What Is Intelligent Document Processing?

What Is Intelligent Document Processing?What Is Intelligent Document Processing?

What Is Intelligent Document Processing?



Intelligent Document Processing (IDP) is a method of automating the collection of structured, semi-structured, and unstructured data from a variety of sources and organizing it into a usable format. IDP is the most advanced form of extracting data from documents.

Keep in mind that IDP is not the same as Optical Character Recognition (OCR), despite the fact that the two terms are often used interchangeably. Instead, IDP was developed to enhance the capabilities of OCR, as well as to incorporate other technologies, such as data capture and Natural Language Processing (NLP).

With this in mind, this blog post covers how IDP works. But before we get into that, let’s talk about the benefits of IDP.

IDP benefits

With the ability to eliminate the need to collect unstructured and semi-structured data manually, IDP delivers a number of critical benefits for a wide range of organizations. These include:

  • Increased processing speed – AI-native IDP solutions can increase the speed at which data is extracted by as much as 10 times.
  • Increased accuracy – Accuracy for data extraction is as high as 99.9%, and straight-through processing of over 95% can be achieved.
  • Enhanced productivity – With minimal human intervention required, employees aren’t tied to the manual processing of data. This means more data can be processed more quickly, while employees focus on higher-value tasks.
  • Costs less – With the increased speed and accuracy of document processing and the elimination of manual data entry, cost savings are as high as 70%.
  • Electronic storage of documents – Paperless processing of documents allows for the digital storage of those documents.
  • Integration at the business level – IDP can easily be integrated with existing business systems and other automation solutions, allowing organizations to achieve a fully integrated robotic process automation (RPA) system.

These benefits are significant, particularly in a world where organizations increasingly have to do more with less. With this in mind, let’s take a look at the IDP workflow and how it helps organizations reap these benefits.

IDP workflow

The IDP workflow is used to scan hard-copy documents and files, capture the information in them, and store that information in a digital format. Types of documents that can be scanned include PDF files, emails, text messages, medical imaging, forms, and other types of documents in digital and paper-based formats. With this in mind, the IDP workflow consists of five steps, which are as follows:

1. Preprocessing of the document

Documents must be preprocessed to ensure that OCR can effectively distinguish the characters and words from the background. For this reason, the following techniques are used to prepare the document for OR:

  • Binarization – This is the conversion of a color image into black and white. It is done at the pixel level, converting each color pixel into either a black pixel (value = 0) or a white pixel (value = 256), so there is an easy distinction between the characters or words and the background.
  • Deskewing – Horizontal misalignment of a scanned document is common. There are a few techniques, such as the Topline method and the Projection profile method, that are used to correct the skew of the scanned image.
  • Removal of noise – This is the process of removing small patches or dots of contrast that are not part of the data and might be picked up by the OCR solution.

2. Classification of the document

Classification of the document is a three-part process that determines the following:

  • Document format – This is the identification of file type, such as JPEG, PDF, TIFF, or MS Word.
  • Document structure – This determines whether the document is structured, semi-structured, or unstructured. Structured documents, such as an application form, have a consistent template into which information is entered. Semi-structured documents, such as invoices, have similar information that can be entered into different areas of the document. Unstructured documents, such as an email or contract, have little to no structure or formatting to them.
  • Document type – This determines the type of document, such as whether it is an invoice, shipping label, email, or bank statement.

3. Extraction of data

There are two ways to extract data from a document. These include:

  • Key-value pair extraction – This is a method that extracts specific values that represent unique identifiers in the document.
  • Table extraction – This involves the extraction of line items arranged in a table format.
    • OCR – This is the conversion of documents with typed or handwritten text, such as scanned documents, PDF files, or photographic images, into text that has been machine-encoded. Keep in mind that there are errors that can happen with OCR, including errors in word detection, word or character segmentation, and character recognition.
    • Rules-based extraction – This is ideal for the extraction of data from structured and semi-structured documents because it uses a position reference within the document to identify key-value line items or pairs.
    • Learning-based extraction – This uses machine learning (ML) and deep learning (DL) to extract data. Supervised (human involvement) and unsupervised (no human involvement) learning is used to train the extraction models and increase their efficiency and accuracy.
  • Document type – This determines the type of document, such as whether it is an invoice, shipping label, email, or bank statement.

