Candidate Onboarding

A well-established manufacturing business was facing an unexpected hurdle in their expansion process ... View more

Loan Processing 

A leading bank’s loan department was facing difficulties in processing their loan requests on time. They decided ... View more

Content Audit Automation

An e-commerce company wanted to tackle the problem of incorrectly mapped online-store product  ... View more

Email classification

A firm suddenly experienced a decline in its customer satisfaction score, affecting their revenue as well ... View more

Intelligent OCR

A manufacturing unit served by numerous vendors was often being rebuked by management due to delays in invoice ... View more

Dashboard Reports 

The IT department of a well-known business conglomerate ran into accuracy issues when presenting ... View more

Claims Processing

A well-known insurance firm observed that in every quarter there had been a disproportionate increase ... View more

Pending Shipments

The Distribution Department of a large manufacturing company was unable to get the “Pending Shipment" ... View more

Image Availability Detection

Online display advertising works only if product or brand images are properly rendered in the browser.  ... View more

Web Page Performance Dashboard 

Load time speaks a ton for overall performance and if monitored regularly can detect patterns of ... View more

Pre-Sales Automation

A medium-sized product-based company using Salesforce for lead/opportunity management was  ... View more

HR departments worldwide are adopting RPA technology, reclaiming up to 40% of their resources' time while making their workplace happier and more human-centric.

Candidate Onboarding

Robotic Process Automation (RPA) for Candidate Onboarding as part of Human Resource (HR) initiative.

60Hrs. of Manual Effort, Now Automated

A well-established manufacturing organization started facing an unexpected hurdle in their expansion process. They realized that their Recruitment team was becoming a bottleneck in the whole process due to surge in new appointments. With a legacy HRMS system, entering information of every candidate in the system and its further processing was time consuming causing delays in the overall recruitment process. With aggressive deadlines to meet, customizing it was not possible either. They were looking for a quick solution to ensure that their timelines of the expansion plan are met. 

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Bot extracts email addresses from a new joiner excel list and triggers welcome kit email which includes the candidate form as an attachment

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Bot scans inbox for reply mails, downloads the completed candidate form, and processes it

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In case of an incomplete form or any issues in data, the bot notifies the new hire through an email listing all errors

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The process is repeated until the new hire replies with the corrected data

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Data is entered into HRMS upon receipt of correct data, and new hire is notified

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A consolidated report is shared with all stake-holders at a defined time by the end of each day

RPA can help banking operations be more effective and efficient. Consumer loan-processing time can be reduced from 30 minutes to just ten minutes using RPA.

Loan Processing

Processing new Loan Requests equates to no more headaches for employees.

An incredible 4X increase in speed to process

A leading bank’s loan department was faced with difficulties in the processing loan requests. An RCA initiated by management revealed that the manual process of filling applicants’ information, verifying their credit score, and then generating a report was not very reliable. Additionally, the whole process was cumbersome, leading to errors and inefficiencies. These factors stretched the loan processing cycle, causing valuable customers to migrate to competitors. Neither the employees nor the customers were happy about the service delay.

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A new request in the Loan Processing System (LPS) directs the Bot to login and download related files and personal information

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Bot fires up the Credit Bureau web interface in a browser, auto-logins, and uploads data required to procure credit report

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Bot downloads the Credit Report fetched from the Credit Bureau website and organizes it in a folder pertaining to the loan request

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Bot performs identification verification using an online service

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For valid requests, bot performs auto-logins to the core banking system (CBS) and any necessary data entry

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CBS interfaces with the LPS, and the loan request details are updated for further processing by a human operator

Intelligent RPA now enables bots to do much more than handle structured data; one such complex tasks being the audit and compliance of displays and pricing information of products listed in ecommerce sites.

Content Audit Automation

Content Audit Automation

Ensuring 100% information accuracy of your online products through Intelligent Automation

Bots do ensure audit and compliance!

An e-commerce company wanted to tackle the problem of incorrectly mapped online-store product images that could be attributed to disparate systems, its ever-increasing SKUs and data-entry errors. An Intelligent RPA enabled audit automation connected disparate systems, compared product images and did reporting to help resolve matters. The Robot compares images from the portal with the local folder repository, all this at a lightning speed of less than a second for each image. The RPA solution ensured product images are tagged to their corresponding page links with the correct price and there were no queries attributed to incorrect information.

