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Let’s say your company executives and internal teams are all on board with the idea of automation. They’re aware that it can save hours of menial work and will boost their overall productivity in the long run. But long before anyone digs into the details, there’s plenty of work to be done. 

In this piece, we look at 6 critical issues to address before tackling any RPA (robotic process automation) or IPA (intelligent process automation) project, whether it’s large or small. Our guide offers solutions to all 6 problems, including concrete steps to take when trying to motivate large teams. 

Utility companies find themselves performing a number of balancing acts. They are constantly weighing the costs of providing service against new customer demands. And, they work in a highly regulated space where plenty of processes are still done manually. Add to this a huge range of software systems that don’t always easily integrate with one another, and you can end up with a number of inefficient business processes. Intelligent automation can help utilities streamline those processes and anticipate what’s next.

In this Ebook see how automation for utilities can:

• Automate common customer requests
• Process invoices faster and more efficiently
• Interpret and upload notes from the field
• Help teams stay in compliance
• Run more efficient equipment maintenance checks

Financial institutions are highly regulated, and digital transformation within them can happen slowly. But there are several ways in which banks and other entities can use artificial intelligence and automation. And as the world heads into a long economic downturn, with more customers doing their banking remotely and online, automation can be a boon to those banks and financial entities looking to stay a step ahead of the competition. 

In this piece, we outline 5 automation use cases in finance and banking, including: 

• Classifying and extracting key information from printed and digital documents. Auditors, for example, might spend a preliminary phase gathering up tax records, sorting them into the right categories, and inputting them into financial software. 
• Using optical character recognition — or intelligent character recognition — to automatically classify and analyze unstructured data like forms that are half-handwritten and half machine-printed. Once a document is scanned, our platform automatically extracts the key data and inputs it into the right field in an appropriate program. 
• Speeding up KYC (know your customer) and other tedious processes for finance workers. By automating the classification of identity documents and other types of KYC documentation, you can both reduce manual tasks for your employees and help your customers get faster service.