4. Validation of data

The validation of extracted data is done to determine whether it contains any inaccuracies. This is done by applying data validation rules to the document, ensuring that any inaccuracies that are present are detected and flagged so they can be corrected.

5. Review by a human

The IDP workflow would not be complete without the human component. All flagged documents are reviewed by a human to confirm and correct inaccuracies. This is particularly useful during the supervised learning of learning-based extraction.

Once the IDP workflow has been completed, the resulting data can then be entered into a database or exported to any one of a number of file formats, such as PDF or XML.

Intelligent document processing at Tangentia

IDP Capabilities

There are numerous capabilities that come with an IDP solution. These include:

  • Identifying content that is difficult for traditional OCR to read from a document
  • Determining how relevant a word or character is based on pre-defined rules and the context of the document
  • Extracting specific information
  • Auto-classifying documents
  • Validating data
  • Reading QR codes and barcodes
  • Organizing data
  • Generating reports

IDP use cases

The above capabilities are applicable to a wide range of industries. The following are specific use cases for IDP:

  • Lending and insurance – IDP can be used to process loan applications and conduct a credit risk analysis.
  • Commercial real estate – IDP can be used to process a variety of documents, such as lease agreements, rent roll processing, and T12 statements.
  • Accounts payable – IDP makes it possible to process invoices with a variety of layouts and structures, ensuring that clients have a seamless experience while being able to match the invoices against purchase orders in real-time.
  • Logistics – IDP allows the easy and seamless management of data from one end of the supply chain to the other and makes it possible for companies to deliver necessary documents to vendors, contractors, and transportation teams.
  • Healthcare – IDP is invaluable when it comes to processing documents related to patient intake and onboarding, as well as revenue cycle management.

Embrace IDP and Get IT Working for You

The key to taking full advantage of IDP is to take a strategic approach to implementation. This includes implementing process intelligence, which is used to examine your processes and determine where IDP implementation will be most effective, as well as identifying process inefficiencies that could interfere with the implementation of IDP.

At Tangentia, we have an experienced team who can work with you to determine your IDP needs and develop a solution that will enhance your document processing capabilities.

For more information, reach out to a Tangentia ream member today.

Get Started on Your RPA Journey Today

Book a discovery call with a member of Tangentia’s automation team today to find out more about what RPA can do for you.

Tangentia’s North American Sales and Leadership Expanding

Tangentia’s North American Sales and Leadership ExpandingTangentia’s North American Sales and Leadership Expanding

Tangentia’s North American Sales and Leadership Expanding

Tangentia is proud to announce the expansion of our North American sales and leadership team. We understand the value people bring to our organization and it has been our goal since expanding into the USA. to create job opportunities for professionals throughout North America who want to be part of the quickly evolving artificial intelligence and automation industry.

Robert Lye

We are excited to announce that Robert Lye is joining our leadership team as Vice President & Chief Evangelist – Automation. Robert will bring thought leadership and transformational thinking to Tangentia customers to aid in building and growing successful intelligent automation programs and accelerating value realization.

Seasoned by hands-on real-world experience, Robert offers great insights into the opportunities and challenges of digital transformation and will be an integral part of ensuring our customers have the tools and support they need to navigate the fast-paced world of automation.

“I am honored and humbled to be joining the Tangentia Family and to work alongside a remarkably talented team,” Robert says. “I am extremely excited for the journey ahead and look forward to enhancing the success of Tangentia customers.”

Joseph Saad

Also new to the Tangentia team is Joseph Saad, who joins us as our new Sales Account Executive based in Montreal, Canada. He speaks English, French, and Arabic and comes with a very experienced background in sales. Joseph has already embarked on his journey at Tangentia, and we look forward to building a robust Montreal-based team in the near future.

Shawn Bakos

We are also pleased to welcome two new members of our executive sales team in the USA. Shawn Bakos is our new Sales Account Executive based in Delaware, USA. He comes with many years of experience in the IT field besides being in the US Navy. An avid sports person who played competitive ice hockey, we are pleased to have Shawn Bakos flying the Tangentia flag on the US East Coast.

Mike Fox

Mike Fox is our new Sales Account Executive based in San Diego, California. Mike is an expert in sales farming, hunting, and fostering profitable win-win deals, and he has a passion for building long-lasting customer relationships. We are excited to have Mike on board and besides bringing on board the warm California sun, we are confident his experience will stand us in good stead on the US West Coast.

