OneSource Virtual (OSV), a pioneer of Business Process as a Service (BPaaS) outsourcing, began exploring the implementation of Robotic Process Automation (RPA) in late 2018. The company aimed to increase efficiency and accuracy in predefined processes to provide more benefits to end-users within the Workday ecosystem. The challenge was not only to find a platform that would deliver the best technology but also a partner committed to providing expertise and support. The situation became more critical in March 2020 when the United States started feeling the economic impact of the COVID-19 pandemic. OSV had to pivot from its current automated processes and turn to RPA to help with new payroll tax legislation, such as the CARES Act, passed to provide financial assistance to businesses. This required multi-system updates to the company’s proprietary tax software to prepare for a new level of data and tracking.

The client, operating in the financial sector, is working with large collections of client meeting notes in order to search for certain information, then organize and consolidate it into easy-to-read interactive sets so it could be used for different business purposes.So, they needed to search, find, and process texts quickly, and obtain actual insights from the data across the notes, in order to understand their (potential) customers, and identify market trends and risks for further informed business decisions by tagging documents with labels.

Heetch, a French mobility company, was struggling with the management of large quantities of data gathered from drivers, passengers, and global operations. As the company grew, the costs of their data warehouse were spiraling out of control and performance was suffering due to the increasing volume of data. They needed a solution that would allow anyone in the organization to work with large amounts of data while also ensuring optimized resource allocation. The challenge was to find a way to leverage big data with good performance and at reasonable costs, which required serious computational power, optimized resource consumption, and isolated environments for development and production. Managing all these aspects was becoming increasingly complex for the organization.

IQVIA, a global leader in healthcare data and analytics, was grappling with the challenge of managing patient data for up to 70 different clinical studies run by various entities including government agencies, pharmaceutical companies, and academic institutions. The data, originating from 250 unique vendor warehouses, was being copied into a single system using legacy tools and processes like SAS, a process that took several days. Standardizing this data into FDA-compliant formats was another hurdle, requiring 1 to 2 months. As the rate of incoming data from clinical trials increased, and the data became increasingly non-identified and unstructured, IQVIA faced the risk of significant delays. These delays threatened to stall the progress of their clients' clinical studies.

The case study revolves around the use of Monte Carlo simulation for forecasting stock prices. The challenge was to create a sample Alteryx workflow that sources stock price data, performs analysis of the historical prices, uses these metrics to perform Monte Carlo simulations, and then analyzes the output of these simulations to drive business decision making. The aim was to provide an Alteryx template for Monte Carlo simulation-based forecasting that could be used and further enriched by the Alteryx community. The challenge also involved sourcing stock prices from Yahoo Finance, calculating daily percentage change in the stock price, preparing metrics for the simulation, and running the simulation multiple times.

RCI Bank and Services, the financial services brand of the Renault Group, was facing challenges in data management and digitization. The company was using Microsoft Excel for pricing, risk calculation, sales forecasts, results forecasting, and debt recovery. This limited their capacity for innovation and the implementation of new projects. They also had multiple solutions in place, including an SAS-trained credit scoring tool, an Oracle data warehouse, an ad hoc ERP, Business Objects for operational BI reporting, and SalesForce as a CRM tool, plus SAP for accounting. The company also had some in-house applications for ETL and web analytics. However, the data from all these tools was dispersed, preventing the RCI team from working consistently.

Atlanta Grout & Tile, a Tile, Stone & Grout restoration company based in Woodstock, Georgia, was facing challenges with their traditional business model. Despite steady growth over the years, they were falling behind the web revolution and missing out on the opportunity to tap into a new consumer base. They were using independent software from different vendors for each of their department information and workforce management. This resulted in a lot of manual work on excel and the need to export/import data between different systems. This not only increased overhead costs but also slowed their response to clients. They had to prepare numerous reports manually and lacked access to customer trends for effective business decision making.

