Is Intelligent Automation the answer to the Great Resignation?

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Is Intelligent Automation the answer to the Great Resignation?

Author: Pria Vijayaratnam and Vijay Thomas

The times we are living in are unprecedented. The COVID-19 pandemic has not only changed how we work; it has changed how we view work. In the U.S., close to 4.3 million people voluntarily quit their jobs in August 2021. The reasons for this are many, including low wages, lack of career growth, boredom, and even pandemic fatigue. However, the result is that many companies are being left with staff shortages that threaten their business operations.

Executives are in a place where they have to brainstorm how they can keep their company functioning with fewer staff members. They bounce ideas back and forth—maybe they need to fix their recruitment strategy, invest more time and money into employee retention or completely change their business plan.

But there is a better solution, one that improves operations and costs less. It’s Automation. But before we get into what automation is and what it can do for you, let’s take a quick look at what losing human staff members means for a company.

What is the impact on a business when an employee resigns?

At first glance, it is clear that when a person resigns from a company, the tasks they once performed are left undone, unless there is someone to come in and take over. However, when a company loses their workforce, they lose more than just a body. They also lose the following:

  • Leaders with industry knowledge, insights, and connections
  • Innovators and thinkers who contribute great value to the company
  • The institutional knowledge about services, products, and customers that goes with them

Is Automation the answer?

Automation—Robotic Process Automation to be precise—is the answer for many companies that are experiencing staff shortages. Software bots, or simply bots, can step in and handle repetitive tasks that are time-consuming and prone to human error.

These bots don’t need to sleep, a salary, or breaks and they won’t get sick or resign. What they will do is pick up the slack and leave your existing human workforce to focus on tasks that offer a higher value to the company and that are more meaningful to them. These bots can be programmed with all the institutional knowledge an employee would have, so nothing is lost.

Where can automation be used?

Robotic Process Automation is being adopted in many different departments across a number of industries. For example, it can be utilized in your Finance, HR and IT departments, and intelligent automation is revolutionizing processes in industries such as retail, automotive, finance and banking, oil and gas, and manufacturing. Examples of tasks intelligent automation can handle in a variety of industries include:

  • Onboarding and offboarding new employees, customers, or suppliers
  • Answering general customer queries and FAQs
  • Sending appointment reminders
  • Processing invoices for accounts payable
  • Checking through transactions and databases to confirm identity and detect fraud
  • Generating reports

Yes, we still need people

The goal here is not to replace human workers. The need for people will never go away. But how we leverage those workers is changing. People have so much more to give the companies they work for other than simply entering data and answering general inquiries.

Not only that but employees want intellectually stimulating work that challenges them and that truly contributes to the success of the organization for which they work. Intelligent automation can free them up for retraining and to focus on higher-value tasks, such as engaging with and building relationships with clients.

Think about how valuable this can be for your organization. Imagine a workforce that is trained, reliable, and able to complete tasks in a matter of seconds. Think of making better use of your human workforce to bring more value to your company. With intelligent automation, this can be your future—and you can begin that future now.

Combat the great employee resignation or the great exit as some people call it with Automation today. Connect with one of our team members at Tangentia and discover how we can create a customized automated solution to revolutionize your company processes and hiring 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 Need to Fill RPA Job Positions Is Growing Exponentially

The Need to Fill RPA Job Positions Is Growing ExponentiallyThe Need to Fill RPA Job Positions Is Growing Exponentially

The Need to Fill RPA Job Positions Is Growing Exponentially

Perhaps one of the greatest concerns that has come with the implementation of automation in the workplace is that people would lose their jobs. However, the reality is that automation does not take jobs away from people. In fact, it is resulting in the creation of new jobs.

Robotic Process Automation (RPA) is one of the fastest-growing technologies in the world today and it is being adopted by many different industries, such as retail, automotive, telecom, healthcare, manufacturing, and oil & gas. RPA is being used to automate repetitive, outdated and, time-consuming processes, freeing employees to focus on higher-value tasks, such as nurturing customer relationships and exploring new sales opportunities.

However, RPA is doing more than helping employees engage in work that is more meaningful. It is also creating a significant number of new jobs. And since these types of positions are new, it means the demand is high and the salaries are competitive. The question is who are these jobs targeted at?

A wide range of opportunities

You might think that because RPA is a new technology, the jobs that are being created are strictly for technologists. However, that is not the case. There is actually a wide range of job types that are being created to ensure that RPA can be developed, implemented, and maintained at all levels of an organization.

There are many examples of the types of jobs that are coming available thanks to RPA. In addition to the development and building of RPA solutions, available jobs include business analysts, ethics specialists, business-IT liaisons, and champions.

