With current economic challenges and technology’s exponential growth shaping the way companies operate, automation has an integral role to play in many business processes. When utilized strategically, Business Process Automation (BPA) is a powerful tool for increasing productivity while reducing the amount of resources that are required to complete routine tasks.
By taking over repetitive (and often mind-numbing) tasks and processes, BPA can also play a key role in boosting staff engagement and satisfaction. This in turn increases talent retention and saves the costs associated with hiring and training new employees. With the mundane assignments taken care of by technology, employees have more time to focus on projects that require their unique human capabilities – such as creative thought, strategic decision-making or knowledge-based analysis.
That said, BPA goes beyond just handling routine tasks such as data manipulation or information management. It also covers the automation of complex business processes through the use of advanced technologies.
For more about how document automation should form part of your business strategy visit our website: https://www.qorusdocs.com/document-generation
ERP solutions only solve 20% of business processes. Integrating your ERP with Business Process Management software can significantly improve your process efficiency.
In this presentation we highlight these challenges and discuss how we have used BPM (PNMSoft's Sequence) software to streamline the process.
Following our presentation there was an open discussion with our clients on their business processes, their success with SharePoint verse other BPM solutions and the need for a team dedicated to continuous process improvement and monitoring.
What is Business Process Reengineering and Automation? Business process automation involves leveraging technology to transform and streamline a manual process so that it becomes more cost and time-efficient.
This presentation explains business process automation and reengineering further, with some examples of how you can implement automation at your company.
RPA - We work with companies to help them automate tedious tasks and also transition from legacy systems to the cloud for driving more value to their businesses
AI/ML -AI technologies such as NLP, Machine Learning, text analytics, speech recognition can help your company for task automation, boosting efficiency and saving money
Data Analytics -Get deep business insights from your data! We employ data analytics for configuring strategy and measuring KPI’s to enhance business performance.
Accelirate Inc. has created a guide for getting started with artificial intelligence. From enterprise use cases, to the technology involved, and even how to build a world class RPA and AI team, everyone can benefit from this all-inclusive guide to AI.
A Guide to Robotic Process Automation & Cognitive TechnologiesAccelirate Inc.
Accelirate Inc. is the largest Pure Play RPA and AI Services Company in the United States. We have written a Guide to RPA and Cognitive Technologies for both newcomers to the industry and those interested in learning more about RPA and learning about some of their business use cases.
Softengi - Business Process Automation based on Microsoft SharePoint PlatformSoftengi
Softengi offers comprehensive solutions for business-processes automation based on Microsoft SharePoint platform. The solutions allow to automate business-processes both inherent for the majority of enterprises and specific ones for a definite industry.
Microsoft SharePoint is a Web application platform developed by Microsoft. SharePoint can be used to provide intranet portals, document & file management, collaboration, social networks, extranets, websites, enterprise search, and business intelligence. By default, SharePoint has a Microsoft Office-like interface, and it is closely integrated with the Office suite. According to Microsoft, SharePoint is used by 78% of Fortune 500 companies.
Robotic process automation-Faststream TechnologiesSudipta Maity
Faststream Technologies has proven track records in delivering RPA projects across industries leveraging the UiPath platform and has a strong UiPath RPA Competency Centre. We strongly believe that the concluded Sales Partnership Agreement with UiPath will further accelerate cooperation between companies in part of delivering complete and end-to-end RPA solutions to our high-performing clients.
UiPath platform consists of UiPath Studio, UiPath Robot, and UiPath Orchestrator. We design, run, and automate the business or operational processes through these tools. We configure these tools so that you monitor, schedule, and control the processes remotely. With UIPath, we empower your organization’s digital transformation, allow more time for your employees to spend on human-centric services, and automate tasks. We automate repetitive, rules-based processes and increase the percentage of tasks performed right the first time.
ERP solutions only solve 20% of business processes. Integrating your ERP with Business Process Management software can significantly improve your process efficiency.
In this presentation we highlight these challenges and discuss how we have used BPM (PNMSoft's Sequence) software to streamline the process.
Following our presentation there was an open discussion with our clients on their business processes, their success with SharePoint verse other BPM solutions and the need for a team dedicated to continuous process improvement and monitoring.
What is Business Process Reengineering and Automation? Business process automation involves leveraging technology to transform and streamline a manual process so that it becomes more cost and time-efficient.
This presentation explains business process automation and reengineering further, with some examples of how you can implement automation at your company.
RPA - We work with companies to help them automate tedious tasks and also transition from legacy systems to the cloud for driving more value to their businesses
AI/ML -AI technologies such as NLP, Machine Learning, text analytics, speech recognition can help your company for task automation, boosting efficiency and saving money
Data Analytics -Get deep business insights from your data! We employ data analytics for configuring strategy and measuring KPI’s to enhance business performance.
Accelirate Inc. has created a guide for getting started with artificial intelligence. From enterprise use cases, to the technology involved, and even how to build a world class RPA and AI team, everyone can benefit from this all-inclusive guide to AI.
A Guide to Robotic Process Automation & Cognitive TechnologiesAccelirate Inc.
Accelirate Inc. is the largest Pure Play RPA and AI Services Company in the United States. We have written a Guide to RPA and Cognitive Technologies for both newcomers to the industry and those interested in learning more about RPA and learning about some of their business use cases.
Softengi - Business Process Automation based on Microsoft SharePoint PlatformSoftengi
Softengi offers comprehensive solutions for business-processes automation based on Microsoft SharePoint platform. The solutions allow to automate business-processes both inherent for the majority of enterprises and specific ones for a definite industry.
Microsoft SharePoint is a Web application platform developed by Microsoft. SharePoint can be used to provide intranet portals, document & file management, collaboration, social networks, extranets, websites, enterprise search, and business intelligence. By default, SharePoint has a Microsoft Office-like interface, and it is closely integrated with the Office suite. According to Microsoft, SharePoint is used by 78% of Fortune 500 companies.
