top of page
Process automation case study using the ROI-FIRST approach
Accounts Receivable & Preventive Collections
Industry
Distribution & Commerce
Date
Feb 17, 2026
Recommendation
✅ AUTOMATE
Time saved
From 30 min to 7.5 min per case
ROI Automation, recommendation and costs
COP
currency $:
Level of Automation | % Automation | Cases x Month | Time x Case (hours) |
|---|---|---|---|
High | 75 | 60 | 0.5 |
Personas Involucradas | Nivel de Cargo Promedio | Average Monthly Salary | Real Company Cost with Benefits |
|---|---|---|---|
3 | Level 2 (Commercial Manager) + Level 4 (Senior Analyst) | 5.500.000 | 8.432.000 |
Monthly Operational Cost | Annual Operational Cost | Estimated Monthly Savings |
|---|---|---|
6.324.000 | 75.888.000 | 4.743.000 |
Estimated Annual Savings | Year 1 Investment | Net Benefit Year 1 |
|---|---|---|
56.916.000 | 10.228.950 | 46.687.050 |
Cumulative Net Benefit 3 Years | FTE Equivalente Liberado |
|---|---|
140.469.150 | 1.5 |
Power in Numbers
456
ROI Year 1 (%)
2.2
Payback (months)
5.56
Cost/Benefit ratio
✅ AUTOMATE
Process with very high frequency (60 cases/month), clear escalation rules, and repetitive communications. Automating alerts, email sending, and commitment logging frees the commercial manager to focus on negotiation. 456% ROI in year one. The cash flow impact is often greater than the savings in hours.
Signs of inefficiency detected
• Analyst spends 50% of time just reviewing the receivables spreadsheet • Commercial manager involved in basic follow-ups • Clients receive late collection notices because the process doesn’t scale • No historical record of payment commitments
bottom of page