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Bot visits each page link from the Master Source and extracts pricing information

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Prices are then compared by logging in to SAP ERP and any mismatches are flagged, and screenshots are taken

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Next, the Robot downloads and compares the product images with master images 

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Any mismatches get flagged and actual screenshots gets recorded

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Robot then creates support ticket and attaches all the screenshots for reference

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Finally, the audit log is sent to the stakeholders as an email attachment

Excellent customer service is at the heart of every successful business, yet it's not an easy task. RPA coupled with Artificial Intelligence (AI) enable brands to save cost and time in addition to improving efficiency through uninterrupted customer support and service.

Email Classification

Can Bots do Customer service? Email Classification using Sentimental Analysis to prevent customer churn. 

Service quality redefined by RPA

A retailer organization was witnessing a consistent decline in its Customer Satisfaction scores which also correlated to their declining revenues. An investigation report was able to list process inefficiencies in Customer Care as the main cause. Lack of provision to detect emails with complaints/issues caused a delay in the response and resolution process. This had increased dissatisfaction and customer churn.

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A bot checks the customer care email at regular intervals

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A Natural Language Processing engine is used to identify if the customer is "unhappy". In this case, bot forwards the mail to service division

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Otherwise, the email content is fed to an Intent matching algorithm to see whether user has requested any services

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If any of the intents are matched, the bot gathers the details for it and adds the information to the ticket created in CRM

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The email from customer is then archived for future reference

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If none of the intents are matched, then the mail is forwarded to the service division for further action

Intelligent RPA uses a slew of visual, linguistic, and statistical techniques and it is orders of magnitude faster, more accurate, and more cost-effective than the human brain.

Intelligent OCR

Making use of Compter Vision with BOTs for high-volume and reliable Invoice Processing.

Intelligent "Paper to Digital" Data Conversion

A large manufacturing unit served by numerous vendors was often being rebuked by management due to delays in invoice processing. An internal review highlighted two reasons: High volume of invoices received, and the time taken to transcribe invoice data into the ERP System. As the invoices received were in multiple languages, they had to hire new resources or opt for outsourcing. The overall situation demotivated the employees and strained their relationships with the vendors.

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All scanned invoices are periodically stored on a network drive

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A robot constantly checks the drive for new files for processing.

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As soon as a new invoice is available, it is read, and the content is passed to V2's proprietary intelligent OCR solution for parsing

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The engine can read invoices in multiple languages and returns the meaningful data in paired values

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Once the invoice data is in structured format, Robot then logs in to the ERP system to post the invoice data

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Invoices that cannot be processed by a robot are kept separate for manual entry and are used to train the engine further

RPA that enables BI Solutions make your customers faster, smarter, and wealthier. The Global Business Intelligence (BI) market is anticipated to expand from to $29.48 billion by 2022.

Dashboard Reports

Aiding Business Intelligence by creation of Dashboards using Robotic Process Automation (RPA) 

A CXO level dashboard in 90% less the time

The IT department of a well-known business conglomerate had run into accuracy issues when presenting their data on the monitoring dashboard. Collecting and processing logged data to create reports for the dashboard that had to be completed in a minimum of two hours. Data from four different systems had to be consolidated. It was inevitable that errors would creep up into this manual process. Errors in reporting rendered the entire monitoring useless, however, and made systems susceptible to failure due to erroneous decision-making attributed to wrong data.

1

Bot downloads the raw files generated for the Backup Systems and the Disk Space systems from an email it receives

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Bot then reads the logs from monitoring web app and network from the shared location

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Bot consolidates the raw files and log files into a single data processing spreadsheet

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Referring to business rules, Bot transforms the data as required to be reported

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Bot processes and formats this data from all four systems to create a CXO-level dashboard

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The final dashboard report is then automatically sent to the stakeholders as an attachment to email

Claims processing is fundamental to the profitability of insurance providers. Automation for Claims Processing integrates with all applications and legacy systems without disruption and it is entirely scalable and accurate. 

Claims Processing

Serviceability of Insurance Claims Processing. Automation enables employees to wade through unrealistic expectations.  

Service paralysis. Bots to the rescue!

A well-known insurance firm observed that by every quarter there had been a disproportionate increase in the number of complaints received at the service desk. Analyses of the service requests revealed that high processing times, errors, and delays in notifying customers were the top 3 reasons behind these complaints. There was hardly any audit trail where changes or corrections were carried out. Manual keying of information, errors in validation of information, low claims processing throughput due to errors, and delayed communication with the customer had created this situation.

