Transforming Business Operations with Intelligent Process Automation

A large Midwestern insurance company has built its reputation on providing reliable insurance and financial services to individuals, families, and businesses across multiple states.  

As part of its finance operations, the company relied heavily on GLALs and other manual reporting processes to support accounting, reconciliation, and audit requirements. To modernize these processes and free employees to focus on higher-value tasks, they partnered with Enkaytech to automate key workflows and streamline critical financial operations. 

Strategic Challenge

The client relied on manual, repetitive processes that slowed operations and increased the risk of errors. Growing transaction volumes made it difficult to scale efficiently while maintaining accuracy and visibility.

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How We Deliver Value

Enkaytech automated critical business workflows using Power Automate, RPA, and Microsoft 365 integrations to eliminate manual effort and to improve real-time visibility and process accuracy.

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Our Expertise

  • Power Automate workflows
  • Robotic Process Automation (RPA)
  • Microsoft 365 integration
  • Data validation & alerts
  • Secure, scalable automation
  • Security & Compliance

Challenges 

  • Manual Processing: 

Processing I-94 records, expense reports, PDF document management, and credit card expense reconciliation required significant manual effort. These activities consumed valuable business hours and increased the risk of human errors. 

  • Data inconsistency and time-consuming updates:  

Multiple users were required to perform repetitive tasks, resulting in inconsistent data handling, delayed processing times, and reduced focus on strategic business activities. 

  • Limited visibility: 

Tracking task completion and monitoring process status relied heavily on manual communication, making it difficult for teams to gain real-time visibility into operations. 

  • Lack of validation: 

The absence of automated validations often resulted in incorrect or incomplete data being processed, requiring additional effort to identify and resolve issues. 

  • Scalability issues:  

As transaction volumes increased, the only way to meet demand was by allocating additional personnel, leading to higher operational costs and reduced efficiency. 

What is GLALs Automation 

GLALs Automation is an automation solution designed to streamline and automate critical business processes, reducing manual effort, improving accuracy, and accelerating operational efficiency. By leveraging Power Automate, Robotic Process Automation (RPA), and Office 365 integrations, the solution enables seamless execution of repetitive tasks with minimal human intervention. 

Automates the following processes 

  • Automates the process of retrieving I-94 data for worker in pdf files from CSV files and stores them in structured SharePoint location. 
  • Automates generation of employee expense details using predefined templates ensuring compliance with company policies. 
  • Automates monitoring of incoming emails, extraction of DOL-related PDF attachments, and storage in designated SharePoint folders. 
  • Automates consolidation of submitted employee expense reports through credit card transaction matching and validation rules. 

Solution

The GLALs Automation solution transformed manual operations into streamlined, automated workflows. 

  • Centralized web-based platform: 

Developed automated workflows that process business transactions from a centralized platform, ensuring consistency and reliability across operations. 

Smart automation: Continuously monitors incoming emails, automatically identifies DOL-related PDF attachments, and processes them based on predefined business rules and classifies them smartly and place them on employee specific folder. 

Established a single source of truth for transactions, storage and tracking. 

  • Increased Productivity:  

Automation significantly reduced manual intervention, enabling tasks to be completed faster and more efficiently. Employees can now focus on higher-value activities that contribute directly to business growth. 

  • Data Validation and Error Prevention: 

Prevents from processing the incorrect, missing data from the source of file. Team receive immediate notifications when issues are detected, reducing downstream errors. 

  • User-friendly: 

Users can simply upload files to designated SharePoint folders, and the automation handles the remaining process without requiring technical expertise. 

  • Improved Accuracy and Quality:  

Automation is designed to perform tasks with high precision, reducing the of human error. Built-in validations help ensure data accuracy and higher quality outcomes. 

  • Saves Cost 

Automation reduces the need for manual labour, minimizes errors, and streamlines processes, leading to lower operational costs. 

