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Whilst every rules based process lends itself to automation there are definitely some that offer more immediate benefits to your operation. Here are some examples of how others are using our services to accelerate growth and improve the productivity and welfare of their employees.

What types of positive outcomes are within reach for my business?

Here are some of the areas where we feel automation can really help your business along with key things to assess during process discovery and assessment.

Initial Assessment

Once the candidate processes have been identified than an initial high level assessment can be undertaken to categorise each process. We also offer more detailed automated analysis via our Process Discovery and Process Mining techniques so please head on over to this section to find out more below.

If the initial assessment confirms that a process is a good or perfect candidate for Intelligent Automation then a more detailed assessment of the process is undertaken. This assessment enables an estimation to be prepared for the work involved to develop the automated solution along with a full risk assessment to assess the risk of automation of each process within the context of wider business systems interaction.

Prerequisite Conditions

For a process to be considered a potential candidate for intelligent automation the process needs to be rules-based, the environment in which it is being performed needs to be stable and the data must be able to be structured to drive an efficient process. It should be noted the one of the key techniques to Intelligent Automation is the conversion of unstructured data into a structured format, by example, taking emails and any associated attachments included within the emails and transforming these into a structured standard format.

If a process exhibits these three characteristics then it is likely to be suitable for automation.

1. Rules-based process

2. Stable environment

3. Structured data

Good Candidates

If a process occurs infrequently and has very low volumes it is unlikely to be a good candidate process (unless there are other benefits to automating it eg accuracy, quality, business-critical etc..).

Good candidate processes have some volume and are typically repetitive with limited variation. If the frequency with which these processes are performed is variable and the business has peaks and troughs then automation is excellent at smoothing out and managing the workload. Examples of this would be “month end” activities or regular reporting requirements which place additional pressures on day to day operations during the normal business cycle.

Perfect Candidates

If a process can be performed out of normal business hours or if accuracy is really important than Intelligent Automation is ideal for these types of processes. If a process requires interaction with multiple systems or with a legacy business information system that does not support technical interfaces, then intelligent automation is perfect as it enables businesses to retrieve or enter information from and into the system without any technical integration. We literally train our virtual workers to read the screens and work within legacy applications and 3rd party software applications as required in the same way that a human would be able to do.

Human Resources

Checking documents, online verifications, Processing Starters, Leaver and Movers (SLAM), setting up passwords and assigning system permissions and login protocols, security and door passcodes, ordering new equipment, scanning, document managing and archiving, filing, auditing, scheduling.


Bank Reconciliations, Credit Analysis and Risk Management, Reporting, Analytics, Billing and Posting adminstration, Fraud Verification checking, Data Processing. Error reduction, leverage improved turnaround on payment cycles.
Improve KYC and AML compliance by using bots to automate data management activities.


Customer account management, forecasting, data cleansing, credit checks, compliance audits, business intelligence reporting, automation of document management, extracting data from emails, email management marketing automation and Big Data insights, planning, scheduling, digital campaign management, catalogue creation and management, competitor insight and data mining.


Setting up supplier accounts within legacy applications and accounting systems, Supplier management risk and compliance, Purchsae requisitions, PO# creation, issue and reconciliation, invoice approval and processing, contract management, asset management, tender management and creation, scheduling and account management, retrieve inventory and utilisation stats to assist demand forecasting, extracting data from emails and attachments, managing emails and attachments.


Whatever your business there are rules based processes governing Operations. Increasingly companies are looking to achieve marginal performance gains and by automating process, improving quality, reducing error and reducing cycle times, significant advances can be made in this area for companies willing to invest the time to explore automation solutions. These can range from back office to frontline services and are almost too many and varied to list.

Ready to try Intelligent Automation?

Get in touch with our team and discover just how much you can accelerate business growth using cutting edge process automation technology.