Case Study
Automating annual state regulatory trust reporting
Results
6FTEs
6 FTE saved
450
450 reports analyzed
130+
Over 130 reports generated
Company Profile
Leading North American provider of funeral, cremation, and cemetery services (NYSE-listed), operates more than a thousand funeral homes and hundreds of cemeteries across the US and Canada under a shared consumer brand. Industry-leading consolidator with multi-billion-dollar pre-need sales backlog, serving a recession-resilient and historically fragmented category.
Challenge
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.
Solution
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.
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