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So far Muhammad Naeem has created 111 blog entries.
9 09, 2022

Document Processing – The White Hart of Straight Through Processing

2022-09-09T13:12:26+00:00

I often have conversations with customers who have started Intelligent Document Processing projects as a part of their RPA practice, and a common thread that has emerged is a general discontentment with the Straight Through Processing rate of transaction processing. Just to be clear, straight through processing refers to transactions that do not require a [...]

30 03, 2022

RPA Developer

2022-03-30T15:24:07+00:00

Duties: – Create, design, develop and implement RPA systems; identify key areas, business processes and pathways for automation and develop process design; design, develop and test automation workflows; set-up system architecture for automating deployment and execution of jobs/business processes; create custom activities, and automate mainframe systems and processes; deploy and schedule RPA components (bots, robots, [...]

29 03, 2022

A New Era of Automation: Why RPA Delivery Must Change

2022-03-29T19:40:37+00:00

In order to mitigate the business impact of the “great resignation”, more companies have begun expanding their automation strategy to address this challenge. However, it’s clear that the skilled teams needed to plan and prepare enterprise automation projects – those experienced in knowing how to identify, assess and analyze processes and tasks; to design, develop, [...]

2 02, 2022

RPA Offers Solution to the ‘Great Resignation’ Workforce Strain

2022-02-02T14:39:18+00:00

Here’s how a digital workforce can alleviate the effects of the current labor shortage, and how mainstream automation adoption can help prevent another mass employee exodus in the future One of the biggest drivers for increased RPA adoption over the last year has come from organizations trying to mitigate the business impact of the Great Resignation [...]

14 01, 2022

Technical Support Manage

2022-01-16T16:12:53+00:00

Oversee technical support team and assist in providing Automation Support for Accelirate”s Automation Robotic Operations Center Clients. Responsible for communicating with client and US team on trends in automation dashboards, predicting bot breakdowns, and monitoring bot down times.

14 01, 2022

Senior Automation Engineers

2022-01-16T16:12:58+00:00

Accelirate Automation Developers are trained in Robotic Process Automation tools and methodologies. Incoming Developers go through a structured training program which will teach them the fundamentals of process automation, introduce them to specialized RPA topics, and prepare them for end-to-end client automation. This is a team of motivated, and energetic individuals that participate in the [...]

14 01, 2022

Senior Automation Architect

2022-01-16T16:13:04+00:00

Job Summary Develop web services API integrations with other systems. Build Solution boilerplate, including getting any access required in the process. Gather any documentation (templates, configuration files) necessary in the process. Create visualizations, Dashboards in Kibana Write complex queries with joins and aggregate and complex and efficient Stored Procedures that deals with large amount of [...]

14 01, 2022

Automation Technical Lead

2022-01-16T16:13:09+00:00

Job Description: Members of the Robotic Automation (RPA) team will work on project- based assignments in small and large teams to deliver automated processes. The services include assessing process needs for RPA, delivering innovative automation, automation analysis, solution design, and automation development and deployment. Essential Duties: Lead the advancement and application of methodologies, best practices [...]

14 01, 2022

Senior Automation Engineer

2022-01-16T16:13:15+00:00

Job Description: Members of the Robotic Automation (RPA) team will work on project- based assignments in small and large teams to deliver automated processes. The services include assessing process needs for RPA, delivering innovative automation, automation analysis, solution design, and automation development and deployment. Essential Duties: Lead the advancement and application of methodologies, best practices [...]

14 01, 2022

L2 Support Engineer

2022-01-16T16:13:21+00:00

Accelirate Automation Developers are trained in Robotic Process Automation tools and methodologies. Incoming Developers go through a structured training program which will teach them the fundamentals of process automation, introduce them to specialized RPA topics, and prepare them for end-to-end client automation. This is a team of motivated, and energetic individuals that participate in the [...]

