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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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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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Update CRM

How the Digital Assistant helps

Automate most of the repetitive tasks of maintaining your CRM and also run an error check with other applications like an ERP.

  • Automate the process of sending the Sales & Order information from ERP to CRM and notify the salesperson
  • Automate the data entry  of customer quotes, order tracking, shipment tracking into CRM

80

% more speed

1000

% increased productivity

100

% manual error reduction

Demo

This is a demo of updating Salesforce when a win is to be registered for a new client.

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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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