Automating annual state regulatory trust reporting

Industry : Cross-Industry, Retail and Consumer Services

Function : Operations


6 FTE saved

6 FTE saved

450 reports analyzed

450 reports analyzed

Over 130 reports generated

Over 130 reports generated

Company Profile

North America’s premier provider of death care products and services, operating funeral service locations and cemeteries across the United States, Canada and Puerto Rico.

Scope Highlights

  • 450 property trust reports
  • Regulatory compliance
  • WonderBotz ReportBotz solution
  • Employee enablement

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Each year, the organization files hundreds of property trust reports across more than 40 regions in North America. A team would generate reports used as inputs to create state reporting packages. This was a complicated, time-consuming process made more challenging due to ongoing organizational and business changes. Leadership wanted an automated process that the business team at the company could manage that eliminated the preparation steps that took up so much time.


WonderBotz ReportBotz was implemented as a solution to retrieve data from multiple sources. It uses externalized business logic that is easy to modify and lets the business team quickly update requirements and scale as needed. ReportBotz retrieves data via APIs and makes calls to databases and other digitized pathways, allowing the solution to work much faster than the human team. The solution transforms the data and generates all necessary regional reports to be submitted for state reporting agencies within SLAs and compliance requirements.