14 01, 2022

L1 Support Engineer

2022-01-16T16:13:28+00:00

Job Description Accelirate’s Managed Robotic Center (ROC) provides custom monitoring and reporting dashboards that deliver real-time insights into Bot performance, workloads, and handling times Act as a Level 1 Robotic Process Automation Support to provide first level of RPA production support and ensure smooth running of automations within the defined Service Level Agreements Bot Monitoring [...]

14 01, 2022

Senior Automation Business Analyst

2022-01-16T16:13:33+00:00

The B2 Analysts manage and deliver components of business engagements that identify, design, and implement technology and creative RPA solutions for the organization. Essential Duties Include: Analyze business processes, identify automation opportunities, define RPA value proposition, reengineer process to improve automation potential and recommend RPA approach/strategy Develop Detail As Is Process Description – PDD (Process [...]

14 01, 2022

Automation Business Analyst

2022-01-16T20:37:00+00:00

Summary: The Automation Business Analyst is a critical role in any Automation Team, responsible for working with the Senior BAs to identify the best opportunities for automations. The Junior BA will be responsible for helping in gathering requirements from the Subject Matter Expert and working alongside the programmers in delivering the solution under the guidance [...]

14 01, 2022

Senior Business Analyst

2022-01-16T20:37:08+00:00

The Senior Business Analyst provides strategic business analysis services to business partners. The focus of this position is to work closely with the business units to gain in-depth understanding of customer's business strategy, processes, services, roadmap and the context in which the business operates. This role will be key to understanding the documenting capabilities needed [...]

14 01, 2022

Automation Engineer- L2

2022-01-16T20:37:19+00:00

Accelirate’s mission is to help companies accelerate automation within their business processes using Robotic Process Automation (RPA), Application Programming Interface (API) enablement, and AI Technologies such as Machine Learning (ML) and Natural Language Processing (NLP). We are currently seeking Senior Automation Engineers with at least 1.5 years of extensive hands- on development. Full-time opportunities. Job [...]

14 01, 2022

Sr. Automation Engineer Lead

2022-01-16T20:37:29+00:00

Job Description Members of the Robotic Automation (RPA) team will work on project- based assignments in small and large teams to deliver automated processes. The services include assessing process needs for RPA, delivering innovative automation, automation analysis, solution design, and automation development and deployment. Essential Duties: Lead the advancement and application of methodologies, best practices [...]

14 01, 2022

Automation Support Specialist- Level 1

2022-01-16T20:37:37+00:00

Job Description Accelirate’s Managed Robotic Center (ROC) provides custom monitoring and reporting dashboards that deliver real-time insights into Bot performance, workloads, and handling times Act as a Level 1 Robotic Process Automation Support to provide first level of RPA production support and ensure smooth running of automations within the defined Service Level Agreements Bot Monitoring [...]

14 01, 2022

Automation Support Specialist- Level 2

2022-01-16T20:37:44+00:00

Accelirate’s Managed Robotic Center (ROC) provides custom monitoring and reporting dashboards that deliver real-time insights into Bot performance, workloads, and handling times Job Responsibilities Act as a Level 2 Robotic Process Automation Support to provide escalated level of RPA production support and ensure smooth running of automations within the defined Service Level Agreements Bot Monitoring [...]

14 01, 2022

Technical Recruiter

2022-01-16T20:38:21+00:00

Job Responsibilities Develop recruiting strategies that meet anticipated staffing needs Review job orders and employment applications to match applicants with job requirements Search for job candidates using various sources such as databases, internet recruiting resources, networking, job fairs, media advertisements, recruiting firms or employee referrals Select job applicants, confirm their qualifications and refer them to [...]

14 01, 2022

Automation Business Analyst

2022-01-16T20:38:33+00:00

Summary: The Automation Business Analyst is a critical role in any Automation Team, responsible for working with the Senior BAs to identify the best opportunities for automations. The Junior BA will be responsible for helping in gathering requirements from the Subject Matter Expert and working alongside the programmers in delivering the solution under the guidance [...]

