Chartered Accountants Ireland has rolled out robotic process automation across its institute. Automation services consultancy Future Workforce supported the process.

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Ian Browne, Director of Education at Chartered Accountants Ireland, says, “We are a member organisation that values innovation, and we constantly seek to use the latest technology to provide the best possible experience to our members. This partnership with Future Workforce (FWF) and the automation projects delivered thus far have had an enormous impact on the speed and efficiency of our processes. We are excited about our partnership with FWF and the opportunities we have for further automation of key processes.”

The Chartered Accountants Ireland Institute is a membership body representing over 32,000 members throughout the globe. As automation and AI technology continues to develop quickly, the organisation has been looking to deploy new solutions to streamline its processes.

To that end, Chartered Accountants Ireland has partnered with FWF, to use the UiPath automation platform to digitise and automate various business processes to improve efficiency and elevate member experiences. This has already enabled the deployment of automation to streamline the organisation’s Student Exemptions Process, reducing processing and response time, and supporting the admissions team during their busy season.

Speaking on the work already undertaken, Alex Paramor, client relationship director at FWF, commented, “We have deep expertise in delivering advanced automation solutions. This, combined with our global delivery model and status as a UiPath Diamond partner, were key to Chartered Accountants Ireland’s decision to work with us. We’re looking forward to helping the Institute identify and deliver improvements in staff efficiency and enhance member experience while improving agility across the company.”

The innovative automation project for Chartered Accountants Ireland’s exemptions was delivered using UiPath Document Understanding. This includes a machine learning based algorithm which extracts data from thousands of unstructured documents from various sources, before making the final admission decision and updating these decisions in the institute’s CRM system.

Looking ahead, FWF have also recently supported Chartered Accountants with a plan to further introduce automation for the future. The consulting team at FWF completed an enterprise discovery to identify almost 20 additional opportunities for automation in less than 3 weeks.

Paramor added, “This partnership showcases a proactive approach towards embracing technology and automation to refine and expedite educational assessment processes, setting a benchmark for innovation in professional education. Ian and the team at CAI have been an absolute pleasure to work with and I look forward to continuing our partnership and driving efficiencies during a very exciting time for the Institute.”

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