Speed up business process cycle times and Reduce OPEX with Digital Process Automation

Business process change and the need for improvement is inevitable. Why? Your business requirements and customer needs keep changing over time and that places a burden on your  IT department to keep up with the evolving demands. Presently, most organizations address these process change requests through manual workarounds, BPO (Business Process Outsourcing), and application releases or enhancements.

Is there a better way? Yes. Digital Process Automation is a key technology that enables organizations like yours to automate high volume, manual and repetitive processes in a code-free, non-disruptive and business user friendly fashion – all in a relatively short period of time. There are various classes of Digital Process Automation ranging from RPA (Robotic Process Automation) to solutions with elements of cognitive machine learning, artificial intelligence, language processing and big data analytics.

RPA, as a common emerging solution, lets you automate your rule based business processes 24/7 by allowing software robots to execute the steps identical to a human user without a need to enhance your business applications. RPA can be applied to all sorts of rules-based processes in a wide range of business functions including HR, Finance, Operations, Sales Ops, etc. The intention is to provide an agile and configurable capability to non-technical "business" users without hosting another "coding platform” under your IT department. In short, Digital Process Automation has enormous transformative potential to help your organization bypass the legacy mindset and reach the As-a-Service economy.

Trianz Digital Process Automation Offerings

Point Process Automation

We understand the inevitable chaos that often accompanies the growth of a successful business like yours. Desktop tools and databases, spreadsheets, documents, and required interfacing between dozens of IT systems simply cannot scale to support your business needs. The time has come for a process-oriented approach, versus a traditional approach, to help your organization tackle its automation needs.

The use of process automation capabilities like RPA can help your firm eliminate errors, reduce biases and perform transactional work in a fraction of the time it takes humans. All of this at a fraction of the cost and time it takes to automate it traditionally with minimal to no IT involvement. You may be pioneering the use of RPA at your company and may need to experience a flavor of RPA technology by automating a representative process (as a proof-of-concept) to realize the benefits and spark interest within the organization for a scaled automation effort. Or, you may just have that one tedious process that is perfect for RPA and need our RPA professional services for a quick evaluation and implementation. Our Point Process Automation offering affords you a great deal of flexibility in choosing which business scenario to target as the working pilot. Based on our experience implementing high-value and rapid-return solutions, we’ll work closely with you to determine the scenario that makes the most sense for your organization, implement and deploy it. We can also work with you to provide managed services for your solution with the resources and expertise that you require.

Trianz RPA point process automation services empower you to go beyond efficiency gains to achieve higher levels of automation effectiveness for your selected processes.

What do you get?

  • High level process assessment
  • High level technology assessment and recommendation
  • Implementation, deployment and support

Roadmap Development and Technology Selection

A roadmap engagement is the bridge between strategy and implementation; meaning once you decide to adopt Digital Process Automation at scale, you need to perform a thorough assessment of all your processes, systems and people; and come up with a high-level plan for implementation. The roadmap ensures that the team has objectively analyzed and recommended all viable best-fit options to achieve your strategic objectives. It enables clear business decision making and sets expectations for process automation outcomes.

That is where Trianz’s proprietary roadmap methodology can help you. We can assist with the identification, prioritization and sequencing of process improvement areas within your organization. The Trianz roadmap engagement provides you with optimized RPA implementation and technology blueprints aligned to standard process automation capability and industry best practices.

Engage with Trianz and achieve your short-term and long-term business goals, while adhering to your business vision.

What do you get?

  • Execution roadmap and automation pipeline that covers:
    • Identification of process improvement areas
    • Prioritization and sequencing of process automations
    • Detailed RPA technology assessment and recommendation
    • Plan for technology enablement
    • Plan for CoE design
    • Plan for organizational change readiness and adoption
  • Detailed business case and ROI assessment

RPA CoE Rollout

Trianz can help you develop an internal, self-sustaining and scalable RPA expertise by using the organized approach and framework that our RPA CoE (Center of Excellence) methodology professes. Our well designed CoE framework provides a set of clearly articulated business-related services in support of your organization’s core objectives to:

  • Enable a central coordination point, organizational structure and governance model that warrants optimal value delivery via RPA
  • Enable and drive centralized RPA competency and consistency in planning, design, implementation and testing
  • Ensure availability of a wide array of resources to business functions across the organization to aid RPA strategy and leadership initiatives

The Trianz team of experts can work with you to assess your current RPA maturity including infrastructure, tools, processes and resource expertise, and provide the recommended CoE framework, design, roll-out plan and timelines for lift-off. We can also work with you to implement the designed and approved framework by providing managed services for your CoE with the resources and expertise that you require.

What do you get?

  • CoE framework and methodology
  • Governance, risk and control model
  • CoE implementation, ramp up and ongoing managed services
  • Organizational change readiness and adoption model
  • Process optimization and continuous improvement

Scaled Implementation and Maintenance

Organizations are trying to address numerous corporate and shared services challenges in an easy-to-manage and cost-effective way in lieu of traditional automation approaches. As a result, large scale process automation implementations using RPA technologies are increasing in popularity due to the money and resources RPA saves businesses over time. Once you decide that RPA is the right process automation solution for your needs and have developed an execution roadmap, Trianz can help you with a scaled implementation within a business function or at the enterprise level.

