Unleashing Innovation Together: Tecala & UiPath

CHALLENGE:

My Plan Manager, Australia’s leading NDIS plan manager, faced rapid growth with a 50% increase in invoice volume over 12 months. Their existing, largely manual claims processing system was limiting scalability, increasing rework, and nearing end-of-life—creating risks to service delivery and compliance.

SOLUTION:

Partnering with Tecala, My Plan Manager implemented the Automated Claims Experience (ACE) platform using UiPath’s AI-powered automation. The solution incorporated RPA, OCR, and a rules engine to automate invoice processing, budget checks, and decision-making—freeing staff to focus on exception handling and client service.

OUTCOME:

The automation lifted straight-through processing rates from 25% to over 70%, significantly reducing manual workload and improving speed, accuracy, and fraud resilience. It’s enabled My Plan Manager to scale efficiently, improve service standards, and deliver better outcomes for NDIS clients and providers.

CHALLENGE:

Coates’ Accounts Payable team was overwhelmed by the manual processing of 27,000 invoices each month from over 4,000 suppliers. This led to data entry errors, payment delays, rising costs from temporary staffing, and staff burnout—all impacting supplier relationships and team morale.

SOLUTION:

Tecala implemented an intelligent automation solution combining UiPath RPA and ABBYY OCR. A digital worker was developed to monitor emails, identify and extract invoice data, and enter it directly into Coates’ ERP system. A Proof of Value approach helped secure executive buy-in and smooth the change management process.

OUTCOME:

In just 145 days, the solution processed 91,000 emails and 87,000 invoices, saving 2,900 hours of manual effort and reducing rework by automating the bulk of the AP process. The automation improved efficiency, reduced errors, and allowed staff to focus on more meaningful and value-adding work