Automation Anywhere

What is Robotic Process Automation (RPA)

RPA enables companies to easily automate repetitive, redundant and mundane tasks in order to free up employees to perform higher value work. RPA is a rapidly growing form of business process automation (BPM) technology based on the notion of software robots or artificial intelligence (AI) workers. These workers can also be referred to as digital labor. These tools automate interactions with the GUI, and often do so by repeating a set of demonstration actions performed by a user.

How RPA Works?

RPA bots replicate the actions of humans interacting with user interfaces, without making changes to existing interfaces or making manual errors. This significantly increases efficiency of the system to perform high volume work with zero margin for errors.

Software Robots are similar to physical robots
Physical Robots Software Robots
Perform repetitive physical tasks

► Pick eight chocolates from the assembly line
► Assemble a finished box of chocolates

Perform repetitive software tasks

► Log in to four different systems
Navigate legacy screens to retrieve data
► Use data to open a new account in the system of record

Benefits of RPA

Benefits of RPA

Accelerate Time to Value

Create, test and deliver new automation in days or weeks

Reduce Human Error

Eliminate copy/paste mistakes introduced by swivel chair integration

Increase Throughput

Fulfill automated tasks in seconds or minutes, round the clock

Decrease Development Costs

Develop automation quickly with simple record/playback functions

About Automation Anywhere

Automation Anywhere is an enterprise-grade RPA platform with built-in cognitive solutions and analytics. Automation Anywhere has provided cutting edge RPA and cognitive technology to leading financial services, healthcare, technology, and insurance companies across more than 90 countries for over a decade.

Automation Anywhere in October 2019 announced the launch of the world’s first purely web-based, cloud-native Digital Workforce platform, Automation Anywhere Enterprise A2019 (A2019). A2019 is available both on-premise and in any public, private or hybrid cloud, delivering RPA-as-a-Service seamlessly to any user and any business through any delivery channel anywhere in the world

The Automation Anywhere advantage
  • Bot Farm: Automation Anywhere introduces the first and only enterprise-grade platform for Bots On Demand. Scale your workforce capacity by deploying bots anywhere in the world with a single click. Create, deploy and manage thousands of bots in an instant to meet demand spikes. BotFarm delivers on-demand RPA with scalability, elasticity, resilience – designed for the enterprise.
  • Bot Store: The world’s first marketplace of plug-and-play bots.
  • Automation Anywhere University: The world’s largest RPA training ecosystem.
Features of Automation Anywhere

Some of the salient features of newly launched Automation Anywhere Enterprise A2019 are,

  • Instant-on ease of use: The highly intuitive, web-based interface simplifies bot development, helping organizations automate more business processes than ever before. Using a web browser, users of all types and skill levels can log in and build their first bots in minutes. There’s nothing to install, configure or maintain. The RPA platform enables users to effortlessly create software bots on any operating system – Windows, macOS, or Linux – and on any device.
  • Cloud-native for unprecedented scale: Enterprise A2019 is a cloud-native platform that offers customers both RPA-as-a-Service from the cloud, as well as an on-premise deployment with enterprise-class data privacy, security and encryption in each. The software-as-a-service model allows users to gain the inherent benefits of RPA, but with reduced cost of ownership, near-infinite scalability and dramatically decreased time to value. Customers can choose to deploy on-premise or provision it from the cloud.
  • Infused with Artificial intelligence (AI): Users have the ability to leverage built-in AI capabilities and easily integrate third-party AI solutions, such as computer vision, natural language processing, and predictive modeling – all with the simplicity of drag-and-drop AI into any automation workflow.
  • New Attended Automation 2.0: Users have access to new automation technology that provides greater bot and human collaboration across teams and workflows. This makes automation of front office processes much easier, faster and more cost efficient

Some of the Other features of Automation Anywhere are,

  • Rapid Deployment: Reduce demand on IT with no installations, a self-service admin portal, interactive dashboard, real-time bot performance analytics.
  • Instant Scalability: Adapt to unforeseen workload spikes instantly with auto-scaling.
  • Any Environment: Deploy in a public or private cloud in any technology environment – server, desktop, mainframe.
  • Unparalleled Security: Stay secure and compliant with industry-standard security including NIST 800-53, AES 256-bit encryption and TLS 1.2 for enterprise data.
How can Tangentia and Automation Anywhere help you