Robotic process automation-Faststream TechnologiesSudipta Maity
Faststream Technologies has proven track records in delivering RPA projects across industries leveraging the UiPath platform and has a strong UiPath RPA Competency Centre. We strongly believe that the concluded Sales Partnership Agreement with UiPath will further accelerate cooperation between companies in part of delivering complete and end-to-end RPA solutions to our high-performing clients.
UiPath platform consists of UiPath Studio, UiPath Robot, and UiPath Orchestrator. We design, run, and automate the business or operational processes through these tools. We configure these tools so that you monitor, schedule, and control the processes remotely. With UIPath, we empower your organization’s digital transformation, allow more time for your employees to spend on human-centric services, and automate tasks. We automate repetitive, rules-based processes and increase the percentage of tasks performed right the first time.
How RPA improves financial KPIs - DocProcessDocProcess
DocProcess is a cloud finance and accounting automation solution based on Robotic Process Automation and eInvoicing. Designed for enterprises, SSCs and BPOs. Our solution, DocXchange helps companies automate their Accounts Payable and Accounts Receivable operations with robots in the cloud (RaaS).
BPA, BPI, BPM ... We’ve rounded up some of the most-often-used words, phrases and acronyms in the business process outsourcing industry and put them together in a BPO Glossary.
1846 Business Automation with IBM Robotic Process Automation (RPA)Allen Chan
This presentation provides an overview how we can use IBM Robotic Process Automation together with IBM Digital Business Automation platform to increase efficiency and productivity of your business through digital automation.
Robotic Process Automation Analytics: KPIs for Your RPA DeploymentCiGen
A key challenge for discussions of business success is that the notion of success is very context-specific, that is, it can have very different meanings for different RPA stakeholders. When it comes to measuring success, however, it is rather certain that an accurate estimation is obtained by tracking key outcomes of RPA deployment. There are two categories of robotic process automation KPIs.
Chazey europe ritz hotel london-shared services roundtable-rpaDaniel Lawrence
Beginners guide to Intelligent Process Automation and RPA, with hints, tips, best practices and case studies to help navigate RPA and start your automation roadmap and journey on the right footing
It’s no secret that Accounts Payable is one of the main areas of opportunity for automation and optimization within a finance department.
In this video recap of the webinar held on 2/26/ 2019; Auxis’ RPA Consulting Director Eduardo Diquez together with The CFO Leadership Council, UiPath & Ephesoft discussed a perspective on what it really takes to optimize the end-to-end AP function, its key benefits, key technology solutions in the market, and more.
What was covered:
- What does Modern Finance really mean?
- Digitization as a Key Element of the Modern Finance Organization
- Most Common Tools you should be implementing as part of your Digital Finance journey
- What’s driving RPA’s growth?
- Implementation Strategies & Alternatives
- How Outsourcing can help finance executives self-fund their Digital Finance Strategy and drive faster outcomes
Robotic Process Automation End-to-End Implementation RoadmapChazey Partners
RPA is a software solution, commonly referred to as “bots”, which mimic or automate tasks normally performed by humans interacting with data between systems. In common definitions RPA essentially comes down to removing human beings from operations that are repetitive evaluations requiring rules based decision criteria. Whereas automation addresses high volume repetitive tasks, RPA is the next step to include decision making under a controlled set of parameters. Like with other transformations, business leaders should adopt a structured framework with clear, tangible benefits and correctly defined expectations before embarking on an RPA journey. This Robotic Process Automation handbook offers you a clear, structured framework with which to launch and implement your RPA program. It ensures the technology is integrated well within existing systems and business operations and empowers your business to be future ready with dynamic adjustment of processes along your automation journey.
Digital Transformation And The Role of Robotic Process Automation (RPA)ARJUN S MEDA
Integrating digital technology within all the business areas to transform the operating model and deliver better value to customer is the essence of Digital Transformation. Empowering technology at the core to increase operational efficiency, improve employee performance and customer experience are a few key areas addressed by Digital Transformation.
It requires a cultural shift in the way the organizations operate and a strong leadership to identify the areas to be transformed and to explore new opportunities.
Understanding how RPA can enable digital transformation and upgrade the workplaces of the future is a key skill for C-suite executives.
Robotic process automation (RPA) is the use of software bots that can automate repetitive rule based tasks and reduce the manual intervention, thereby increasing the operational efficiency and reduce errors. It helps employees to focus on areas in which they can add value rather than spending efforts on repetitive and mundane tasks.
Key points of discussion:
What is Digital Transformation and why is it required
Framework for Digital Transformation
Elements of Digital Transformation
What is RPA
Role of RPA in Digital Transformation
Benefits of RPA
Alert Framework - Alert your organization to errors, changes, and stalled transactions. This webinar covers the Alerts Framework, which is a PeopleSoft Enterprise Component, enables you to alert your organization to errors, changes, and stalled transactions. It is a tool that is not limited to developers. If you can write a PeopleSoft Query, you can create an Alert. With alerts, you can scan PeopleSoft tables and receive alerts when exceptions are found. These alerts can include a link to the PeopleSoft page where you can review or correct the issue.
Realign Process & Data To Improve Your Customer-CentricityBizagi
Bizagi guest speaker, Clay Richardson of Forrester Research Inc., discusses why data matters in BPM and how data virtualization can help businesses to improve customer journeys. Learn how adidas & Prince Sultan Military Medical City benefited from this approach.
In the webinar, Eric Liebross, Auxis Senior VP of Back Office Optimization, provides insights into some of the truths and myths of Robotic Process Automation (RPA), some of the significant benefits it can provide, demonstrated a real-world live demo, and more.
We hope you find the highlighted information in this presentation useful for your RPA initiatives.
View the live demo here: https://www.auxis.com/rpa-demo
Robotics Process Automation (RPA) - Hands on knowledgeJulen Mohanty
Presented this on in various forums due to agreements with organizers and sponsors, i had to block few slides. In case you absolutely need those, pls contact me,.
