Case Study

Revolutionizing Document Management with RPA and SharePoint

Business Objectives

The project’s primary goals were focused on eliminating inefficiencies and improving the overall productivity of the document management process. These objectives were critical to ensuring the client’s long-term success and operational excellence.

  • Eliminate Manual Data Entry: Automate the handling of PDF documents to reduce errors and enhance accuracy.
  • Enhance Accuracy and Quality: Improve the precision of document processing.
  • Reduce Time and Resources: Minimize the time and resources spent on manual document handling.
  • Improve Overall Productivity: Increase efficiency and productivity in document management.
  • Lower Operational Costs: Decrease costs associated with manual document handling.
  • Ensure Compliance: Meet regulatory requirements for document management.


Our client faced numerous challenges that impeded their productivity and increased operational costs. Understanding these pain points was crucial for us to develop a solution that addressed their specific needs.

  • Manual Data Entry and Handling of PDF Documents: The process was time-consuming and prone to errors.
  • Time-Consuming Process: Manual handling of documents reduced overall productivity.
  • Prone to Errors: Manual processes were susceptible to mistakes, affecting data accuracy.
  • Reduced Productivity: Inefficiencies in the document management process hindered performance.
  • Increased Operational Costs: High costs were associated with manual document handling.


Convverge crafted a customized RPA solution to automate the document management process. Our approach was to streamline the flow of PDF documents to SharePoint, eliminating manual data entry and improving overall efficiency.

  • Developed a Custom RPA Solution: To automate document management.
  • RPA Function Streamlined Document Flow: Automated the flow of PDF documents to SharePoint.
  • Eliminated Manual Data Entry and Handling: Reduced errors and improved accuracy.
  • Improved Document Processing Accuracy and Quality: Ensured high precision in data handling.
  • Reduced Time and Resource Expenditures: Enhanced productivity and lowered operational costs.

Success KPIs

The success of the document management transformation was measured through several key performance indicators (KPIs) that demonstrated the significant impact and effectiveness of the implementation:

  • Increased Accuracy: Improved precision in document processing, reducing errors significantly.
  • Enhanced Efficiency: Streamlined workflows that reduced time and resource expenditures.
  • Improved Productivity: Higher productivity levels due to automation of manual tasks.
  • Cost Reduction: Lower operational costs associated with document handling.
  • Compliance Achieved: Ensured adherence to regulatory requirements for document management.

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