Top jobs in RPA today

With so many RPA-related jobs, it’s helpful to know which ones are exceptionally hot right now and what skills are required to fill these positions. Here is a list of the most in-demand jobs related to RPA.

  • RPA developers: An RPA developer is a person who writes the computer code to create the RPA software that automates work processes. They typically work with an analyst to understand what business processes would benefit most from automation and how those processes work. This requires skills and knowledge in the area of programming exception handling, control flows, and data structures and they must be able to understand how RPA is related to and drives business value.
  • RPA architect: An RPA architect is a role that is often filled by the software developer. This is the person who oversees the planning and design behind the integrations and workflow that the developer is required to code. The skills and knowledge required for this include the ability to develop workflow diagrams and provide strategic documentation of each process before it is automated. They should also know when there is a more suitable traditional software solution that would be of greater benefit than RPA.
  • RPA analyst: An RPA analyst is a role that can be filled by a business analyst who receives the proper training. The analyst is the person who looks closely at which
    business processes are the best candidates for automation and works closely with the developer on this front. The skills and knowledge required include a solid understanding
    of business processes and at least a basic understanding of RPA tools. They must also be able to create diagrams and presentations that illustrate the required workflows.
  • RPA tester: An RPA tester is a person who oversees the ongoing testing of RPA once it has been deployed. This includes testing throughout the development lifecycle of the bot and the ecosystem in which the automated process exists. The goal is to create an error-free environment.
  • Bot master: A bot master is a person who oversees the monitoring of the bots, particularly when these bots have been integrated with advanced artificial intelligence
    (AI). Their primary role is to ensure that each bot continues to provide value for the organization, which requires them to have both software and hardware skills and the
    ability to collaborate with technical, business, and executive teams.
  • RPA champion: An RPA champion is a person who promotes RPA and its benefits throughout the organization, letting employees know what RPA is, how it will function in
    their work environment, and what successes have been achieved. They will also be responsible for the education and upskilling of new teams as the technology is rolled out within the company.

Many of these roles are suitable for people who are already working in the organization or who have experience as business analysts, cross-functional liaisons, and Excel super users. This means that this new field of employment is ready and waiting for people who have a wide variety of skills to bring to the table.

RPA jobs at Tangentia

Tangentia is creating hundreds of jobs in the RPA space, particularly since they recently acquired Cycloides Technologies. This acquisition has nearly doubled the team capacity at Tangentia, as they seek to support their existing customer base in Canada and their growing customer base in India. With this goal at the forefront, Tangentia is planning to generate more than 100 new jobs globally.

For more information about joining the Tangentia team and to learn about the exciting career opportunities at Tangentia, reach out to Tangentia careers today.

Get Started on Your Automation Career Today

Learn about the exciting career opportunities at Tangentia today.

What You Need to Know About Automation Debt

Automation DebtAutomation Debt

What You Need to Know About Automation Debt

Automation is taking hold in businesses across a variety of industries. Slightly more than 90% of businesses are using automation on some level. But while 90% might seem impressive, it doesn’t mean these businesses are using automation to the extent to which they can or that they are tapping every automation opportunity. In fact, many businesses are facing automation debt.

What is automation debt?

Simply put, automation debt refers to a situation in which opportunities for automation exist but are not being realized. This includes individual tasks and processes that have been identified as candidates for automation but have not yet been automated and processes that have been put on the back burner because they are not expected to deliver a high return on investment (ROI).

It also includes complete processes that have not even been assessed for automation. This is particularly the case when it comes to processes that your competitors have already automated or scaled in order to become more competitive in the marketplace.

The impact of having automation debt

The reason automation debt has been named as such is because it is a form of debt in the sense that it puts your organization at a distinct competitive disadvantage. When you are experiencing automation debt, you won’t be able to scale as quickly or efficiently as other businesses that have adopted automation. In short, if you have not made automation a priority, you are limiting your organization’s growth and ability to reach its true potential.

However, there is another impact of automation debt that can significantly affect your business and it involves your employees. Employees are at the frontlines every single day and can often identify opportunities for automation that management cannot see. These are the people you want to be putting ideas forward, but they are not likely to do so if they know their ideas will be sitting in a backlog of other ideas.

Employees may see firsthand how automation solutions are based solely on financial considerations, rather than taking into consideration the value these solutions bring to the employee on a daily basis. On top of this, employees may hear about how automation is helping their peers at other companies. The result of this is a lack of engagement and a lack of enthusiasm for automation that can hinder future automation efforts.

How to eliminate automation debt

There are two key components to eliminating automation debt. The first of these is to bring employees on board right from the beginning. Ask them to offer up their suggestions of what processes would benefit the most from automation and take the time to assess these suggestions based on both value to the employee and to the organization as a whole.

