Why a Digital Workforce? · CHALLENGE SOLUTION PROCESSES AUTOMATED BENEFITS Company Confidential –Do Not Distribute ANZ Bank –FSIB Banking Reduce cost and organizational stress

Confidential – do not distribute.

Why a Digital Workforce?

CoffeeAnalyzeThinkAct

Your human workforce

Digital WorkforceRPA Cognitive Smart Analytics

Your digital workforce


• Uses systems like a person

• Rules-based

• Front office

• Back office

• Structured data

Acts like a person

Enterprise RPA

Thinks like a person

IQ Bot

Analyzes like a person

Bot Insight

• Unsupervised learning

• Supervised learning

• Semi-structured data

• NLP

• Fuzzy logic

• Real-time and actionable

• Mine across 1000s of apps

• Zero effort

• Data visualization

• ML identified trends

Automation Anywhere’s Digital Workforce?

#AutomationAnywhereEverywhere

World’s most widely deployed Digital Workforce platform

2,000+

Enterprise

customers

700+

Partners worldwide

100+

Countries with customers

2,000+

Employees worldwide

1,000,000

+

Digital Workers Deployed

Leader in the Forrester Wave for RPA Leader in RPA FIT Matrix Leader in RPA Customer Experience

BENEFITSSOLUTIONCHALLENGE PROCESSES AUTOMATED

Company Confidential – Do Not Distribute

ANZ Bank – FSIB Banking

Make execution of general

audit and certification

processes more cost and

time effective

Implemented digital workforce

to automate processes

including transaction

investigations, fund tracing,

account reconciliation, recalling

funds, audit certificates, and

fund disbursements

• General Audit Certification

(AUS - Australia)

