Challenge
Equifax’s onboarding process for small-business credit information was manual and time-intensive. Applications arrived as PDF forms and required staff to re-enter data into Salesforce, creating a backlog that stretched processing times up to three weeks and limited the number of clients that could be onboarded.

Solution
I designed and implemented an end-to-end robotic process automation (RPA) workflow using UiPath to eliminate repetitive data entry and accelerate approvals:

• Process Mapping: Documented every step of the existing intake process to identify automation opportunities and compliance requirements.

• Automation Build: Developed a UiPath bot to extract information from PDF applications and accurately populate Salesforce records.

• Integration & Testing: Created validation checkpoints, handled exceptions, and worked cross-functionally to ensure seamless Salesforce integration and secure data handling.

• User Training: Prepared detailed guides and trained the operations team so the new system could be adopted quickly and maintained in-house.

Impact

• Reduced onboarding time from up to three weeks to mere minutes, dramatically improving customer experience and internal efficiency.

• Delivered annual labor savings exceeding $7,500 by removing manual data entry tasks.

• Increased throughput capacity, allowing Equifax to handle more small-business applications without additional staff.