Keep in mind that these employees may be very keen to learn new skills and have some of their repetitive daily tasks automated so they can find new ways to contribute to the success of your organization. When they are involved in automating key processes within your organization, everyone wins.

The second component that is required for a successful automation program is the ability to act quickly to bring automation into your organization. This will require you to have a solid understanding of your requirements and the best practices that will help you achieve your automation goals.

Having an automation partner who can work with you to create an automation plan is an important part of successful automation. They will help you identify the processes that are top candidates for automation, such as accounts payable, invoice processing, and employee onboarding. They will also be able to help you develop, deploy and maintain your automation solution so that you will be able to effectively scale it when needed.

The time to get out of automation debt is now!

Connect with Tangentia today and speak with one of our experienced team members about how we can help you eliminate your automation debt and build an automation solution that will ensure you remain at the top of your game.
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Automation Anywhere Recognizes Tangentia as a Verified Services Partner

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Automation Anywhere Recognizes Tangentia as a Verified Services Partner

Toronto,CA, October 01, 2021 — Global digital transformation company Tangentia (https://www.tangentia.com/) has been awarded the recognition and accreditation from Automation Anywhere as a Verified Services Partner.

Unveiled this week by the Robotic Process Automation (RPA) software company, the partner program will seamlessly pair customers with vendors that possess the required expertise to implement Automation Anywhere's solutions portfolio. In particular, this includes the recently-released cloud-native, AI-powered Automation 360 platform — one of the first solutions of its kind.

In order to qualify for the Verified Services Partner Program, a company must meet several requirements:

  • Demonstrate core technical competencies in RPA.
  • Hold the necessary Automation Anywhere certifications.
  • Show a proven, public track record of successful customer automation projects.

For vendors, the program is a powerful competitive differentiator. In addition to being identified as a Verified Services Partner on Automation Anywhere's website, participants are given access to several exclusive assets. These include:

  • A dedicated expert from Automation Anywhere's product success team.
  • Early access to solutions roadmaps, templates, solutions, checklists, and other information resources.
  • Qualified leads for services engagements.
  • Preferred access to the Automation Anywhere helpdesk.

“The promise of automation is to transform the way we work today by enabling sustained productivity growth and energizing the workforce with higher-value work to improve both employee and customer experiences,” says Ben Yerulshami, Senior Vice President of Global Alliances and Channels at Automation Anywhere. “The Verified Services Partner Program will help our customers identify partners who have deep technical expertise with a strong record of driving customer success.”

“For over a decade, Automation Anywhere has maintained its position as one of the top RPA vendors in the world, and has been instrumental in our own success as a global RPA solutions provider,” adds Ashwini Hegde, Practice Manager for the Tangentia Automation group. Vijay Thomas, CEO of Tangentia said “We're honored to be selected in Automation Anywhere's Verified Services Partner Program. We look forward to seeing this partnership improve Tangentia's capacity to empower, enable, and transform the processes and operations of our clientele.”

Tangentia is one of 20 initial Verified Services Partners, joining the likes of Accenture, Deloitte, and Infosys. In addition to delivering solutions utilizing Automation Anywhere Tangentia has built their own platform TiA (Tangentia Intelligent Automation), which harnesses the power of Automation Anywhere to deliver robust industry accelerators to enable the best automation practices for clients globally. With TIA clients can cut their journey to automation in half and start seeing ROI quickly.

ABOUT TANGENTIA

Tangentia is a global digital transformation company headquartered in Toronto, Canada. It has over 18 years of experience in automation, B2B, and digital integration solutions. The company has efficiently managed digital transformation and B2B for 1000+ customers globally, including 13 Fortune 500 customers. Tangentia platforms handle over 10 billion USD/year in B2B and B2C transactions. Visit www.Tangentia.com to learn more.

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 Transforms the Customer Experience in Contact Centers

RPA Transforms Contact CentersRPA Transforms Contact Centers

RPA Transforms the Customer Experience in Contact Centers

Agents working in a call center are required to perform a wide range of tasks associated with customer care. Many of these tasks are repetitive and easily reproduced, making them ideal for automation. Robotic process automation (RPA), essentially a software “bot,” can tackle these tasks, freeing up employees to focus on customer engagement. In fact, The Harris Poll found that 46% of customer interactions are already automated, and they predict that number will be as high as 59% by 2023.

How RPA for Contact Centers Works

RPA in contact centers can perform both back-office and front-office tasks. When it comes to back-office tasks, the RPA bots are unattended, which means they can run without human intervention. These bots run continuously in the background, taking care of back-office tasks 24/7.