• 40% cost reduction

leveraging 500+ bots at 8

worldwide locations

• 70% time savings in end-

to-end delivery

Use Case: ANZ Bank Financial Services - Banking




Optimize vendor payment

reconciliation process to

deliver error-free results

Bots automated end-to-end

process from invoice to final

payment

• Vendor Payment

Reconciliation

• Elimination of manual labor

for data validation

• Delivery of error-free

reconciliations

ANZ Bank Financial Services - Banking




Reduce cost and

organizational stress by

reducing spikes in seasonal

(peak) resource

management

Created a digital workforce

of bots to scale according to

seasonal workloads

• Seasonal workforce

management

• Reduction in cost and need

for temporary resources

• Efficient resource

management

• Reduction in the

organizational stress due to

staff fluctuations

ANZ Bank Financial Services - Banking



Brazilian Ministry – Federal Finance

Create accurate reports by

gathering daily data from

multiple sources

Bots automate report

generation process by

collecting and validating

disparate data points and

creating and distributing

final reports

• Data acquisition

• Data analysis

• Data validation

• Report generation

• Report distribution

• Reduction in process

execution time from

multiple days to less than

an hour

• Improvement in data

accuracy leading to better

decision making

• Error-free report generation

Brazilian Ministry of Economy and FinanceFederal Government - Finance



Dimension Data - Information Technology

Reduce cost and provide

timely, error-free bank

reconciliations

Bots automate the

comparison, analysis and

validation of data in SAP

reports and bank statements

from HSBC and JPMorgan

• Bank data acquisition

• Data analysis

• Data validation

• Exception handling


• Eliminate 50+ hours/week

of manual processing time


execution cost

• Faster and more accurate

availability of financial data

Dimension DataInformation Technology



San Diego County - Healthcare

Speed aid to families by

automating financial support

documents verification and

processing

Bots automated complex

document verification

process which involved

document processing and

digitization on their legacy

system

• Document digitization

• Legacy system comparison


• Benefit document creation

• Customer notifications

• Quicker delivery of benefits

to the families

• Reduction in turn-around

time

• Better resource utilization

San Diego County – Health & Human Services AgencyGovernment - Healthcare



Boston Scientific - Healthcare

Make forms and invoice

processing more cost-

effective and error-free

Bots automate 50+

processes including pre-

registration forms, update

the Billing Assist Tool (BAT),

adjust inventory, invoice

preparation, update to SAP

and invoice generation

• Data entry

• Data updates & validation

• Invoice creation

• Inventory adjustments


• SAP data updates

• Annual man-hour savings

of $240,000

• Digital invoices save

$20,000 per year and the

equivalent of 26 Trees

worth of paper

Boston ScientificHealthcare




Reduce manual efforts for

data entry and transmission

of information

Bots automate data entry,

validation, data analysis,

report generation, and

report distribution

• Data entry

• Summary report creation


• Delivery of improved

patient care

• Significant reduction in

manual labor cost

• Reduction in task execution

time

• Elimination of errors





Reduce cost for invoice

creation process

Bots are deployed to collect

and validate customer billing

data, create invoices and

update the ERP

• Secure customer data

• Data validation


• Invoice distribution

• Update ERP

• Reduction in manual labor

• Insurance of accurate

invoicing






Improve business control

with fast access to inventory

information

Bots automate inventory

queries, data collection, data

analysis and report

generation and distribution

• Inventory query definition

• Data collection

• Data analysis



• Reduction in the cost of

inventory reporting


• Quicker turn-around of

inventory information for

better business control




Siemens - Healthcare

Expedite data collection with

minimal data-entry error

Bot were deployed for

automatic collection of data

on DNA and other genetic

material from various

sources

• Data collection

• Data validation

• Data updates

• Expedition in data research

and integration

• Reduction in manual labor

cost

• Improvement in data

integrity

Siemens HealthineersHealthcare



TravelPro - Manufacturing

Make the sales-order

process more time and cost

efficient

Imported sales order

information to ERP system,

consolidated purchase

information from multiple

sources, validated data

and generated reports

• Data integration

• Data validation

• Sales order creation



• Sales Operations Team

focuses on strategic projects

with reduced need for manual

effort

• Reduction in processing time

of complex sales order

• Saving in time and money

TravelProManufacturing



Quad Graphics - Manufacturing

Generate and share

consistent billing reports

across the enterprise

Automated the process to

generate reports from

multiple corporate billing

systems including all

customer invoices

• Billing data analysis



• Availability of simplified,

consistent reports across

the organization

• More accurate invoices

• Extra time allows Finance

Team to focus on strategy

and planning

Quad GraphicsManufacturing




Make Contract Intelligence

(COIN) preparation and the

invoicing process more cost

and time efficient

Bots automate a rules-based

process to generate

invoices and send them

directly to customers

• Invoice rules engine

• Invoice generation


• Email notifications

• Higher customer satisfaction with

quicker invoice delivery

• Rules based processes allow quick

response to change in business

practice

• Reduction in human efforts from

process execution allow employees to

focus on more intellectual work





Streamline customer email

enquiry process

Bots automated the process

of prioritizing freight email

requests including standard

processing and exception

handling

• Email prioritization

• Exceptions handling

• Request resolution


• Increase in customer

satisfaction

• Fewer exceptions mean more

time spent on higher value work

• Flexible process automation to

respond accordingly to changing

business requirements





Optimize weekly and

monthly fuel pricing update

process with more accurate

data collection

Bots to secure fuel data

weekly from EIA.gov website

to calculate the fuel

surcharge percentage and

required tariffs for all

shipments

• Data collection

• Data analysis

• Fuel pricing review


• Maximize revenue using

correct fuel and tariff data

• Reduce the time necessary

to secure appropriate data





Improve customer

satisfaction by making the

paper mill reporting process

more cost and time effective

Bots pull monthly reporting for

the paper services group

including printing press:

monthly yield variances, web

break reports for gravure,

offset, and retail distribution

reports based on specific paper

mill requirements

• Data collection

• Data analysis



• With quicker access to data,

delivery of higher quality

product leads to increase in

customer satisfaction

• Increase in revenue from

better inventory management





Improve customer

satisfaction with quicker and

more appropriate data-based

financial decisions

Bots sort through email credit

requests evaluating SOW and

D&B reports, and make

bank/trade requests.

