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