Bots that work on front-office tasks are attended bots. That means these bots are launched by a human agent and work alongside them to perform tasks that make the agent’s job faster and easier and allow them to put their focus on the customer.

Tasks RPA Can Perform for Contact Centers

RPA can be programmed to perform individual contact center tasks or groups of related tasks that ensure the end-to-end automation of entire processes. These can include:

  • Routing calls
  • Launching applications
  • Searching for and extracting information from a variety of sources
  • Making field entries
  • Performing copy-and-paste actions
  • Performing basic calculations
  • Managing employee data
  • Creating invoices and receipts
  • Issuing refunds
  • Preparing reports

The Difference RPA Makes in Contact Centers

With all these tasks and processes being performed by RPA bots, agents are able to spend significantly more time in direct engagement with the customer. In addition, these tasks and processes can be completed by RPA in a fraction of the time it takes a human to perform them, ensuring faster call resolution and decreasing call time. The result? A significant increase in customer satisfaction as they:

  • Are routed to the right agent the first time
  • Only have to provide their information once, even if they have to speak with another agent
  • No longer have to wait on hold while the agent performs tasks

Use Cases for RPA in Contact Centers

With such a range of tasks that RPA can perform, there are many uses it can be put to. Here are some examples of use cases for RPA in a contact center.

Identify a customer in the system

When an agent gets a call from a customer, they must identify that customer in their system before they can do anything else. This requires the agent to navigate multiple systems that are siloed from one another to pull up the required information, from the customer profile to information related to their order, shipment or support ticket. This is a tedious process that takes time, leaving the customer waiting on hold while the agent does their work.

With RPA, the process of customer identification can be automated. The RPA bot can go into the required systems and pull up all the relevant information in just seconds by doing things like launching apps and making field entries. Meanwhile, the agent is able to stay on the line with the customer.

Update customer information

Once a call comes to its end and the customer issue is resolved, their order placed or relevant changes made, the customer’s information must be updated accordingly. This is another area where the customer has to wait for the agent to do these updates manually.

With RPA, the agent just has to enter these changes once. The RPA bot can ensure that information is integrated across every system that is relevant to the customer’s call. This is all done quickly and with minimal agent intervention.

Create summary scripts

These days, it is common for a summary script of a call session to be created and emailed to the customer for their records. For an agent to do this takes a significant amount of time during and after the call.

When RPA is given the task of creating the summary script of the call, the agent is freed up to really connect with the customer during the call. And since they don’t have to worry about finishing and sending the summary script after the call, they can move on to the next call more quickly, increasing their overall productivity.

How to Implement RPA in Your Call Center

RPA is a powerful tool in your toolbox when it comes to increasing customer satisfaction and your ROI. As such, you want to be sure you approach implementation the right way. This requires you to first identify your business and operational objectives and the tasks and processes that would make the most impact when it comes to reaching those objectives.

Once you have done this, you can then implement RPA and train the required bots to perform their tasks. This will involve bringing onboard an RPA partner who can help ensure you have the right bots that are programmed using a variety of tests cases to ensure they work as they should. These bots can then be brought online in a way that fits with your current systems and workflow.

Transforming Telecommunications with Intelligent Automation

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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 your contact center.

How Tangentia Can Help Ease the Transition from Automation Anywhere V11 to Automation 360(A2019)

How Tangentia Can Help Ease the Transition from Automation Anywhere V11 to Automation 360(A2019)

We’re fast approaching the end of life for Automation Anywhere’s Enterprise V11 platform. That’s not a bad thing, however. The industry-leading RPA vendor is replacing the client-based, a legacy solution with something more agile and modern — Automation 360, formerly known as A2019.

You already know this, of course. That’s why you’re here. You don’t need us to convince you about the value of RPA — you need to convince the decision-makers in your business.

Fortunately, that won’t be difficult to do. As you’ll soon see, the numbers speak for themselves. First thing’s first, however, you’re going to need a plan.

What Is A2019/Automation 360?

The latest iteration of Automation Anywhere’s robotic process automation (RPA) solution, Automation 360 is completely web-based, rebuilt by the company from the ground up. It neither relies on specialized infrastructure nor requires an on-premises installation. This allows it to provide greater functionality, better scalability, and improved ease of use at a lower total cost of ownership than its legacy predecessor.

Automation Anywhere has made a few other changes with Automation 360 as well, including:

  • Support for CENTOS and Red Hat Enterprise Linux.
  • UI is available in 7 additional languages, bringing the total supported languages to 10.
  • Available on-premise, as a SaaS app, or as a hybrid deployment.
  • Web-based bot creator platform.
  • Cognitive technology and artificial intelligence are available out of the box.
  • Task commands have been replaced by modular, package-based “actions.”
  • A new SDK allows customers to develop their own packages.

