Case Study: National Distribution Company
Transforming Finance Operations for a National Distribution Leader
6,000 hours saved annually
Backlogs reduced from up to 5 days to 1 day (T+1)
Significant uplift in quality and elimination of errors
Client
National Distribution Business
Industry
Distribution Disability Products
Project Focus
Automation
About the Client and Project
BTP partnered with a fast-growing national distribution business to overhaul their finance operations through innovative automation. Our AR Automation solution, built on BTP’s Intelligent Automation platform, delivered substantial efficiency gains, cost reductions, and freed up valuable staff capacity.
The Challenge of Manual Processes
With revenues nearing $300 million and ambitious growth plans, the client’s finance team struggled with:
- Outdated manual and paper-based processes
- Persistent 3-5 day transaction backlogs
- Overworked staff and limited scalability
- Excessive processing costs
- Lack of real-time data for decision-making
The client recognised the need for change and required expert guidance to chart their transformation journey.
BTP's Solution: Precision-Engineered Automation
The client selected BTP for our:
- Deep expertise in finance transformation
- Proven track record of delivering tangible results
- Unique 2-week discovery and feasibility assessment
Our approach encompassed:
- In-depth analysis of existing processes and pain points
- Comprehensive opportunity mapping across finance operations
- Identification of 10 high-impact automation candidates
For the initial AR EFT remittance processing, we engineered a solution to handle:
- Complex data from 6,000+ customer variations
- 120,000 annual artefacts, including up to 2,000-line items per remittance, per month
- Sophisticated transaction matching and exception handling
- Seamless integration with legacy systems
- Robust audit trails and traceability
The Results
A Finance Function Transformed
The client experienced transformative results:
1
6,000 hours reclaimed annually
2
90% of effort redirected to high-value exception management
3
Straight-through processing rates of up to 88%
4
Backlogs slashed from 5 days to 1 day
5
Month-end close expedited from 5 days to 1.5 days
Additional Gains
1
Scalability to meet growth without headcount increase
2
Near real-time financial data visibility
3
Enhanced compliance and audit preparedness
4
Staff redeployment to strategic initiatives
BTP Insights
Process selection is key. A strong business case and ROI are crucial for initiating and sustaining an automation program
Joint sponsorship from both business and IT is key to bridging gaps and driving success
Change management is critical as automation significantly impacts roles and ways of working
with tangible benefits at each step, builds momentum and trust
Mid-market enterprises can achieve transformative outcomes with Automation and the right partner:
This engagement showcased the power of strategic automation in revolutionising finance operations. BTP’s partnership delivered immediate efficiency gains while laying the groundwork for long-term, scalable growth.
Ready to Redefine Your Finance Operations?
Explore how BTP can help you harness intelligent automation to boost efficiency, cut costs, and sharpen your financial decision-making.
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