Situation: The Internal Revenue Service (IRS) engaged TrueTandem to address inefficiencies in their letter generation process. The existing process required IRS staff to manually print individual letters for taxpayers identified as under-reporters, over-reporters, or non-filers, which was time-consuming and labor-intensive.
Challenge: IRS staff were required to individually print an estimated 200 letters per week, resulting in inefficiency and limiting their ability to focus on more critical tasks. The IRS’s RPA office sought an automated solution to improve operational efficiency.
Action: In 2021, TrueTandem developed and implemented a UiPath BOT to automate the batch printing of letters. This solution included:
Technical Architecture: Developed using UiPath Studio, UiPath Assistant for desktop automation, and UiPath Orchestrator for process management, integrating custom C# .NET development, JavaScript, XML, SQL Server, and Web Services.
Batch Print Solution: Automated the retrieval and printing of letters from a server-based queue, enabling users to easily collect printed documents.
Secure Deployment: Hosted on IRS virtual servers, adhering to IRS security protocols with role-based access control to ensure authorized execution.
Result: The implementation of the UiPath BOT significantly enhanced operational efficiency by reducing the time spent on manual printing tasks. Key outcomes included:
Efficiency Improvement: Automated batch printing allowed staff to focus on higher-value tasks.
User-Friendly Interface: Simplified print job management through a web-based interface.
Proven Performance: Successfully transitioned from development to support, improving operational effectiveness, and setting a precedent for future RPA initiatives at the IRS.
TrueTandem partnered with the Small Business Administration (SBA) to modernize SharePoint Online for the Office of SBIC Examinations (OSE) and the Office of Investment and Innovation (OII). By integrating SharePoint with Salesforce and AWS, automating workflows with Power Automate, and enhancing document management with VBA and Excel customizations, TrueTandem streamlined operations and improved collaboration. The solution reduced manual data entry, ensured compliance with scalable governance models, and enabled seamless data retrieval. This modernization effort enhanced efficiency, security, and interdepartmental coordination across SBA.
TrueTandem developed and supports a secure, scalable case management system that streamlines workflows and enhances automation for compliance reviews. With robust data integration and online/offline functionality, the system ensures efficiency while maintaining 24/7 availability and strict federal compliance.
TrueTandem migrated a data management system to a secure, cloud-based platform, enhancing efficiency, automation, and security while enabling seamless access and ongoing improvements.
TrueTandem modernized a legacy correspondence system with a cloud-based, low-code platform, enhancing efficiency, automation, and scalability. The new solution streamlines tracking, workflows, and e-signatures across 23 offices, leveraging AI and real-time dashboards to improve communication, reduce costs, and ensure compliance.
We modernized an enrollment database and IT service desk using Power Platform and Dataverse, enhancing automation, security, and efficiency. The new system streamlines member management while the IT portal improves issue tracking with automated workflows and real-time notifications, delivering enhanced capabilities on time and within budget.
TrueTandem modernized a legacy case and correspondence system with a cloud-based, low-code platform, improving efficiency, automation, and decision-making. Leveraging Power Platform, Azure, and AI, the solution streamlines tracking, routing, and response workflows, reducing costs, enhancing transparency, and increasing agility.
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This migration included pushing the system to cloud production, transferring all production data, training and knowledge transfer, and enabling independent manage and operations of the new system.
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