Automation (RPA & IPA)
Mimic human interactions with digital systems
Automate day-to-day manual business processes, which are repetitive, error-prone, and involve time-critical data movement across systems.
Our Automation Implementation Methodology
Our Automation Offerings
Desktop Automation
Perform rule-based desktop UI automation across spreadsheets, word documents, PDFs, emails, attachments, data and analytical tools, and productivity apps.
Enterprise Automation
Implement back-office workflow automation across enterprise systems, ERPs, CRMs, intranet portals, cloud APIs, enabling them to work autonomously together.
Intelligent Automation
Execute intelligent automation, making bots take optimal decisions and adjustments using computer vision, OCR, NLP, and reinforce machine learning capabilities.
Applications of automation across industries
Sales and Marketing
- Competitive Pricing and Monitoring
- Data Aggregation and Management
- CRM Updates
- Sales Quote Management
- Invoice Creation and Distribution
- Social Media Monitoring
Customer Onboarding
- New Customer Application
- Customer due Diligence
- Customer Data Management
- Online Registration
- Upsell Opportunity Reporting
- New Customer Welcome Packets
- Customer Communication
Customer Service
- Loading Detailed Customer Info for CSR Support
- Service Request and Scheduling
- Scheduled and Triggered Customer Communications
- Transaction Automation
- Renewal Notices
- Customer Info and Preferences Updates
Operations / Compliance
- Screening and Risk Management
- IP and Fraud Detection
- Compliance and Reporting
- Policy Administration and Servicing
- Credential Verification
- Periodic Disclosures
Finance and Accounting
- Vendor Onboarding and Maintenance
- Vendor Portal Queries
- Frauds Transfer
- Incentive Claims
- Sales and Purchase Order Processing
- Collections
- Report Aggregation
Human Resources
- Employment History Verification
- Onboarding/Offboarding
- Payroll
- Time and Attendance Management
- Training and Education
- Employee Data Management
- Tax Management
Information Technology
- Installations
- Service and Application Monitoring
- File and Document Management
- FTP Download, Upload and Backup
- User Setup and Configuration
- Synchronizing, Deleting and Emptying File Folders
Supply Chain
- Supply and Demand Planning
- Supplier Portal Integrations
- Work Order Management
- Order Processing
- Scheduling and Tracking
- Invoice, Quote and Contract Management
- Refunds and Returns
Cross-Functional
- Data Entry
- Data Extraction, Aggregation, Integration Websites, Portals ,Documents ,Systems
- Report Compilation and Distribution
- Forms Processing
- Process Monitoring