14 01, 2022

Senior Automation Business Analyst

2022-01-16T20:38:46+00:00

The Senior Business Analyst provides strategic business analysis services to business partners. The focus of this position is to work closely with the business units to gain in-depth understanding of customer's business strategy, processes, services, roadmap and the context in which the business operates. This role will be key to understanding the documenting capabilities needed [...]

14 01, 2022

Machine Learning Engineer/AI Engineer

2022-01-16T20:38:58+00:00

Machine Learning Engineer Responsibilities: Consulting with managers to determine and refine machine learning objectives. Designing machine learning systems and self-running artificial intelligence (AI) software to automate predictive models. Transforming data science prototypes and applying appropriate ML algorithms and tools. Ensuring that algorithms generate accurate user recommendations. Turning unstructured data into useful information by auto-tagging images [...]

14 01, 2022

Automation Developer- Junior Level

2022-01-16T20:39:06+00:00

Accelirate Automation Developers are trained in Robotic Process Automation tools and methodologies. Incoming Developers go through a structured training program which will teach them the fundamentals of process automation, introduce them to specialized RPA topics, and prepare them for end-to-end client automation. This is a team of motivated, and energetic individuals that participate in the [...]

14 01, 2022

Automation Engineer- L2

2022-03-08T10:45:47+00:00

Accelirate’s mission is to help companies accelerate automation within their business processes using Robotic Process Automation (RPA), Application Programming Interface (API) enablement, and AI Technologies such as Machine Learning (ML) and Natural Language Processing (NLP). We are currently seeking Senior Automation Engineers with at least 1.5 years of extensive hands- on development. Full-time opportunities. Job [...]

14 01, 2022

Sr. Automation Engineer Lead

2022-01-16T20:40:00+00:00

Job Description: Members of the Robotic Automation (RPA) team will work on project- based assignments in small and large teams to deliver automated processes. The services include assessing process needs for RPA, delivering innovative automation, automation analysis, solution design, and automation development and deployment. Essential Duties: Lead the advancement and application of methodologies, best practices [...]

14 01, 2022

Automation Technical Lead

2022-01-16T20:40:14+00:00

Job Description: Members of the Robotic Automation (RPA) team work on project- based assignments in small and large teams to deliver automated processes. The services include assessing process needs for RPA, delivering innovative automation, automation analysis, solution design, and automation development and deployment. Essential Duties: Lead the advancement and application of methodologies, best practices and [...]

14 01, 2022

Senior Automation Architect

2022-01-16T20:40:27+00:00

Job Summary Role and Responsibilities The Automation Architect is responsible for leading implementations of Robotic Process Automation of business processes and providing technical and process leadership for an assigned team. Responsible for gathering process documentation based on business requirements, provide scalable specialized solutions using Robotic Process Automation, develop Robotic Process Automation Solution, deploying RPA bots, [...]

14 01, 2022

Automation Support Specialist- Level 1

2022-01-16T20:40:38+00:00

Job Description Accelirate’s Managed Robotic Center (ROC) provides custom monitoring and reporting dashboards that deliver real-time insights into Bot performance, workloads, and handling times Act as a Level 1 Robotic Process Automation Support to provide first level of RPA production support and ensure smooth running of automations within the defined Service Level Agreements Bot Monitoring [...]

14 01, 2022

Automation Support Specialist- Level 2

2022-01-16T20:40:53+00:00

Accelirate’s Managed Robotic Center (ROC) provides custom monitoring and reporting dashboards that deliver real-time insights into Bot performance, workloads, and handling times Act as a Level 2 Robotic Process Automation Support to provide escalated level of RPA production support and ensure smooth running of automations within the defined Service Level Agreements Bot Monitoring using dashboards [...]

14 01, 2022

Automation Support Lead

2022-01-16T20:41:04+00:00

Accelirate Automation Support Leads are trained in Robotic Process Automation tools and methodologies. Incoming members go through a structured training program which will teach them the fundamentals of process automation, introduce them to specialized RPA topics, and prepare them for end-to-end client automation. This is a team of motivated, and energetic individuals that participate in [...]