Tangentia and Automation Anywhere to help organizations leverage Robotic Process Automation to Drive Digital Transformation along with Cognitive Capabilities to solve the challenging problem in unstructured data while improving its skills and performance.
Tangentia offers the following services using Automation Anywhere:

  • Tangentia provides set up and installation services for newly released A2019 – cloud platform or/and on-premise. The services include planning, setup, installation and migration of existing BoTs. We have qualified professionals who are trained in A2019 and can deploy, manage and scale RPA on a web-based control room
  • Global On demand-supply of experts for building, monitoring and maintaining the BoTs on A2019 platform
  • Helping you with build Center of Excellence (COE)
  • Rent, lease or buy bots from our Bot Repository
  • Software Reselling and provide you with Professional Services
  • Provide Bot maintenance, monitoring, support and enhancement straight from our Bot Operations Center
  • Training on how to leverage RPA for your industry sector
  • Staffing solution to augment your RPA project teams
Industrial Use Cases


  • Claims Processing and Administration
  • Report Automation
  • Updating User Info
  • Prioritize and Assign Claims
  • Adjudication Process
  • Audit Management
  • Enrolment & Eligibility
  • Data Integration Billing
  • Medicare Billing & Compliance
  • Data Transfer claims
  • Processing Eligibility
  • Verification Mass Data
  • P&C Claims
  • Provider Updates
  • Insurance Coverage & Policies
  • Reconciliation
  • New Premium Processes

F & A

  • Financial Claim processing
  • Financial Planning & Analysis
  • Record to Report
  • Tax Services
  • Financial Claim processing
  • Financial Planning & Analysis
  • Tax Service


  • Verification / Auditing Process
  • Bank Reconciliation
  • Compliance Processing
  • Customer Account Management
  • New Application Processing – Bank / Credit Cards
  • Data Migration Between apps
  • Audit Trail
  • Statement and Reporting
  • Loan Processing
  • Payment Cancellation
  • Credit Decision

Supply Chain

  • Order Prioritization
  • Master data
  • Invoice verification
  • Receipt confirmation
  • Scheduling processes
  • Reporting
  • Production Information capture
  • Inbound processing
  • Inventory management processes
  • Pricing management
  • Billing
  • Freight costing

HR / Payroll

  • Maintaining Master Data
  • Offer Letter Processing
  • Onboarding and Exit
  • Appraisal-updating process / Change Payroll Status
  • Position Management
  • Reporting Line Change
  • Superannuation
  • Payment Summaries
  • Employment Type Updates
  • Service Desk Reports
  • Distribution
  • Leave Amendments

Network & IT

  • Active Directory
  • File Systems
  • FTP Management
  • Automated Installations
  • Server / Application Monitoring and Alert Management
  • Service Desk Management
  • Notification & Escalation
  • VMware Integration
  • Data Movement
  • Provisioning
  • Config Management
  • Routine Maintenance

F & A

  • Order to Cash / AR
  • Credit Analysis and Processing
  • Sales Order Processing
  • Customer Master Data Management
  • Order Entry
  • Reports by segments (performance, geography, Inventory network Integration)
  • Procure to Pay /AP
  • 3 Way Match
  • Purchase Order issuance and Invoice Receipt
  • Vendor Master
  • Payment Process
  • Duplicate Payment Tracking

F & A

  • Record to Report
  • Monthly close process
  • Financial Consolidations
  • Financial Statements
  • General Ledger functions
  • Journal entry processing
  • Inter-company accounting and account reconciliations
  • Fixed assets and project
  • Cost and Inventory accounting
How we select the best candidate for RPA
High Volume Repetitive Tasks Manual Data Entry
Multiple Legacy Systems Logic & Rules Based Processes High FTE Required
Our Robotic Process Automation (RPA) Journey

Tangentia RPA PoC Journey

Prepare & Engage

Key Activities

  • Collaborate with stakeholders to identify and assist in identifying the candidates of RPA PoC.
  • Engage process owners via discovery workshop to confirm scope of PoC  (assuming prior engagement to this point)
  • Prepare base infrastructure to host the RPA application.
  • Install the RPA tool in single environment.
  • Set up system access and credentials


  • RPA tool installed in your environment
  • Document containing the list of RPA processes for PoC

Select, Analyze & Build

Key Activities

  • Select and confirm 1 process for PoC.
  • Conduct workshop for documenting current state process via existing documentation and job shadowing.
  • Meet with process owners or stakeholders to explain what will be done in the PoC
  • Confirm the objectives of the PoC and “success” criteria
  • Build PoC


  • Selected process/ Processes
  • Confirmed objectives and success criteria
  • Process definition document

Build & Test

Key Activities

  • Continue Building PoC
  • Test PoC with test data
  • Record a “before and after” to communicate the concept to larger audience.


