Calvetti Ferguson and qBotica: driving productivity, cost reduction, and revenues through automation

Calvetti Ferguson is a firm committed to innovation and delivering exceptional client service. As demand grew and operations became more complex, the leadership team saw intelligent automation as a way to unlock capacity, reduce manual work, and deliver even greater value to clients.

With several early wins already in place, the firm sought a partner with the capabilities to help scale automation with speed and confidence. Its search led them to qBotica, a leading intelligent automation solutions provider. The synergy between the two companies has resulted in significant ROI, streamlined processes, and a new offering: Calvetti Ferguson Process Improvement and Automation Services.

"At Calvetti Ferguson, we're always looking for ways to enhance our efficiency and provide even greater value to our clients," said Karlen Alexander, CIO of Calvetti Ferguson. "We had already begun our automation journey but knew we could achieve more with the right partner. qBotica's expertise and collaborative approach made it the ideal choice."

Building on existing success

Calvetti Ferguson had already made strides in automation, understanding its potential to optimize operations and free up its professionals for higher-value work. But the firm knew there was a strategic opportunity to enhance service delivery further. "Our goal wasn't just about cutting costs. It was about empowering our team to be more efficient and expand our capacity to serve clients," said Alexander.

qBotica's expertise in intelligent automation proved invaluable in identifying areas where Calvetti Ferguson could maximize ROI. Together, they leveraged UiPath Task Mining and UiPath Process Mining capabilities to gain a deeper understanding of how work was getting done across key business functions.

One key area was client billing, a traditionally time-consuming and error-prone process. Using UiPath Task Mining, the team captured user interactions across the workflow. This data revealed task-level inefficiencies and manual steps that were ripe for automation.

At the same time, UiPath Process Mining was deployed to analyze end-to-end processes like client onboarding and assurance review. Through visual process maps, the team identified bottlenecks caused by handoffs between departments and delays in document routing.

Armed with this insight, the team was able to reengineer workflows. They deployed UiPath Document Understanding™ to extract, interpret, and process data from complex, document-heavy processes—most notably K-1 tax forms—to drive end-to-end automation.

The results were immediate. In one case, automation of the onboarding process contributed to a 30% reduction in cycle time, freeing staff to focus more on client relationships. And across functions, ongoing mining and monitoring helped ensure performance improvements were sustained and scaled.

This data-driven approach, powered by UiPath, helped Calvetti Ferguson move beyond ad-hoc automation toward a more strategic, enterprise-wide model.

A collaborative approach to innovation

The partnership between Calvetti Ferguson and qBotica goes beyond simply implementing technology. It's a true collaboration, with both teams working together to identify challenges, develop solutions, and drive continuous improvement. "qBotica's team understands our business and our culture," said Alexander. "They're not just a vendor, but a trusted advisor."

Calvetti Ferguson’s proactive approach to automation has yielded impressive results. We’re proud to partner with them in delivering innovative solutions to their clients.

Mahesh Vinayagam, CEO, qBotica

This collaborative approach has enabled Calvetti Ferguson to rapidly deploy and scale automation projects. From automating tax form preparation to streamlining client onboarding, the impact of these initiatives has been transformational. "We've seen tangible results," said Karlen. “For those tasks we have automated, our team is 40% more productive and our clients benefit from our ability to focus on more strategic topics."

Expanding services, empowering clients

The success of Calvetti Ferguson's automation initiatives has led to a new venture: Calvetti Ferguson Intelligent Automation Services. In partnership with qBotica, Calvetti Ferguson is now offering its expertise to clients, helping them navigate their automation journeys. "We've walked the walk," said Alexander. "We know what it takes to implement successful automation projects and are excited to share our knowledge with our clients."

Calvetti Ferguson Process Improvement and Automation Services provides a comprehensive suite of solutions, from process assessment and automation strategy development to implementation and ongoing support. By leveraging its own experience and qBotica's cutting-edge technology, Calvetti Ferguson empowers its clients to achieve the same benefits they've realized—increased efficiency, reduced costs, and improved client service.

A future of intelligent automation

With the support of qBotica, Calvetti Ferguson is on track to achieve over $8 million in gross ROI from its automation projects over a three-year period, over $2 million in cost avoidance to date, and 40 percent improvements in tax filing and assurance process times. But the journey doesn't stop there. Calvetti Ferguson is committed to continuing its investment in intelligent automation, exploring new opportunities to leverage AI and other advanced technologies to enhance its services further and provide even greater value to its clients.

Our partnership with qBotica has been instrumental in driving our automation success. Together, we’re helping our clients transform their businesses through intelligent automation.

Karlan Alexander, CIO, Calvetti Ferguson

"Our partnership with qBotica is a key driver of our innovation strategy. Together, we're pushing the boundaries of what's possible with intelligent automation, and we're excited about the future," said Alexander.