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Eliminate Mistakes & Routine Tasks with Business Process Automation

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Transforming the Way Business is Done

Bring labor-intensive processes under control

According to McKinsey & Company, nearly 45% of business tasks can be automated based on business rules. Robotic Process Automation (RPA) can help you begin that process in a cost-effective and non-invasive way.

"Bots" are simply software programs that mimic the behavior of your human staff, eliminating mistakes from human error and freeing your team to focus on more complex tasks. Rather than replacing company software, RPA takes advantage of existing applications to perform tasks the same way your employees do.

Watch the video to see a bot automating the invoice-to-purchase order process in QuickBooks, including what happens when it catches an error.

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How Different Industries Are Using Automation

The most powerful use-cases revolve around repetitive tasks that demand precision, such as common HR and finance-related processes, in addition to industry-specific opportunities. 

ACCOUNTING

The accounting industry is uniquely positioned to benefit from RPA, because there are many rule-based tasks that can be error-proofed and streamlined with simple bots.

BANKING

Banks and other financial institutions can streamline countless data entry, customer support, and back-office banking functions with RPA.

HEALTHCARE

Automate tasks such as billing & claims management, patient onboarding, delegating staff, collecting patient reports and data, and providing prescriptions. 

INSURANCE

RPA can also automate many transactional and administrative areas of policy management, including accounting, settlements, risk capture, credit control, tax, and regulatory compliance.

TELECOM

With high overhead and low error tolerance, telecom companies use RPA to boost productivity & accuracy, while improving data flow and user satisfaction.

ACCOUNTING

Reduce Payroll Hours, Eliminate Errors & Improve Client Experiences

The accounting industry is uniquely positioned to benefit from RPA, because there are so many rule-based tasks that can be error-proofed and streamlined with simple bots. Some common use-cases include:

  • Collecting data from email/ spreadsheets and posting entries into a general ledger
  • Processing inter-company transfers
  • Collecting invoice data through PDFs, AP tools, or a central invoice library, and entering them into the AP system
  • Order taking, customer credit checking, stock checking & pricing calculations
  • Collecting data and entering it in a financial close application
  • Checking and adding vendors
  • Pulling data from bank statements into reconciliation management
  • Automating email confirmation processes across the financial close cycle

We work with both accounting firms and departments to digitize manual processes and reduce payroll hours.

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BANKING

Automate Routine Tasks & Engage Customers in Real Time

Banks and other financial institutions can streamline countless data entry, customer support, and back-office banking functions with RPA.

  • Customer onboarding & account setup
  • Data entry & automatic report generation
  • Risk management, including credit checks, processing
  • Fraud detection, anti-money laundering, 
  • Billing & submitting statements, confirmations & approvals
  • Customer & company analytics

Talk to us to discover how we're helping financial institutions implement smart, scalable automations that deliver rapid time-to-value. 

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HEALTHCARE

Streamline scheduling, the back office & claims processing with RPA

Automate tasks such as billing & claims management, patient onboarding, delegating staff, collecting patient reports and data, and providing prescriptions. 

  • Patient admin, appointment booking & modifications
  • Optimize regulatory compliance & tracking with traceable documentation
  • Data entry & reconciliation
  • Patient record migration, including coding & abstracting
  • Inventory tracking
  • Accounts payable/receivable
  • Billing and claims processing
  • Improving the care cycle with data & analytics

Curious how healthcare providers are using automations to improve the care cycle and streamline revenue cycle functions? Give us a call and we'll show you.

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INSURANCE

Improve Efficiency, Customer Satisfaction & Profitability with RPA

The insurance industry is heavily burdened with repetitive and mundane tasks. With automation, you can improve efficiency, customer satisfaction, and profitability. In particular, auto, property, and workers’ compensation forms include many standardized processes where tools like RPA can lead to high levels of automation.

  • Auto insurance: Police reports of accidents, driver’s licenses, and photos of damaged vehicles
  • Travel insurance: Photos of damaged luggage and boarding passes
  • Life insurance: Historical medical records
  • Underwriting: Collecting data, filling required data fields in internal systems, assessing loss runs, and analyze customer's claims history
  • Regulatory Compliance: Name screening, client research & validation, data security operations, & report generation
RPA can also automate many transactional and administrative areas of policy management, including accounting, settlements, risk capture, credit control, tax, and regulatory compliance. To discuss the specifics of your situation, speak with one of our Digital Innovation experts. 
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TELECOM

Fast, Affordable & Innovative: How RPA Delivers for Telecom

RPA empowers telecom to streamline operations to facilitate rapid growth and significantly enhance the quality of customer service offerings. Enhancing your organization's agility and scalability with improved data communication, and high levels of data security results in significant cost reduction.

  • Customer service processing, triage and data mining
  • Data backups, cleansing & processing
  • Account bundling & proactive offers
  • Address changes, billing, and other account management functions
  • Accounts payable & receivable 
  • Billing & claims processing

In an industry where speed, accuracy, and scalability are all critical priorities, RPA delivers rapid time-to-value and immense upside. Find out where you can start streamlining today!

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Discover How Bots Work

When to Use Automation

Any high-volume, repeatable process based on business rules qualifies. Bot "workers" are faster and don't make errors, giving your team freedom to handle more complex tasks.

Enhancing Security & Traceability

Unlike your human staff, software bots are predictable, consistent and always track their work.

Eliminating Data Entry Errors

Bots don't commit copy-and-paste or transcription errors and frequently catch mistakes arising from manual processes.

Improving Cycle Times & Throughput

Not only are bots substantially faster, they also operate around the clock, helping to eliminate costly bottlenecks.

Boosting Employee Productivity

Your team can focus on more complex and creative tasks that drive innovation and move your business forward.

Automating Back-End Processes

The back office is a vital cost center, but with bots you can stay lean by automating many payroll and HR functions.

Auditing & Regulatory Compliance 

Bots always adhere to the process with 100% compliance, ensuring your organization is protected.

Deloitte Quote
"RPA continues to meet and exceed expectations across multiple dimensions including: improved compliance (92%), improved quality / accuracy (90%), improved productivity (86%), & cost reduction (59%)."

Deloitte

How We're Different

Our approach emphasizes the right balance between people, process, technology, and facilities, ensuring all our clients have a successful implementation.

We Are Expert Project Managers

We aren't just a technology company, we're process nerds. Our company-wide focus on project management ensures you feel supported and satisfied.

Proven Technology Expertise

With wide-ranging IT, customer service, and engineering experience, we're uniquely capable of connecting all the dots in your business.

Precision When It Matters

Our methodology is based on delivering the right solution the first time, which is especially important for our clients in regulated industries.

We Deliver Value In Advance

We accept all the risk and deliver proofs-of-concept at no cost, because we're confident you'll want to work with us after you see what we can do.

What to Expect

Many processes can be automated in a matter of weeks, resulting in rapid time-to-value and clear ROI. 

Discovery Call
Meet for a brief

Discovery Call

The first step in our process is to meet briefly to see if we're a good fit for one another.

Explore Possibilities
Demo capabilities and

Explore Possibilities

Once we know your goals, we'll show you how RPA can help you achieve them.

Proof of Concept
Propose and select a 

Proof of Concept

Based on your goals, we'll turn one of your business processes into a proof of concept.
Your first bot
Build and test

Your First Bot

A proof of concept will be built in a few weeks at no charge, so you can “try before you buy.”
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Launch the bot to

Demonstrate Value

Most bots deliver a rapid time-to-value and ROI in as little as 4 months.

Expand Capabilities
Partner together to

Expand Capabilities

Once we deliver value, we're confident you'll want to partner with us on more automations.

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