Automation Ideas

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Collect data for payroll processing

Collect and enter time and attendance data for payroll processing

Loan Foreclosure Maintenance

Automatically validate the loan foreclosure requests.

Update inventory records to keep track of stock levels

Maintain product and product family categorization

Internal and external reporting

Automate data assimilation & focus on analysis and review of reports.

Online Brokerage Account

Expedite update of the customer’s online brokerage account for shares.

Employee Induction & Training

Automate training of candidates with business processes, compliance standards etc.

Debit Card Status Updates

Auto-update status on the customer’s debit card in DMP solution.

Automate document data extraction, validation and publishing content

Financial Planning and Analysis

Pre-population of forecasts using historical and market data.

Chromatography review

In the pharma chromatography review process, bots can do the heavy lifting.

Complaint Handling

A bot available 24/7 to respond and resolve customer issues.

Analyze customer feedback

Bot enables analysis of customer feedback with accuracy.

Loan Reconciliation

Collate large-sized records received from various channels.

Accounting change

Automating data collection for leases or revenue transactions

Invoice Creation & Distribution

Bots create Invoices and email to respective customers.

Limit breach management

Bots can help with faster analysis and more accurate decision making.

Suspicious activity investigation

Speed up issue resolution of AML alerts and improve fraud mgmt.

Automatically email digital receipt to shopper

Maintenance Automation

Automatically re-order spare parts and equipment on reaching a threshold.

Automatically generate financial reports

Automate the data extraction, consolidation & reporting of financial data.

Legacy systems Report Generation

Submit jobs automatically and generate reports.

Customer Rebates

Customer rebate calculation can be automated with robots.

ATM Dispute Resolution

Automate dispute resolution for non-receipt of cash from ATM.

Learning and development administration

Review status and notify employee and manager of requirements.

Improve customer response

Improve response times by using bots to navigate multiple system screens

Process and reconcile end-of-day tender types from point-of-sale and payment systems

Targeted promotions based on feedback and reviews

Credit Card Processing

Auto-execute all requests for new credit card and updation of credit limits.

Track employee training and generate reports

Track employee training and generate reports on training progress

Responding to Queries

Bots can respond to simple queries and escalate the rest.

Regulatory and Management reporting

Data capture and cleansing to generate regulatory reports

Provide digital assistants to support customers’ post-shopping visits

Automate the processing of returns and exchanges

Improve customer experience

Bots help contact centers reduce wait times by enabling agile support.

CRM Quality Check

Identify the closure errors in service requests and change requests

Onboarding of new customers

Automate the process of account setup & communication with new customers.

Track competitor product intelligence such as new items, price changes and promotions

Automate Vendor Payments

Automate the process of preparing and performing vendor payments

Perform storage provisioning actions

Automate some of the repetitive tasks performed by the storage IT teams

Invoice processing

Extract invoice data and input into systems.

Pre-closure Of Deposits

Calculate total payable amount and transfer it to the bank account.

Perform server provisioning actions

Automate some of the repetitive tasks performed by the IT Server engineering teams.

Add/update new and existing product listings, images and attributes

Background Checks

Automatically access comprehensive information & check.

Process and reconcile end-of-day activities including reporting from point-of-sale systems

Track Timesheets

Automate tracking and follow-up of timesheets.

Time record validation

Review for accuracy and notify any missing information.

Vendor DUNS Lookup

Lookup 3rd-party websites & update your systems.

Automated invoice reconciliation

Content Migration

Accelerate Content Migration to a New Content Management System.

Appointment Scheduling

Automate the end-to-end appointment scheduling

Intercompany Reporting

Automated check& reconciliation of intercompany balances.

Monitor store security and send alerts to prevent losses and shrinkage

Automate healthcare Patient Pre-registration

Automate pre-registration of returning patients by automatic medical coding.

Sales Intelligence

Give sales teams the lead generation tools and prospecting info.

IP and Fraud Detection

RPA can automatically monitor your brand.

Freight Payment

Automate the paper work involved in shipping of goods to the customer.

Segment customer lists for targeted marketing campaigns

Automate the process of migrating data

Automate the process of migrating data from one IT application to another

Certificate Of Deposit Booking

Auto-update the certificate of deposit (CD) details of the customer.

Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers

Automate generation and sending of PO to suppliers

Competitive Intelligence & Price Monitoring

Automatically observe competition’s Pricing & react.

Password Manager Bot

RPA Secure Password Manager stores credentials of apps.

Synchronize product and assortment details across disparate systems

Monitor cybersecurity threats

Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity

Validate and pay drivers based on route and distance travelled.

Analytics and reporting

Data capture, cleansing, and pre-population of reports.

Legacy systems batch monitoring

Monitor schedulers for job status and send the status to the distribution list.

Automate CCAR data aggregation and consolidation.

Automate employee HR data management

Automate tasks such as data entry, data validation, and data processing.

Trading Account Opening

Expedite trading account opening from hours to a few minutes.

Dormancy Activation

Unfreeze an account which was termed dormant due to no transactions.

Track, analyze, and improve the shopper journey

Schedule social media posts and online ads

Automate data gathering, analysis, and testing for audits

Automate data gathering, analysis, and testing of controls for audits

Prepare For Month-End Close

Automate the data extraction, consolidation, and validation of data for month-end close.

Shadow Credit Fraudulent Activity

Detect potential fraudulent activities and auto-report to federal authorities.

Proactively track Fraudulent payments before they result in a Chargeback.

Respond to security incidents

Respond to security incidents by taking initial steps to contain the damage.

Outward Remittance

Enable a native resident customer to transfer money of another currency.

Update address changes automatically

Update customer address automatically as part of KYC.

Automated customer follow-up to gather feedback and reviews

Payment matching

Match payments received against invoices.

Track Social media sentiment

Analyze social media feeds for the sentiment of your products and take initial action.

Add new product listing images and attributes

Anti Money Laundering

Check individuals against different sanction lists automatically.

Use RPA bots to reject or confirm KYC records in the Central KYC site.

Forecast labor needs based on historical data

Data Transformation

Bots can transform data into a structured and uniform format.

Activate phone numbers for large businesses

Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.

Mortgage applications

Automate the mortgage application inputs, validation and status.

Financial closing with RPA

Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.

Automate healthcare Patient Collections

Automate the follow-up and collection of payments from patients as required.

Automate order routing to warehouses/distribution centers

Create Material Serial Number

The bot reads data from CSV file and generates serial number automatically

Employee offboarding

Reduce the time to off-board employees.

Operational finance and accounting

Automating various operational tasks in finance.

Outward Clearing notification

Auto-trigger a SMS to the user from the digital monitoring products (DMP).

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Have a new idea? Show case them by submitting here.