Primo RPA Cases

We help companies across industries improve operational efficiency with automation solutions that deliver real results. From banking to manufacturing, our customers show how Primo RPA enables businesses to scale, reduce costs, and free teams from routine work.
Whether you are optimizing internal processes or modernizing legacy systems, our case studies prove that Primo RPA is ready for projects of any scale and complexity.
Client
Challenges
Project Goals
Primo RPA Solution
Results
An industrial machine-building manufacturer.
The client’s core production and planning processes relied heavily on manual data entry and poorly integrated legacy systems. This resulted in frequent errors, processing delays, and data inconsistencies that directly affected production planning. Even minor mistakes led to scheduling issues and costly downtime.
Primo RPA automated 25 business processes and ensured seamless integration with SAP ERP and the client’s legacy systems. The project began with process discovery and workflow analysis to identify exceptions and edge cases. Human decision logic was translated into automation rules, enabling bots to handle both standard and non-standard scenarios reliably.
— Data entry errors reduced by 80%
— Processes that previously took days now complete in minutes
— Reliable data exchange between legacy systems and SAP
— Improved accuracy of production planning
— Increased operational stability and fewer disruptions across the plant

— Reduce data entry errors
— Eliminate manual data transfers between systems
— Accelerate processes and improve production planning accuracy

Manufacturing: 25 Processes Automated and Seamlessly Integrated with SAP

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A major mining company.
The company handled large volumes of operational data manually, including purchase orders, inventory updates, maintenance schedules, and compliance reporting. These labor-intensive processes consumed significant staff time, increased the risk of errors, and slowed down daily operations.
Primo RPA automated 30 operational processes across procurement, maintenance, supply chain, and reporting functions. All workflows now run without human intervention, enabling continuous, 24/7 data exchange between internal systems with high reliability and consistency.
— 50,000 operations processed daily by bots
— Error rates reduced to near zero
— Processing speed increased by 40×
— Employees transitioned from routine work to strategic roles
— Improved operational reliability without increasing headcount

— Automate routine, high-volume operational transactions
— Improve accuracy of operational and compliance data
— Free employees from routine work to focus on higher-value tasks

Mining: 40× Faster Operations Without Increasing Headcount

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
An aviation fuel supply company.
The company manually processed fuel certificates, shipping documents, and compliance forms. Each document required 15–20 minutes of review, while human errors during peak workloads caused delays across the fuel supply chain and impacted operational timelines.
Primo RPA deployed a document processing bot to classify, validate, and route all operational documents automatically. The solution integrates with existing compliance systems and applies strict validation rules to eliminate manual errors and ensure consistent data quality.
— Document processing time reduced from 15–20 minutes to 2 minutes per document
— Error rates reduced to zero
— 24/7 processing of critical fuel delivery documents
— 400% increase in document processing capacity
— Faster aircraft turnaround times and improved operational reliability

— Accelerate document processing
— Improve accuracy and regulatory compliance
— Enable continuous 24/7 document handling

Aviation Fuel Operator: 400% Increase in Document Processing Capacity

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A commercial bank.
Employee onboarding required access to more than 15 systems, including email, CRM, core banking platforms, and security services. IT teams were overwhelmed with access setup requests, HR waited for confirmations, and new hires often spent several days unable to start productive work.
Primo RPA implemented an automated onboarding solution that provisions user accounts, sets up email, grants system access, and issues security badges in line with the bank’s compliance and security policies. The entire onboarding workflow is executed automatically without manual intervention.
— Account provisioning time reduced from 4 hours to 30 minutes
— New employees fully onboarded on the same day instead of 3–5 days
— 87% reduction in setup errors
— 65% fewer IT service desk tickets
— Day-1 productivity for new hires
— ROI achieved in 6 weeks

— Reduce onboarding time
— Eliminate manual account and access provisioning
— Decrease IT workload
— Ensure new hires are productive on Day 1

Banking: Automated Employee Onboarding Across 15+ Systems

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A leasing company.
The client’s internal systems were built on legacy platforms and proved difficult to test using conventional QA tools. Limited APIs and fragmented system architecture prevented end-to-end workflow testing, significantly extending QA cycles and slowing down releases.
Primo RPA deployed RPA bots that simulate real user interactions at the UI level. This approach bypassed API limitations and enabled full workflow testing across disconnected systems without source code changes or additional integrations.
— End-to-end test coverage across fragmented and legacy systems
— QA cycles reduced from weeks to days
— Realistic simulation of end-user and customer journeys
— No source code modifications required
— More reliable releases and faster time to delivery

— Enable end-to-end testing of business workflows
— Reduce manual testing effort
— Improve test accuracy and consistency
— Shorten release cycles

