Archives: Resources

For me, as the CEO, having Robin as a virtual assistant is invaluable.

We don’t want to brag or anything, but it’s not everyday that you get called invaluable. This lovely quote comes from the CEO of budding startup, Gradle. CEO Hans Dockter says his sales reps now save several hours a week with our business automation assistant, Robin. Having their very own virtual sales assistant freed them up to sell, sell, sell! As a win, win, he now better understands how to scale his company since Robin assists with collecting quality CRM data. See how Robin is improving Gradle’s sales productivity by checking out the video below.

Three key takeaways about how our virtual assistant is helping Gradle:

1. Automates pesky sales tasks

Robin has some pretty sweet skills, all of which are designed to help save sales reps’ time. InsideSales research shows that reps only spend one-third of their time on revenue-generating activities – Robin can fix that. Say bye-bye to administrative work and hello to closed deals and sales automation.

Dockter says that the biggest time saver for Gradle has been in research and information sourcing. His sales reps used to spend a lot of their time searching for qualifying account information like the number of employees a company has, a headquarter address, or industry. Their new virtual assistant is able to find that information for them, using Automation Hero’s database of 45 million global company records. Robin saves the day (or at least saves them a ton of time in prospecting)!

2. Solves data-collection conflict

All companies need clean and up-to-date data and Gradle is no different. Dockter says he needs accurate data in Salesforce to properly forecast revenue and to understand the full customer sales cycle. However, sales reps hate data entry (and we don’t blame them) so this often becomes a source of conflict.

Robin helps smooth things over by giving managers the important data they need while taking the actual data entry off of the sales reps’ plate. Dockter says that his reps were able to save up to 10 hours a week. That’s more than an entire work day!

3. An easy to use (and fun) virtual sales assistant

Dockter also gushes (yep, we said it) about how easy it was for his reps to get started with Robin. There’s no download, no installation, and no product learning curve. It can’t get any easier.

Dockter says that it was actually his sales reps who found Robin; it was not imposed by him or a sales manager. He says he often heard groaning when someone said the word “Salesforce,” but Robin is a sales tool that his team is excited to work with. And we’d say Robin is excited to work with them too!

Thanks to Robin, his team has boosted their sales productivity numbers by up to 25 percent. Their new virtual assistant was able to free up hours a week; time that they could use to sell more and nurture customer relationships. Who wouldn’t want that? Go ahead and sign-up for Robin now (did we mention that it’s free?).

Sales productivity is the No. 1 challenge for 65 percent of B2B organizations, according to The Bridge Group. A survey by MIT found that 85 percent of executives believe that artificial intelligence (AI) will give their companies a competitive advantage, but only about 20 percent have already incorporated AI, and less than 39 percent have an AI strategy in place. Sales AI is redefining business processes by automating the taxing workload of information workers.

Operational efficiency is a primary business objective across the board. With sales ranked as the most expensive and least productive, it’s imperative that all sales roles and functionalities fire on all cylinders.

Automation Hero’s adaptive and proactive AI sales assistant targets multiple stakeholders in the sales organization to maximize organizational productivity and effectiveness.

Automation Hero is the first platform to intelligently automate repetitive business processes so information workers can focus on higher-level, value-add activities.

Our platform weaves together RPA, process mining and discovery, structured and unstructured data sources, deep learning, and the human workforce into an intelligence fabric that creates an operating system for the modern enterprise.

Automation Hero is the end-to-end intelligent automation platform you’ve been looking for.

Over the past 5+ years, we have built an award-winning IDP platform with our own patent-pending AI technology. But what does that mean, exactly?

Join our “Product Heroes” for an overview of our advanced AI technology—complete with product demos—from the people who manage and implement it.

They’ll go over the features that our AI powers, the importance of end-to-end automation, and what it all means for your business.

Our team discusses:

• The AI features available on Hero Platform_
• How Automation Hero differs from the competition
• Which business problems can be solved with IDP

Which business processes in your company are the most inefficient? Or the most time-consuming? In this piece, we give you the lowdown on Automation Hero’s new process mining component, Hero_Sonar, which helps you visualize business processes and take action to improve them using artificial intelligence. 

