They collaboratively work with us.
Intelligent Automation
Automate and enhance business processes with intelligent automation.
Automation can generate exceptional results, but adopting intelligent automation is how organizations can sharpen their competitive edge. This digital solution can unlock previously unattainable levels of efficiency and performance and prepare your organization for the future.
Intelligent automation involves the integration of robotic process automation, artificial intelligence, and business process management to automate tasks and streamline processes using human-centric interfaces.
The SD Digital team can help your organization evaluate, adopt and implement intelligent automation and find a better way forward with a more sophisticated and adaptable automation solution. Our team has the in-depth knowledge, business acumen, and deep experience necessary to translate business automation technology into strategic solutions to help your organization unlock the power of digital.
Ready to Get Started? Contact the SD Digital Team and let us know how we can help.
Intelligent Automation in Action
One of the key advantages intelligent automation offers is the ability to impact controls and business units regardless of industry or vertical. Below are a few examples of how intelligent automation can help organizations streamline and automate key processes and roles.
Accounting
- Accounts Receivable Processing
- Audit Control
- Expense Management
Finance
- Statement Reconciliation
- P&L Preparation
- Regulatory Compliance
Human Resources
- Onboarding
- Employment Verification
- Record Keeping
Customer Service
- Onboarding
- Relationship Management
- User Profile Updates
Marketing and Sales
- Lead Nurturing
- Invoice Management
- CRM Updates
Operations
- Inventory Management
- Refund Processing
- Procurement Records
Benefits of Intelligent Automation
By implementing this cost-effective and scalable solution, organizations can increase operational efficiency, increase productivity and maximize employee performance by tackling high-volume tasks critical to business operations with a virtual and intelligent workforce.
- 24x7x365 – Increase productivity with technology that operates continuously without sick days, vacations, or staffing turnover.
- Cost Savings – Boost productivity without adding headcount.
- Employee Engagement – Use intelligent automation for mundane tasks, allowing staff to focus on higher-value and strategic work.
- Reduced Risk – Eliminate human error and establish robust audit trails for compliance and regulatory requirements.
- Scalable – Build a flexible and scalable virtual workforce that adapts to your organization’s evolving needs and growth.
- Speed – Accelerate task completion time and increase processing capacity without requiring extra resources.
- Transparency – Gain instant access to detailed performance reports and business insights for continuous improvement.
Intelligent Automation Success Stories
Learn how SD Digital has made impactful change for clients across several industries with the power of intelligent automation.
- Automotive Client – Sales Inventory Management
- Logistics Client – Vendor Invoice Processing
- Not-for-Profit Client – Monitoring Legal Compliance
- Payroll Provider Client – Internal Auditing
- Professional Services Client – Cash Conversion Cycle
- Retail Client – Sales and Use Tax
- SaaS Provider Client – Bill Rates Adjustment
- Transportation Client – Road Toll Reconciliation
- Wealth Management Client – Fee Processing
Related Resources
- SD Digital Solutions Overview
- SD Digital Articles
- Intelligent Automation Overview
About SD Digital
SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience.
Learn more on our dedicated SD Digital page or contact the team directly at [email protected].
What our clients think
–Aaron Baker
, Glendorn Energy
Working with Schneider Downs has been an absolute game-changer for our business. Their Tax and Audit teams, especially Carl Scharf, Sarah Hoagland, and Brandon Embreus, are unmatched in expertise and dedication. From day one, they took the time to understand the unique aspects of our company and developed strategies tailored to our needs. What I appreciate the most is their proactive approach; they always keep me informed of tax-saving opportunities, regulatory changes, and potential risks, so there are never any surprises. Every member of the team is approachable, patient, and incredibly knowledgeable — they make our complex world of accounting feel simple and manageable. In a world where customer service often falls short, Schneider Downs stands out with their unwavering commitment to their clients. They’re not just our accountants; they’re trusted partners who genuinely care about our success.
–Justin Young
, Ease Logistics
Brett Cubellis is the best! He always follows up and is prompt in his response.
–Beth Ginnever
, Baumann Auto Group
Professionalism and pragmatic
–Greg Wilson
, Centimark
Variety of services, expertise and customer service.
–Bridget Mancosh
, Point Park University
The best thing is the partnership. Patrick and team are always responsive and great to work with. I love the open dialogue and professionalism. The team at SD is very knowledgeable and I feel they take the step further to exceed rather than just meet our expectations.
–Laura Poynar
, PNC
Friendly knowledgeable staff
–Russ Grunebach
, Duquesne University
Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
–Steve Harrell
, Expedient
The past year has been the perfect example of what I like best about Schneider Downs. In addition to our recurring annual corporate audit, tax compliance, and employee benefit plan audit / TPA services, SD&Co has provided us with cyber security consulting, breach response, lease accounting software and implementation, and estate valuation services. It is great to know that with a call to one of our primary relationship contacts, we can quickly and confidently be placed in the hands of an expert in any number of financial-related services. Communication and consistency within all SD&Co. service offerings is fantastic!!!
–John Heisey
, CentiMark Corporation
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
–Aaron Oliver
, FNB Corporation
Learn how we’ve Solved Big Problems For our clients
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
OUR THOUGHTS ON
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