Our implementation services include scoping, design, development, testing, deployment and maintenance of the RPA solution. Our team of RPA experts can walk you through the different bot requirements and deployment options for a scaled RPA implementation. We can help with pilot projects to ensure that your infrastructure is ready to support a scaled implementation. We can also work with you to provide RPA managed services for your organization with the resources and expertise that you require.

Process Automation and RPA specifically offers amazing potential and is a step towards digital transformation. Let Trianz Consulting and our team of RPA experts help and guide you in your journey.

What do you get?

  • RPA design, development, testing and bot deployment
  • Defining and implementing the operating, governance and security models
  • Define and implement support and maintenance
  • Organizational change strategy and implementation
RPA Overview for HR Organization

To optimize HR processes that span multiple locations and languages and that must meet a countless of compliance, hiring and labor regulations, high-performing HR departments have been turning to technology. For some, this has meant an unprecedented capital investment in cloud technology and systems that promise an integrated human capital management (HCM) suite, self-service and mobile access. Others need to address HR optimization in a more contained way without million-dollar business cases, large project teams and one year waits to go-live. In these cases, robotic process automation (RPA) offers a viable and pragmatic solution.  RPA is quick and affordable to implement and can be inexorably tied to HR processes. By interacting directly with existing systems and applications, RPA automates the routine and repetitive manual tasks, the kind of tasks that HR employees often say keep them from doing more creative, value add and strategic work.

HR tasks tends to be the best candidates for RPA automation due to the nature of their well-defined business steps and rules, no matter how complex, and use established systems or data sources.

Sample Candidate Processes for RPA

Onboarding and Offboarding

  • Assess, prepare and create new joiner data
  • Streamline information across disparate corporate systems for preparation on Day 1
  • Consolidate leaver input from business areas and feed to downstream systems

Applicant sourcing

  • Processing candidate notifications for interviews, rejection and feedback
  • Candidate reviews such as screening of resumes and online application forms

Data management

  • Automated management of business and people requests
  • Remove process delays
  • Data cleansing activities to ensure consistency across multiple systems in various formats
RPA Overview for Finance Organization

There is huge process automation potential in Operational Accounting which includes maintaining data for accounts receivable, billings and collections and so on. Process automation also helps with in General Accounting procedures by taking care of allocations and adjustments and journal entry processing. It means that day to day tasks of data entry and making account of millions of daily transactions will not require a number of people performing repetitive dull tasks sitting in front of their computer screens all day long. Robotic Process Automation (RPA) is a solution in which a ‘software robot’ can take over standard and repetitive activities that are currently carried out by humans.

Also from risk and compliance perspective, RPA helps Finance departments manage risk and meet compliance mandates common to the industry. Auditors and financial stakeholders appreciate the prescribed, replicable and accurate nature of RPA, along with the audit trail the software bots keep of their work.

Sample Candidate Processes for RPA

Order to Cash

  • Customer Master Data Management
  • Credit Management
  • Order Management/ Fulfilment
  • Billing & Invoicing
  • Collections

Record-to-Report

  • Account Closing
  • Statutory Reporting
  • Tax Compliance
  • Treasury Management
  • Cost Accounting

Automating Unstructured Invoices

  • Extract the invoices and place them in a work queue; assembles it into an ERP invoice template, and takes it through the ERP validation process
  • Validated invoices are indexed; placed into a work queue; posted into the ERP system, then sent to the customer for archiving.Invoices that fail validation are returned to the customer for exception handling
RPA Overview for Services Organizations

Typically, service organizations and call centers use several different systems and applications and often undertake a high volume of low complexity, repetitive and manual tasks.  Robotic Process Automation (RPA) can be used to automate many of the common tasks in a customer service or support desks, such as incident management, billing queries, user administration and updating records, to deliver many benefits. Not only can it ensure tasks run flawlessly and consistently during waking and sleeping hours and address and resolve problems on its own, it can link disparate systems and applications in one single console, build a unified knowledge base that delivers relevant data in real time, and automatically set up and run processes. Agents are freed from having to process repetitive, manual tasks and can focus on developing their customer-centric skills. This allows for a faster turnaround for customer requests and significantly improves SLAs.

Sample Candidate Processes for RPA

Contact Center Automation

  • A call center agent uses multiple systems and applications. He has to promptly navigate, while managing interaction with the customers. This has to be done impeccably. However, jumping between disparate channels shifts focus away from the customer, lowers agent productivity, and potentially endangers data accuracy. Additionally, post-call wrap up can take almost as much time as the call itself, thus negatively impacting upon agent productivity.