14 01, 2022

Business Development Manager- Sales

2022-01-16T20:41:19+00:00

Business Development Manager The ideal candidate will lead initiatives to generate and engage with business partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy. The Business [...]

14 01, 2022

Regional Alliance Sales Manager

2022-01-16T20:41:28+00:00

Regional Alliance Manager The ideal candidate will lead initiatives to generate and engage with business partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy. The Regional [...]

14 01, 2022

Enterprise Automation Sales Consultant

2022-01-16T20:41:43+00:00

The Account Executives main responsibility is to build a predictable revenue generating business by managing Tri-State Area Accounts; converting at a minimum 2-4 new business customers per quarter and managing at any one time 12-15 qualified opportunities through the Sales Cycle. Major Responsibilities: Build strategic, long-term relationships with Enterprise accounts, articulate a clear vision, generate [...]

12 01, 2022

A $1.5MM Lesson in Planning for Scalability

2022-04-29T14:52:20+00:00

The Mistake of Thinking Small with RPA Projects One of the biggest roadblocks to a successful RPA implementation is a lack of planning for RPA scalability RPA scalability within the business. Executives who see automation as optional tend to have a “start small” attitude towards RPA adoption, taking a piecemeal approach that often results in [...]

12 01, 2022

Implementing NLP-Powered Chatbots for Major E-Learning Provider

2022-01-16T16:15:50+00:00

The Rise of Virtual Customer Service For any organization, successful customer engagement relies on maximizing and optimizing the potential of digital and physical customer service channels to provide a smooth experience. A 2020 Salesforce study found that 69% of consumers prefer to use chatbots for speedy communication with businesses. Powered by Natural Language Processing (NLP), [...]

6 01, 2022

The 6 Automation Trends That Will Dominate 2022

2022-01-06T16:23:02+00:00

For many businesses, the past year has been both challenging and transformational. With business leaders expanding their automation deployments to build long-term resilience and better meet the needs of their customers and partners, adoption of the technology shows no signs of slowing in the new year. In 2022, automation will accelerate across the enterprise and [...]

16 12, 2021

Passive vs. Active Process Discovery

2021-12-16T11:58:20+00:00

Passive Discovery: Pain Points and Suggestions Passive discovery is the natural starting point for any fledgling automation program. When talking to business stakeholders that have yet to utilize automation tools, there is often a large pool of ideas that are offered up that can be addressed with automation. This initial idea generation can provide many [...]

16 12, 2021

Doing Process Discovery the Accelirated Way

2021-12-16T11:58:50+00:00

What is Process Discovery? Process Discovery is a technique used to identify, analyze, and quantify current business processes and workflows for potential digital transformation opportunities. By understanding the organizational structure, flow of work, and strategic goals, one can prioritize areas of the organization for a more detailed analysis of their automation opportunities. Establishing a process [...]

2 12, 2021

Retirement Plan Client Request Automation

2022-01-17T13:56:14+00:00

The Money Out Unit at a Major Financial Services Company is responsible for managing client retirement plan-based requests. The team receives email requests from clients asking to either withdraw, take a loan from, or disburse their retirement plan funds. Rather than bogging down the Money Out team with requests, requiring them to look up client [...]

2 12, 2021

Process Discovery Engagement for Large Healthcare Organization

2022-03-14T15:52:39+00:00

A large-scale Health Maintenance Organization currently services multiple counties throughout California. Going into 2022, the organization is looking to expand into new services areas with an estimated 2,700 new members expected by the end of the year. The organization currently has an ongoing RPA initiative with a goal to grow the company as a whole [...]

2 12, 2021

North American Bank Reduces Manual Input by 76% Automating Checking Program Enrollment

2022-02-07T21:30:02+00:00

A North American Bank offers a checking program that notifies customers when they sign a check for an amount they do not have available in their account. The program allows customers to resubmit their check when the funds are available, reducing the Bank’s time spent handling bounced checks and preventing customers from having to pay [...]

