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OneSource Virtual’s Rapid Response to CARES Act with RPA
Technology Category
- Analytics & Modeling - Robotic Process Automation (RPA)
- Infrastructure as a Service (IaaS) - Virtual Private Cloud
Applicable Industries
- Finance & Insurance
Applicable Functions
- Maintenance
Use Cases
- Leasing Finance Automation
- Material Handling Automation
The Challenge
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 Customer
OneSource Virtua
About The Customer
Founded in 2008, OneSource Virtual is a pioneer of Business Process as a Service (BPaaS) outsourcing. As a Workday partner, it has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more. The company of 950 employees is based in Dallas, TX and has additional locations across North America and Europe. OSV is committed to providing its customers with efficient and accurate services, and it continually seeks ways to improve its processes and offerings. The company's decision to implement Robotic Process Automation (RPA) is a testament to its dedication to innovation and customer service.
The Solution
After conducting a Request for Information (RFI) and Request for Proposal (RFP), OSV chose Automation Anywhere as its RPA partner in December 2018. By January 2019, internal development around automation had started and was running full speed. When the CARES Act was passed, OSV used RPA to manage the new payroll tax legislation. The company used IQ Bot to extract garnishment notifications received through local, state, and federal jurisdiction levels. Then, RPA was used to get business rules to complete XMLs into Salesforce and Workday. A COVID-19 MetaBot was developed to extract data from the proprietary payroll tax system, generate OSV customer support cases using Salesforce REST APIs, attach password-protected extracts to generated cases, track and audit activities in a dedicated secure SQL server database, and generate internal reporting for business stakeholders.
Operational Impact
Quantitative Benefit
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