When Does Automation Anywhere V11 Reach EOL?

As of March 2021, Automation Anywhere stopped selling Enterprise V11. The product’s official end of life date is September 2022.

The Challenges of Migrating to A2019 from Enterprise V11

To leverage the advanced functionality of Automation 360 and support ongoing business continuity, you need to migrate to Automation 360 as soon as possible. Unfortunately, that’s easier said than done. Because the two versions are so fundamentally different from one another, there are multiple roadblocks to account for :

  • Bot Migration. Bots migrated from V11 to A2019 do not preserve system credentials, meaning these must all be reconfigured manually after migration. Additionally, some bots do not even support migration.
  • Code Differences. Automation 360 has completely retooled how task commands are handled — among other changes — there’s a lack of code parity between the two versions.
  • Versioning Issues. It’s difficult to access historical versioning data on bots and other components after they’ve been migrated, which is a significant issue from a compliance standpoint.
  • Audit Log Storage. Automation 360 changes how audit logs are stored, which can potentially mean retooling your auditing and reporting processes.
  • Output. Automation Anywhere does not offer any straightforward means of comparing outputs for migrated bots, meaning you’re flying blind when it comes to testing whether or not your bots were successfully migrated.

Planning Your Migration Strategy

Successfully migrating to Automation 360 begins with laying the proper groundwork. You’ll need to take a measured, deliberate approach, assessing and evaluating your progress and infrastructure at each phase. Here’s how that looks in practice:

Initial Assessment

  • What’s the extent of your migration?
  • What systems and infrastructure will be impacted, and how significant a change will you need to make to your bots? You’ll want to pay especially close mind to version differences.
  • Do you have measures in place to address any potential business continuity challenges that come up?
  • What is your threshold for solution complexity?
  • Are there other improvements/optimizations that can be made during the migration? New features of Automation 360 that you could incorporate?

Strategization

  • If your migration will require processes to be engineered or components to be restructured, how will you go about this?
  • Do you have clear visibility into each phase of the migration process?
  • How will your migration be timed? Have you set realistic targets?
  • What business needs do each individual component serve, and which take precedence in terms of migration?

Delivery

  • Set and follow established best practices for migration, such as those provided by Tangentia.
  • Address challenges and discrepancies via custom solutions.
  • Consider leveraging an automated code dispatcher to better facilitate code migration.
  • Reuse code where possible, and cut out redundancies where you can.

Evaluation

  • Test each migrated component across multiple simulated environments.
  • Perform quality assurance for each component as it is migrated.
  • Examine both functionality and underlying codebase.

Deployment

  • Manage your new deployment of Automation 360 through change management and lifecycle management processes.

Ensure a Seamless Automation 360 Migration with Tangentia

The prospect of such a complex migration can be both daunting and discouraging. If you’re like most businesses, you likely cannot afford the extensive downtime that would be required. Especially now, you need your RPA platform performing at peak efficiency, with as few interruptions as possible.

Tangentia can help with that.

As a Gold Automation Anywhere Partner and a global leader in RPA, we employ more than 50 trained and certified developers, business analysts, architects, and project managers. Together, these experts have developed a migration process that gets you up and running on Automation 360 as quickly and painlessly as possible. Working with our highly experienced team, you’ll also be able to leverage our powerful, cloud-based Automation Anywhere Platform.

Working with Tangentia, you’ll be able to effortlessly move past any challenges that might prevent a successful migration:

  • Build Better Bots. With our Bot Factory, get the bots you need the moment you need them.
    • Our dedicated team designs develop and test your bots, including tackling all the challenges associated with migrating.
    • We maintain a Bot Operations Center to provide full support post-migration.
    • We’re able to easily spin up virtual testing environments for the purpose of output comparisons.
  • Maintain Code Parity. Between our expertise and our extensive code library, we’ll help you sort through any unsupported components as you move from one platform to the other.
  • Preserve Version History. We’ll make sure that even post-migration, you don’t lose versioning data. We’ll keep it securely stored and readily accessible for all your compliance needs.
  • Keep Your Audits Intact. Whatever your auditing and reporting requirements, we’ll make sure you meet them, no matter how complex your migration is.

Before you migrate to Automation 360, it is important to verify the migration readiness of your bots. You can scan your bots using Automation Anywheres Bot Scanner and analyze the generated report for information about their current state.

Get Started on Your Automation Anywhere Journey Today

Contact us for more information on how we can help you seamlessly migrate from Automation Anywhere V11 to Automation 360 (A2019).