Accounts payable and Best Practice Principles Automation - Sydney 2016Alexandra Khalifa
The accounts payable function has risen to prominence in recent years as a back-office after-thought that can be transformed into a useful cash management mechanism. However, recent researches have found that the majority of enterprises are still employing manual methods of invoice-processing, which has inflated both processing costs and cycle times.
How can I reduce invoice-processing costs & time? What is really new in “scanning supplier invoices”? How can accounts payable personnel work more efficiently?
If you have not found the right answer to all these questions, download the Xcellerate IT's Executive Lunch Powerpoint presentation from March 2016 to learn best practice principles within Accounts Payable and learn how some of the major organisations in Australia have already cut invoice-processing costs and time by over 90%.
Featuring Case Study from Victoria University
How RPA improves financial KPIs - DocProcessDocProcess
DocProcess is a cloud finance and accounting automation solution based on Robotic Process Automation and eInvoicing. Designed for enterprises, SSCs and BPOs. Our solution, DocXchange helps companies automate their Accounts Payable and Accounts Receivable operations with robots in the cloud (RaaS).
BPA, BPI, BPM ... We’ve rounded up some of the most-often-used words, phrases and acronyms in the business process outsourcing industry and put them together in a BPO Glossary.
1846 Business Automation with IBM Robotic Process Automation (RPA)Allen Chan
This presentation provides an overview how we can use IBM Robotic Process Automation together with IBM Digital Business Automation platform to increase efficiency and productivity of your business through digital automation.
Robotic Process Automation Analytics: KPIs for Your RPA DeploymentCiGen
A key challenge for discussions of business success is that the notion of success is very context-specific, that is, it can have very different meanings for different RPA stakeholders. When it comes to measuring success, however, it is rather certain that an accurate estimation is obtained by tracking key outcomes of RPA deployment. There are two categories of robotic process automation KPIs.
Chazey europe ritz hotel london-shared services roundtable-rpaDaniel Lawrence
Beginners guide to Intelligent Process Automation and RPA, with hints, tips, best practices and case studies to help navigate RPA and start your automation roadmap and journey on the right footing
It’s no secret that Accounts Payable is one of the main areas of opportunity for automation and optimization within a finance department.
In this video recap of the webinar held on 2/26/ 2019; Auxis’ RPA Consulting Director Eduardo Diquez together with The CFO Leadership Council, UiPath & Ephesoft discussed a perspective on what it really takes to optimize the end-to-end AP function, its key benefits, key technology solutions in the market, and more.
What was covered:
- What does Modern Finance really mean?
- Digitization as a Key Element of the Modern Finance Organization
- Most Common Tools you should be implementing as part of your Digital Finance journey
- What’s driving RPA’s growth?
- Implementation Strategies & Alternatives
- How Outsourcing can help finance executives self-fund their Digital Finance Strategy and drive faster outcomes
Robotic Process Automation End-to-End Implementation RoadmapChazey Partners
RPA is a software solution, commonly referred to as “bots”, which mimic or automate tasks normally performed by humans interacting with data between systems. In common definitions RPA essentially comes down to removing human beings from operations that are repetitive evaluations requiring rules based decision criteria. Whereas automation addresses high volume repetitive tasks, RPA is the next step to include decision making under a controlled set of parameters. Like with other transformations, business leaders should adopt a structured framework with clear, tangible benefits and correctly defined expectations before embarking on an RPA journey. This Robotic Process Automation handbook offers you a clear, structured framework with which to launch and implement your RPA program. It ensures the technology is integrated well within existing systems and business operations and empowers your business to be future ready with dynamic adjustment of processes along your automation journey.
Digital Transformation And The Role of Robotic Process Automation (RPA)ARJUN S MEDA
Integrating digital technology within all the business areas to transform the operating model and deliver better value to customer is the essence of Digital Transformation. Empowering technology at the core to increase operational efficiency, improve employee performance and customer experience are a few key areas addressed by Digital Transformation.
It requires a cultural shift in the way the organizations operate and a strong leadership to identify the areas to be transformed and to explore new opportunities.
Understanding how RPA can enable digital transformation and upgrade the workplaces of the future is a key skill for C-suite executives.
Robotic process automation (RPA) is the use of software bots that can automate repetitive rule based tasks and reduce the manual intervention, thereby increasing the operational efficiency and reduce errors. It helps employees to focus on areas in which they can add value rather than spending efforts on repetitive and mundane tasks.
Key points of discussion:
What is Digital Transformation and why is it required
Framework for Digital Transformation
Elements of Digital Transformation
What is RPA
Role of RPA in Digital Transformation
Benefits of RPA
Alert Framework - Alert your organization to errors, changes, and stalled transactions. This webinar covers the Alerts Framework, which is a PeopleSoft Enterprise Component, enables you to alert your organization to errors, changes, and stalled transactions. It is a tool that is not limited to developers. If you can write a PeopleSoft Query, you can create an Alert. With alerts, you can scan PeopleSoft tables and receive alerts when exceptions are found. These alerts can include a link to the PeopleSoft page where you can review or correct the issue.
Realign Process & Data To Improve Your Customer-CentricityBizagi
Bizagi guest speaker, Clay Richardson of Forrester Research Inc., discusses why data matters in BPM and how data virtualization can help businesses to improve customer journeys. Learn how adidas & Prince Sultan Military Medical City benefited from this approach.
In the webinar, Eric Liebross, Auxis Senior VP of Back Office Optimization, provides insights into some of the truths and myths of Robotic Process Automation (RPA), some of the significant benefits it can provide, demonstrated a real-world live demo, and more.
We hope you find the highlighted information in this presentation useful for your RPA initiatives.