Vijay Thomas, Founder and CEO at Tangentia said “It is fantastic to have Robert Lye, take the plunge from being a customer of Tangentia to joining our senior leadership team. It is a ratification of the Tangentia strategy of growth and value creation for our customers.”

George Bennett, VP Sales at Tangentia mentions “ Alongside Bob, we are really excited to have Joseph in Montreal, Mike in San Diego and Shawn in Delaware join our team. It's full steam ahead from now on.”

Tangentia is passionate about bringing the best people onboard, so we can provide top-tier value to our customers through collaboration and innovation. We have been certified as a Great Place to Work for 2022 and we have been certified by the Canadian Aboriginal and Minority Supplier Council as an aboriginal and minority business enterprise.

As one of INC 5000’s Fastest Growing American Companies in 2018 and one of Growth 500’s fastest-growing companies in Canada 6 years in a row, we are always looking for top talent. Visit our Careers page to find out more about how you can become part of the Tangentia team.

Tangentia Partners with Soroco to Make Process Discovery Accessible to Automation Clients

Tangentia Partners with Soroco to Make Process Discovery Accessible to Automation ClientsTangentia Partners with Soroco to Make Process Discovery Accessible to Automation Clients

Tangentia Partners with Soroco to Make Process Discovery Accessible to Automation Clients

Tangentia, a global leader in digital transformation solutions, announced today that they have strengthened their partner network with the addition of Soroco, a leading provider of process discovery, task mining, and process transformation solutions that are based on an AI-powered #work-graph approach.

This new partnership will allow Tangentia to provide their clients with Soroco's work graph platform – Scout, enabling them to discover end-user interactions to discover, monitor, and improve processes in real-time.

“We are thrilled to join forces with Soroco,” says George Bennett, VP of Business Development for Tangentia. “This partnership will allow us to leverage Soroco Scout, their work-graph platform that will help our clients accelerate their digital transformation programs through a discovery-led process that is world-class”

With head offices in Boston, London and Bangalore, Soroco has a global presence that allows them to provide task mining, process discovery and intelligent process transformation solutions to clients no matter where they are located.

“Streamlining processes helps companies harness the power of automation,” says Vijay Thomas, CEO of Tangentia. “Our partnership with Soroco will make it even easier for us to empower our clients to fill in technology gaps, lower costs and increase productivity by helping them turn unstructured task and process data into insights they can use to improve processes companywide.”

Samson David, CEO of Soroco said, “We are happy to partner with Tangentia who are a leading boutique consulting, technology, and outsourcing firm with global presence. Our partnership would help bridge the most challenging technology gaps for their customers in e-commerce, supply chains, and various industries and help them accelerate their automation and digital transformation programs by discovering their work graph.”

Tangentia and Soroco share the same strategy of building a partner network that will allow them to bring the world’s leading automation software and service providers together to ensure their clients have access to cutting-edge solutions

Tangentia’s think global, act local approach to their solutions, combine with nearly 20 years of experience in digital technology, allows them to help clients across numerous industries simplify their relationship with technology and accelerate their adoption of automation. Click here to learn more about Tangentia Automation.

About Tangentia

Since 2003, Tangentia has been at the leading edge of the technological revolution, helping clients simplify their relationship with technology. Based in Toronto, Canada, they also have offices in New York and Goa, making it possible to reach clients across the globe and across industries.

About Soroco

Soroco is on a mission to discover how the world works to help teams be their best. To do this, we are evangelizing and commercializing the “work graph”, which is a structured view of how teams get work done across people, process, technology, and documents. The “work graph” unifies disjoint categories like Process Mining, Task Mining, user training, BPM and RPA to provide a single source of truth. Teams can use the work graph to identify and resolve sources of friction at work, such as technology impediments, poor process design, opportunities for learning and collaboration, among others. Soroco’s work graph platform, Scout, enables a culture of continuous improvement and identifies benefits from applying a portfolio of change levers, delivering targeted change programs at scale. Soroco has offices in Boston, London, and Bangalore with a roster of Fortune 500 customers across 30 countries. Our team has published 150+ papers and patents. Visit www.soroco.com to learn how we help teams discover their work graph.

