The Client
A Provider of Nationwide Real Estate Tax and Municipal Lien Searches in U.S.
Challenge
- Tax searches conducted by manual online research
- Call county office when data not available online
- Search completed & details updated on customers application
- Assessor's details (from County assessor website)
- Tax details & Tax payment history (from County tax websites)
- Details then saved as a pdf in a local common drive
Solution
- Possible automation of Tax research process through Robotic Process Automation (RPA)
- Study of process to identify feasible areas for automation
- Tests conducted to determine the scope
- Automation scope determined as Assessor and Tax online searches, document download processes
Execution
- Phased approach for automating through RPA
- Eliminate human effort on research and save of documents for online counties
- Remove any possible errors in saving the searched documents
- Phase1: Top 2 counties AZ-Maricopa & MD-Baltimore considered
- Bots deployed to automate the online tax searches and document download process
Value Delivered
- 43% reduction in average handling time per order
- 14 mins manual to 8 mins after automation
- TAT reduced from 3 mins to 1 min for Assessor online search and document download
- TAT reduced from 4 mins to 1 min for Tax online search and document download
