Intelligent Automation

PRIMARY CONTACTS: 
Patrick B. Armknecht CPA, CITP 
John J. Huckle

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.  

 

Related Resources

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 Schneider Downs Digital page or contact the team directly at [email protected].

Automation Anywhere

Solver

Microsoft

Our Clients' Thoughts On Schneider Downs

"relationships with Tax & Audit staff are phenomenal - they answer and are attentive when we have issues and provide timely responses"

"I have been working with Schneider Downs for 20 years. Everyone that I have worked with has been professional, courteous, and supportive of the work we d0. As the business has grown over the years, Schneider Downs has made a point in making us aware of the different accounting changes. As we develop new programs, they are a resource that we can go to in order to make good business decisions. I truly enjoy working with the staff!"

"I have always had a good relationship with Schneider Downs because of their ability to quickly answer my questions and advise me appropriately."

"The People, Expertise in their field, and professionalism is important to me. . They help guide my business and personal life with tax preparation and planning..
I have dealt with Julie and Henry for over 20 years on a weekly level and am completely satisfied"

"Overall knowledge of business and industry along with excellent staff - client interaction, feedback and quality of work."

"Years of dedicated service handled very professionally and proactively."

"I have found Schneider Downs team members at every level that I've interacted with to be knowledgeable, professional, thorough, responsive and respectful. Schneider Downs is large enough to have the resources to serve our group of entities but small enough to be approachable and to take our tax related and business needs seriously."

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"Been w SD for 30 years
Always there for us"

"Trusted advisor which adds value to the relationship."

Best Account 2021
case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
our thoughts on

CO-CEOS STEVEN THOMPSON AND CHRIS MCELROY RECOGNIZED ON THE 2024 PBT POWER 100 LIST

Our Co-CEOs, Steven Thompson and Chris McElroy, were selected to the 2024 Pittsburgh Business Times' Power 100 list. This list includes the most influential business leaders in the region who are actively working to innovate and create positive change for the industries they're in.

read more >

Shad Fagerland Joins SDAdvantage Retirement Solutions

PITTSBURGH, PA—Schneider Downs, one of the top 60 public accounting, tax, and business advisory services firms in the U.S., has recently appointed

read more >

Steve Barber Joins Real Men Wear Pink Campaign

Steve Barber, Tax Shareholder in our firm's Pittsburgh office, is representing Schneider Downs in the 2019 Real Men Wear Pink Campaign. The campaign

read more >

Schneider Downs Announces New Shareholders

PITTSBURGH, PA-- Schneider Downs, one of the top 60 certified public accounting and business advisory firms in the United States, is pleased to announce

read more >

Schneider Downs Announces Plans for Leadership Transition

Christopher S. McElroy to join Steven D. Thompson as Co-Managing Shareholder, Timothy J. Hammer to retire 6/30/2020 Schneider Downs, one of the nation’s

read more >

Introducing Schneider Downs Consulting

Schnider Downs introduces new structure that consolidates more than 80 existing services into an integrated practice.

read more >

David Murphy highlighted on Post Gazette

Schneider Downs' David Murphy highlighted on Post-Gazette “Ask Me About” regarding the recent ransomware attack that shut down Lincoln College.

read more >

contact us

Pittsburgh
Columbus
Metropolitan Washington