Automation Anywhere Case Studies OneSource Virtual’s Rapid Response to CARES Act with RPA
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OneSource Virtual’s Rapid Response to CARES Act with RPA

Automation Anywhere
Analytics & Modeling - Robotic Process Automation (RPA)
Infrastructure as a Service (IaaS) - Virtual Private Cloud
Finance & Insurance
Leasing Finance Automation
Material Handling Automation
OneSource Virtual (OSV), a pioneer of Business Process as a Service (BPaaS) outsourcing, began exploring the implementation of Robotic Process Automation (RPA) in late 2018. The company aimed to increase efficiency and accuracy in predefined processes to provide more benefits to end-users within the Workday ecosystem. The challenge was not only to find a platform that would deliver the best technology but also a partner committed to providing expertise and support. The situation became more critical in March 2020 when the United States started feeling the economic impact of the COVID-19 pandemic. OSV had to pivot from its current automated processes and turn to RPA to help with new payroll tax legislation, such as the CARES Act, passed to provide financial assistance to businesses. This required multi-system updates to the company’s proprietary tax software to prepare for a new level of data and tracking.
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Founded in 2008, OneSource Virtual is a pioneer of Business Process as a Service (BPaaS) outsourcing. As a Workday partner, it has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more. The company of 950 employees is based in Dallas, TX and has additional locations across North America and Europe. OSV is committed to providing its customers with efficient and accurate services, and it continually seeks ways to improve its processes and offerings. The company's decision to implement Robotic Process Automation (RPA) is a testament to its dedication to innovation and customer service.
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OneSource Virtua

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After conducting a Request for Information (RFI) and Request for Proposal (RFP), OSV chose Automation Anywhere as its RPA partner in December 2018. By January 2019, internal development around automation had started and was running full speed. When the CARES Act was passed, OSV used RPA to manage the new payroll tax legislation. The company used IQ Bot to extract garnishment notifications received through local, state, and federal jurisdiction levels. Then, RPA was used to get business rules to complete XMLs into Salesforce and Workday. A COVID-19 MetaBot was developed to extract data from the proprietary payroll tax system, generate OSV customer support cases using Salesforce REST APIs, attach password-protected extracts to generated cases, track and audit activities in a dedicated secure SQL server database, and generate internal reporting for business stakeholders.
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The implementation of RPA allowed OSV to respond swiftly to the CARES Act, with a solution up and running in only 24 hours. This quick action provided customers, who were living in the uncertainty brought about by the pandemic, some peace of mind. Without automation, it could have taken up to 10 days to manually complete the updates. RPA was also used to manage communications, with a bot closing out the prior week’s case and opening a new one every Sunday night. This automation will continue to run as long as COVID-19 deferrals are happening. To date, $724,597,120 in tax deferrals and $40,424,598 in tax credits have been processed with automation by OSV. 99% of cases have been completed by bots, with only 25 requiring manual checks.
24 hours to implement RPA solution in response to CARES Act
3,500+ cases created and 2,700+ cases closed for tax codes and deferral amounts
$724.6M+ deferred
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