  • Scalability:  

The automation framework can efficiently process growing volumes of data and transactions without requiring additional resources. 

  • Real-Time Notifications:

Automated alerts notify stakeholders of successful completions, failures, and exceptions, providing greater transparency and operational visibility.

Our Expertise 

  • Power Automate Workflows 
  1. Designed and implemented end-to-end automated workflows with complex dependencies and integrations. 
  2. Successfully replaced manual, error-prone processes with scalable and reliable automation solutions. 
  3. Integrated seamlessly with Microsoft 365 applications, including SharePoint, Excel, Outlook, and OneDrive. 
  4. Implemented advanced data validation and real-time notification mechanisms to ensure process integrity. 
  • Robotic process automation
  1. Developed software bots capable of performing tasks traditionally handled by humans. 
  2. Automated repetitive, rule-based activities with speed, accuracy, and consistency. 
  3. Automated I-94 processing by: 

👉Extracting and validating source data. 

👉Interacting with government websites. 

👉Performing data entry and verification. 

👉Navigating web pages and executing required actions. 

👉Downloading, saving, and printing PDF documents. 

👉Handling complex business scenarios with minimal human intervention. 

  • System Integration
  1. Smooth integrating with Office 365 apps like Share Point, Excel, One drive, outlook. 
  • Reporting, Analytics 
  1. Power Automate analytics to provide visibility into workflow usage and performance. 
  2. Enabled administrators to monitor process execution, user adoption, and workflow health. 
  3. Developed reporting capabilities to export workflow metrics and performance insights for operational analysis. 
  •  Security & compliance 
  1. Ensured automation processes adhere to established business rules, compliance standards, and governance requirements. 
  2. Enhanced security by reducing manual interaction with sensitive business data. 
  3. Minimized risks associated with data leaks, unauthorized access, and compliance violations. 
  4. Delivered reliable, auditable, and sustainable automation solutions that support long-term business growth. 

KPI Section

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Customer Testimonial 

“The impact of automation has been remarkable. Processes that would have required 234.4 hours in 2026 can now be completed in just 6.5 hours—a 98% reduction in staff time. Similarly, worker reimbursement processing, which previously consumed around four hours each week, now takes only 10 minutes, delivering a 96% reduction in effort. These improvements have freed up our team to focus on higher-value work while significantly improving efficiency.” 

-Operations Manager 

Frequently Asked Questions

GLALs Automation is a business process automation solution that uses Microsoft Power Automate, Robotic Process Automation (RPA), and Microsoft 365 integrations to automate repetitive finance and document management tasks. It improves accuracy, reduces manual effort, and enables faster processing across accounting and compliance workflows.

Power Automate eliminates repetitive manual tasks by automating approvals, document processing, validations, notifications, and data movement. This reduces processing time, minimizes human errors, improves compliance, and allows finance teams to focus on higher-value strategic activities. 

Workflow automation increases productivity, reduces operational costs, improves data accuracy, strengthens compliance, and provides real-time visibility into business processes. It also enables organizations to scale operations without proportionally increasing manual resources. 

In this implementation, automation reduced I-94 processing time from 234.4 hours to 6.5 hours and reduced employee reimbursement processing from four hours to just 10 minutes. These improvements significantly increased operational efficiency while minimizing manual effort.

Yes. The solution integrates with Microsoft 365 services including SharePoint, Outlook, Excel, and OneDrive. These integrations automate document management, email monitoring, file storage, notifications, and data processing within existing business workflows. 

RPA bots automate repetitive tasks such as extracting data, validating information, interacting with websites, downloading PDF files, entering data into systems, and completing rule-based processes with greater speed and accuracy than manual methods.

Finance automation helps insurance companies accelerate reporting, improve compliance, reduce manual workloads, strengthen audit readiness, and enhance operational efficiency. By automating routine processes, teams can focus more on customer service, financial analysis, and strategic decision-making.

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