Automation Guides

Financial institutions use automation to enhance core business processes across both customer-facing and back-office services.

BPaaS is outsourcing that benefits from cloud computing to execute specialized functions or processes that embody best practices at scale across organizations.

CRM automation helps market- and customer-facing teams increase productivity and improve the customer experience through the customer lifecycle.

Excel automation applies RPA to automate Microsoft Excel processes and functions, eliminating the need to learn Visual Basic for Applications (VBA) or write macros.

GSuite automation offers endless opportunities for improving business processes to unlock benefits like efficiencies, reduced errors, and increased compliance.

IBM automation offers low-code tools for processing documents with text, delivering accessible data for business processes.

Macro recording allows you to record mouse clicks and keystrokes from the screen to create a script enabling you to speed up workflows and eliminate mistakes for virtually no cost.

Sales automation is about automating time-consuming tasks and workflows connected to the sales cycle, from prioritizing leads, to setting data-driven quotas.

SAP automation can handle all of the minute and complex pieces of process workflow, simplifying the user experience and improving process performance.

Workflow automation is the application of technologies like RPA to automate interdependent processes across people and systems.