Get Started on Your RPA Journey Today

Book a discovery call with a member of Tangentia’s automation team today to find out more about what RPA can do for you.

Navigating Global Supply Chain Challenges with RPA

Navigating Global Supply Chain Challenges with RPANavigating Global Supply Chain Challenges with RPA

Navigating Global Supply Chain Challenges with RPA

It has been difficult to ignore the global supply chain issues that have plagued us over the past two years. People who want to buy a new car are facing delays due to a shortage of semiconductor chips, possibly lasting into 2023. Grocery stores in Canada and the U.S. have empty shelves as they struggle to stock the necessities consumers need.

The reality is that the global supply chain has been affected from end-to-end by the COVID-19 pandemic and it is taking its toll. Fortunately, Robotic Process Automation (RPA) can help us navigate and mitigate these challenges to ease the burden on manufacturers, suppliers, businesses and consumers. But before we get into that, let’s take a closer look at the supply chain issues facing the world today.

The Complexity of the Supply Chain Issues

The world’s supply chain issues stem from many contributing factors that are interrelated, forming a complex web of cause and effect that can be felt across the globe and in every industry. At the heart of these supply chain issues is COVID-19. Prior to the emergence of the Omicron variant, COVID was already wreaking havoc on the global supply chain—Omicron made it worse. Here’s how:

Labor shortages

Labor shortages have occurred along every point of the supply chain, from the collection and creation of raw materials, to the factory floor, to shipping and distribution, and finally, to the sales floor. The Omicron variant of COVID-19 has amplified theses shortages, leaving industries without enough staff to keep goods flowing.

Ghost orders

Businesses that are concerned about getting the orders they need from their suppliers, are placing what are called “ghost orders.” Vendors will place the same order with multiple suppliers in the hopes that one of them will come through with a delivery. This creates a false level of demand for these supplies.

Panic buying

With empty shelves becoming increasingly common, consumers are keeping a sharp eye on stock levels. When an item comes in, shoppers will snap them up quickly, once again clearing the shelves and perpetuating the cycle of panic buying.

Bottlenecks

During times when goods become available and need to be transported, seaports become jammed with cargo ships and distribution centers fill up with trucks waiting to load and offload their cargo. The result is a bottleneck as shipments move slowly, causing further delays on goods that are desperately needed in stores and through online vendors.

Lack of data

Many businesses do not have the data they need to accurately predict demand and potential shortages. For example, at the beginning of the COVID-19 pandemic, the automotive industry expected a decreased demand for new vehicles. They canceled orders for semiconductors, only to find that demand was far higher than they anticipated.

How RPA Can Make a Difference

RPA is perfectly poised to help ease the burden of supply chain issues on businesses. By automating tasks that would take humans hours to accomplish, speed and productivity increase, human error is eliminated, and the supply chain can move more quickly.

This cost-effective solution can also help improve the supply chain through:

  • End-to-end visibility into the supply chain
  • Real-time flow of information
  • Rapid response

RPA can help provide visibility into all parts of the supply chain and it can be integrated with relevant supply chain systems. This makes it possible for a business to view the state of each part of their supply chain, as well as their operations and inventory, the current state of the market, and market forecasts.

The ability to gather this information in real-time and the use of artificial intelligence (AI) to analyze it, makes every part of the supply chain transparent and makes it possible to accelerate supply chain operations and facilitate business continuity.

As an example, consider the manufacturing industry. RPA provides manufacturers with access to a complete and accurate inventory of raw materials required in their manufacturing, which will allow them to determine the risk associated with each component of the products they manufacture.

They can then make realistic predictions as to when certain components will become available and develop a manufacturing schedule accordingly. This information can then be passed up the supply chain, influencing distribution and delivery schedules.

COVID-19 is still with us, and it will continue to affect the supply chain for months to come. But RPA can help ease the burden and increase the efficiency and agility of the supply chain to minimize the impact of the pandemic.

Reach out to one of our team members at Tangentia and discover how we can work with you to create a customized RPA solution to meet your supply chain needs.

Get Started on Your RPA Journey Today

Book a discovery call with a member of Tangentia’s automation team today to find out more about what RPA can do for you.

