OneSource Virtual | Automation Anywhere

Up and running with automation at full speed in just one month.

After conducting a Request for Information (RFI) and Request for Proposal (RFP), the company chose Automation Anywhere as its RPA partner in December 2018 because its values and culture aligned with OSV’s. By January 2019, internal development around automation had started and was already running full speed.

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Customer Quote

Automation Anywhere has proven time and again why they are a leader in the market. COVID-19 has created a situation no one globally was prepared for. Our ability to be very nimble and rapidly support a government tax relief program within four days was truly market leading.

Cay Gliebe
SVP Marketing and Product Management at OSV

Customer achievements.

Customer Achievements

Hours to implement RPA solution in response to CARES Act

3,500+

Cases created and 2,700+ cases closed for tax codes and deferral amounts

$724.6M+

Deferred

Intelligent automation enabled pandemic-driven operational pivot in a matter of days.

The company began using Document Automation to extract garnishment notifications received through local, state, and federal jurisdiction levels. Then, RPA was used to get business rules to complete XMLs into Salesforce and Workday. Many other automations in production help support processes such as tax reconciliation, end of year and end of quarter finance and accounting outsourcing for 1099 audits, and FedEx shipping prep for Workday tenant upload.

In March 2020, as the United States began feeling the economic impact of the COVID-19 pandemic, OSV pivoted from its current automated processes and turned to RPA to help with new payroll tax legislation, such as the CARES Act, passed to provide financial assistance to businesses. This required multi-system updates to the company’s proprietary tax software to prepare for a whole new level of data and tracking that wasn’t needed before.

Processes automated.

Tax profile and tax liability deferral reporting, case creation and closure

Tax credit tracking reporting, case creation and closure

Responding to rapid legistlative change with automation.

OSV’s compliance team monitors COVID-19-related legislation which changes almost every week. As the pandemic continues to impact businesses across the United States, the more the government is aggressively providing financial aid.

With more and more customers taking advantage of economic assistance, a bot will be used to extract information about each different kind of tax credit or deferral case. The company will also leverage automation to communicate any changes.

Customer Quote

Especially with Document Automation implementation, the dedication of the Automation Anywhere consultants made us really feel like part of the RPA business. They walked into the building at OSV and became our team members and they continued to be even after they were done with the work. That dedication and customer support was amazing.

Yasmine Rodriguez
VP Product Management & RPA at OSV

Customer overview.

Founded in 2008, OneSource Virtual is the pioneer of Business Process as a Service (BPaaS) outsourcing. As a Workday partner, it has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more. The company of 950 employees is based in Dallas, TX and has additional locations across North America and Europe.