Leasing: Testing Time Cut from Weeks to Days

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A mechanical repair company.
HR, supply chain, finance, and reporting teams relied on manual approvals, paper-based forms, and periodic data processing. These cross-department handoffs caused delays, reduced transparency, and increased operational costs.
Primo RPA automated key workflows across four departments: HR processes, supply requisitions, financial operations, and management reporting. Bots now manage data transfers and approval workflows end to end, ensuring consistent execution and timely processing.
— $370,000 in annual cost savings
— Faster approval and reporting cycles
— Employees shifted from manual data entry to analytical tasks
— Increased operational speed without major organizational changes
— Tangible ROI achieved through targeted automation

— Eliminate manual bottlenecks
— Streamline cross-department workflows
— Improve accuracy in finance and reporting
— Reduce operational costs

Mechanical Repair: Cross-Department Automation Delivering $370K in Annual Savings

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A commercial bank.
The bank’s electronic archive relied heavily on manual work. Employees spent significant time sorting files, validating data, and updating records across multiple systems. With continuous inflow of loan applications, statements, and compliance documents, processing times increased, accuracy suffered, and delays impacted customer-facing operations.
Primo RPA automated the entire electronic archive workflow. Documents are now classified automatically, routed through predefined workflows, and synchronized across connected systems without human intervention. Bots operate 24/7 with consistent accuracy and performance.
  • 80% reduction in processing time
  • Workflows that previously took hours now complete in minutes
  • $1.5M projected cost savings over two years
  • Zero manual sorting or data updates
  • Employees redirected to customer service and higher-value tasks
  • Significant increase in operational efficiency across departments
  • Reduce document processing time
  • Eliminate manual archive operations
  • Improve accuracy and reduce resource load
  • Achieve measurable cost savings

Banking: $1.5M Savings Through Automated Electronic Archiving

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A government services department.
Legacy systems operated in isolation, preventing secure data sharing and slowing down even simple citizen requests. Manual processing led to multi-hour delays, while outdated workflows and caution around change hindered modernization efforts. Employees spent valuable time on repetitive data entry instead of handling complex cases and citizen needs.
Primo RPA implemented secure, automated data flows across systems that previously could not exchange information. Bots were deployed with zero downtime, following a phased and controlled approach: mapping existing processes, starting with a high-volume scenario, and enabling continuous monitoring from day one to ensure stability and transparency.
  • 200% faster processing of citizen requests
  • Employees redirected from manual work to resolving complex cases
  • Continuous, secure data exchange between systems
  • Reliable performance from the first day of operation
  • A clear blueprint for scaling future digital transformation initiatives
  • Enable secure data exchange across multiple networks
  • Reduce processing time for citizen requests
  • Introduce automation without disrupting operations
  • Build a scalable foundation for digital transformation

Government Services: Request Processing 200% Faster

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A commercial bank.
Foreign trade contracts are complex, lengthy, and often include handwritten notes and jurisdiction-specific requirements. Manual review took hours per document, increased compliance risk, and diverted highly skilled specialists from strategic work. With growing document volumes, the process became slow, resource-intensive, and prone to human error.
Using AI Server, Primo RPA enabled fully automated processing of foreign trade documents. OCR technology extracts structured, unstructured, and handwritten data, while NLP automatically identifies key clauses, compliance requirements, and potential risks. All processed insights are then securely transferred into the bank’s internal systems for further workflow execution.
  • Processing time reduced from hours to minutes
  • Stronger risk assessment through automatic clause detection
  • Instant identification of compliance gaps
  • Significant reduction in manual document review
  • Teams redirected to complex decision-making and customer-focused tasks
  • Automate extraction and interpretation of trade contract data
  • Minimize manual review and reduce human error
  • Accelerate processing time
  • Strengthen compliance and risk assessment processes

Banking: AI-Powered Automation of Foreign Trade Documents

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A steel industry company.
Vendor evaluation was based on manual, spreadsheet-driven analysis. Procurement teams spent hours reviewing counterparties, collecting financial metrics, checking credit ratings, and identifying potential risks. The workload slowed procurement decisions and limited the team’s ability to focus on strategic partnerships and value-driven initiatives.
Primo RPA automated the end-to-end supplier assessment workflow. Bots continuously scan supplier databases, extract key financial indicators, cross-reference ratings, and flag high-risk vendors before contracts are approved. The solution delivers clear, real-time insights directly to procurement teams, supporting faster and more informed decision-making.
  • Significant reduction in vendor evaluation time
  • Improved accuracy and consistency in supplier risk identification
  • Procurement teams shifted focus from manual review to strategic decision-making
  • Faster vendor approvals and more reliable supplier assessments
  • Automate counterparty analysis
  • Improve visibility of supplier risks across all vendor categories
  • Reduce processing time
  • Free procurement specialists from manual data verification
Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A large agribusiness enterprise.
Clerical, finance, and accounting teams were overwhelmed by manual document handling and routine email processing. Invoices, financial reports, vendor documents, and daily correspondence required significant administrative effort, creating backlogs, increasing error rates, and slowing down overall operations.
Primo RPA deployed digital workers to automate key administrative workflows. Bots now sort and process invoices, file financial reports, handle routine email correspondence, and manage vendor documentation. The solution works with both structured and unstructured data while ensuring compliance and consistency across processes.
  • Processing speed increased by 5×
  • Significant reduction in error rates
  • Manual document entry eliminated
  • Finance and administrative teams shifted from paperwork to analytical and strategic work
  • Fast ROI achieved in a paper-heavy industry
  • Eliminate manual data entry and document sorting
  • Reduce administrative workload
  • Accelerate processing cycles
  • Improve accuracy in financial documentation