Appropriate documents are

saved to a customer folder,

and updates were made to the

CRM

• Email evaluation

• Data entry

• Data validation

• Increase in revenue from

faster credit decisions

• Better data-based financial

decisions


satisfaction





To generate accurate, tax-

compliant reports, decrease

financial risk and improve

revenue generation

Bots generated the

OneSource Compliance

reports and validated them

against OneSource

Reconciliation Reports, and

sent an email to the tax

department with the results

• Compliance report

generation


• Email notification

• Increase in revenue from accurate

tax reporting and payments

• Availability of automated accurate,

timely compliance reports leaves

more time for strategy and

planning activities

• Accurate use of tax payments

lower business operations and

financial risk




Comerica Bank – FSIB Banking

Speed-up data fulfilment,

validation and reporting on

loan status to banking staff

and management

Bots automate the data

fulfilment and validation

process for loan status and

deliver regular updates to

bankers

• Data fulfilment requests

• Data validation

• Report generation and

distribution


execution cost

• Elimination of manual

intervention errors

• Improvement in response

time to bankers’ status

requests

Commercial BankFinancial Services - Banking



Capital One – FSIB Banking

Quickly notify underwriters

whether loan applicants are

included in industry “No

lend” lists

Bots evaluate various data

points to inform

underwriters about the

eligibility of loan applicants

• Data analysis

• Data validation



• 50% reduction in applicant

search and validation time

• More efficient underwriting

process

Large Consumer BankFinancial Services - Banking



Schlumberger - Manufacturing

Provide uniform inventory

data information across the

organization

Bots automated asset and

inventory details, data

downloads from the business

Intelligence solution,

automatic validation and

updates to the database

• Data handling

• Data validation

• Inventory data updates

• Inventory analysis


• Availability of quick,

accurate, error-free data

• Ensure inventory details

match across the

organization

High-Tech Manufacturing CompanyManufacturing



Brompton – FSIB Banking

Streamline 300+ asset

allocation processes

Bots collect real-time data

from multiple legacy sources

and integrate just-in-time

processes to produce error-

free reports


• Data analysis

• Data validation



• 75% savings in manual effort

• 80% reduction in process

implementation cost

• 100% Error-free data

• Improvement in investor and

distributor experience with

real-time access to multiple

data feeds and analytics

Asset Management CompanyFinancial Services - Banking



AXA Life Insurance – FSIB Insurance

Reduce processing time for

record migration and

updates

Bots automate record

migration between legacy

systems and validate record

updates

• Data migration

• Data validation

• 70% reduction in

processing time

• Complete elimination of

errors in the daily

migration of 500,000

records between systems

US Life Insurance CompanyFinancial Services - Insurance



CHUBB – FSIB Insurance

Optimize coverage and

policy execution to improve


Bots evaluate cases and

provide correct information

for claims, policy

administration, and

resolution

• Data analysis

• Policy and claim updates

• Claim resolution

• Reduction in execution time

by 96% - from 4 minutes

to 10 seconds

• Quicker resolution delivers

increased customer

satisfaction

US Insurance CompanyFinancial Services - Insurance



AIG – FSIB Insurance

Expedite e-application and

underwriting process to

improve the quote-to-close

ratio and simplify AIG’s sales

cycle

Bots automate the entire e-

application process for future

and existing policy holders


• Data analysis

• Identify up-sell and cross-

sell opportunities

• Data distribution

• Expedited application and

underwriting processes to

deliver quicker turn-around

and higher quote-to-close

ratio

• Increased cross-product

sales leading to increased

revenue

Large US Insurance CompanyFinancial Services - Insurance



AIG – FSIB Insurance

Normalize data to improve

manual reporting activities

Bots automate end-to-end

report generation process


• Data validation

• Data analysis



• Improvement in

consistency of reports

• Quick and error-free report

generation




MetLife – FSIB Insurance

Enhance data validation and

report generation process

Bots automate data

validation and report

creation from client

application data

• Client data acquisition

• Data validation

• Data analysis



• Quicker delivery of

thoroughly validated error-

free reports

US Life Insurance CompanyFinancial Services - Insurance



Deloitte USI – FSIB - I

Shorten the process for

creating and posting job

requisitions, and

communicating with hiring

managers

Bots automated resource

management system by

creating and posting job

requisitions, validating

information, and emailing

candidate profiles to the

hiring managers

• Job requisition data

acquisition

• Data validation

• Job requisition creation


• Reduction in time to create

and validate a job

requisition


efforts leading to decrease

in “Cost-per-Hire”

Big Four Consulting FirmFinancial Services - Insurance




Optimize MIS reporting

processes to save time, cost,

and eliminate inconsistencies

across data sets.

