Automation Guides

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

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

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

Business Process Management (BPM) is both the technology and practice of optimizing enterprise processes and workflows to be more efficient and adaptable.

Cloud-native software is designed to take advantage of the flexibility and scalability of cloud, delivering IT and business benefits from reduced costs to more innovation.

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

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

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.

Digital acceleration is a business strategy focused on adopting the latest technologies to drive continuous reinvention and transformation.

Digital transformation refers to the journey of applying digital technologies such as RPA to reinvent how and why work gets done, and create and deliver new value.

Advance automation beyond bots with Digital Workers as virtual employees, able to take on complete job functions. The result? Step-change in workforce productivity.

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

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

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

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.

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

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.

No-code is a type of user interface (UI) allowing users to “code” by point-and-click. No-code automation enables business users with self-service automation building blocks.

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

Process intelligence applies AI technologies to continuously capture and analyze digital processes enterprise-wide, shortening the runway to automation and transformation.

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

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

Each RPA journey begins differently—from urgent business need to exploration or strategic experimentation. Find your intelligent automation path.

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

Software robots are everywhere, from web crawlers to virtual assistants. RPA offers no-code tools to create digital bots to automate any business process.

Workflow automation is the application of technologies like RPA to automate interdependent processes across people and systems.