From Document Chaos to 3x Faster Case Resolution

How a global healthcare leader automated 90% of its manual document processing with an AI-powered solution in Salesforce.

The Challenge

A multinational healthcare enterprise operating in over 100 countries was drowning in a sea of unstructured documents. Scanned prescriptions, handwritten forms, faxes, and multilingual contracts arrived from countless channels, creating massive bottlenecks. Manual processing was slow, error-prone, and put them at compliance risk. Their agents spent more time digging through attachments than solving customer problems.

The Transformation

Kasetti Technologies implemented a Salesforce-native Intelligent Document Processing (IDP) framework that revolutionized their workflow. The AI-powered solution automates the entire document lifecycle – from ingestion and multilingual classification to data extraction and validation – directly within their existing CRM.

Results at a Glance

By replacing manual effort with intelligent automation, the client achieved transformative results:

3x faster case resolution for document-driven service requests

“Now I just ask the system – I don’t need to dig through attachments anymore.”
– Support Agent

Bussiness Value Realised

0 %
Reduction in manual document triage
0 %
Fewer data duplication and re-entry errors
0 %
Reduction in onboarding time for new document types

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