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Robot periodically scans the mailbox for emails from customers and downloads the claims forms

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Form data is then validated against the database for accuracy

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The robot also checks if any claims for the policy are already in the service queue

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In case of validation errors or any claims found to be under processing, Robot replies to customers via email

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If the data is valid, Robot then logs-in to the Insurance portal and performs data entry using the validated form

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Finally, the Robot prepares a submission report and informs the stakeholders. Customers are also informed via an e-mail

Streamlined operations reports engage key stakeholders. RPA can create an application that functions like the human brain with the capability to adapt, evaluate, perform cognitive tasks by identifying data or process flow, and analyze outcomes at various decision points.

Pending Shipments

Do you need to present reports, one time, two times, or many times? Virtual workers will do it again and again.

With RPA, no more pending reports!

The Distribution Department of a large manufacturing organization was unable to get its “Pending Shipment Report” on time. This was resulting in the delayed shipment of consignments and underutilized shipping capacity. It was found that the team responsible for creating this “twice a day” report was running short on time due to the complexity involved in report creation.

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Bot is scheduled to run twice a day for creating this report, which makes use of SAP

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Bot logs in to SAP and download reports for multiple warehouses based on business rules

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Bot consolidates the reports into a single excel spreadsheet

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Referring to business rules, Bot does data-processing on the consolidated sheet

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Bot filters and formats the data into a report structure 

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Finally, Bot automatically sends the “Pending Shipment” report in an email to the Distribution Department

Continuous availability audit to better marketplace functionality can only be done by bots, not humans! Continuous audit shortens the audit-cycle time, reducing costs and increasing profits from auditing work.

Image Availability Detection

Image Availability Audit with RPA

Robotic Process Automation for Image based Availability Audits 

Real-time audit data using bots!

Online display advertising works only if product or brand images are properly rendered in the browser. Despite all technical efforts, there are times when images are broken and when they do happen, it is missed revenue for the merchant. It was clear that in this specific case a better ROI could be achieved with Audit Automation. Image availability detection using RPA BOTs provided real-time information to Merchants for immediate remediation; to better the conversion rate to actual sales.

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Bot is provided with a master list of links

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Source HTML file of each link is extracted by the BOT and Image sources identified and extracted

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Each of the image source is verified by the Robot through a GET HTTP request

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Bot flags off any error and writes it out to a CSV file

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The sequence of steps is repeated for the next page links 

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Bot mails Availability audit report to Stakeholders

Synthetic monitoring is critically important to check applications and address issues before real users encounter them. Robots can evaluate how a web application can perform in different geographies and help in detecting bottlenecks.

Web Page Performance Dashboard

Web Page Performance Dashboard with RPA

Monitoring websites and streamlined reporting 

Site-monitoring with RPA to track website performance

Load time speaks a ton for overall performance and if monitored regularly can detect patterns of delay caused due to a new fix/release, Database Performance, thereby sending out call for action. Most e-commerce portals engage human resources to create such reports and periodically review the causes of non-performance in comparison with previous data. RPA bots that are used to monitor sites, gather statistics and generate reports for Stakeholders, improve metrics of the monitoring & reporting activity in all aspects.

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Bot extracts website links and opens it in a sequence in a browser

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Web page statistics including page load start and web page load end times are recorded

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Stats are written out to a CSV file and the Page Load time is computed

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The process is repeated for all links of the website

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Bot formats final report and publishes Dashboard in Power BI 

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Bot shares Dashboard details with key stakeholders

RPA makes possible automation of top tier CRM Application Salesforce without the need of technical knowledge of its inner working. The size and complexity of Salesforce means that many repeatable tasks performed manually can be automated saving hundreds of hours per day.

Pre-Sales Automation

Pre-Sales Automation with Salesforce

Porting Data between Salesforce and PMS using Robotic Process Automation

Nurture Leads and Opportunities better and faster!

A medium-sized product-based company using Salesforce for lead/opportunity management was having a hard time updating their Project Management System (PMS). The sales team was tasked with creation of project and moving all contracts from Salesforce to the PMS on closure of opportunity. Very often, these ‘Projects’ and ‘Contracts’ would be missing in internal Systems despite opportunities being closed due to process and resource inadequacies.

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Bot reads notification mail containing the opportunity link and opens it in a browser

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Bot logins to Salesforce, navigates to required sections and extracts data

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Bot logins to Project Management System

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Bot creates or updates data for ‘Customer’ section and ‘Contract Section’ basis fields mapped with Salesforce

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Bot uploads required contract documents against the ‘Contract’ section 

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Bot mails Project Creation Status report and Screenshots of activity completion to Stakeholders

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