  • Working proof of concept

Demo, Document & Plan

Key Activities

  • Demo the PoC to stakeholders
  • Document key learnings, point of view on key questions and next steps
  • Document Requirements to move RPA bots into other environment


  • Workshop demo of PoC
  • Walkthrough of how RPA solution has worked and interacted with other applications
  • Document of key learnings
Tangentia RPA PoC to Pilot Journey

Planning & Setup

Key Activities

  • Preparing the test environment
  • Preparing the production environment
  • Migrate the PoC to test environment and testing
  • Identifying 5 additional processes to be automated for Pilot phase and define priority of each.


  • Test environment ready
  • Production environment ready
  • Additional processes PDD
  • Test cases results of

4 Weekly Sprints

Key Activities

  • Adopting Agile Methodology to deliver each process in weekly.
  • Gather Requirement of each process weekly.
  • Build Bots in Dev.
  • Migrating Bots from Dev to Test.


  • Weekly Bots for each process.
  • Bots on Dev and Test environment.

Test & UAT

Key Activities

  • Document Test Cases
  • Define the Cut-off time and as-is processes defined for Pilot


  • Test Case document
  • User Acceptance and Signoff
  • Cut of dates defined

Go Live

Key Activities

  • Migrate the bots to production.
  • Monitor Bots for performance and effectiveness.
  • Troubleshooting and maintenance.


  • Bots on Production environment

Post Go Live

Key Activities

  • Training of Bot Administrator
  • Post Go Live Support such as maintenance and operations
  • Lessons Learned documentation
  • Discuss CoE and Enterprise Scale-up


  • Training Manual
  • Support of Bots
  • Lessons Learnt document
Tangentia RPA Pilot to CoE to Enterprise Scale-up

CoE Planning and Setup

Key Activities

  • Identify the processes to be automated
  • Assist in building Internal Automation Team


  • Identified Processes and their PDD
  • Identify the key Automation Stakeholders

CoE Initial build

Key Activities

  • Assist in building your Center of Excellence (CoE)
  • Assist in training and hiring for your CoE such as Business Analyst, developer and administrators.
  • Setting up of further environments and conducting knowledge transfer of PoC and Pilot developments.
  • Embedding best practices to CoE


  • Developed Bots for each process.
  • Center of Excellence (CoE) model
  • Defined designations and responsibilities
  • Bots test cases and reports

CoE Growth & Enterprise Scale-up

Key Activities

  • Incorporate process maturity model (PMM)
  • Assist in ROI and complexity calculator
  • Gather requirements for each bots
  • Build  and Test Bots using Agile methodology.
  • Migrate Bots developed in this journey from Devà Testà Prod

We at Tangentia believe in a healthy balance of work and fun. Listen to The Office Robot Song by Mark Latimer , process automation executive and front man of our official band

About Tangentia

Tangentia is a global boutique IT consulting firm specializing in Automation, AI, EDI, Digital and Enterprise Security. We are proudly Canadian with headquarters in Toronto and have offices in US (NY) and India (Goa). Our associates and ecosystem partners operate in 30+ countries adopting a “Think Global, act Local “approach.


15+ years executing projects across Canada, USA, India and other countries


1000+ customers & proven success stories


11 Fortune 500 customers, over 10 Billion USD in SaaS transactions


IP based Products, SaaS Platforms and Managed Service Solutions


Partnering is a core value and fundamental part of our corporate strategy

Our Global Practices

We have global practice running across the globe situated in Toronto, New York and Goa.

  • 25+ specialists
  • Vertical Focus
  • Bot Building
  • Roadmap definition
  • Off-site & On-Site Training
  • Best Practice Webinars
  • Competitions
  • Collaborations
  • Center of Excellence (COE)

Awards & Recognition

Most profitable 500 companies in Canada 6th time in a row.

The fastest-growing companies in America 2018.

Tangentia Ranked in the Branham300 Listing.