Quality defect analysis indicated that many of the defects associated with manual assembly could be identified using industrial vision. Each variant requires a dedicated manufacturing fixture which can be used on any of 80 assembly workbenches.Once the tubing is locked into the fixture, operators assemble the product from printed assembly documentation which include written instructions, diagrams and pictures.On completion, the assembly is visually inspected and compressed air is forced through the tube to ensure that there are no blockages.When testing is passed, the completed part is released and production data is sent to the company’s OEE system.While it was clear that adding a vision system could identify defects, the company’s Advanced Manufacturing Team realised that a much more complete solution was to fully integrate the vision system as part of the assembly process in order to:Utilise the manufacturing SQL databaseEnsure that only appropriately trained operators can work on a particular assemblyEnsure that the correct fixture is being used for a batchProvide complete traceability for individual assembliesProvide the flexibility to adapt the system for any new or modified variantsReduce the amount of paperwork involved in the assembly processThis improves the efficiency of the assembly process and reduces costs associated with waste and rejected products.

McAleer & Rushe, a specialist design & build contractor, faced significant challenges with their health and safety processes. Prior to digitization, up to 200 people within the organization were using a paper-based, in-house system to report hazards. This system was not only time-consuming but also prone to delays and potential data inaccuracies. The paper-based system also made it difficult to track and follow up on incidents, ensuring that related actions had been completed. Furthermore, the system did not allow for any significant analysis of health and safety data. The process of collecting hazard data had become a tick box exercise, leaving virtually no time to focus on areas that needed attention.

In 2018, United Technologies completed a $30 billion acquisition of Rockwell Collins, resulting in the creation of Collins Aerospace, the largest aerospace supplier ever. The challenge was to build a new brand identity for Collins Aerospace that would honor the long legacy of both companies while also embracing a promising future. The aerospace industry is known for its complex, over-designed renderings and blue skies imagery. However, Collins Aerospace wanted to break away from this norm. They wanted a brand that would reflect the complexity of their products in a simple, sleek, and stark manner. The brand also needed to emphasize the company's commitment to partnership and customer-driven solutions, highlighting the personal dedication and vast expertise that would fuel their mission of redefining aerospace.

The case study revolves around the challenge of launching adidas' Predator Freak boots amidst the Covid-19 pandemic. The pandemic had brought commercial production to a near halt, and the company had to quickly adapt to remote production. The challenge was to overcome social distancing rules and generate engaging content in new and innovative ways. The traditional methods of product launch were not feasible due to the restrictions imposed by the pandemic. The company had to think out of the box to ensure a successful product launch without compromising the safety and health of all involved.

At the beginning of 2022, Samsung faced a challenge in bringing visual and tonal consistency to all its brand work across the UK, specifically targeting an urban, GenZ audience. The company wanted to develop a fresh, authentic visual identity that could work across all channels. Additionally, Samsung aimed to establish a partnership that resonated with this urban, GenZ audience. The company discovered that this audience's primary motivator and personal interest was financial security and managing finances, but there was a significant knowledge gap. Samsung wanted to break down the barriers to managing personal finance for this audience, showcasing how its technology and products could facilitate better financial health and planning.

Starbucks, the creator of the festive coffee and the original Red Cup, was facing increased competition during the holiday season. Other brands had begun to release their own versions of 'Christmas Cups' with a range of festive drinks, making the holiday period more competitive than ever. Starbucks needed to remind consumers of its originality and drive consideration and footfall. Additionally, the brand had to navigate the controversy around marking the start of the festive season too early, a move that some consumers love while others disapprove of. The challenge was to lean into this tension and celebrate the launch of Starbucks’ Red Cup in a way that would excite Super Fans and raise a refreshing smile amongst Aspirational Millennials.

Duolingo, a globally recognized language learning app, aimed to integrate social sharing into their platform to boost user engagement. The challenge was to create a secure and efficient way for users to connect with their friends on the app. The existing methods of finding friends via a search engine or Facebook were either slow, lacked meaningful validation functions, or were hindered by tightened privacy policies. Furthermore, as Duolingo sought to add more robust social sharing features, the need for enhanced security to protect users' information became paramount. The challenge was to find a solution that could easily integrate with Duolingo's existing technology stack and provide a geographically agnostic way to validate users and connect them with their friends.

The advent of the digital era allowed real estate agencies to expand their operations and manage more properties than ever before. However, this expansion also led to an increased volume of customer information and a greater number of lease agreements to process, resulting in administrative backlog and internal delays. Andrew Colagiuri, CEO and Founder of FLK it over, who had been in the real estate industry for 20 years, was frustrated with these time-consuming processes, especially after experiencing fast growth at his own firm. He sought to reinvent how real estate documentation is reviewed and signed in a more efficient manner.