How to Build a Business Case for RPA

How to Build a Business Case for RPA

Robotic Process Automation (RPA) is arguably one of the most transformative technologies in the business world. It can be used to streamline a business across the board, from network security to payroll and order fulfillment. For anyone who’s been paying attention, the benefits are as clear as day.

You already know this, of course. That’s why you’re here. You don’t need us to convince you about the value of RPA — you need to convince the decision-makers in your business.

Fortunately, that won’t be difficult to do. As you’ll soon see, the numbers speak for themselves. First thing’s first, however, you’re going to need a plan.

It All Starts With Your Roadmap

In order to properly conceptualize and explain the specific ways that RPA can benefit your business, it’s imperative that you first know exactly how it will be used within your organization.

For instance, will you apply it to your reporting, eliminating hours of data entry? Will you use it to process invoices for your customers, enabling faster fulfillment times and eliminating potential invoicing errors? Or will you use RPA to streamline your onboarding process so that new employees can get to work that much faster?

The possibilities are, as they say, limitless.

You likely started exploring RPA with a specific problem or set of processes in mind. That’s good. Zero in on that for now, and answer the following questions:

  • What specific challenge or problem am I looking to address with RPA? This is your starting point. Your mission statement.
  • Who will use the deployment? Will RPA be leveraged by multiple departments, or is it exclusively for one segment of the organization?
  • What is the projected timeframe of this deployment? You’ll want concrete dates planned out for your proof of concept/pilot deployment and each phase thereafter.
  • How will this project be integrated? What software needs to be tied to the bots once they’re deployed? Are there any potential implementation challenges?
  • What governance models will we use? Depending on your project’s level of complexity, you’ll want to chart out one or even several RPA governance models, each of which hits the following beats:
    • Clearly established roles and responsibilities, including leadership, support, administrative, etc.
    • An accountability framework to help ensure everyone stays on task.
    • An approvals process for proposing and deploying new RPA bots.
    • Security & compliance standards, processes, and protocols.
    • Best practices for managing and configuring software and (if relevant) hardware architecture.
    • Best practices for cost management.
    • A framework for the timely development and deployment of each bot.
    • A process for change management — RPA is a highly dynamic technology, and your needs are likely to shift or scale over time.
  • What tangible examples currently exist for my projected use case? You’ll want to find as many concrete examples as possible. Not only will this allow you to make a stronger case for deployment — demonstrating that yes, this does work — it will also allow you to extrapolate your potential return on investment. To find these examples, you can look in a few places.
    • Case studies published by RPA service providers. The more similarities between your business and the client organization, the better.
    • Press releases detailing RPA deployments.
    • Statistics and research briefs released by analysts (ie. Gartner).
  • What is the total cost of ownership associated with this project? Structure the breakdown of costs so that it aligns with your proposed deployment schedule.
  • What is the end goal of this deployment? For example, increasing productivity by 10% or reducing order fulfillment times by 20%. Make sure you set realistic expectations here, lest your project loses the approval of the higher-ups.

Costs, Benefits, and Potential

Armed with the research you did in the previous step, it’s time to crunch some numbers. First, you want to do a cost-benefit analysis of your project. You want to be as comprehensive as possible here, quantifying every single potential expense and gain.

You’ll also want to calculate your return on investment. What, at the end of the day, does your business ultimately gain from this deployment? What tangible value will this project generate for the business?

Finally, take a brief moment to brainstorm what other areas of your organization might benefit from RPA. In a pinch, having this information on hand could help seal the deal and bring someone who’s still on the fence over to your side. Don’t just focus on broad departments, drill down to specific processes.

Your CBA and ROI are the two figures that really matter here.

The Pitch

Now that you’ve done your research and crunched some numbers, it’s time to think about how you’re going to make your case. Start with the challenge; your reason for proposing the deployment.

Focus on what the issue is costing your business — on what you lose if you leave the problem unaddressed. Again, concrete numbers are your friend here. You want to provide them with specifics.

How many hours of productivity do they lose? How much money is this problem costing them? How many more clients could they serve if they deployed RPA?

From there, you’ll want to explain in layman’s terms precisely how a well-executed RPA strategy can address this problem. Don’t bother going into detail about the features or functions of RPA. Focus on the results.

With any luck, you’ll have made a strong enough case to move forward with your deployment.

Closing Thoughts

So, in summary, to make your case in favor of RPA, you need:

  • A strong foundation. What specific outcomes do you desire from this project?
  • A comprehensive roadmap, which includes integration plans and target deployment dates.
  • Strong evidence in favor of RPA’s beneficial impact in your industry.
  • A full analysis of how RPA can benefit your business, detailing which specific processes it might be applied to.
  • CBA and ROI data.
  • A well-articulated pitch script.

