About the Customer

Headquartered in Houston, our customer is a manufacturer and distributor of material handling equipment and parts under the Mitsubishi Forklift Trucks, Cat Lift Trucks, and Jungheinrich brand names. They provide material handling equipment for nearly any application and electric warehouse products to heavy-duty internal combustion forklifts they offer a unique range of solutions.

The Need

Our customer was facing immense workload on managing each and every employee’s loan and deferral accounts. Each of the employee record had to be downloaded from Fidelity, a third party application, which involves a lot of manual effort and time. Then on, manual workforce was involved that had to feed every employee’s details into the application from the details downloaded from fidelity application. The process was done manually and the process was susceptible to human-made errors.


  • Manually loading files one by one from Fidelity application
  • Reading data from the file and entering into internal systems
  • Error-prone data entry


  • RPA(Automation anywhere)


  • Generating the consolidated Output report with employee status
  • Based on the consolidated output report the concerned business team will work on the exception cases to increase the efficiency.
  • Solid ROI with cost savings of about $250K

Manual State

Aspire's Solution

After assessing their existing manual Deferral and Loan process, Aspire Systems implemented an end-to-end process automation solution using Automation Anywhere platform that simplified & streamlined their entire Loan and deferral process. The process automated involved a two-step process, where first the loan data was fed into the customer’s database and then the Deferral process was initiated for calculations. By providing an end-to-end solution, human intervention was completely removed from the process. This saved lot of manual effort and time for our customer. It also improved the efficiency and zeroed down the error-rate and freed HR team from this monotonous labor-intensive work.

Automated State