Bots automated MIS reporting

process by identifying

requested reports, logging into

MIS tool, creating required

data sets by applying

respective filters, exporting

data to Excel and finally

sharing the report with the

requestor

• Report request acquisition

• Request tracking


• Data analysis

• Data exporting


• 50% reduction in MIS

reporting generation and

distribution

• Consistent report delivery

across the organization





Optimize end-to-end

compensation data entry

process

Bots automate the entire

process including data

validation against original

reports, and sending emails

confirming successful

completion

• Data entry

• Data validation

• Email notification


execution time from hours

to minutes

• Delivery of error-free data





Minimize exposure of

sensitive, personal private

information (PPI) of full-time

employees to multiple

humans

Bots automate the end-to-

end process of managing the

PPI of employees

• PPI data acquisition

• Data validation

• Data entry

• Limits access of PPI to the

owner

• Reduction in data entry and

processing time for PPI

• Key program for internal

Efficiency Improvement

Initiative

• Error-free data entry




Winter Group – FSIB Insurance

Optimize web data

extraction process

Bots extract data from

multiple web databases

• Web data extraction

• Data validation

• Data entry

• Fast data extraction

• Error free information

• Reduction in data collection

and validation costs

US Insurance CompanyFinancial Service - Insurance



SME Customer Service – FSIB Banking

Build an error-free customer

database

Automated the collection

and consolidation of

customer data


• Data validation

• Data entry & updates

• Creation of an error-free

customer data repository

• More accurate customer

interactions

• Happier clients and end

customers

Consumer Finance Services CompanyFinancial Services - Banking



Leading Bank – FSIB Banking

Optimize and integrate

invoicing process with SAP

Automate the OCR based

invoice process with three

way matching validation,

exception management, and

integration with SAP

• OCR data acquisition

• 3-Way data validation


• SAP data entry & updates

• Elimination of manual effort

• Reduction in processing

time

• Creation of error free data

Leading US BankFinancial Services - Banking




Streamline manual process

for extracting and uploading

required customer data

Bots extract, secure,

analyze, validate and upload

data

• Data extraction

• Data analysis

• Data validation




time

• Delivery of error-free data

for instant decisions





Reduce cost and errors for

financial reconciliation

processes

Bots automate data

collection, trend analysis,

data validation, file transfer,

version control, reporting

and vital IT processes

• Account reconciliation

• Data extraction

• Data analysis

• Data validation

• Data transfer




time

• Delivery of error free report




Leading US Hedge Fund – FSIB Banking

Integrate business and IT

processes to drive

investment strategies

Automated processes for

intelligence and data

gathering, analytics,

reporting and IT operations

• Data gathering

• Data analysis


• IT operations

• Better, faster intelligence

delivers (potentially) safer

investments and happier

investors

• Streamlined analysis and

decision making with faster

reporting

• Error free IT process

Leading US Hedge FundFinancial Services - Banking



Convoy Management – FSIB Banking

Streamline complex data

mining process

Bots automate the data

extraction process including

validation, analysis and

random periodic password

changes

• Data mining


• Data analysis

• Data validation

• Password updates

• Ultra-fast access to error-

free, fully validated data

• Reduction in labor

requirements for data

validation

US BankFinancial Services - Banking



Leading US Life Insurance – FSIB Insurance

Speed Member Enrolment

process to deliver better

customer service

Bots extract data from

member service requests,

check eligibility in client’s

mainframe, update member

accounts with eligible benefits

in the Client Enrolment

system, and notify agents of

special instructions

• Member data acquisition


• Data analysis

• Customer & Agent

notifications

• 30% quicker response to

eligibility requests


satisfaction ratings

• Increase in resource

productivity by 1.5 times

Leading US Life Insurance CompanyFinancial Services - Insurance



Leading US Life Insurance – FSIB Insurance

Combine legacy system data

and communications with

multiple systems resulting

from several company

acquisitions

Automate data sharing

among disparate systems to

ensure consistent, timely,

accurate and validated

customer data


• Data validation

• Legacy Systems

Integration


satisfaction with availability

of single system of record

• Automation of legacy

system integration

connects core systems to

deliver data on a single

platform

Leading US Life Insurance CompanyFinancial Services - Insurance



Leading Insurance Company – FSIB Insurance

Streamline customer

onboarding process to

eliminate manual activities

Bots automate the end-to-

end customer onboarding

process and use validated,

error-free data to update the

customer database

•Data acquisition

•Data validation

•Data entry

•Compliance and regulatory

reporting

• Impressive reduction in process

execution time and improvement in

revenue

• Significant improvement in

employee productivity

• Meet complex regulatory

requirements specific to geography,

products and line of business

• Flexible process automation to

respond to change in rules

Leading Insurance CompanyFinancial Services - Insurance




Update and secure insureds

payment preferences for

faster collections

Bots automatically update

client payment information

and preferences

•Data acquisition

•Data validation