View the live demo here: https://www.auxis.com/rpa-demo
Robotics Process Automation (RPA) - Hands on knowledgeJulen Mohanty
Presented this on in various forums due to agreements with organizers and sponsors, i had to block few slides. In case you absolutely need those, pls contact me,.
Accounts payable and Best Practice Principles Automation - Sydney 2016Alexandra Khalifa
The accounts payable function has risen to prominence in recent years as a back-office after-thought that can be transformed into a useful cash management mechanism. However, recent researches have found that the majority of enterprises are still employing manual methods of invoice-processing, which has inflated both processing costs and cycle times.
How can I reduce invoice-processing costs & time? What is really new in “scanning supplier invoices”? How can accounts payable personnel work more efficiently?
If you have not found the right answer to all these questions, download the Xcellerate IT's Executive Lunch Powerpoint presentation from March 2016 to learn best practice principles within Accounts Payable and learn how some of the major organisations in Australia have already cut invoice-processing costs and time by over 90%.
Featuring Case Study from Victoria University
It is a common misconception that a business process cannot be automated if it’s too complicated or requires that someone verify each step. We’re here to tell you there is a better way to manage your business—process automation is possible!
Business Process Modeling and Automation - Food for ThoughtsDanny Gaethofs
Food for Thoughts = no need for more insight, we are doing just fine, complying with all regulations and running smoothly.
The presentation I gave today triggered an interesting discussion showing the reluctance of companies for Business Process Management.
My only goal was to explain how getting more insight in business processes already improves the business values: efficiency, effectiveness and agility - whether you want it or not.
Applying Robotic Process Automation in Banking: Innovations in Finance and Riskaccenture
Robotics is quickly gaining traction in banks to automate their everyday finance and risk processes. Accenture's presentation covers the impact of Robotic Process Automation (RPA) on a bank's finance and risk function. Read Philippe Guyonnet’s blog to learn more about RPA in banking and finance and risk innovation:http://bit.ly/2dprACR
Introducing Kisi Pro: Powerful & Reliable Door ControlKISI Inc
For the past months we've been working hard to build our newest hardware, and this webinar showcases our latest Kisi Pro Door Controller.
- The Future of IT: Office Automation Management
- Our Motivation for Engineering New Hardware
- Introducing Kisi Pro: Powerful & Reliable Door Control
- Get a Kisi Pro Controller in Your Office
- Q+A Session
Chronos Workflow - Business process automation without programmingEdith Varhelyi
Self-service business process automation solution for teams of 5-5000 users. No programming needed. Fortune 500 companies and SMEs are already using it in 15 countries.
LotusSphere 2010 - Leveraging IBM Lotus® Forms™ with IBM WebSphere® Process S...ddrschiw
The Business Process Accelerator (BPA) is a new IBM offering which combines the power and flexibility of IBM WebSphere Portal with the intuitive, secure interface of IBM Lotus Forms in order to accelerate the automation of end-to-end business processes. Used in conjunction with IBM’s industry-leading Business Process Management (BPM) offerings, the Business Process Accelerator can improve process efficiency, increase corporate agility and reduce the time-to-value on BPM initiatives.
This session provides a rich technical deep dive featuring tools now available to ease integration between the WebSphere Portal, BPM solutions, and Lotus Forms. It will discuss integration points, leveraging XML, and connectivity to different process engines or content sources. A live demo will showcase ways the new software assets and Redbook aid in the deployment of a once-difficult combination of products.
SPSBoise - Business Process Automation and SharePointSteve Dark
This presentation will focus on a case study of a large education school district in the State of Washington. This organization has utilized SharePoint and Nintex to automate all sorts of business processes, from employee on-boarding/off-boarding to tabulating daily lunch orders from students. Through this automation project the school district has significantly reduced hours of unnecessary administrative work and costs. This presentation describes automation considerations and provides a demo of in-place business automation examples on this platform.
Project management project using different approaches financial and non-financial to find the right project for the company. Approaches such as NPV method, multi weighted scoring matrix, project portfolio matrix, defining the scope, WBS, OBS, Top and bottom down and up, PERT, Gantt Chart, Resource allocation,Earned value charts, etc.
Automating Business Processes with APIsSaul Caganoff
How can we orchestrate and integrate different SaaS products to support end-to-end business processes? What affordances do SaaS providers need to design into their APIs to help deliver the Composable Enterprise.
Powering Customer Experience through Hyperautomation.pdfaNumak & Company
through general customer segmentation packages, mass marketing campaigns, and efforts created for the broad target audience. With the acceleration of digitalization, communication has become much faster and more accessible.
2021 ‧ Digital Economy Blueprint based on the latest research and opportunities for digital transformation during and after the crisis.
⤑ How can a business not depend on changes?
⤑ How can a business successfully make changes?
⤑ How can a business minimize risks?
HfS Webinar Slides: Standard Bank Case Discussion - Improving Customer Experi...HfS Research
This webinar replay shares how Standard Bank transformed its onboarding process by deploying Smart Process Automation. Standard Bank’s insights will enable organizations to clearly make the case for Automation as part of their service delivery strategies.
Learn from practitioners and experts on Smart Process Automation from HfS Research, WorkFusion and Standard Bank as they share their experiences about improving business outcomes through more integrated automation technologies.
Watch this replay and learn:
How did Standard Bank approach the automation of key processes—how did the deployment work and what were the results?
What can you learn from a leading service buyer about the future of Smart Automation?
How do Cognitive Computing and Machine Learning enhance the quality and agility of service delivery?
What is the impact of Smart Automation? What are the main use cases and insights?
Watch the webinar replay: http://www.hfsresearch.com/pointsofview/hfs-webinar-standard-bank-case-discussion-improving-customer-experience-through-rpa-ai-powered
Beginners guide digital transformation zaitoon digital agencyZaitoonagency
Digital Transformation has resulted in fundamental changes in how a business operates and the value they deliver to their customers.
Download the ebook to get the insights of technology trends for Digital Transformation.