The Future of Chatbots: How Conversational AI Presents Game-Changing Opportunities

Conversational AIConversational AI

The Future of Chatbots: How Conversational AI Presents Game-Changing Opportunities

Artificial intelligence doesn’t just exist in the world of science fiction anymore. As this revolutionary technology continues to advance, so will many parts of everyday life and how we interact with digital cyberspace.

In 2020, Analysts reported an estimated global chatbot market size of US$430.9 million and expect the market to expand at a compound annual growth rate (CAGR) of 24.9% by 2028. One of the biggest drivers of this growth is the rapidly increasing adoption of customer service activities among online enterprises and e-commerce businesses to reduce operating costs.

As more people gravitate towards online shopping, digital business transactions, and overall digital integration into everyday life, businesses will feel more pressure to upgrade their chatbot technology if they want to stay ahead of the game, consumer trends, and more.

The Chatbots of the Past

Chatbots, at their most basic level, are interactive platforms developed using either a set of rules or more recently, artificial intelligence (AI) technology.

The function of chatbots is simple. They are designed to interact with humans through messaging and textual conversation processes to help troubleshoot technical problems, answer questions, and aid in site navigation across various sectors.

Some current chatbots still exist in relatively technological infancy. Using built-in scripts to display an illusion of intelligence in answering user questions has led to increasingly frustrating problems that demand more complex solutions.

While older chatbot builders were designed to simply imitate human interaction, they are limited in their ability to capture the nuances of human conversation and provide the value-added scope of what chatbots can do for customers and users everywhere. But that’s where conversational AI comes in.

The Chatbots of the Future

The first generation of chatbots served a useful purpose in making customer service more accessible. However, their technological limitations and inability to handle complex human language, intents, and other aspects of communication have paved the way for conversational AI.

Through innovations like the third generation of Generative Pre-Trained Transformer or GPT-3, chatbot developers are using internet data to generate numerous types of text. Deep learning neural networks opposed to set scripts allow conversational AI to encompass billions of machine learning parameters that have users thinking they are speaking to a real human.

Frontrunners in this space include companies like Tangentia, which provide businesses the industry expertise in automation and chatbot builders that integrate complex technological functions. The TiA Chatbot is a conversational AI chatbot that forms a core part of the Tangentia Intelligent Automation (TiA) platform. Combining intelligent voice capabilities, analytics, and reporting dashboards, RPA integration, and more, this chatbot offers customer service of the future.

Additionally, markets like intelligent virtual assistants (VA) also have been increasing their reach for AI technology and AI-powered chatbots. Like consumer-focused enterprises, conversational AI makes it possible for each student to individualize their on-campus and academic experiences.

The increased accessibility, personalization capabilities, and language comprehension using this technology have completely changed the game of VA and the future of chatbots.

What Enhanced Conversational AI Means for the Customer Experience

With conversational AI chatbot technology advancing quickly, its improvement and innovation benefit both consumers and enterprises. Investment in this technology helps give digitally-driven businesses a leg up on the competition and provides more intuitive and user-friendly functionality for consumers seeking solutions to simple and complex problems.

Here are just a few of the key benefits of conversational AI chatbots:

Customers Get Answers Faster

Chatbots use popular phrases and searches to generate answers that consumers need to obtain. Using aggregated data from each user, conversational AI builds on its bank of phrases and keywords to develop faster responses and more understanding of the nuances in language and communication. When consumers expect perfection in the age of digital automation, conversational AI chatbots push businesses and companies closer to 100%.

Increase Personalization of the Customer Experience

Current, simple script chatbots function well in deflecting straightforward, commonly asked questions that have an obvious response.

However, when more complicated problems arise, they fall short. Investing in more intuitive and complex chatbot technology integrates with other business systems to create a more streamlined customer experience. Without the need to cycle through a list of relevant words, conversational AI gets customers where they want to go more effectively.

Smarter Chatbots Means Enhanced Customer Satisfaction

The biggest economic upside to conversational AI-driven chatbots is that they learn. As they bank customer interaction information over time, they’ll continually analyze that data and turn it into meaningful insights. Learning how humans use language and alternative communication styles keeps track of what works and what doesn’t in each interaction they have.

Every interaction is more data businesses and companies can use to create a more efficient and user-friendly chatbot. As the e-commerce market continues to rapidly expand every day, making sure potential customers find the solutions they need when they need it can make or break a sale, or determine if consumers continue coming back to your site.

