finance_ops · ecommerce · workflow
Travis Perkins automates credit account processing with UiPath and Robiquity, reducing processing time to 20 minutes
Travis Perkins processed 15,000 credit account applications per year entirely manually, with a single team member handling data entry from paper forms, credit checks across multiple systems, and worst-case processing times of five hours per application, creating data security risks and an inability to scale during promotions.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Digital form submission
Most credit account applications now arrive via a digital form.
Tools used
UiPathRobiquityACESCompanies House
Outcome
The automated process now takes 20 minutes end-to-end, the SLA dropped from 48 to 24 hours, and Travis Perkins handled 27 percent more new customers in the last year while processing applications faster.
What failed first
Travis Perkins had attempted similar automation approximately 15 years earlier but could not achieve the desired results and deprioritized the effort.
Results
Time saved20 minutes
Volumefive hours
Grounding & classification
Source type: vendor customer story
32 fields verified against source quotes.
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