•Data updates

• Dramatic cost savings

• Better first attempt

payment collection

• Acquire and store accurate

customer information





Expedite claim assignment

and prioritization for higher


Automated process assigns

claims to the appropriate

adjuster based on policy,

benefits and coverage

•Claim evaluation

•Claim assignment

•Claim resolution

• Faster claims processing

delivers higher customer

satisfaction

• Substantial cost savings

• Accurate, error free

processing




Leading Life Insurance Company – FSIB Insurance

Expedite claims processing

to improve life and annuities

claim settlements

Bots automate process and

create fast and reliable

settlement options

•Claims evaluation

•Claims assignments

•Data validation

•Payment recommendations

•Email notifications

• Higher customer satisfaction

by quick resolution of 10,000

claims annually

• Annual pay-out of $1B to

insureds


execution cost and time

Leading Life Insurance CompanyFinancial Services - Insurance



Leading US Insurance – FSIB Insurance

Ensure economical, quick,

error-free execution of

application management and

monitoring process

Bots automate entire

application management

process including application

submission, validation,

business reporting, incident

management, health check

and status reporting via Email

•Application submission

•Data validation

•Exception handling

•Health check status

•Report generation

•Email updates

• 40% savings on overall

application process

• 80% reduction in repetitive,

manual tasks

• 100% of data validation

• Error free data entry

• Improvement in team morale as

employees moved to more

intellectual work

Leading US Insurance CompanyFinancial Services - Insurance



Leading Property & Casualty Insurer – FSIB Insurance

Improve underwriter

utilization rate while

reducing field escalations

from data entry errors in

underwriter process

execution

Bots collect and validate

data from multiple client

systems, use a rules-based

decision engine to deliver

the correct underwriter

selection, and complete

data-entry in client’s system

• Data collection

• Data validation

• Underwriter selection and

assignment

• Data entry

• 25% increase in first-time-

correct UW assignments

• 50% reduction in field

escalations

• Increase in underwriter

utilization by 5% thereby

underwriting more business,

impacting revenue

Leading Property & Casualty InsurerFinancial Services - Insurance



HGS – FSIB Insurance

Reduce cost and errors

during the Member

Enrolment process

Bots automate end-to-end

enrolment process including

data entry, data validation,

failure identification and

reporting


• Data validation




• Reduction in turn-around-

time by making information

available sooner

• Decrement in process

execution cost

International Consulting FirmFinancial Services - Insurance




Reduce cost and expedite

the claims testing and

auditing processes

Bots automate claims testing

and auditing procedures

• Claim data acquisition

• Data analysis

• Data validation

• Claim audits

• Claim reporting

• Reduction in execution cost

and errors

• Improved claim and audit

delivery times increase






Increase customer

satisfaction with claims

process

Bots automate claim data

collection, analysis and

validation

• Claim data acquisition

• Data validation

• Data analysis


• Claim payments

• Reduction in turn-around

time (TAT) from product

selection to payment claim

• Increment in customer

satisfaction

• Reduction in manual errors




Microsoft – Information Technology

Ensure higher customer

satisfaction with quick

problem resolution

Automated support ticketing

process for software

products by automatically

assigning cases to a support

engineers before SLA

expiration

•Case data acquisition

•SLA data acquisition

•Data analysis

•Case assignment

•Ticket resolution


satisfaction

• Faster ticket resolution

• Even workload distribution

among support engineers

Computer Technology CompanyInformation Technology



Acosta - Services

Reduce lengthy order

creation process

Bots automate order

creation process, including

data entry and validation of

client and customer

credentials

•Order entry

•Order data acquisition

•Data validation

• Savings of 5 minutes per

order creation

• Elimination of data entry

and validation errors

Insurance Service CompanyServices



Verifone – High Tech

Ensure compliance of

customers special shipping

instructions

Bots copy shipping notes

from Salesforce to Oracle

sales orders for inclusion on

customer invoices and

shipping documents

•Invoice creation

•Data validation

•Data transfer

• Reduction in returned orders

by following customer special

shipping instructions


satisfaction

• Increase in employee morale

and performance

Financial Services CompanyHigh Tech



Core Digital Media – Media & Comms

Reduce time spent on

extracting lead generation

and marketing automation

data

Deployed bots to extract

data from 50 different online

sources in various formats

• Data extraction

• Data validation

• Data transfer

• Lead generation

• Elimination of data

collection effort thereby

reserving focus for

analyzing data

• Better focused marketing

automation campaigns

Digital Media CompanyMedia and Communications



Paradigm Investment Group - FMCG

Deliver accurate, real-time

financial data to analyze

company performance at

multiple locations

Deployed bots that automate

collection, validation and

processing of financial data

including a normalized

reporting structure for all

locations across the country

• Financial data collection

• Data validation

• Data normalization


• Better decision making

ability with real-time

financial data

• More accurate financial

planning analysis

National Restaurant ChainFast Moving Consumer Goods (FMCG)