Get the Competitive Edge With Conversational AI Chatbots

As digital transformations continue to advance, it has become harder to ignore how consequential the chatbot industry’s role is in dictating how businesses and consumers interact.

Chatbots hold the keys to the potential success your business has in the online marketplace. As the future of Artificial Intelligence, conversational AI creates a distinct personality that feels more natural in how it speaks.

Chatbot development helps businesses take extremely valuable data from traffic already feeding through business pages, and uses them to create customer service that works. In a type of Turing Test, customers get a more fluid back-and-forth instead of the traditional robotic response that can be frustrating to navigate. At the end of the day, customers want the perfect answer instantaneously and conversational AI chatbots create a future where that is possible.

Work With Professionals Who Know Digital Transformation Best

It's up to businesses and companies to consider the necessities of chatbots when building their e-commerce presence. However, without innovation in the digital age, businesses may get left behind.

Working with Tangentia can give your chatbot that competitive edge with conversational AI and innovative chatbot building. As an industry leader in Agile Digital Transformation for Automation, B2B, chatbot building, we work directly with businesses of all sizes to achieve simple solutions to complex technological tasks.

Contact Tangentia today for more information and to schedule a POC on building a conversational AI-powered chatbot that will take your customer service experience to the next level.

Get Started on Your AI Journey Today

Book a discovery call with a member of Tangentia’s automation team today to find out more about what RPA can do for you.

Expanding Robotic Process Automation business in the U.S. – Tangentia America

Expanding Robotic Process Automation business in the U.S. – Tangentia AmericaExpanding Robotic Process Automation business in the U.S. – Tangentia America

Expanding Robotic Process Automation business in the U.S. – Tangentia America

Tangentia, a leading global agile digital transformation company, headquartered in Toronto, Canada and with operations in Goa and Kerala in India, has expanded its footprint in the U.S. Market as part of their rapid growth and global strategy. The expansion which has been brewing for sometime now, will accelerate with the hiring of George Bennett who has joined Tangentia America as VP of Business Development to be based in Phoenix, Arizona.

Through its local presence in Canada, India and now in the USA, Tangentia has been able to provide its customers with a “Global Boutique” delivery model. Tangentia boasts 1000+ customers worldwide which includes 13 Fortune 500 customers in 30+ countries. Tangentia proprietary platforms like Tangentia Gateway and TiA (Tangentia Intelligent Automation) manage transactions worth more than USD 10 Billion worldwide every year, which include processing B2B transactions for India’s largest retailer, the largest appliance manufacturer in the world and the largest beverage alcohol distributor in the world.

Expanding into the U.S. market comes with the promise of creating more job opportunities for aspiring candidates, who want to be a part of the dynamic and fast-evolving automation and artificial intelligence industry. Robotic Process Automation (RPA) is positioned to be over half of Tangentia’s business and is on track to be a 50 million dollar organization with over 500 employees by 2025.

George BennettGeorge Bennett, VP of Business Development at Tangentia says “I am honored to be part of an organization that is rapidly expanding and delivering impactful solutions to its customers that change the way people work. The need and demand for Robotic Process Automation will continue to grow as more organizations of all sizes look to ensure business continuity and streamline their workforce.” George is a graduate of the prestigious West Point Military Academy and has managed more than 300 million dollars in revenue when at FileNet which was bought by IBM. He was also a member of the US WaterPolo Olympic team.

Anna ThomasAnna Thomas who heads Tangentia PMO globally, will be leading the US expansion along with George. Anna is based in Atlanta, Georgia and is an alumni of the prestigious Indian Institute of Management (IIM-Calcutta) and completed her Micromasters in Supply Chain Management from MIT. She has worked at large global companies like Coca Cola, J&J, Amgen, Ryder, Reliance, and many others. Anna on Tangentia's foray into the US, “Customers may be separated geographically but their core business is still the same. Tangentia brings to the table an extensive experience in transforming customer business globally, excellent delivery on Projects and a commitment to partner with the customers in their transformation journey. Our customer success stories cut across industries like Healthcare, Energy, Retail, Finance, Real estate and Telecom. The US market is exciting with boundless opportunities and Tangentia is all geared up to take on this challenge”

“The move to add more people locally in the US is part of our ‘Think Global, Act Local’ strategy and although we already had several customers in the USA and a minor office presence, this is going to be a major strategic push into the USA. With local presence and support coupled with our award-winning global delivery model, we will bring more value to our current and future customers.” Says Vijay Thomas, Tangentia CEO and founder.

