We recognise that not every business is identical and that there is no “one size” solution. Our RPA integrations are powerful, customisable and can be programmed to suit your needs. From large company structures with multiple departments to smaller e-commerce sites we can create a solution tailored to you and your business.
Below are just some of the examples we are automating for businesses:
- Client On Boarding Process – Automate the setting up of a new client on internal systems, cross checking for conflicts using 3rd party websites, Generate Terms of Engagement letter templates etc. (Sectors: Legal / Insolvency Practitioners / Conveyancing / Accounting / Property / Insurance)
- Accounts Receivable Processing – Automate rejection of invoices without ‘valid’ Purchase Orders, routing for authorisation, cross check bank details to minimise fraud. General accounting automation can also initiate customer set ups, reports, invoicing and statement generation.
- Ecommerce & DropShipping– Automate order fulfilment, booking with 3rd party suppliers, automating dispatchers, monitoring inventory and/or drop shippers and multi-system integration.
- Gathering Data and 3rd party Enrichment Datasets – Extracting data from a current source (i.e. a client/subject list) and comparing the data against public data sources (Example: Land Registry, EPC Data, Companies House, Google Maps, Google Street View or Google Vision) and creating a new dataset with more data for a business to analyse and use.
- Data Validation & Compliance – Automating the process of validating information by referring to a checklist of items
- Formatting Data & Documents – Formatting, cutting, and pasting to get data ready for entry
- Reporting & Analysis – Automating the download of specific reports, event and schedule-based routing including the distribution to key stakeholders and marrying of data from multiple systems
- Creating Datasets – Gather information from public and/or paid sources to create an ongoing valuable marketing database
- Generate Sales Opportunities (Sectors: Travel) – Scan internal systems against a checklist for potential cross-selling opportunities and to automate email / SMS / letter notifications to send out promotions or potential upselling opportunities.
- Staff Learning & Development Administration – Review employee certification status against requirements and notify employees, managers and compliance of certification requirements
- Migration of Systems (Sectors: Insurance / IT / Telecoms) – Automation can be used to migrate users over in granular form when acquiring a business or adopting a new software system
- Account Closure / GDPR Removal – Automation of a removal process across all systems of a data subject
- Customer service – Providing automated tracking, uploading scanned documents and verifying information
- Bank Statement Reconciliation – Replace the manual task of monitoring and comparing a company’s bank statements to its accounting records.
- Integration to CRM’s – Adding a ‘bridge’ connection for legacy CRMS’s or systems (which don’t offer API integration) into newer cloud platforms (Example: HubSpot, Zoho, Salesforce, Microsoft Dynamics)
- Staff Onboarding / Offboarding – The automation of all the processes onboarding new staff from HR Aspects, IT Privileges, Regulatory checks (Example: DBS Checks or Security Accreditations).
- Price/Product Monitoring – Operate daily monitoring of competitor pricing of products and automation routines to increase/decrease to follow competitor pricing
- OCR Data Extraction – Several uses for OCR include scanning incoming mail and identifying a Case or Reference Number, crosschecking a CRM system for a valid number and directing to the related Staff Member for action (Ideal user case for Solicitors)
- Multi Step Complex Tasks – Ideal user cases for this is where there are 2-3 or more systems used in a business and there is logic or 3rd party checks which need to be carried out before it can be input into the next system.
- IoT Device Monitoring – Monitoring of devices in the field (i.e. Sensors, Flow Rate Cameras, CCTV, Sound Monitoring, Smoke Detection etc) and notification in real-time by SMS/EMAIL/Web Portal
- Web Scraping / Screen Scaping – Creation of product datasets, website archiving, product (images & text) migration from one Content Management System (i.e. Shopify to WordPress) and also for screen grabbing f evidence and automatic filing when visiting a website (Example: Proof of a lookup carried out on a UK Sanction List check).
- Examination Marking – Utilising automation to mark logic based questions and create dynamic reporting and assessment.
- Integrating Multiple Systems – Running legacy systems which are not API Enabled or not ‘online’ and adding additional external functionality for a data sync to other systems on a schedule (i.e. every hours)
- Realtime Notifications – Integrations for either offline/local systems which can send alerts (Example: By SMS/WhatsApp/Twitter/Email) if certain events occur (Examples: For travel sector to notify customers of a flight cancellation/issue. Logistics Sector to notify customers of delivery cancellation if a Road Traffic Accident. If a customer’s spend has reduced by more than 10% over a month to alert a sales representative. If a customers account has been put on stop carry out a set of procedures and inform necessary departments. If there are more than X calls unanswered to the office phone system in X minutes alert a manager.
- Mathematical Modelling – In various sectors we are often asked to Automate the running of Mathematical Models. Automating the start and finish, analysing between given tolerances, reporting and automatic archiving of running multiple datasets. Automatic this process can rapidly increase throughput and save value cost on expert intervention.
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