GE Healthcare - Healthcare

Streamline the manual work

and improve turn-around

time of the reporting process

Bots automated reporting

processes for critical

inventory transactions and

other ERP transactions

• Reduction in report

processing time from 10

hours to 2 hours

• 50% reduction in critical

inventory transactions time

• Reduction in ERP transaction

processing time from 8 to 3

hours

International ConglomerateHealthcare

• Report requests

• Inventory data collection

• Transaction data acquisition

• Data analysis

• Data updates




GE Healthcare - Healthcare

Make inventory management

process more cost-efficient

Bots were deployed to

automate inventory

management processes,

routing processes for critical

inventory transactions and

other ERP transactions

• Inventory data acquisition

• Data validation

• Inventory routing

• Inventory data updates

• Inventory transactions

• Significant increase in

productivity, efficiency, and

reduction in turn around

time and downstream

errors.


execution time and errors

International ConglomerateHealthcare



Logistics Health – Healthcare

Expedite medical sign-off

process to speed medical

care delivery to US military

Bots automate exam records

review and sign-off process,

interacting with local HRMS

and US Military websites

•EMR data acquisition

•Web data acquisition

•Data analysis

•Exception handling

•Document generation

•Approval notifications

• Speed medical care to US

military personal


sign-off processing time

Health Logistics CompanyHealthcare



Ascension Health - Healthcare

Reduce claims processing

time and deliver operational

compliance

Bots automated benefits

enrolment processing including

claims processing, premium

adjustments, termination

overages, PeopleSoft updates,

Leave of Absence, and other

various procedures

• Premium adjustments

• Termination coverage

• Dependent change

• LOA updates

• Document creation


satisfaction

• Significant quicker turn-around

times

• Better tracking and

accountability of operations and

systems

• Faster more accurate financial

settlements

National Healthcare ProviderHealthcare



Cerner – Healthcare

Reduce cycle time and

produce quality and error-

free Electronic Medical

Record (EMR) data

Bots automated the data

integration process of

records in spreadsheets,

different applications and

customer’s Healthcare

Resource Managment

System (HRMS)

• EMR data integration

• Data validation

• Data updates


intervention in process

execution

• Acceleration of the company’s

ability to bring new clinics

online

• Total ROI: 628%

• Payback: 6 months

• Average annual benefit:

$130,000

International Healthcare Technology CompanyHealthcare



MedAmerica - Healthcare

Distribution of error-free

files across the enterprise

Bots are used to collect data

from various sources,

validate against existing

data, and create executable

files to be distributed across

the enterprise

• Data extraction

• Data validation

• .exe file creation

• Executable distribution


execution time

• Balance workloads

throughout the

organization

• Creation of error-free data

Healthcare Technology CompanyHealthcare



MedAmerica - Healthcare

Collect and store sensitive

patient data generated in

daily billing process

Bots automate collection,

storage, and use of personal

private patient information

(PPI) collected during the

daily billing processes

•PPI billing data collection

•Data validation

•Data updates

•HIPPA compliance


execution time

• Error-free data

• Major cost savings

Healthcare Technology CompanyHealthcare



Hart County – Government Healthcare

Reduce manual, repetitive

efforts to manage a large

Healthcare Resource

Management System

(HRMS)