Case Management

  • Connect employees to the right information, knowledge and people at the right time to improve case outcomes
  • Leverage dynamic workflows with internal or external systems like Microsoft Dynamics CRM, SharePoint, Exchange and more
  • Information and data delivered from multiple applications in context improves the speed and quality of business processes
  • Insights from workflows and audit trails help you improve processes and meet compliance regulations

FAQ

  • Leverage chatbots to address FAQs and reduce support agents’ workload. This will help with the reduction of new support tickets and 24/7 level 1 support for the known issues. Although a chatbot cannot handle all customer queries, it can be used to deal with many of the routine queries that typically make up most service requests.  
RPA Overview for Sales Organizations

One the key complaints of the Sales team is with respect to spending long hours on repetitive and non-value adding activities that are consuming their bandwidth and focus with or without any CRM solution. On the other hand, large size business entities establish Sales Operations organization to help the sales organization run effectively, efficiently and in support of business strategies and objectives. In both organization we witness large volume of tasks that tend to be manual, repetitive and high volume such as data processing, report creation, data reconciliation, order processing, internal and external communications, auditing, and so on. RPA (Robotic Process Automation) is a technology that can address the automation needs for digital processes by leveraging software robots.

Sample Candidate Processes for RPA

Customer Onboarding

  • Digitize inbound or outbound communication; eliminate manual labor to increase operational efficiency and responsiveness.
  • Remove latency and drive momentum in the onboarding journey by seamlessly integrating to internal and external systems

Sales Order Processing

  • Automatically extract sales order data from all order types (fax, email, mail or EDI) and eliminate data entry errors
  • Automate major order processing steps and manage complex business rules to simplify order entry and fulfillment
  • Automatic checks against data in your ERP and built-in workflow help speed processing and resolve discrepancies

Vendor Portal Invoice Management

  • Secure, anytime messaging and information access for suppliers improves communication and speeds dispute resolution.
  • Supplier self-registration automates supplier onboarding and frees AP from registering or managing supplier access
  • Automatically turn purchase orders into invoices and eliminate time spent handling invoice mismatches
  • Extend AP automation to eliminate remaining paper-based tasks and differentiate your business digitally
RPA Overview for Marketing Organization

Investments in RPA (Robotic Process Automation) for marketing process automation hold tremendous potential for productivity improvements as it helps the marketing team to focus on value adding activities.

Sample Candidate Processes for RPA

Order to Cash

  • Customer Master Data Management
  • Credit Management
  • Order Management/ Fulfilment
  • Billing & Invoicing
  • Collections

Automatically Extract and Integrate Business-Critical Web Data (collection of company reviews, etc.)

  • Automatically extract data from any website or portal. Eliminate manual efforts or complex scripting
  • Filter, transform, normalize and aggregate precise and complete data
  • Integrate external web data with any enterprise system, database or process

Email Marketing Automation

  • Merging and cleaning mailing lists; sub-setting lists (or markets); tracking and forwarding leads; customizing emails

Collect and Enter Lead and Opportunity data into CRM tool

Frequent synchronization of marketing contents across internal and social platforms

Telemarketing

  • Merging and cleaning calling lists; sub-setting lists (or markets); tracking and forwarding leads; ranking prospects; and prompting scripts (sales, customer service, and support).
Leading Process Automation Technologies
  • Automation Anywhere (Trianz Partner)
  • UiPath (Trianz Partner)
  • Blue Prism
  • WorkFusion
ORCHESTRATING THE TRANSFORMATION WITH TRIANZ

Gain a better comprehension of how Digital Process Automation can transform your organization. Our research team answers your specific questions and provides insights that drive strategies at an industry, company, and business function level. Backed by our research, we help you to map the entire Digital Process Automation journey with the latest technological capabilities and trends. Our team of analysts can identify best practices, success factors, and present findings and recommendations.

Define and visualize your Digital Process Automation objectives to modernize service delivery, and achieve your digital vision. We help you reach your goals developing a comprehensive business plan with ROI analysis and an execution roadmap for each phase of the journey.

We work closely with your business operations and IT teams to provide end-to-end architecture and implementation of your to-be automated processes. Our experts drive proof of concept, pilot project(s) and implementation activities to ramp up and scale Digital Process Automation within your organization.

We offer managed services and ongoing support with the institutionalization of Digital Process Automation to simplify & automate manual processes, and coordinate & orchestrate the entire ecosystem of automated processes with complete end to end visibility

Gain a better comprehension of how Digital Process Automation can transform your organization. Our research team answers your specific questions and provides insights that drive strategies at an industry, company, and business function level. Backed by our research, we help you to map the entire Digital Process Automation journey with the latest technological capabilities and trends. Our team of analysts can identify best practices, success factors, and present findings and recommendations.

Define and visualize your Digital Process Automation objectives to modernize service delivery, and achieve your digital vision. We help you reach your goals developing a comprehensive business plan with ROI analysis and an execution roadmap for each phase of the journey.

We work closely with your business operations and IT teams to provide end-to-end architecture and implementation of your to-be automated processes. Our experts drive proof of concept, pilot project(s) and implementation activities to ramp up and scale Digital Process Automation within your organization.

We offer managed services and ongoing support with the institutionalization of Digital Process Automation to simplify & automate manual processes, and coordinate & orchestrate the entire ecosystem of automated processes with complete end to end visibility