H&R Block combats extreme seasonal workflow fluctuations with SS&C Blue Prism digital workers on AWS
H&R Block's extreme tax-season seasonality required hiring, training, and releasing 60,000 temporary workers each year for critical back-office operations, a cycle described as heavy and inefficient that could not cost-effectively scale with an on-premise infrastructure.
An initial on-premise deployment of digital workers managed by H&R Block's IT team on virtual machines created inconsistencies in how digital workers were onboarded, prompting a move to a fully managed cloud environment.
Digital workers achieved a 99.9% reduction in average handling time for lease renewals, saved over $100,000 in labor for the Income Tax Course, and eliminated a $500,000 annual outsourced accounting contract by automating over 75% of transactional processing.
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Frequently asked questions
What did this team achieve with this AI workflow?
Digital workers achieved a 99.9% reduction in average handling time for lease renewals, saved over $100,000 in labor for the Income Tax Course, and eliminated a $500,000 annual outsourced accounting contract by automa…
What tools did this team use?
SS&C Blue Prism, ARIA Cloud, AWS, INVOKE.
What results were reported?
Lease renewal average handling time reduction: 99.9%; Manual lease renewal time: 45 minutes; Digital worker lease completion time: four seconds; Income Tax Course labor cost savings: over $100,000 (source-reported, not independently verified).
What failed first in this deployment?
An initial on-premise deployment of digital workers managed by H&R Block's IT team on virtual machines created inconsistencies in how digital workers were onboarded, prompting a move to a fully managed cloud environment.
How is this back office ops AI workflow structured?
Tax season workload spike → AWS auto-scales digital workers → Lease renewal processing → Tax course communications → Accounting task automation → Peak season scale-down.