Automation CoE for North American Energy Enterprise

Overview

North America’s largest energy infrastructure company partnered with Tech Mahindra to establish a centralized Automation Center of Excellence (CoE). This initiative streamlined governance, accelerated digital adoption, and deployed 210+ bots, saving $50M+ and enabling hyperautomation for sustainable growth.

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Business Challenges

The client faced challenges in integrating disparate processes and multiple ERP systems. Manual, repetitive tasks consumed valuable resources, while fragmented systems limited visibility and slowed decision-making. Dependence on specific team members restricted 24/7 access to information, and the legacy automation platform was costly, complex, and slow to scale.

Our Approach and Solution

Strategic Governance and Operating Model

Defined a framework for automation strategy, stakeholder engagement, and change management.

Opportunity Identification

Evaluated 600+ use cases using process mining and design thinking workshops, ensuring technical and financial feasibility.

Technology Enablement

Deployed solutions using UiPath, Power Automate, and ABBYY, delivering intelligent automation across critical functions.

Conversational AI

Launched chatbots integrated with ERP systems via a data lake on MS Teams, later migrated to KoreAI for faster scaling and improved self-service capabilities.

Value Tracking

Delivered real-time insights through Power BI dashboards, monitoring KPIs, and automation performance.

Business and Community Impact

  • $50M+ cumulative savings achieved through automation initiatives.
  • 210+ bots deployed into production with a 99% success rate.
  • CAD 90K savings from the Supply Chain Digital Assistant (SAM) AI solution.
  • Annual CAD 365K sustainment savings from the Gas Virtual Assistant (cozE).
  • 25+ operational dashboards and 40+ KPIs enabled for real-time insights.