We won’t lie and say it will be easy. But the end result is worth it. And if, after reading this piece, you still aren’t sure where to start or where to go, Tangentia can help.

We have nearly two decades of experience in the automation space and have worked with multiple customers and systems worldwide. We’re also partnered with multiple RPA vendors, meaning that no matter your use case or business model, we have the expertise and the connections you need.

Book a discovery call today, and we’ll help you make your case.

UiPath vs. Automation Anywhere: Which is the Best RPA Solution for You?

Where Robotic Process Automation is concerned, UiPath and Automation Anywhere are arguably the two reigning titans. Each one has its own unique approach to the industry, and each one is suited for a specific type of use case — and as specific set of industries.
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Unattended Versus Attended Bots — Which Ones are Right For Your Business?


  • Unattended Versus Attended Bots — Which Ones are Right For Your Business?

More and more processes are becoming automated for businesses of all sizes. Affordable automated processes are now feasible for companies, regardless of industry or company mandate.

With the rise of business automation and lowered cost requirements of automating common business tasks, robotic process automation or RPA provides needed services that can overcome common business challenges and eliminate manual processes that are error-prone and time-intensive.

This article will cover everything bots, specifically RPA and unattended and attended bots, and how they can help your business.

What is RPA (Robotic Process Automation)?

RPA refers to software that automates common business tasks. You can purchase RPA with designated tasks to complete, or you can automate processes specific to your workflow and industry.

Tax software is a form of RPA. You can automate the sending of receipts, promissory notes, invoices, and more to clients and customers, while automatically filling in tax forms for your company accountant with the click of a button.

RPA processes can fulfill low-level tasks that employees can perform. If money is tight, or you want your employees to focus on specialized tasks and skillsets, you can use RPA to take over these simplistic tasks.

Unattended Bots Vs. Attended Bots: What’s the Difference?

Bots solve tasks, it’s that simple. Whether you use unattended or attended bots, automate the software and let it do the work. Bots can perform tasks for your business with or without constant guidance from an employee or multiple employees, depending on whether you choose to use unattended or attended bots.

You can also choose both if you want to mix and match how involved your employees are when automating tasks like sending order confirmation emails to clients or updating invoices based on electronic purchase orders.

Unattended bots require no human interaction. These bots are designed to tackle repetitive and frequent tasks at scale. For example, unattended bots are ideal for manual data entry, repetitive admin tasks, monitoring data streams, and other similar tasks.

Attended bots require human interaction. These bots handle simple tasks that make up larger, more complex processes. They often work in tandem with humans to automate complex workflows. Attended bots are not designed for scale. Instead, you should think of them as individualized personal assistants. For example, a customer service rep interacting with a client may use an attended bot to pull customer data during the call.

Which Bot Type is Right For Your Business?

If you want to retain a bit more control over your business bots, choose attended bots. If you have experience with bots and want to automate these processes even more than your normal amount, choose unattended bots.

You can choose both; you do not need to limit yourself to choosing one or the other.

Businesses without experience with bots should choose attended bots to start before moving onto unattended bots. You can use attended bots for some processes and unattended bots for other processes.

Companies experienced with technology, especially RPA or bots, can skip attended bots and go right to implementing unattended bots.

Adopting RPA in Your Business

RPA adoption can be a significant part of the project management process. As you are planning projects and processes, consider which tasks can be automated to save time and increase project efficiency. Fulfilling projects under budget and ahead of schedule is a much more realistic process when bots and RPA can automate many lower-level tasks that require minimal knowledge and skillsets.

Repetitive, low-level tasks are prone to human error. Such tasks take valuable time and money away from more important tasks. These tasks no longer need to be done by human employees but can be performed by automation software in fractions of a second.

Adopting RPA can save you time, money, and efficiency, as well as raise employee morale.

If you are hesitant to add bots, consider the fact that you already have. If you use GPS for delivery runs, you are automating route mapping from a manual process to an electronic version. If you use Microsoft Word, you are automating the creation of a business document instead of writing it out by hand.

Specific bot software and automation are no different than a manual process an employee uses to finish a task faster and under budget.

Key Differences Between Unattended and Attended Bots

While both types of bots can help your business, key differences exist between unattended and attended bots.

Consider attended bots like an extension of your employees. Employees can make decisions and choose actions for these bots to perform. Bots need to be assigned tasks to complete. They cannot undertake actions independently.

Unattended bots are like employees themselves. You direct these bots to fulfill tasks and provide them the autonomy to perform actions within a predetermined framework. Unattended bots can therefore seem to act independently, even though they are not. Such bots can finish employee tasks much quicker than manual processes and require minimal interaction from human operators.

