Equifax Process Automation
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. I designed and implemented an end-to-end robotic process automation (RPA) workflow using UiPath to eliminate repetitive data entry and accelerate approvals
Client
Equifax Canada Co.
Type of Work
Other
Year
2024
Purpose
Automation to accelerate client onboarding
Introduction
Overview
Status Quo
Solution
Opportunity
Player Incentive
Sponsor Incentive
Case Study
Amateur & NIL
Going Pro
Legend
Conclusion
Financial Projections
Implementation Plan
Let's Make it Happen
Documented every step of the existing intake process to identify automation opportunities and compliance requirements.
Developed a UiPath bot to extract information from PDF applications and accurately populate Salesforce records.
Created validation checkpoints, handled exceptions, and worked cross-functionally to ensure seamless Salesforce integration and secure data handling.
Prepared detailed guides and trained the operations team so the new system could be adopted quickly and maintained in-house.
