[USE CASES] RPA: tasks with high automation potential to manage customer relationships

Since customer relations have become digital, simplicity, immediacy, mobility and personalization are all needs expressed by customers who expect a 100% digital experience. Today’s consumer is ultra-connected and ultra-informed: in one click he can access an unlimited source of information and give his opinion.

Competition is increasingly fierce between customer relationship players who must redouble their efforts to innovate and satisfy their customers’ expectations. To differentiate themselves, some are betting on the quality and management of their customer relations and automation can help. According to a survey conducted by Forrester, 45% of customer service organizations surveyed are already automating repeatable tasks for their agents, allowing them to focus on improving the customer experience and satisfaction. The automation of the customer relationship does not replace the human relationship, but rather promotes a more personalized relationship with customers thanks to a better knowledge of them and their specific needs. 

In order to adapt to the new market constraints and to optimize the company’s development, customer relationship automation has become a necessity. Intelligent automation can be applied to a wide range of processes with high automation potential in customer relations and sales communication: it makes it easier to find prospects, ensure their conversion and build loyalty. 

The automation of the customer relationship does not replace the human relationship, but rather promotes a more personalized relationship with customers thanks to a better knowledge of them and their specific needs. 

Here are some examples:

  • Assistance to the advisor in handling complex customer requests (virtual assistant, augmented advisor)
  • Extend the time coverage of the support service
  • Automated update of the customer account (change of address, phone number…)
  • Automation of the pre-qualification of requests by Voicebot

Discover examples of tasks with high automation potential in customer relationship by downloading these RPA Use Cases applied to this business.

Automating to meet new technological challenges and become a driving force in the agricultural transition

[USE CASES] RPA: Tasks with high automation potential in finance

The digital revolution is changing the face of the financial sector, regardless of the business line: treasury, management control, accounting, finance management, etc. Transforming to innovate is becoming an obligation for these players, who must be ever faster, more reliable and more efficient in the execution of processes. Automation is the answer to these challenges and has become a strategic priority for finance departments in order to increase productivity, reduce costs and accelerate compliance with regulatory requirements.

Easy to implement, a process automation project generally has an ROI of less than 12 months. Sometimes less than 2 months!

Intelligent automation therefore offers both financial and qualitative benefits and can be applied to a wide range of processes with high automation potential.

Here are some examples:

  • Data capture and cleansing supports automated generation of regulatory reports
  • Automating the preparation of data collection review slides for multiple financial systems and reports
  • Automation of approval workflow and payment processing
  • Automate standard expense processing and approval based on predefined rules

Discover examples of tasks with high automation potential in finance by downloading these RPA Use Cases applied to this sector.

Automation of financial processes

Implementation of a digital strategy to gain in competitiveness

Dematerialization and automation of supplier invoice management

Consultant RPA / Smart Automation M/F

RPA – Permanent Contract – Oujda and Rabat – 2 years

Automation at the service of the customer experience

[White paper] Succeed in your automation project in 7 winning steps

Automation is implemented at the corporate level to better support digital transformation. Discover in this white paper, co-authored with our partner Blue Prism, how to succeed in your automation project in just 7 steps.

What are the key steps to automation?

  1. Define a vision and a strategy from the beginning
  2. Adapt your organizational structure
  3. Identify and select potential processes that can be automated
  4. Adopt an industrial approach
  5. Control the continuity of virtual agent activities
  6. Recruit and train a team of experts
  7. Design a scalable technical architecture

These seven interconnected factors allow the automation program to meet the objectives you have set. However, it must evolve as your business does, meet new needs and, as such, be regularly re-evaluated.

You don’t have to recreate the entire program, but make sure that its parameters are always in line with your business reality.

Download our white paper co-authored with automation leader Blue Prism.

[Webinar] Unlock the full potential of Automation with SmartRoby  

Unlock the full potential of automation with SmartRoby, the game-changing governance platform! 

In today’s fast-paced business landscape, automation has emerged as a transformative force that can drive efficiency, productivity, and innovation. Organizations around the world are harnessing the power of automation to streamline their processes and stay ahead in the competitive race.

Are you an Automation Enthusiast eager to take your automation projects to new heights? If so, join us for an illuminating webinar that promises to be a game-changer in the world of automation. Presented by Georges Abou Haidar, a Senior Consultant and Solutions Architect at Novelis.

SmartRoby is more than just a product; it’s a comprehensive governance platform designed to revolutionize the way you manage, plan, and execute automated processes. In this webinar, we will delve deep into SmartRoby’s revolutionary modules that empower organizations like yours to overcome pressing automation challenges. 

Key Highlights

  • Resource Planner and Optimization: See how SmartRoby intelligently allocates resources for peak efficiency. 
  • Real-time Monitoring: Discover how real-time insights and KPI tracking drive automation success.
  • Exception Handling: Learn how SmartRoby streamlines collaboration for efficient exception handling. 
  • Benefits Realization: Explore how SmartRoby quantifies the benefits of automation for your organization. 

Don’t miss this opportunity to embark on a transformative journey with us and unlock the full potential of automation with SmartRoby! Secure your spot today and be part of the automation revolution.