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Update external portals

There are many instances when organizations have to log into a portal (eg. Vendor portal) and update information. With RPA, the process of accessing and logging information into external portals can be automated.

90

% faster

500

% increased productivity

100

% manual error reduction

Tasks performed by the Digital Assistant

  • Log into the external portal at the scheduled time.
  • Retrieve required information from internal systems
  • Periodically and enter the same information in external Portal.

Demo

Here is a demo. It is a walkthrough of the Vendor portal update with Kofax Kapow RPA. You can see that a major part of the work can be automated ensuring the order receipt is acknowledged quickly for clients.

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Fraud detection

How the Digital Assistant helps

Automate Fraud detection of people, groups, and transactions with the latest algorithms.

  • Monitoring of Credit Card Usage
  • Monitor for Money laundering
  • Monitoring for prevention of unauthorized use of Healthcare facilities

1000

% increased productivity

1000

% increased productivity

100

% manual error reduction

Before

  • Sales team take up the task of inputting Sales and Order information  from other ERP into the CRM
  • Employees enter the data for customer quotes, order tracking from spreadsheets and other sources into CRM

After

  • A digital assistant picks up Sales and Order information from ERP periodically and enters the same in CRM
  • Digital Assistants are emailed the customer quotes, order tracking, shipment tracking data to be input into CRM.
  • The sales team is notified of any exceptions that the team needs to take care of.

Demo

This demo shows the Digital Assistant analyzing people and groups for Money laundering and providing a report with scores of fraud.

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Payroll payment

How the Digital Assistant helps

Automate your payroll payment. The Digital assistant can log in into your bank and schedule the payments as per your payroll software or file.

80

% more speed

1000

% increased productivity

100

% manual error reduction

Before

  • Sales team take up the task of inputting Sales and Order information  from other ERP into the CRM
  • Employees enter the data for customer quotes, order tracking from spreadsheets and other sources into CRM

After

  • A digital assistant picks up Sales and Order information from ERP periodically and enters the same in CRM
  • Digital Assistants are emailed the customer quotes, order tracking, shipment tracking data to be input into CRM.
  • The sales team is notified of any exceptions that the team needs to take care of.

Demo

This demo shows the Digital Assistant automatically loading the employees and amount to be paid to the bank software.

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Credit checks

How the Digital Assistant helps

Automatically check the credit limits of your customers before key transactions are executed.

80

% more speed

1000

% increased productivity

100

% manual error reduction

Before

  • Sales team take up the task of inputting Sales and Order information  from other ERP into the CRM
  • Employees enter the data for customer quotes, order tracking from spreadsheets and other sources into CRM

After

  • A digital assistant picks up Sales and Order information from ERP periodically and enters the same in CRM
  • Digital Assistants are emailed the customer quotes, order tracking, shipment tracking data to be input into CRM.
  • The sales team is notified of any exceptions that the team needs to take care of.

Demo

This demo shows the Digital Assistant checking the credit limit and recording the results in a spreadsheet.

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Analyze Social media sentiment

How the Digital Assistant helps

Analyze your social media feeds for the sentiment for your products and also take initial action like sending the customers an initial message.

80

% more speed

1000

% increased productivity

100

% manual error reduction

Demo

This is a demo of Twitter sentiment analysis using Blueprism RPA. Subsequent actions can be taken based on the analysis of Tweets performed.

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Automate Rewards & Gifts

How the Digital Assistant helps

Automatically verify reward points, purchase and ship rewards based on your rewards system. It can also monitor special days like Anniversaries and send out gifts.

80

% more speed

1000

% increased productivity

100

% manual error reduction

Before

  • Customer satisfaction team monitors the redemption requests and may also monitor for anniversaries
  • Employees purchases the rewards and gifts and have them shipped to customer

After

  • A digital assistant monitors for reward redemption requests and Anniversaries
  • The bot purchases the appropriate small gifts and has them sent to the respective custome

Demo

This is a simple demo of entering info from a spreadsheet into CRM. The data can come from any application like ERP.

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Invoice creation and distribution

How the Digital Assistant helps

If you have many invoices to be created and the data is available in a spreadsheet or another system, Digital Assistant can take the details and create the Invoices.  The bot can then also email the invoices to respective customers.

 

90

% more speed

1000

% increased productivity

100

% manual error reduction

Before

  • Order data is input by employees into Invoice creation systems like ERP.
  • Invoice is generated based on the data and sent to customers.

After

  • Digital Assistant reads data from spreadsheets or another system
  • The bot logs into the Invoice creation system and creates the invoice(s)
  • The invoices are automatically downloaded and emailed to the customers

Demo

Quick demo of RPA creating invoices in Invoicely based on spreadsheet rows.

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Pricing, Currency Updates

How the Digital Assistant helps

Many times you like to tap into a stream of web data. For eg. Track and update the latest currency rates or Competitor pricing. RPA can automatically monitor most of these data streams on the web and also react in real-time.

90

% faster completion

100

% hours returned to business

100

% reporting accuracy

Before

  • Employees monitor the web for changes in Price, Currency etc. at regular intervals
  • They copy paste the updated information on web to internal systems

After

  • A digital assistant monitors the website(s) for any change to Price, Product etc.
  • As soon as there is a change, the updated data is copied over to internal systems

Demo

Digital assistant updating daily Currency rates in a spreadsheet. The data can be entered into any application like an ERP.

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