Bots automate handling of

Electronic Medical Record

(EMR) data in customer’s

HRMS

•EMR data updates

•Data validation

•Data transfer

•HIPPA compliance

• Better patient care

• Reduction in cost and

errors

• Increase in data integrity

• Faster availability of data

Healthcare ProviderGovernment - Healthcare



Merck – Healthcare Pharmaceuticals

Simplify the vendor creation

process

Bots automated vendor

creation, data validation,

exception handling, work

allocation approval and

analysis in SAP

• Vendor creation

• Data validation

• SAP Data analysis

• Reduction in vendor

creation and validation time

• Saving in manual labor cost

of data validation

• Creation of error free data

Large US Pharmaceutical ManufacturerHealthcare - Pharmaceuticals



Bristol-Meyers Squibb – Healthcare Pharmaceuticals

Make management of global

contracting system more

cost-effective and error-free

Bots automated global

contracting system

normalizing the WW process

• Data validation

• Normalize contract data


intervention in process

execution

• Quicker execution

• Normalization of contract

data reduces errors

International Pharmaceutical ManufacturerHealthcare Pharmaceuticals



Macy’s - Retail

Ensure timely, efficient

payroll execution process


automate various processes

using the PeopleSoft HRMS

web front-end

• Payroll execution

• Monthly report

generation

• Basic IT procedures

• With prompt, error-free payroll

delivery, significant increase in

employee satisfaction

• Normalization of monthly

employee reporting across the

organization

• Decrease in payroll execution

time and cost

US RetailerRetail



LATAM Airlines - Transportation

Increase customer

satisfaction by updating

published fare data in timely

manner without impacting

pricing team’s schedule


automate all aspects of the

fare and revenue

management process

• Fare data collection

• Fare review & analysis

• Fare updates

• Revenue management

• Charter requests

• Improvement in customer

satisfaction

• 75% reduction in the time to

update ATPCO-published fare data

• With automation of charter request

process, significant reduction in

manual effort ~ 840 flights

annually

• Zero impact on the pricing team’s

schedule

LATAM AirlinesTransportation - Airlines



Smartgroup – Services Human Resources

Expedite complex motor

vehicle leasing process for

the Australian government

Bots automated the

complete vehicle registration

process integrating data

from various data sources

including validation,

exception handling and

reporting

• Data integration

• Data validation



• Provide customers with an

exemplary experience

• Reduction of ~13,000 man

hours annually

Government Consulting FirmServices – Human resources



AT&T – Telecom

Streamline entire sales

operation process

270 bots deployed to

automate sales operations

including sales order entry,

reconciliation of revenue

against assets and inventory

and also delivery systems

• Order entry

• Revenue reconciliation

• Inventory analysis

• System delivery


• Streamline sales operations

• Simplification in financial

reporting

• Error-free order entry

• 100% Data validation

US Telecommunications CompanyTelecom



Telstra - Telecom

Upgrade all customers from

multiple data allowance

plans to a new standard plan

Bots automated evaluation

of 320,000 customer records

to auto select new plan

parameters and pricing

• Data analysis

• Pricing and plan

recommendations

• Maximize revenue

opportunities with existing

customer base

• One data plan simplifies

business operations

Australia Telecommunications CompanyTelecom



Telstra - Telecom

Update subscriber data to

maximize revenue

opportunities

Bots automated the process

to update broadband

subscriber data for three

different service scenarios

• Data entry

• Data validation

• Data updates

• Service plan updates

• Maximize revenue

opportunities from existing

customers

• Quickly update service

plans as required

Australia Telecommunications CompanyTelecom



Comores Telecom - Telecom

Make the data back-up and

upload process more cost

and time efficient ensuring

zero errors

Deployed bots to back-up

customer data and upload

data automatically to FTP

server

• Data upload

• Data back-up

• FTP server transactions

• Error-free back-up guarantee

with no human intervention

• Standardization of back-up

procedures to ensure data

integrity

• Assurance of business

continuity with access to

back-up data

South American Telecommunications CompanyTelecommunications



Vodafone- Telecom

Timely response to customer

emails with appropriate

replies

Deployed bots to extract

data from emails, match

with customer credentials in

Oracle CRM, and choose the

appropriate response

• Email response

• Email tagging

• Case handling


satisfaction with quicker, more

appropriate email responses

• Automation of tracking of

responses logged in Oracle CRM

• Reduction in time and cost to

deliver appropriate response

UK Telecommunications CompanyTelecommunications



KUEHNE + NAGEL - Logistics

Process more back-office

documents and an increasing

number of shipments

The new automated process

combined OCR and PDF

technology to consolidate all

back-office documents sent

electronically, validated the

data and ensured transfer into

the Transport Management

System (TMS)

