrate in a single System all the operations to centralize all the management information and have a very close control of the data and allow its exploitation.

Solution

Implanting in a record time of 6 months a backbone system for the management of recoveries, from friendly management, commercial agenda and proposals (dation, liquidation of assets...), including formalization, prelitigation, litigation, contests, sanitation and non-recovery procedures (rents, occupations, lawsuits against the entity, contentious, administrative...), and integrating them into the map of systems of the Entity, on a Cloud installation.

Impact

"The experience of pfs professionals and the efficient transformation offered by Recovery has helped us to renew our computer systems in a record time and in a cloud environment that has been key in the new situation generated by COVID 19 and efficiently prepares us for the future."

Complete recovery cycle management and two-way communication for servicers

process automation

Recovery

Debt recovery

Challenge

An important Servicer with management of unpaid loans and foreclosed assets that works with different Financial Institutions and International Funds, selected us to provide a technological solution that could integrate in a single System the entire cycle of recovery, asset management and that could communicate in a bidirectional way of the systems of the Servicer and the financial institution< / p>

Solution

Implantation of a backbone system for the management of debt of the Servicer, with different portfolios ceded by different owners and each of them with its own operating model, in Cloud installation, integrated with the map of corporate systems (LDAP, GD, DWH, Reos, Communications, etc.).

Impact

"Since the initial design of the New Servicer Technology Platform in 2015, pfs has been a strategic partner of the Servicer with different environments, but especially with the Recovery Cloud platform. pfs has always had a maximum commitment to all our projects, meeting delivery milestones on dates and with the level of quality required by our business."

Complete management of the recovery cycle and differentiation of the Servicing service

process automation

Recovery

Debt recovery

Challenge

An important Servicer, with management of unpaid loans and foreclosed assets that works with different Financial Institutions and International Funds, selected us to provide a technological solution that could integrate the entire recovery cycle into a single System and that would allow the Servicer to define its own way of working, differentiating itself from other Servicers and taking advantage of all the industrial advantages of the Recovery tool.

Solution

Implementation project completed in 5 months of a trunk system for the management of recoveries, from friendly management, commercial agenda and proposals (dation, collateral settlements ...), including formalization, to prelitigation, litigation, contests, sanitation, and Master Servicing and control of external agencies in Cloud installation.

Impact

"Our experience with pfs and their Recovery product has been very positive. They have always met the important milestones of the projects and have proven to have extensive experience and ability to provide us with the Cloud service we have contracted."

Enterprise Architecture Consultancy

process automation

Architecture & Devops

Digital transformation

Challenge

Our client, a leading mutual society in occupational accidents and diseases collaborating with the Social Security.

pfs was selected to provide technical consulting services necessary for the development of an enterprise architecture plan. Enterprise Architecture is a discipline whose main mission is to align computing with the strategic objectives of the company and as a vision, continuously improve and maximize the value offered by computing to the company.

Solution

The project consisted of the review and analysis of the current situation of the client, carrying out a diagnosis and elaboration of a detailed and prioritized action plan to implement an Enterprise Architecture organization.

Impact

  • Defined roles and responsibilities
  • Governance and working methods defined and implemented
  • Strategic vision, principles, defined risks
  • Functional Architecture defined
  • Application Architecture defined
  • Data Architecture defined
  • Infrastructure Architecture defined

Agile Software Development

process automation

Agile development

Digital transformation

Challenge

Our customer, an industrial manufacturer of railway rolling stock specializing in the construction of regional trains and trams needed help to realize its internal applications.

Solution

pfs was contracted to provide agile software development services employing multidisciplinary and productive technical teams that included application architects, analyst-programmers, programmers, quality assurance profiles and support teams working together to ensure the success of new developments and evolutions.

Agile is a people-centred and results-oriented methodology. When implemented correctly, Agile focuses on self-organization, adaptive planning, rapid and continuous quality improvement, and short lead times (sprints).

In each sprint the workload and deliverables for the client are agreed with the aim of delivering value constantly and meeting the expectations of the client.

Architecture design and framework for cloud-ready applications

process automation

Architecture & Devops

Digital transformation

Challenge

A group company requires ad-hoc software for the management and control of work and billing of customers.

They need to functionally separate the modules of which the current monolithic application is made up. The new application must be scalable and must optimize the available resources.

Solution

The project is developed in several phases:

  • Design of the architecture, where a high-level design of the components that will be part of the architecture is made. The architecture will have services, load balancers, API management.
  • Assembly of the architecture in Google Cloud, securing the elements and services sensitive to the internet, incorporating elements of authentication, logs, etc. The container-based Servlerless container platform is used for deployment.
  • Lightweight framework design that agile development applies in an agile way in the form of a container. For the framework design, an existing lightweight framework is selected and configured to fit the selected architecture components.

In addition, automatic deployment mechanisms and pipelines are provided to avoid operations tasks.

Impact

The result is a platform that is managed automatically and adapted to consumption needs producing cost savings.

Unified management of application and system logs and alerts

process automation

Big Data

Digital transformation

Challenge

Our financial sector customer was struggling to detect problems with their applications and infrastructure. It currently has a cluster with 10 servers installed with several applications. When an error occurs, you must access all applications to locate the generated log message and then interpret its context. You can only detect it by warning users through the CAU. Simultaneously, systems teams use Nagios to monitor computer and network status.

Solution

With the implementation of Devo, a unified management of logs and business data has been achieved from the same tool.

The project was completed within 2 weeks, dedicating effective time for:

  • Ingestion all information: 4 days
  • Preparation and knowledge of the data: 1 week
  • Preparation of two management panels: 4 days
  • Activate modules: monitoring networks, equipment and SIEM: 1 day.

Impact

  • A single repository with classified data is maintained.
  • Possibility to analyze application errors/incidents centrally.
  • Developers stop directly accessing production servers.
  • System users can know the network status.
  • Basic SIEM module is incorporated to control possible threats.
  • Business panels have been incorporated to visualize the activity.
  • Real-time alerts to suspicious application behavior.

ICT Sourcing Services

process automation

ICT Governance

Digital transformation

Challenge

Our client, a financial institution specialized in private and personal banking, which offers a wide range of savings and investment products and services. pfs was hired to provide the ICT Sourcing service with the aim of defining and implementing an ICT supplier strategy and managing the selection, contracting and negotiation of technological products and services according to the needs of the organization, with the commitment to optimize and generate cost savings compared to the client's starting situation.

Solution

As a result of pfs’ experience, a detailed diagnosis of the starting situation was made that has served to make decisions that allow our client to optimize costs and maximize the value offered by ICT suppliers.