💼 Success Story Series: Financial Services Leader Saves $200K in Year One with Reveille for IDP

Written By Reveille Software

IDP

October 17, 2025

When time equals money, even a few minutes of downtime can add up fast. For one global financial services giant, constant manual checks and reactive support for their intelligent document processing (IDP) workflows were creating unnecessary costs, slowdowns, and frustration.

The Challenge: Manual Health Checks and Reactive Support

Each shift began with Help Desk personnel manually logging into every document capture service—checking system status and verifying workflow performance. Despite their diligence, problems like scanning, indexing, or export failures still occurred after the checks were completed, impacting users and disrupting high-volume document operations.

Management wanted a smarter, more proactive approach—one that could detect and resolve issues before users were affected, while reducing the flood of end-user generated tickets hitting IT.

The Solution: Proactive, Automated Monitoring with Reveille

By implementing Reveille and Reveille User Analytics for IDP, the organization gained continuous visibility across all document capture processes, repositories, and incoming submissions. Reveille now:

  • Continuously monitors application processes, batch statuses, and connected repositories.
  • Detects and alerts on scanning, indexing, and export errors before users are impacted.
  • Automatically generates support tickets for IDP issues and feeds the existing systems management platform.

This proactive layer of observability transformed how the financial services leader managed its capture operations—moving from manual checklists to intelligent automation that assured performance across 7 primary servers, 17 secondary servers, and over 500 TB of data.

The Results: 80% Fewer Tickets and $200K Saved

“In the first year of implementation, Reveille saved us approximately $200,000 and continues to reduce trouble tickets generated by our users by 80%. We use the automated monitoring results from Reveille to improve our document capture operations.”

With Reveille’s purpose-built IDP observability, the enterprise achieved measurable ROI within months—reducing user impact, minimizing downtime, and freeing IT staff to focus on strategic initiatives.

Why It Matters

In today’s financial services landscape, efficiency and reliability are non-negotiable. This success story shows how proactive monitoring isn’t just about uptime—it’s about delivering Service Level Assurance that translates directly to the bottom line.


Interested in achieving similar results?
Learn how Reveille helps global financial institutions assure their IDP and ECM processes.

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