Business it and labor strategy infrastructure enhancements to achieve corpora...David Bustin
This is a research paper addressing the financial advantage of properly leveraging IT products and staffing strategies for reducing operating costs.
David Bustin
5 keys to digital transformation for small businessesSameerShaik43
Digital Transformation is crucial for all types & sizes of businesses across the globe. Only then can you overcome increasing competition. But with a limited budget in hand, this can be an intimidating task to undertake. But using the latest technologies can help your business to derive myriads of benefits.
Capgemini Robotic Process Automation special edition summer 2017UiPath
The rise of automation is bringing a plethora of opportunities to both organizations and individuals. Capgemini is at the forefront of this revolution – our Automation Drive is a unified, open and dynamic suite of automation tools and services that help our clients embark on a new journey of reimagining the way they do business. A number of experts from Capgemini's Business Services have shared their insights on various aspects of automation, and we hope that this collection of articles will help you navigate your business through the uncharted waters of this new age towards a productive automation environment.
There’s already a pervasive culture of change in the insurance industry. The quest for efficiency gains is a major driver, along with the need to keep pace with evolving consumer expectations and investment in new digital technologies. Robotic process automation (RPA) is a natural fit in this new environment because change can be delivered with speed and agility to realize benefits quickly. Further, RPA can automate the end to end lifecycle by integrating new front end digital technologies with back office environments.
Many insurers have set out on the journey of robotic process automation. In most cases, this has meant running pilots on simple business processes before scaling up to deliver more material benefits through an industrialized automation capability. Our experience shows that a holistic and integrated approach to these implementations is essential.
Get your free whitepaper at https://ap.pn/2M6sDs4
New customer expectations across all facets of engagement are challenging how traditional contact centers operate. Pressure is building to optimize customer experience, improve agent productivity, and deliver on strategic business initiatives.
But, the market conditions are changing and organizations have to be prepared to embrace:
-- The growing complexity and number of communication channels
-- New and evolving regulatory compliance requirements
-- Disruptive technologies, including Artificial Intelligence (AI) and Robotic Process Automation (RPA)
Forward thinking leaders are leveraging technology to transform their operations into Intelligent Contact Centers™, redefining the customer experience—and business value they bring to the organization.
Download the whitepaper for insight into how organizations are building next generation contact center applications. https://ap.pn/2M6sDs4
Gartner predicts that in 2020, organizations using AI tech will achieve long-term success 4 times more than others. Considering the exponential expansion and influence of AI and its exceptional value, adopting this technology is no longer a choice, but a need, for organizations.For more visit at https://www.payjo.co/blog/13-reasons-why-your-business-needs-ai/
Streamlining the prospect marketing process for institutional asset management Qorus Software
Global assets under management will surpass USD100 trillion by 2020, according to PwC’s recent publication Asset Management 2020: A Brave New World. That’s nearly a 60% increase from the USD64 trillion in 2012 at a compound annual growth rate of almost 6%. Despite this favorable environment, asset management firms are continuously forced to review their business models in light of rising client expectations, increased regulation and the ongoing focus on operational efficiencies.
In these slides we explore the need to improve the current prospect marketing process, the solutions, and how to master this new technology.
The quarterly voice and speech technology newsletter from Business Systems, offering you the latest news and insights on call recording, quality montioring, speech analytics, PCI Compliance and much more. Featuring our latest case studies, webinars (including our latest one 'What are the most successful contact centres doing right?') and sponsored guides.
Leverage cutting edge cognitive automation ml and rpa to elevate business valueEclature
Automation is revolutionizing the way business functions are conducted. Together with artificial intelligence (AI) and robotics, automating events, processes and tasks offer cross-enterprise IT visibility that results in improved productivity and superior user experiences.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
"Impact of front-end architecture on development cost", Viktor TurskyiFwdays
I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
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Business Process Automation Past & Present
Where did it all begin?
The American Industrialist Henry Ford may not have invented cars or the assembly line, but he can be
credited with revolutionising the automotive industry and transforming the mass production process.
At the beginning of the 20th Century, the car was an item only the very wealthy could afford, but Henry
Ford was determined to change this by building a modest, reliable car that was accessible to the average
American.
In order to achieve his dream, Ford developed a manufacturing process that reduced the cost of
producing a car. Ford called his creation the Model T and it became available to the public in 1908. As Ford
streamlined his manufacturing process further and his production costs dropped, he lowered the price of
the Model T instead of keeping it the same and enjoying the profits. As a result, sales went through the
roof and almost half of the American automobile market was his.
Before the Model T, each car was individually crafted by a team of workmen. Ford broke down this process
and put it onto an assembly line where each worker performed the same task over and over again. By
perfecting each task and learning to complete it faster, Ford’s workers collaborated in optimising the
overall Model T assembly time.
With the rise of information technology, businesses began to adapt Ford’s vision of creating the best
possible goods at the best possible price by using technology to standardise and automate workflow
processes.
How far have we come?
With current economic challenges and technology’s exponential growth shaping the way companies
operate, automation has an integral role to play in many business processes.
Chapter One
3. 3
When utilised strategically, Business Process Automation (BPA) is a powerful tool for increasing
productivity while reducing the amount of resources that are required to complete routine tasks. This is
ideal in the current corporate landscape, where firms are under immense pressure to control costs while
boosting – or at the very least maintaining – output.
By taking over repetitive (and often mind-numbing) tasks and processes, BPA can also play a key role in
boosting staff engagement and satisfaction. This in turn increases talent retention and saves the costs
associated with hiring and training new employees. With the mundane assignments taken care of by
technology, employees have more time to focus on projects that require their unique human capabilities –
such as creative thought, strategic decision-making or knowledge-based analysis.
That said, BPA goes beyond just handling routine tasks such as data manipulation or information
management. It also covers the automation of complex business processes through the use of advanced
technologies.
