Agentic AI Automation
Case Studies
We automate your complex processes end-to-end with AI agents and RPA bots – from strategy to operations. And we stay until it pays off. Here you will find our case studies and success stories.
Case Study: Internal IT Automation
Regulatory requirements oblige the firm to regularly verify whether employees still hold the appropriate IT access rights. The existing process ran on email and spreadsheets: fragmented, time-consuming, and virtually untraceable. Responsible owners were contacted manually, responses went missing, deadlines were missed - and access changes still had to be applied one by one. No audit trail, no structured evidence.
Lunatec built a Power App that manages the entire review cycle: it automatically pulls all access rights from Azure AD, notifies responsible owners via a kick-off email, and sends automated reminders for outstanding decisions. Each owner sees in the app exactly who has access to their system - and decides with a single click whether access should continue or be revoked. At the end of the review period, the app applies all decisions automatically. Full audit trail included.
Projekt Billing Without SAP
Every time a new client engagement started or billing rates needed to be updated, staff navigated manually through multiple complex SAP screens. This cost time, introduced errors - and required extensive SAP training for every new colleague. The most painful part: during rate review cycles, thousands of billing rates had to be entered individually into SAP. A process that took days and created no value whatsoever.
Lunatec built two lightweight apps that keep SAP entirely in the background. New engagements are set up through a simple form - the bot handles everything in SAP automatically. For rate reviews, staff select the relevant projects with a click and upload a rate card - the bot updates all values in SAP within minutes. New employees learn the app, not SAP.
Case Study: Test automation at trade fair
A complex IT landscape spanning multiple environments and applications - from event management and ticketing to exhibitor services - made comprehensive testing essential, and increasingly unmanageable. Every process in every application, as well as the complete end-to-end workflow, required regular testing. The result: a growing backlog of time-intensive manual test cases that slowed release cycles, tied up resources, and raised the risk of production defects.
Lunatec automated all relevant test cases using UiPath Test Automation - from individual applications through to the complete E2E process. The new test architecture enables full regression testing at every release cycle with zero manual effort. The result: dramatically shorter test runs, comprehensive E2E coverage, and significant time and cost savings from the very first year of operation.
Case Study: Annual Financial Statements in Tax Consultancy
Dispatching annual accounts to clients was a highly manual, error-prone process: data from multiple systems had to be consolidated by hand, documents created individually for each client, and then sent and filed across different channels. Varying data formats and client-specific dynamic content turned every transaction into a time-intensive one-off task — with significant potential for mistakes at every step.
Lunatec implemented a UiPath RPA bot that handles the entire process from data retrieval to archiving: automatic extraction of client data from source systems, dynamic generation of documents with client-specific content, fully automated dispatch to the correct recipients, and audit-proof filing — with zero manual intervention at any point in the process chain.
Multi-process-Automation at Automotive Supplier
A global automotive supplier had already invested in UiPath licences and an internal RPA team — with disappointing results: unstable bots, frustrated stakeholders, and no measurable ROI. Over 300 processes were queued for evaluation with no systematic approach to prioritisation. Management demanded measurable results within 12 months.
Lunatec designed an enterprise-wide automation framework: a top-down rapid assessment of all 300+ processes ranked by business impact, structured target-process design before the first build, a dedicated delivery team, and ongoing managed services. The organisation moved out of proof-of-concept mode into a continuously growing automation platform — break-even reached in 7 months.
Case Study: Order Processing
Incoming orders were transferred manually between isolated systems — with no direct integration between the document inbox and the ERP. Staff extracted document data by hand, performed manual matching, and routed each order individually through the approval workflow. This resulted in high time expenditure, error-prone data entry, and delays across the entire accounts order process.
UiPath Intelligent Document Processing (IXP) with Document Understanding and LLM integration for automatic extraction and classification of order documents — with direct ERP connectivity. Rule-based matching, automatic exception handling, and seamless routing through the approval workflow. No manual intervention between inbox and posting.
Case Study: Customer Service Automation at Telecom
39-day turnaround in order management. Significant backlog in the residential segment. 150 customer service staff tied up with manual data entry across four IT systems. Rising customer complaints about long processing times.
Built an RPA Competence Centre with UiPath and Lunatec. Scaled from 5 to 75+ automated processes in four years. Internal developers trained through a structured 4-phase programme. Works council agreement secured for long-term adoption.
Finance automation at Asklepios
One of Germany's largest private hospital groups faced growing workloads, increasing staff shortages, and a high volume of repetitive, error-prone processes across finance and administration. Manual data entry in SAP, duplicate documents, missed early-payment discounts, and labour-intensive accounts payable workflows were consuming capacity that was urgently needed for patient care.
Since 2018, Asklepios has been building an enterprise-wide automation programme under Sandra Schlösser (Head of RPA), with Lunatec as its strategic automation partner. Over 120 processes have been automated — from order confirmations and vendor checks to AI-assisted document processing with OCR. Lunatec supported development, scaling, and managed operations of the entire automation platform as a UiPath Diamond Partner.