Fondesk, a mid-sized company based in the Asia-Pacific region, aimed to provide businesses with an efficient online platform for implementing call answering services. The goal was to offer immediate access to experienced operators who could handle customer inquiries and follow-ups via chat or email. The challenge was to set up this service with minimal downtime, ensuring high-quality customer service. The company needed a solution that would allow them to outsource inbound customer calls efficiently, regardless of the size of the business. The solution had to be seamless, eliminating the need for businesses to install, deploy, and operate telephone facilities for home-based operators. Additionally, it had to integrate inbound and outbound calls and voice service into an Operations Control Center.

GlobalGiving, a tech nonprofit, provides over 5,000 community-led organizations with the tools they need to meet their fundraising goals. However, they faced a challenge in creating a fulfilling donor experience that would inspire continuous giving. The traditional online donation process often ended at the confirmation receipt, leaving donors without a sense of having contributed to something greater. GlobalGiving also struggled with personalizing email experiences for their 1.2 million donors. They had cycled through several email service providers, most of which were designed for bulk communication and did not offer the level of customization needed. One provider's system even broke due to the scale of personalization required by GlobalGiving.

The COVID-19 pandemic in 2020 led to a sudden shift from traditional classroom learning to remote learning. This change posed a significant challenge to maintaining academic integrity, as monitoring students during assessments became a complex task. The traditional methods of proctoring, such as physical supervision in a classroom, were no longer feasible. The challenge was to find a solution that could ensure academic integrity at an unprecedented scale without compromising the user experience. Honorlock, a company specializing in online proctoring, was faced with the task of scaling their solution to meet the increased demand. Their existing video provider was unable to scale quickly enough to meet their expectations.

In the wake of the COVID-19 pandemic, companies worldwide faced a surge in demand and the need to find qualified candidates as efficiently as possible. Traditional on-site interviews were no longer feasible, and the entire hiring process, from application to onboarding, had to be carried out remotely. This posed a significant challenge for Indeed, the world's top job site, which had to adapt to serve users under entirely new circumstances. The company needed to find a way to facilitate the hiring process in the era of COVID-19, ensuring that they could connect with the right candidates at the right time, regardless of their location.

NYU Langone Health, a premier academic medical center, was faced with the challenge of finding a platform that could deliver important health messages to millions of patients across individualized care journeys. The rapid shift to digital healthcare, accelerated in the last 2 years, created complex challenges for healthcare providers. For NYU Langone Health, it meant prioritizing patient experience at every stage of the healthcare journey. The organization, which includes several hospitals and hundreds of ambulatory locations, had to navigate formidable challenges to continue delivering quality care. The array of patient journeys varied widely, requiring digital journeys to be flexible and intuitive, while also accounting for issues like security, regulatory compliance, language, and more. The challenge was to build a solution that could tackle all these considerations.

Phenix, a France-based startup, is on a mission to reduce food waste by connecting retailers with unsold food to customers who value sustainability and a good bargain. The company has served over 50 million meals that would have otherwise been discarded to over 400,000 customers. However, the process is time-sensitive with many moving parts that need to work together; otherwise, the products will be unusable. Sellers post a general description of each day’s offering, including price, number of baskets in stock, and available pickup window. Retailers might only have a few baskets available, and the pick-up windows can be short. Customers can set alerts so they know immediately when a type of food they want or a specific shop they like has posted an offer. The challenge was to ensure real-time communication between the sellers and the customers.

The COVID-19 pandemic presented significant challenges for healthcare organizations, forcing them to quickly adapt and transform their healthcare delivery methods. The concept of 'anytime, anywhere care' became mainstream, with patients expecting the process of booking a doctor's appointment to be as easy as ordering delivery from a restaurant. However, meeting these changing needs of patients required empowering providers. Qure4u, a digital health platform, aimed to create provider-centric innovation that equipped physicians and their partners with all the tools they needed to engage effectively and reliably with patients—both inside and outside of the doctor’s office. The challenge was to ensure continuous delivery of services and high availability of the platform, which was crucial for business continuity for their customers.