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At present, there are a vast number of business processes, tasks and functions that can be automated
successfully. This chapter examines how BPA can currently be used to reduce costs and optimise human
resources in five key operational areas.
Document Automation
The production and customisation of documents can be a very time-consuming and monotonous process.
This can not only hinder workplace happiness, but also increases the risk of human error as employees
lose interest and motivation levels fall.
Document automation enables organisations to generate and edit documents swiftly and effectively in
order to free up staff time and build serious efficiencies into a business. It also makes it easier to manage
the flow of documents through a company and its various departments.
With the right software, it is possible to customise virtually any business document in a fraction of the
time. Qorus Software, a global provider of document automation solutions for Microsoft SharePoint
and Office, enables companies to minimise the costs, time and effort that are so often associated with
generating highly detailed documents.
At the same time, by re-using approved content and data stored in SharePoint, CRM and other systems,
Qorus helps to improve the quality of your documents by reducing human error and ensuring consistency
when it comes to branding, style and formatting.
Qorus DocGeneration facilitates the production of high value documents that consist of customisable
content from multiple sources, making this a cost effective solution with an impressive return on
investment for businesses big and small.
Processes Well-Suited To Automation
Chapter Two
5. 5
Qorus DocGeneration can automate:
• Service Level Agreements
• Sales proposals and collateral
• Financial reports
• Analyst reports
• Customer presentations and welcome kits
• Application forms
• Claims and group policies
• Invoices
• Product information
• Employment contracts
• NDAs
Automating Human Resources Management
No matter what industry you’re in, a company is only as good as its people. As Lawrence Bossidy, former
CEO of General Electric once said, “I am convinced that nothing we do is more important than hiring and
developing people. At the end of the day you bet on people, not on strategies.”
Within the HR field, automation can be an end-to-end solution for attracting the right people and
retaining this hard-won talent by enhancing employee engagement and satisfaction.
Additionally, the business owner or HR department is able to manage the following processes more
quickly and effectively:
• Talent acquisition
• Performance appraisals
• Training and development
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• Talent recognition and rewards
• Payroll
Controlling costs in all of these areas via automation goes a long way towards positively impacting the
bottom line.
The current trend in HR Management automation is toward self-service. The objective is to enable
employees to perform HR-related tasks on their own. For example, employees can view and approve
their payslips; plan and request leave, as well as track the approval process; and update their own
personal information electronically. This not only saves HR managers’ time, but also enhances employee
satisfaction levels because people feel more involved and interconnected, and processes are more
transparent.
Marketing Automation
The creative side of marketing may be impossible to automate. How can a computer create a strategic
marketing premise, clever advertising concept, compelling headline or striking visual? We are not yet at
this stage of technological evolution. However, there are many marketing processes which can not only
be automated to save time and money – but also to inform the ‘human’ processes mentioned above and
thereby make them more effective.
When it comes to gathering and utilising marketing intelligence, automation has a vital role to play. In
the era of digital marketing, we are able to use tracking codes on social media, email, mobile and web
platforms to monitor the behaviour and intent of anyone who interacts with a brand or product/service
category.
This allows us to fully understand our customers and develop more accurately targeted campaigns, which
deliver meaningful content to relevant customers at the best possible times. We can also continually
improve on these campaigns by monitoring their effectiveness at every stage of the consumer journey –
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and apply the lessons learnt to future marketing projects.
In this way, marketing automation platforms can guide our strategy, help us to tailor our message and
provide information that can lead to better design and image choices.
Automated Customer Service
With companies facing increasing cost pressures, there is a greater need for leaner customer service
departments that continue to maintain optimum levels of customer care. The customer service function
can be automated at many levels, from using Interactive Voice Response (IVR) in your call centre to the
contact form or FAQ page on your website.
However, it’s important not to go too far and lose all emotional connection with your customers.
Customers are human, after all, and you can’t expect technology to service their every need.
The best approach is to use process automation in conjunction with personal service. Take a call centre as
an example. Using IVR technology enables customers to find solutions to their own queries by interacting
with a company’s host system via their phone keypad or speech recognition. It also allows call centres
to operate 24 hours a day, 7 days a week, 365 days a year. This improves the customer experience as
they are able to call the company at any time of day or night. By handling extremely high call volumes,
call centre automation technologies also reduce the amount of time that consumers spend in telephonic
queues, saving them the frustration and expense.
However, if a caller requires further assistance, it is good to give them the option of speaking to a human
agent. If a company only needs to employ these agents to handle complex queries, it can hire fewer of
them, which helps to control costs. The agents are also spared the mundane task of answering route
queries and they are therefore more likely to feel happy and fulfilled in their roles.
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Automating Sensitive Business Processes
No matter what industry you’re in, a company is only as good as its people. This is especially applicable
in the government sector, where the personal data of government leaders or defence personnel needs to
be treated with the utmost integrity for their own personal safety. By automating business processes that
utilise sensitive data, organisations can operate with greater peace of mind.
Another example is the financial services industry, where ease of access to financial data and banking
systems could increase the likelihood of a person committing fraud. If the process is performed by
automation software, however, the company faces less risk.
9. 9
With tumultuous economic conditions fuelling the progression of technology, this is an extraordinary time
for companies that develop BPA solutions as well as the organisations that take advantage of them. Here
are some trends at the cutting edge of BPA.
The Internet of Things (IoT)
The Internet of Things (IoT) is a complex concept that involves the increasing interconnectedness of both
inanimate and animate objects by embedding or attaching unique identifiers that connect them all to the
digital realm.
According to WhatIs.com, it is “a scenario in which objects, animals or people are provided with unique
identifiers and the ability to transfer data over a network without requiring human-to-human or
human-to-computer interaction. IoT has evolved from the convergence of wireless technologies, micro-
electromechanical systems (MEMS) and the Internet.”
By ‘Things’, this concept refers to a wide range of devices, smart objects and wearable computers, from
heart monitoring implants and vehicles with built-in sensors to home appliances that interact with their
environment and use Wi-Fi for remote monitoring.
