Delivering faster claim submissions, lower operational bottlenecks, and better processing consistency across thousands of ERC & PPP claims.
Backlog companies cleared within 3 months
ERC & PPP claims processed
Revenue growth after transformation
The client operated in the ERC and PPP accounting services sector, managing large-scale and compliance-heavy claims processing during and after the COVID-19 period. With rapidly increasing claim volumes, evolving regulatory requirements, and growing operational pressure, the organization needed a more structured and scalable processing system.
The engagement focused on streamlining end-to-end claims operations, reducing backlog, improving processing accuracy, and building a scalable delivery infrastructure capable of handling high claim volumes efficiently while maintaining compliance and turnaround timelines.
The client’s operations were heavily strained due to rapidly increasing ERC and PPP claim volumes combined with inefficient internal workflows. Manual processing methods, inconsistent validation practices, and limited operational visibility created major delays in submissions, increased rejection rates, and reduced overall processing efficiency. As backlog continued to grow, the organization needed a more structured and scalable operational model capable of handling high-volume claims processing without compromising speed, accuracy, or compliance.
More than 1,200 companies and 3,000+ data entry quarters were pending, creating major delays and client dissatisfaction.
Claim submission cycles were taking up to 120 days, impacting delivery timelines and operational scalability.
Nearly 30% of claims were rejected due to inconsistent data handling, missing validation processes, and lack of quality checks.
Processes lacked standardization, accountability, and centralized tracking, making collaboration and reporting difficult.
A structured operational transformation model was implemented to streamline end-to-end ERC and PPP claims processing.
Clear workflows were established for document collection, payroll conversion, data entry, and submission tracking.
A Buddy QC review process was introduced to identify and correct errors before IRS submission.
The DI CRM platform was used to centralize task tracking, reporting, and communication across teams.
Dedicated resources and structured checkpoints significantly improved turnaround speed and operational visibility.
The transformation created measurable improvements across all operational stages.
~1,200 companies processed in 3 months
Reduced from 45 days to 15 days
Reduced to a 2-day turnaround
Completed within 24 hours
Reduced from 30% to 15%
Operational turnaround improved from a 120-day cycle to near real-time processing.
The optimized workflow enabled higher processing volumes without proportional increases in headcount.
Structured validation and Buddy QC significantly reduced rework and downstream corrections.
The client achieved 4x revenue growth after implementing the transformed delivery model.
The infrastructure supported expansion from 1 active partner to 6 partners while maintaining operational stability.
More than 3,000 clients and $1.6B+ in ERC & PPP claims were successfully processed.
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