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Enhancing Efficiency Through Robotic Process Automation (RPA) for Nationwide Real Estate Tax and Municipal Lien Searches.

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Overview.

The client, a provider of nationwide real estate tax and municipal lien searches in the U.S., faced challenges in conducting manual online tax searches, retrieving details from county websites, and saving documents locally. The case study aims to illustrate how Coforge's RPA solution streamlined and automated these processes, leading to significant improvements in efficiency.

Challenges.

The client faced challenges including

· Manual online tax searches and document retrieval

· Inefficient process of updating customer applications with tax and assessor details

· Time-consuming task of calling county offices when data is unavailable online

Solution.

Coforge provided a comprehensive solution, including:

· Feasibility study to identify areas for automation in the tax research process

· Phased approach for automating tax searches and document retrieval through RPA

· Automation scope determined for assessor and tax online searches, and document download processes

The Impact.

The impact of Coforge's solution is summarized as follows:

· Phased deployment of bots to automate online tax searches and document download processes

· Elimination of human effort in research and document saving for online counties

· Removal of possible errors in saving the searched documents

· 43% reduction from 14 mins manual to 8 mins after automation,

· Turnaround Time (TAT) reduced from 3 mins to 1 min for assessor online search and document download

· Turnaround Time (TAT) reduced from 4 mins to 1 min for tax online search and document download

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