Tangentia’s expanding into the U.S. market via Tangentia America will accelerate the mission to automate, innovate and make an impact.

Get Started on Your RPA Journey Today

Book a discovery call with a member of Tangentia’s automation team today to find out more about what RPA can do for you.

RPA Removes Process Burden for Enterprises

RPA Removes Process Burden for EnterprisesRPA Removes Process Burden for Enterprises

RPA Removes Process Burden for Enterprises

The larger an organization is, the more complex their processes. The more complex these processes are, the longer they take to complete and the more prone they are to error. Human workers can spend hours executing processes, such as accounts payable processes or customer onboarding, 70% of which could be automated. This is time they could spend on tasks of higher value.

Enter robotic process automation (RPA), an automation software that uses software bots to perform individual tasks and end-to-end processes, improving productivity while taking the process burden off of human workers. In fact, RPA is so effective that 53% of respondents to a Deloitte RPA Survey said they are already implementing RPA in their organizations.

But what is it about automation that makes such a difference? Why is RPA for enterprise so beneficial? Let’s take a closer look.

Why RPA for Enterprise?

The most obvious benefits of enterprise RPA are that it significantly reduces costs and increases productivity and accuracy. Bots can perform processes in a fraction of the time of a human worker, meaning they can get more done in a shorter amount of time, and without the inevitable error that comes with manually performing these processes.

But when we dig deeper, it is easy to see that there are additional benefits to RPA for enterprise. These include:

  • Ease of development: Bots can be created and programmed with minimal, if any coding. This means you don’t have to be a programming wizard to create the bots you need.
  • Full customization: RPA can be fully customized to meet your unique business needs, ensuring only the processes relevant to your organization are automated.
  • Full scalability: Bots are controlled by a central management server that includes bot management features such as scheduling and queueing. This means it is easy to increase or decrease scale as needed, you can bulk process actions and you can assign actions to bots based on priority.
  • Seamless integration: RPA can be seamlessly integrated with your IT infrastructure and all your apps and systems, whether they are legacy, cloud-based or hybrid.
  • RPA management: You will enjoy features such as a user-friendly interface to monitor bot activities and performance and the ability for humans to intervene when necessary.
  • Heightened security and compliance: RPA allows you to ensure bots have encrypted credentials for access to your systems and that only authorized human workers have access to the RPA system. You will also be able to adhere to all relevant security standards and generate audit trails and reports.
  • Employee satisfaction: Employees who are relieved of manually running processes will be able to focus on tasks that are of higher value and more meaningful to the company. The result is employees who feel like they are contributing to the greater good and who are more engaged because of it.

RPA Use Cases for Enterprise

Customer Communications

RPA can improve customer communications by answering general inquiries that would keep a human worker from deeper engagement with customers. RPA can do this through web-based chat, SMS text messaging and other media. When human workers no longer need to answer every inquiry, they can handle more complex requests and issues from customers and focus on building and strengthening customer relationships.

Human Resources

Human resources is a data-heavy department that deals with employee data, payroll and benefits and accounts payable and receivable. Besides pulling data and form-filling, RPA can do things like track an employee’s sales results or their continuing education record. The RPA system can then respond, perhaps by setting new sales targets for the employee or notifying management of the need for additional training.

Data Management

Data management is a massive undertaking in many industries, such as healthcare and legal. In healthcare, patient information when onboarding new patients and the transfer of patient information between healthcare providers is a massive undertaking. The same can be said for the legal industry, where lawyers often spend many unbillable hours dealing with paperwork and timesheets.

RPA can take care of this data management in a number of ways. Bots can be programmed to pull information from a variety of sources and input information into forms. RPA can also create a centralized repository for all relevant information on a patient or client, making it easy to access by those authorized to do so.

Embrace RPA Now to Remain Competitive

Large enterprises are wise to embrace the RPA revolution now. Remaining competitive in your industry doesn’t just mean keeping up with other enterprises of similar size. It also means being able to compete with startups and small and medium businesses (SMBs) that can more easily adopt and implement RPA, allowing them to reduce costs from day one, grow quickly and scale easily.