It all begins with a process map. Then, Hero_Sonar helps you chart the best way forward with actionable AI that offers a new level of transparency into processes inside your company. 

Hero_Sonar lets you 

• Integrate more, connecting to dozens of systems, beyond SAP, ServiceNow or Salesforce 
• Mine huge volumes of semi-structured, unstructured, or structured data
• Prep and normalize data faster
• Draw on historical data from your company to give powerful insights around process mapping 

The global deadline for phasing out LIBOR is fast approaching, but many organizations are still struggling to complete the transition work — even with help from automation. Common challenges include:

• IDP systems that can’t understand the wide variations of LIBOR language and contract formats
• Expensive RPAs that can’t handle the incredible complexity of the project
• Automation solutions that still drain skilled labor resources 

Automation was supposed to make the LIBOR transition easier, so why is it still draining your resources? In this ebook, you’ll learn about:

• The next generation of deep learning AI-powered automation
• How IDP can function more accurately — even with old legacy documents
• How you can build a self-serve workflow in minutes, without high-level IT support
• The power of upgrading your existing systems with true AI

In an age where document-centric processes are central to business operations, the risk of fraud and manipulation looms large. Find out how Automation Hero can help.

Insurance fraud is estimated to cost more than $308 billion annually, causing the average U.S. family between $400 and $700 per year in increased premiums.

Financial institutions increased digitization to support customers, especially during Covid, but few reviewed back-end processes that are now falling short in the face of increasingly sophisticated forgery techniques.

To combat these issues, Automation Hero has stepped up its game by introducing new capabilities for its intelligent document processing platform that supports intelligent document forensics.

Join us Sept. 21 to learn how our advanced AI-powered platform helps determine if documents involved in any process have been potentially manipulated, combating fraud and ensuring authenticity.

Our team discusses:

• Common types of document forgery
• Strategies in insurance and banking fraud
• Challenges faced in fraud risk mitigation
• Automation Hero’s AI document forensics methods [demo]

Sometimes automating can be intimidating, especially for a staff that’s unfamiliar with how it works. That’s where Robin comes in, Automation Hero’s personal automation assistant. Our company offers both attended and unattended automations. When it’s attended, a human worker steps in to review progress, and for that, they can rely on Robin, a powerful AI with a friendly user interface.  

The personal automation assistant (gender neutral, by design) acts as a liaison between the automation and your staff. Like a real human assistant, it can send emails about the status of projects. Or, it can be designed to fit into workers’ routines in some other way. 

Managers can customize Robin to run on whatever schedule they deem best for their teams, all using a drag-and-drop function and without help from developers. 

Insurance claims can be printed forms, handwritten doctor’s notes, or photos, leading to confusion for claims management specialists. Automation solves this confusion, improves the customer experience and increases operational efficiency.

Hear from Eoin Grace, Deputy Head of IT at the leading insurance company, Markerstudy, in a Q&A with Automation Hero Insurance Advisor, Martin Bartetzko and Sales Director, Irina Berdisa.

In this webinar we explored how:

• Markerstudy embarked on their automation journey from traditional RPA to intelligent automation
• Intelligent automation has significantly helped with the end-to-end process of claims management, specifically around handwritten documents and verification
• Markerstudy has lowered its attrition rate by automating day-to-day work and providing higher value-add activities for employees

At Automation Hero, nearly 80 percent of our clients have been on some sort of automation journey, often using RPA (robotic process automation). British insurance group Markerstudy falls into this category.

Markerstudy’s pet insurance division employed 18-20 people processing around 450 claim forms per day. Because each claim took approximately 8.5 minutes to process, this meant hours of staff time was spent on tedious data entry, keying information into a centralized database. The work lacked variety and didn’t keep staff engaged. There tended to be a higher staff turnover than experienced in other departments, which
made it an even more expensive problem.

The company had worked with automation and AI in the past, but they needed a method for streamlining claims processing that also offered a degree of self-sufficiency, i.e., did not require constant input from data scientists, which can be both expensive and time intensive.