Process screening & Business Case for RPA initiative

Client Needs & Objectives

The objective was to automate manual and standardized processes to reallocate resources in order to cope with increased business volume

  • Scope of process to consider on global market operations, global finance operations (including trade finance), finance and client management services (KYC and vetting)
  • Multiple dimensions considered for the assessment: cost avoidance, operational risk limitation and client satisfaction improvement

Our approach

1. Conducted workshops to assess automation potential

  • 1st wave of workshops to gather teams’ pain points and weigh current workloads
  • 2nd wave of workshops to conduct shadow session with the team members to map the workflows and assess automation potential of processes highlighted for automation
  • 3rd wave of workshops to validate the target processes

2. Creation of business cases on selected initiatives

  • Measurement of ROI based on potential savings and development, implementation and running costs
  • Proposition of development and implementation planning for prioritized opportunities

Client Benefits & Main Results

  • Out of 71 process assessed, 38 were selected for automation

  • Processes mapped and automation potential assessed

  • Potential efficiencies of 17.7 FTEs on selected processes for RPA

  • A short listing of 12 initiatives to be implemented:

  • Average payback of 13 months

  • Cumulated net savings of 1M euros within 2.5 years

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After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.


As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.


Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

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