Gartner predicts that by 2020, there will be 30 billion mobile phones, tablets, computers, wearable
technology devices and other types of connected devices in the IoT. Compared to 2009, when there were
only 2.5 billion connected devices in use, this could completely change the way we live and work, as well
as the way in which businesses in all sectors operate.
A More Mobile Workforce
Companies thinking out of the box about tightening expenses are moving away from the traditional on-
site personnel model towards a remote workforce. Advances in mobile technology, the Internet of Things
Bpa Trends For 2015 And Beyond
Chapter Three
10. 10
and the increased accessibility of devices are expected to spur the growth of the mobile workforce even
further in coming decades.
Up until recently, those working primarily on handheld devices have been hindered by unstable browser
access and long download times. This, however, is changing as mobile apps for business become more
sophisticated.
Custom-made for smaller screens, the new generation of mobile apps aim to improve the user experience
and shorten download times for enhanced productivity. They’re also low-cost to purchase and run, and
therefore suit the ‘more for less’ business model perfectly.
A mobile workforce does not only control expenses, but also allows for greater operational agility. Mobile
workers can use their devices to gather and share data in the field, process sales via mobile payment apps
and analyse the performance of projects on the go.
One concern that many employers have is that they will not be able to supervise their remote workers
effectively and as a result, productivity levels will drop. However, there are many tools for managing
and facilitating a digital workforce, from communication tools such as Skype and Google Hangouts to
supervisory systems such as Sqwiggle, which regularly updates stills from your employees’ webcams so
that you can check they’re at their desks. This is obviously best suited to those workers who have desk-
based jobs.
For improved collaboration, there are numerous tools for sharing files and also tracking the progress of
the various specialists involved in a group project. At a glance, you can see which task each team member
is working on and monitor their progress through their workflow. This not only helps managers to keep
productivity at optimal levels, but also makes the employees involved feel more connected and part of a
team.
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Smart Machines
Imagine a self-driving public transport solution that could greatly reduce traffic, parking congestion and
pollution – or a virtual personal assistant that could service an entire organisation alone?
The age of ‘Smart Machines’ has already begun and prototypes exist for autonomous vehicles, advanced
robots, virtual assistants, smart advisors and other intellectual systems that are able to make decisions
and solve problems without human intervention.
While it may feel like the lines between science fiction and reality are being blurred, this is the next logical
step in Business Process Automation. If we manage this evolution carefully, it could be the answer to
many of our current challenges, on an economic, environmental and personal level.
Mindful Automation Apps
As business apps become more sophisticated, experts believe that there will be a move from workflow-
focused apps to those that provide assistance in context and expedite the actual human thought
processes that drive key business processes.
PwC calls these solutions ‘mindful apps’ and explains that these are not a knowledge management
or predictive analytics service. Instead, they focus on the end goal and work backward, following and
facilitating the process of human cognitive thought.
This software trend is designed around the user experience and not the business process. It aims to assist
the decision-making process by providing intelligence in the moment so that the user is armed with
the relevant data and analysis that they need at each step of the process – accessing the information as
events are taking place.
“There can be many good answers and paths that lead to successful outcomes. The goal [of a mindful
software solution] is to aid the user on the user’s chosen path, not enforce a predetermined path. It does
this by being pattern-centric and not process-centric the way workflow-based applications are,” explains
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PwC.
In the next decade or so, there will be an increase in BPA solutions like this that assist with thinking roles
rather than only focusing on ‘doing’ roles. The objective is to create better informed employees who work
smarter to move businesses forward.
Enterprise Gamification
Game designers may have been right all along. Fun and entertainment is the key to keeping consumers
engaged and coming back for more! An increasing number of business leaders are adopting the
techniques that game designers use to keep players involved and using these to shape their business
processes.
UX Magazine explains, “Gamification is the application of game design principles to non-game
environments. It is not about designing games, but learning from them and applying the insights into
other areas. Gamification motivates players to engage in desired behaviours by showing them the path
to mastery. It attempts to make technology and business more inviting by taking advantage of people’s
innate enjoyment of play.”
Some of the techniques that enterprises are adopting are real-time feedback, measurement of progress
and incentives. All of these are designed to keep consumers interested, involved and loyal, which
translates into a healthier bottom line.
3D Printing
3D printing enables users to make a three dimensional object from a digital file. The object – which can
be solid if required – is generated by adding layer upon layer of material until the entire object is created.
These layers are thin horizontal cross-sections of the object (essentially two dimensional images).
The digital file is a virtual design of the object that can be created using computer aided design (CAD)
or by cloning an existing object using a 3D scanner. This scan is then translated into a virtual file using a
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3D modelling programme which slices the final model into ultra-thin horizontal layers. The methods and
materials used to ‘print’ the objects differ, as do the applications of this type of technology. From artistic
expression to industrial manufacturing to tissue engineering, the possibilities are endless.
Virtual Telepathy
A team of neuroscientists and robotics engineers have demonstrated the possibility of computer-
mediated brain-to-brain communication in humans. The study found that information could be
transmitted between two human subjects located in separate geographical locations almost 5000 miles
apart without either using any of their five senses.
According to Daily Mail, the revolutionary experiment involved powerful computers and an electro-
encephalograph (EEG) that measures electrical currents in the brain. The one subject both wore an
EEG and imagined that he was making a series of either horizontal or vertical movements. These were
translated into electric pulses that created a digital binary code representing letters of the alphabet. These
pulses were transmitted to the ‘receiver’, who was blindfolded but hooked up to a machine that sent
pulses to the region of his brain that governs sight.
“We wanted to find out if one could communicate directly between two people by reading out the brain
activity from one person and injecting brain activity into the second person, and do so across great
physical distances by leveraging existing communication pathways,” co-author Alvaro Pascual-Leone, PhD,
Director of the Berenson-Allen Center for Noninvasive Brain Stimulation at Beth Israel Deaconess Medical
Center (BIDMC) and Professor of Neurology at Harvard Medical School explained in PLOS ONE.
