Financial Services · RPA · Process Engineering
From 14 days to same-day: automating member onboarding across three legacy systems.
SabanaTech mapped, redesigned, and automated Coopecaja's member onboarding and verification flow, reducing the end-to-end cycle from 14 days to under 24 hours.
92%
Cycle-time reduction
3
Legacy systems unified
0
Manual handoffs
The challenge
Coopecaja's onboarding flow ran across three disconnected legacy systems. The front-office team re-keyed the same information three times, waited on overnight batches between steps, and chased document verification by hand. Average time to activate a membership was 14 business days, with a rising error rate and a complaints queue piling up.
The approach
We started with a two-week process-engineering sprint: shadowing the front-office team, analysing event logs from the core banking system, and designing a BPMN target state that removed four redundant steps. From there, a UiPath RPA solution automated data entry across the three systems, queued document verification, and surfaced real-time status to both the member and the internal team.
The solution
Bots built in UiPath Studio and orchestrated by UiPath Orchestrator, with an exception queue handled by a dedicated operator. Document verification integrated with the cooperative's existing provider. A lightweight Next.js page gave members and branch staff real-time visibility into every application.
The outcome
End-to-end onboarding went from 14 business days to same-day for 87% of cases. Manual rework fell to nearly zero on the automated flow. The front-office team was reassigned from data capture to member advisory, with no layoffs. A 12-month managed-services contract keeps the automation healthy.
Lessons
The hardest part wasn't the bot — it was redesigning the verification handoff with the external provider. The process engineering up front paid for itself within the first month in production.
“SabanaTech didn't just build us a bot. They redesigned the process and owned the outcome.”
Related cases
More proof, fewer promises.
Want this outcome?
Book a 30-minute discovery call with a senior automation lead and tell us what you're trying to ship.