Automation Guides

Get quick answers to your RPA technology questions

Attended vs Unattended

Find out when to apply independent, unattended, RPA, and when to use attended automation for human-bot collaboration across back- and front-offices.

Automation Software

Automation software turns repeatable tasks into automated processes. The goal? Efficiency and cost savings—and freeing people to add value.

Cloud Robotic Process Automation (RPA)

Cloud-native, web-based, intelligent RPA is perfect for scaling automation and enabling employees to automate on their own.

Desktop Automation (RDA)

Robotic desktop automation is localized process automation, run and attended by a user at all times, it assists with executing tasks so the user can focus on other work.

Hyperautomation

Hyperautomation is connected automation—across applications, unstructured data—able to analyze, decide, and discover processes and new opportunities.

Intelligent Document Processing (IDP)

Business process automation hinges on having the right information. IDP turns unstructured data into process-ready information.

Intelligent Automation

Intelligent Automation combines the task execution of RPA with AI and ML to support the full complexity of process automation from discovery to automation optimization.

Optical Character Recognition (OCR)

OCR is a form of automated data extraction, which converts content into digital information that can be read by a machine, indexed, and used for processes.

Process discovery

Process discovery fills in the blanks between users and workflows to reveal exactly what each process entails, paving the way for rapid automation.

Process Mining

Process mining is the deep analysis of system event logs to identify and monitor problem areas within processes to provide insight for process optimization.

Robotic Process Automation (RPA)

RPA means software robots equipped with the same digital skillset as people—everything from logging in to copy-paste to correcting missing data details.

Learn about automation solutions for everyday business needs

Banking Automation

Financial institutions use automation to enhance core business processes across both customer-facing and back-office services.

Business Process as a Service (BPaaS)

BPaaS is outsourcing that benefits from cloud computing to execute specialized functions or processes that embody best practices at scale across organizations.

CRM Automation

CRM automation helps market- and customer-facing teams increase productivity and improve the customer experience through the customer lifecycle.

Excel Automation

Excel automation applies RPA to automate Microsoft Excel processes and functions, eliminating the need to learn Visual Basic for Applications (VBA) or write macros.

GSuite Automation

GSuite automation offers endless opportunities for improving business processes to unlock benefits like efficiencies, reduced errors, and increased compliance.

IBM Automation

IBM automation offers low-code tools for processing documents with text, delivering accessible data for business processes.

Macro Recording

Macro recording allows you to record mouse clicks and keystrokes from the screen to create a script enabling you to speed up workflows and eliminate mistakes for virtually no cost.

Sales Automation

Sales automation is about automating time-consuming tasks and workflows connected to the sales cycle, from prioritizing leads, to setting data-driven quotas.

SAP Automation

SAP automation can handle all of the minute and complex pieces of process workflow, simplifying the user experience and improving process performance.