“One such pathway is, of course, the Internet, so our question became, ‘Could we develop an experiment
that would bypass the talking or typing part of Internet and establish direct brain-to-brain communication
between subjects located far away from each other in India and France?’”
These scientists illustrated that it is indeed possible to communicate a message from one person to
another without using sight, touch, sound, taste or smell. Imagine the possibilities this could hold for
customer relationship management or business to business communication in the future?
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Role Of Humans In The Future Of Bpa
As BPA technologies evolve, they will open up new possibilities for businesses to control costs, boost
productivity and connect with their consumers. Many fear that they may also replace more roles currently
occupied by humans and thereby create a world where there is greater disparity between the rich, who
benefit from these advances, and the poor, who will be unable to find employment.
Others believe that the relationship between BPA and humans in the future will be a more symbiotic
and mutually beneficial one. By freeing people from the day-to-day drudgery that characterises many of
today’s jobs – the progression of BPA could open us up to entirely new types of work that require our
unique human capabilities. This could redefine the notion of work and boost socio-economic progress.
Whatever the future of BPA holds, it’s become integral to business progress and if a company doesn’t
embrace the trends, its competitors soon will.
Chapter Four
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Must-Have Automation Tools
If you want innovations in business process automation to drive your company’s growth, both now and in
the future, Qorus Software is a great place to start.
A global provider of document automation solutions for Microsoft SharePoint and Office, Qorus has the
tools to help companies significantly reduce costs, as well as save the time and effort required to generate
highly complex customised documents.
By drawing on approved content stored in SharePoint, CRM and other systems, Qorus Software helps to
reduce human error, improve content accuracy, and ensure adherence to brand guidelines for style and
formatting.
Qorus DocGeneration
This document automation solution is Qorus Software’s flagship product, first launched in 2008. Since
then, Qorus DocGeneration has been the driving force behind major telecommunications, financial
services, insurance and IT companies’ document automation processes across the world.
Qorus DocGeneration has been developed to seamlessly add document automation functionality to
Microsoft SharePoint, Microsoft Word and Microsoft PowerPoint.
As discussed earlier, there are many advantages of adopting this document automation solution into your
organisation. These include:
• Accuracy
Pull the latest, approved client information, pricing, terms and conditions, and product
information from your SharePoint lists or ERP and CRM systems. You can automate the inclusion
of the relevant content based on region, currency, product interest and so forth.
• Consistency
No more manual copying and pasting. Qorus DocGeneration data tags and business rules
Chapter Five
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automatically insert the relevant content into your document.
• Risk reduction
Ensure all required content is included in every document, such as the relevant terms and
condition clauses, correct pricing and the latest product specifications.
Qorus Breeze Proposals: Proposal Automation & Bid Management Software
Winning new business, from both existing and new clients, is a key challenge for many businesses today.
In order to maximise their chance of success, new business proposals need to be exceptional and draw on
the collaborative efforts of various team members within an organisation.
Qorus Breeze Proposals is a proposal automation solution that provides proposal, sales and bid managers
with a solution that brings the entire bid management process together easily.
With this software, firms spend less time creating and searching for content. It makes pre-approved
content easily accessible to all who need it and also makes it possible for users to automatically merge
templates with live data stored in CRM or other systems across your organisation. This software makes it
easier to manage the proposal creation process by enabling the allocation of sections of RFP documents
and proposals to individuals and groups for completion. This way, staff can collaborate on one proposal
smartly across divisions and regions.
This system also allows team members to suggest good content for re-use in future proposals by simply
highlighting the content and then sending it at the click of a button. It then stores all approved and
verified content, proposals and templates centrally for true ease of access.
As a result, the overall quality of proposals improves for higher win rates. Valuable resources are also not
bogged down with menial jobs, such as searching through multiple libraries for content and spending
hours formatting ‘cut and paste’ documents.
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Advantages at a glance:
• One central content repository
• Managed content with expiration and approval
• Collaboration between teams
• Consistency and Branding
• Effective search mechanism
• Standard task and process controls
• Management dashboard
• Use of Documents and PPT’s not data
• Utilising MS Office
• Reporting on both content and task effectiveness
One business who has benefitted greatly from implementing this innovative automation software is Long
View Systems.
Long View is one of the most powerful IT solutions and services companies in North America with offices
across the continent. With a clear focus on combining business and technology through their Hybrid IT
methodology, Long View is able to define and customise what the future of IT looks like.
Long View Systems migrated from Qvidian and adopted the dynamic integration of Qorus Breeze
Proposals to help create more accurate and efficient proposal generation.
“Qorus has helped to ensure that what could have been a complicated migration has been implemented
smoothly and seamlessly.” Tracie Bretecher CF APMP, Bid Manager at Long View.
Why migration became a necessity:
• Building projects & creating responses to RFPs was time consuming & painful
• Customised template creation was a complicated process
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• Unable to allocate out team members for various content purposes
All of this led to inefficient processes that wasted time and resources, produced multiple content versions
that created confusion and inconsistencies, and left bid teams feeling frustrated with the whole proposal
process.
Result and Outcomes:
With the help of Qorus Breeze Proposals, Long View has seen a significant change in their content
management; the bread and butter for their bid team.
This has meant:
• Up-to-date content for proposals and other supporting documentation
• Content is easy to search for and categorise
• Quicker, more efficient processes which has resulted in a better use of time
• Producing high quality proposals and a quick turnaround time when it comes to RFP responses
• Smooth back-end which makes creating and building projects and template management easy
• Rich integrated reporting features providing important insight into proposals produced and content used
If you are interested in a Demo of Qorus DocGeneration or Qorus Breeze Proposals, please contact your
closest Qorus office here.