Salesmsg, a company that provides a two-way business texting platform, was faced with the challenge of meeting its ambitious short-term and long-term growth aspirations. The team needed a highly stable and adaptable communications service to support their platform. They required a solution that could not only accommodate changing customer needs but also integrate seamlessly within existing workflows. The company was also looking for a way to provide businesses with the immediacy, flexibility, and personalization of SMS, while integrating with existing customer relationship management (CRM) software. This would allow customer interaction data to be centralized and easily accessed by sales, marketing, and customer support teams.

World Central Kitchen (WCK), a non-profit organization founded by Chef José Andrés, has been providing immediate food relief after disasters and strengthening local food systems throughout the Caribbean and Latin America since 2010. The organization has served over 50 million meals to communities affected by natural and man-made disasters worldwide. However, when the COVID-19 pandemic hit, WCK faced a unique challenge. Unlike previous disasters where infrastructure was often destroyed, the pandemic left all infrastructure intact. WCK needed to figure out how to use this intact infrastructure to continue providing meals to communities in need. Additionally, the pandemic led to an economic crisis, resulting in a soaring number of families stating they did not have enough to eat. Food banks were seeing record-breaking lines, and food distributors were wasting food due to lack of sales.

Zocdoc, a healthcare marketplace connecting patients and providers, was faced with a significant challenge during the onset of the COVID-19 pandemic. The company had been empowering patients by making it easy to find, compare, and book healthcare appointments. However, with the pandemic and subsequent stay-at-home orders, the need for a seamless virtual care experience became paramount. The company had to quickly adapt its roadmap to meet the changing needs of patients and the healthcare system. While their original system had the option for virtual appointments, changes were needed to enable Zocdoc’s nationwide network of providers to offer virtual appointments seamlessly through its platform.

BGL Insurance, a leading digital distributor of insurance, was faced with the challenge of transitioning its customer service agents to remote work due to the COVID-19 pandemic. The company, which serves over three million customers with their motor, home, and life insurance needs, needed a solution that would allow its agents to work safely from home without compromising the quality of customer service. With nearly 2,000 colleagues across three sites in England, the transition to remote work was a significant undertaking. The company needed to move away from its existing on-premise solution to a fully remote model quickly, without impacting its customers and ongoing operations.

The migrant worker population in Singapore faced a significant challenge during the global pandemic. The need to connect with their families became critical, but technical and logistical issues made it difficult. Many of their families back home did not have access to Wi-Fi or could not afford data plans for calls via WhatsApp or Viber. Landlines were often the only option, but obtaining prepaid calling cards became challenging due to quarantine orders and the risk of virus spread. The situation was further complicated by the fact that many of these workers' families resided in Bangladesh, where the infrastructure for digital communication was not as robust.

Community, an SMS marketing platform, connects businesses, brands, and public figures to their audiences at scale. Since its founding in 2019, Community has experienced massive growth, favored by high-profile figures and businesses alike. The platform's mission is to enable its customer base, referred to as 'Leaders', to drive conversations that increase brand loyalty, build trust, and create impact. However, to achieve this, Community faced the challenge of navigating the complexities of text messaging at scale, which had reached more than 7 billion messages sent. They needed a communications partner that would help them reliably serve their customers’ needs. Prior SMS technologies such as P2P (person to person) couldn’t facilitate the necessary throughput and Community also experienced filtering and blocking.

Concilio, an app-based healthcare service, connects users and their families to a health concierge who assists them in finding doctors and scheduling appointments. With over 25,000 clinicians treating more than 5,000 different medical conditions, Concilio's user base began to grow rapidly in 2018. This growth necessitated a more reliable telemedicine platform for virtual consultations, a challenge for Quentin Hayot, Concilio’s system administrator and lead developer. Furthermore, Concilio's contact center, which was initially using SIP trunks with an Asterisk-based PBX for connectivity, was unable to support the growing population of users and agents. Agents were registering at least one complaint about the system with IT per day, and VPN issues led to poor call quality, degrading the customer experience.

Dentistry practices operate on tight schedules, often leaving little time for patient care. Dentally, a company dedicated to improving patient experiences, envisioned a future where dentists have more time to treat patients. They aimed to build a user-friendly, intuitive portal that would empower dental practices to easily communicate with patients via voice and text. The challenge was to create a system that could streamline processes like appointment booking and reminders, clinical treatments, medical history records, and billing. This would ensure appointments run on time and patients are satisfied with their experience.