Client Overview 

A leading credit union in the United States partnered with Radiant Digital to modernize its document processing operations. With high volumes of inbound documents across multiple channels, the organization aimed to streamline processes, improve accuracy, and enhance operational efficiency through intelligent automation. 

Client Challenge 

The credit union managed over 100,000 documents daily across emails, faxes, and secure messages, relying heavily on manual, labor-intensive processes. This resulted in: 

• Inefficiencies in document handling
• Slower processing and decision timelines
• Heavy dependence on physical documents
• Operational complexity and scalability challenges  

Our Solutions 

Radiant Digital implemented a comprehensive automation-led transformation, leveraging intelligent automation and document processing capabilities. 

The solution focused on: 

• Conducting a detailed current-state assessment and documenting workflows
• Developing a future-state roadmap for process modernization
• Implementing Kofax Smart RPA to automate manual tasks
• Configuring Kofax Transformation Module (KTM) for intelligent document processing
• Integrating AI/ML to enhance data extraction and processing capabilities
• Optimizing OCR configurations for improved accuracy
• Modernizing applications to support automated workflows
• Providing RPA training for internal teams  

A structured delivery model was followed: Assessment → System Architecture → Implementation & Ongoing Management 

Technologies Used 

Radiant Digital enabled the solution using: 

• Kofax Smart RPA
• Kofax Transformation Module (KTM)
• OCR Technology
• AI/ML  

Outcomes 

The transformation delivered measurable operational improvements: 

• 30% improvement in accuracy, achieving 98% sustained accuracy
• Decision-making time reduced from 2 weeks to 3 days
• 80% reduction in hardcopy documents
• 90% reduction in postage from branch offices
• Improved workflow automation and embedded security 

Turning Document Complexity into Operational Efficiency  

By modernizing document-intensive processes through intelligent automation, Radiant Digital helped the client to move from manual, high-volume document handling to streamlined, high-accuracy workflows, reducing decision timelines from weeks to days while significantly improving operational efficiency.

This transformation demonstrates how process modernization can eliminate manual dependencies and create a faster, more reliable processing model in complex, document-heavy environments.

Ready to modernize document-intensive operations and improve processing speed across your organization? Get in touch