Although these key differences between unattended and attended bots are clear, different definitions may exist depending on the industry jargon you use and the specific software you purchase. However, in simplistic terms, unattended bots are “unattended,” and attended bots are “attended.”

Ready to Transform Your Business With RPA? Tangentia Can Help

Tangentia has almost two decades of experience providing automated solutions, like unattended and attended RPA, for customers worldwide.

Whether you need business solutions like AI, EDI, RPA, or B2B integrations, we can help. Book a discovery call today to see what RPA can do for your business.

Choosing Between Attended and Unattended Bots For Your Business. Learn more about attended and unattended bots in regards to which your business should leverage in our eBook.

Choosing Between Attended and Unattended Bots For Your Business

Learn more about attended and unattended bots in regards to which your business should leverage in our eBook.
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How Automation Is Enabling the Energy Transition in Oil & Gas


  • How Automation Is Enabling Digital Transformation in Oil & Gas

In today’s fast-changing world, oil and gas must keep up with the energy transition that is underway. With fluctuating oil prices, climate change, the rise of new energy resources, changing consumer behavior, energy poverty, and the pandemic that has engulfed the world, the energy sector is facing many challenges.

This is what Tangentia's TiA Platform promotes [delivers]. TiA is a collection of intelligent automation digital capabilities such as robotic process automation, chatbots, and artificial intelligent capabilities. When integrated together, TiA provides workers digital applications that enable them to perform their jobs quickly, more accurately and more efficiently [thoroughly]. Ultimately this result in reducing costs, eliminating errors, and making the entire end-to-end operation more effective.

With this in mind, there are five key areas in which automation can help oil and gas companies not only survive the digital transformation in the energy sector but thrive in it.

Empower Innovation

With the arrival of the digital age, oil and gas companies have been spurred to come up with new innovations that will allow them to shift to a platform-based business model that takes advantage of the Internet of Things (IoT), mobile development platforms, and open-source software. This makes it possible for oil and gas companies to make use of automated data analysis to come up with innovative solutions to technical challenges and develop new capabilities.

Increased Efficiency and Reduced Costs

Automation is paving the way to increased efficiency and reduced costs, which are vital in these days of increased industry volatility. Back-office processes, such as Supply Chain, Finance and HR processes, can be fully automated, saving thousands of human hours and allowing humans to focus on more important tasks.

More than that, business process automation has reached the field. It can improve health and safety, help with routine and predictive maintenance, and improve the collection and analysis of field data, making connections between that data and data from other areas of the industry and drawing meaningful insights from the data.

Communications in the field are aided with the use of bots that can relay information with the use of voice command and improve communications between the home office and the field. Ultimately, this allows workers to do their jobs more quickly, more accurately, and more thoroughly than ever before, reducing costs, reducing error, and making the entire end-to-end operation more efficient.

Enhance Customer Experience

Oil and gas companies have traditionally been more behind-the-scenes in the energy sector, not interacting directly with energy customers. Today the customers expect a more interactive experience that is fast, convenient, and tailored to their specific needs. By leveraging intelligent automation digital capabilities, the TiA Platform makes this possible by allowing oil and gas companies to improve the customer experience through the use of conversational artificial intelligence (AI), chatbots, and RPA.Enablement of the TiA Platform in the Front-office makes it possible for oil and gas companies to improve

TiA uses natural language to communicate with customers through a variety of media, such as SMS text messaging, phone, email, and web-based chat. This allows customers to get the personalized service they want when they want it while freeing up the human workforce to focus on building stronger customer relationships. It also allows oil and gas companies to better align their services, promotions or overall customer experience by matching their offering with customer's unique expectations.

Increased Value from Data

Automation in the oil and gas industry is improving the collection, management, and analysis of data. With exponential increases in the amount of data collected, automation is required to analyze that data and pull key insights from it. This makes an oil and gas company’s data a more valuable resource than ever before.

The insights derived from this data make it possible for an oil and gas company to pivot more quickly and easily in an ever-changing industry. They can see where they are losing money and where efficiency can be increased, and they can more readily identify valuable opportunities.

Tangentia’s TiA platform is a valuable tool in the shift to automation. We have a variety of bots to serve your needs, from finance to invoicing, supplier management to timesheet management and so much more. With TiA your oil and gas company will be on the cutting edge of automation.

To learn more about automation and Tangentia’s TiA platform, reach out to speak with a team member today. We’re looking forward to hearing from you!

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Tangentia is a Platinum Partner of IBM and well as partners with Automation Anywhere, UI Path, Blue Prism, Adobe, Microsoft, Salesforce, Amazon and leading enterprise software vendors. We work with customers globally with offices in Canada and India to implement their RPA strategies using an agile methodology.
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