Book a discovery call with a member of the Tangentia team today to find out more about what RPA can do for your enterprise.

Get Started on Your RPA Journey Today

Book a discovery call with a member of Tangentia’s automation team today to find out more about what RPA can do for you.

RPA for SMBs and Startups: Automating Processes from the Beginning

RPA for SMBs and StartupsRPA for SMBs and Startups

RPA for SMBs and Startups: Automating Processes from the Beginning

Robotic Process Automation (RPA) is one of the most advanced technologies available to businesses today. It is designed to help businesses automate processes to bring about greater efficiency and productivity at significant cost savings. As such, it might not sound like technology small/medium businesses (SMBs), or startups, would be wise to invest in. As it turns out, this couldn’t be further from the truth.

However, before we get into why RPA is beneficial to SMBs and startups, it is important to have an understanding of what RPA can do.

What is RPA?

RPA is a type of software that uses bots to perform repetitive tasks and processes. These are tasks and processes that take a significant amount of time and are tedious for human workers to complete. They are also prone to error when performed by humans.

Automating these types of tasks ensures they are done in mere seconds or minutes, instead of hours, and they are completed with a high degree of accuracy. Examples of tasks and processes that can be automated include:

When it comes to SMBs and startups, these processes don’t necessarily put a great strain on the human workers of the company. However, RPA is still extremely beneficial when implemented at this early stage in a company’s evolution.

Why RPA for SMBs and startups?

RPA has the ability to empower SMBs and startups right from their earliest days. This is an ideal situation, primarily because it is far easier to implement RPA in a smaller business than in a larger enterprise. There are several reasons for this, including the fact that SMBs and startups:

  • Are less likely to have legacy systems and are most likely already operating on the cloud
  • Will have fewer employees that need to adjust to or may resist automation
  • Will have employees that have greater familiarity with multiple business processes more so than their counterparts in larger organizations
  • Will have fewer departments, making it easier to manage operations and automate processes across the company

In addition to the ease with which RPA can be implemented in a SMB or startup, there are several impressive benefits these smaller companies can enjoy.

How RPA benefits SMBs and startups

Though they are smaller and often less complex than large enterprises, SMBs and startups can benefit greatly from the implementation of RPA. The benefits reach across the organization and include the following:

Happier employees

In smaller companies, employees have a particularly great opportunity to get in on the ground floor as it were and really contribute to the innovation and creativity that will drive company growth. But they can only do this if they are free from the tedious tasks that can easily be automated. When employees can contribute work of value, they are happier and more invested.

Happier customers

Automated customer communications ensure that customers can have their queries answered quickly, at any time of day, and through the channel of their choice. This frees up employees so they can respond to the most pressing customer issues, those that can’t be managed via automation. This results in improved customer relations.

Happier vendors

With automated invoice management, you can rest assured that your vendor invoices will be paid on time, every time—they may even be paid early. This will allow you to avoid late payment fees, but more importantly, it will ensure your vendors are happy to continue doing business with you.

Easier management

Invoice management is just the tip of the iceberg. RPA makes it possible to automate the management of partners, purchase orders, IT and onsite facilities, streamlining processes and improving productivity and efficiency across your organization.

Easy scalability

When you have a startup or SMB, you want to see it grow and flourish. RPA can easily scale to meet the growing demands of your business, without you having to radically increase your costs to keep up. It can also help you respond to real-time fluctuations within your industry, keeping stride with the unpredictable.

Reduced operational costs

RPA minimizes the need for hiring additional employees to perform repetitive tasks. Fewer employees mean reduced operational costs, which is particularly helpful for a business that is just getting off the ground.

Increased competitiveness

This may be the greatest benefit of RPA for SMBs and startups—the ability to compete on a global scale against enterprises in the same industry. Because automation lowers operational costs and increases efficiency and productivity, it significantly levels the playing field for smaller businesses.

Take Advantage of RPA for Your SMB or Startup

The time to implement RPA is now. This will ensure your automation initiative can grow in step with your company, allowing you to become a driving force within your industry.

Reach out to Tangentia and discover how we can help you develop and implement a customized RPA solution that will suit the needs of your business.

Get Started on Your RPA Journey Today

Book a discovery call with a member of Tangentia’s automation team today to find out more about what RPA can do for you.