• Document scanning

• Document management

• Data validation

• Data transfer


satisfaction

• $420K+ Annual cost savings

• Annual man-hours saving of

26,400+

International Logistics CompanyLogistics



Caterpillar – Manufacturing Heavy Equipment

Deliver error-free data and

faster error resolution in

global supply chain

management

Bots search non-stop for driving

record and data errors in

mainframe & SAP and Transport

Visibility System (TVS). Errors

are resolved using a rules-based

decision engine and completed

workflows are finalized by

sending a resolution email to the

appropriate user

• Data analysis

• Error handling

• Workflow creation and

completion


• 27% improvement in

employee productivity

• Reduction in error detection

and resolution cycles

• Less time-consumption in

manual work

US Heavy Equipment ManufacturerManufacturing – Heavy Equipment



Tenon Limited - Manufacturing

Make electronic data

interchange (EDI) process

more time efficient

Bots evaluate current

inventory and client

inventory valuations

• Inventory data extraction

• Data manipulation

• Data validation

• Reduction in download time

from 2-3 days to 30 min

(for 1.5M records)

• Improvement in resource

planning and customer

relationship management

Manufacturing CompanyManufacturing



Leading Financial Institution – FSIB Insurance

Make data validation and

reporting process error-free,

quick and economical

Bots automate data

validation, basic loan

modification model

development, and report

generation and analysis

• Data validation

• Data analysis

• Financial modeling


• Increase in internal customer

satisfaction

• Delivery of perfect error-free

validated reports

• Increase in employee morale

by spending time in higher

value work

Leading Financial InstitutionFinancial Services - Insurance



Leading Manufacturer - Manufacturing

Improve procurement

process execution time

Bots automated entire

procurement process

including, call-off process

creation, modification, and

global price management

applications

•Procure to pay • Reduction in manual effort

• Quicker, on-time execution

Leading ManufacturerManufacturing



Leading Logistics and Shipping

Optimize payment

acceptance process

Bots automate the

receivables process

including, data validation

and data transfer into SAP

• Payment acceptance

• Data validation

• SAP data transfers

• Payment confirmation

• Immediate receipt of

$25K+ payments daily

• Validation of payments

corresponding to correct

customers

• Reduction in payee

information search time

Leading Logistics and Shipping CompanyLogistics & Shipping



Leading Trucking Company

Improve billing process Automated solution extracted

information on truck mileage

from the client’s legacy

systems, computed truck use,

validated data and created

invoices. Automated

monitoring and tracking

process increased reporting

frequency and recognized spot

usage patterns that might

violate contracts

• Data extraction

• Data analysis


• Report creation


• Exception alerts

• Increase in revenue from more

accurate monitoring

• 30% improvement in resource

productivity

• 25% increase in transaction

speed

• Reduction in cost

• Zero errors

Leading Trucking CompanyLogistics



US Insurance Company

Optimize the issuance to

surrender process execution

Bots are deployed to

automate the entire process

of managing operations

related changes, agent

changes, beneficiary

changes, re-issue, and

payment returns

• Data updates

• Data validation

• Payment validation


satisfaction with quicker

response to customers

• Reduction in processing cost

and time

• Clean, validated data builds

accurate information about

customers




Leading Insurance Company

Enhance entire policy

administration process

execution with quicker data

updates and reduced turn-

around time

Bots are deployed to

automatically update policy

data including: medical

codes, exclusions and

approving actions – Validated

and replicated underwriters

actions across all systems

• Medical record data

acquisition

• Data updates

• Data validation

• Policy administration

• Faster updates deliver customer

data to agents for cross-sell and

up-sell opportunities

• Reduction in turn-around time

and cost with process

automation

• Less time spent on Policy

Administration.




Leading Retailer

Optimize content

management access for

200+ brands

Bots automate content

access and management

process including bots to

create, modify and delete

content

• Content access


• Content management

• Data updates

• 70% reduction in time spent

on manual content upload

and administration tasks

• 40% reduction in time spent

on manual tasks & significant

cost reduction

• 100% consistent content


Leading RetailerRetail and Consumer Goods



Leading Retailer

Deliver higher customer

satisfaction for purchase

order processing

Bots automatically pull and

validate data from the

purchase order system for

new PO’s. Completed PO’s

are immediately pushed into

the legacy system

• Data collection

• Data validation

• Purchase order creation

• Data updates


satisfaction from quicker

PO processing

• 100% consistent content


Leading RetailerRetail and Consumer Goods


Documents

Why a Digital Workforce? · CHALLENGE SOLUTION PROCESSES AUTOMATED BENEFITS Company Confidential –Do Not Distribute ANZ Bank –FSIB Banking Reduce cost and organizational stress