Agribusiness: 5× Faster Document and Email Processing

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
An oil refinery.
The refinery relied on manual operations in document management, ERP interactions, and email workflows. While efficiency and cost reduction were important, security remained the primary concern. Every integration point was viewed as a potential vulnerability, which limited automation adoption and slowed modernization efforts.
Primo RPA deployed secure digital workers equipped with end-to-end encryption, role-based access controls, and real-time transaction monitoring. Automation was implemented within tightly controlled security boundaries, ensuring full compliance with internal and industry standards while maintaining operational stability.
  • The equivalent of 200 FTE worth of manual work automated
  • Enterprise-grade security preserved across all automated workflows
  • Zero security incidents or compromises during deployment
  • Employees redirected from repetitive tasks to strategic and value-driven activities
  • Deploy automation without compromising security
  • Reduce manual workload across departments
  • Maintain strict control over permissions and transactions
  • Prove that large-scale automation can be secure and reliable

Oil Refining: 100 Bots Saving 200 FTE

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A scientific production complex.
Materials write-off required manual reconciliation across multiple systems. Three employees spent six hours every day updating spreadsheets, matching transactions, and correcting errors. With over 2,000 daily transactions, the workload strained the team, increased the risk of mistakes, and delayed monthly financial closing.
Within one month, Primo RPA deployed automation for the entire write-off workflow. Bots now synchronize warehouse and accounting systems, automatically reconcile transactions, and ensure instant, error-resistant data updates across all platforms.
  • Transaction processing time reduced from 3 minutes to 15 seconds
  • Error rate decreased from 12% to 0.3%
  • Monthly closing significantly accelerated
  • Staff shifted from reconciliation to analytical work
  • A clear blueprint created for expanding automation to adjacent processes (PO matching, invoice processing)
  • Automate materials write-off processes
  • Reduce manual reconciliation
  • Improve accuracy and system synchronization
  • Accelerate warehouse and accounting operations

R&D: Automating 2,000 Daily Transactions

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A leading retail chain.
Existing Blue Prism automations faced scalability limitations and high maintenance costs. Many workflows required redesign, while manual exception handling slowed operations and increased dependency on specialists. The company needed faster delivery capabilities and AI-driven functionality to support both store operations and back-office processes.
Primo RPA completed the migration within weeks instead of months. Processes were re-engineered to increase efficiency and resilience. AI components were introduced to automatically handle exceptions and predict inventory needs, while customer service workflows were enhanced with fast AI-powered response automation.
  • Faster and more stable automation across business operations
  • AI successfully handled exceptions previously managed by staff
  • Inventory demand predictions automated
  • Customer service response time reduced from hours to seconds
  • Successful strategic shift from classical RPA to intelligent automation
  • Migrate from legacy RPA without operational disruption
  • Improve scalability and performance of automation
  • Introduce AI for intelligent exception handling
  • Accelerate store and back-office workflows

Retail: Leading Chain Migrates to Primo RPA

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
Client
Challenges
Project Goals
Primo RPA Solution
Results
A large metallurgical complex.
Manual workflows in HR, finance, and sales created operational bottlenecks and slowed decision-making. Reconciliation delays, repetitive approvals, and inefficiencies in quote-to-cash processes consumed valuable staff time and limited the company’s ability to scale. The real cost of these inefficiencies proved to be significantly higher than expected.
Primo RPA automated 18 mission-critical processes across HR, finance, and sales. Digital workers now manage approvals, reconciliations, and sales workflows end to end, ensuring consistency, speed, and accuracy. Managers and specialists gained time previously spent on repetitive manual tasks, enabling more strategic focus.
  • $150,000 in annual cost savings
  • HR processes accelerated, enabling managers to focus on strategy and people initiatives
  • Finance operations streamlined with significantly faster reconciliations
  • Sales workflows optimized, eliminating delays in quote-to-cash cycles
  • Recovered workforce capacity translated into greater operational agility and growth potential
  • Automate HR, financial, and sales workflows
  • Reduce processing time and eliminate bottlenecks
  • Increase staff capacity for strategic activities
  • Deliver measurable operational cost savings

Metals: $150K Annual Savings Through Automation

Антон Поразрабов
Контакты
Наталья Бизнесова
Владелец
RPA-48: Процесс по цифровизации и ускорению бизнес-процесса в команде RPA
53 FTE
4 робота
Human in the Loop
Тип автоматизации
PRIMO RPA GLOBAL - FZCO

Building A2, Dubai Digital Park, Dubai Silicon Oasis, Dubai, United Arab Emirates
© 2018 - 2024 PRIMO RPA GLOBAL
+971 58 551 7485