2 12, 2021

Implementing Attended Bots for a Major North American Financial Services Institution

2022-01-17T13:57:35+00:00

A major American financial, retirement and investment firm receives over 3 million calls on average per year through its Client Service Centers, based in three locations across the United States. Approximately 15% of these calls are regarding loan and withdrawal options, also referred to as Money Out (MO) options, and include withdrawals, old loan payoffs [...]

2 12, 2021

Engineering Firm Automates the Vendor Research Process to Streamline Procurement

2022-01-17T14:50:49+00:00

The Procurement Team of a Global Technical and Engineering Services Client receives purchasing requisitions for products and parts on a daily basis. To perform the Vendor Research Process, the Procurement Team’s buyers access these new part requisitions in the company’s Internal Catalogue System, then log into and manually navigate an Inventory Locator Platform to search [...]

2 12, 2021

Construction Firm Transforms the Employee Onboarding Process with Automation

2022-01-17T14:51:08+00:00

The HR Department of a Real Estate and Construction Client is responsible for onboarding new employees, a process that includes setting up new accounts in Microsoft Exchange and 365, and determining which product licenses the new user will need based on their position and organizational unit. Since the client onboards about 70 new hires each [...]

11 11, 2021

Cenlar Enters The Robot Revolution In Mortgage Servicing

2022-01-17T14:56:00+00:00

As the largest, long-standing mortgage subservicer in the United States, Cenlar FSB currently services residential mortgages across the nation. With a diverse client portfolio of banks, mortgage companies and credit unions, the company performs all loan servicing duties on behalf of its clients. Understanding the reality of doing business in a constantly evolving digital landscape, [...]

26 10, 2021

Best Practices to ROC(k) Your RPA Program

2022-01-16T17:26:49+00:00

How a Robotic Operations Center’s rigorous standards help strengthen and stabilize automations With nearly any automation project, an organization is expected to face common challenges such as errors and exceptions. The role of a Robotic Operations Center (ROC) is to strengthen and stabilize an organization’s automations so that they can overcome those challenges with less [...]

11 10, 2021

Accelirate Celebrates the Automation Revolution at UiPath Forward IV

2022-01-16T17:26:59+00:00

This October, hundreds of RPA experts gathered to celebrate and accelerate their journeys towards becoming fully automated enterprises at UiPath Forward IV. The two-day event was full of presentations, breakout sessions, booth discussions and other events giving actionable insights into the evolution of automation, and where companies should aim next in their journeys to reach [...]

22 06, 2021

Enriching Automations with AI: The Need for Intelligent Document Processing

2022-01-16T17:27:09+00:00

Unstructured Data is Everywhere Document processing is a critical function that directly affects the efficiency of all businesses, regardless of industry or size. Yet one of the biggest challenges these companies face is dealing with large amounts of unstructured data. According to an estimate from Computer World magazine, unstructured data might account for more than [...]

9 06, 2021

Getting Started with UiPath Document Understanding Automations

2022-01-16T17:27:22+00:00

5 Easy Steps to Get Started with UiPath Document Understanding Document Understanding has been in a large upward trend as organizations with automations are looking to enhance their current processes, and others are looking to dive into digital transformation headfirst. UiPath, one of the largest RPA platforms in the market, has a Document Understanding software [...]

3 06, 2021

Financial Status Report Automation

2022-01-17T14:51:29+00:00

BUSINESS SCENARIO The Accounting Unit at a Large Manufacturing Company creates a financial status report each week displaying all quarterly and year-to-date orders, shipments, backlog, and shippable backlog in order to keep track of the company’s deferred revenue. This report is critical to the company’s accounting operations; it provides a detailed view of the organization’s [...]

2 06, 2021

Gross to Net Payroll Reconciliation

2022-01-17T14:47:55+00:00

The Global Finance Unit of a worldwide technology conglomerate is responsible for processing employee payroll each month. Before automation, this process involved a team of ten analysts comparing the data in the business’ Working File against the payroll vendor’s monthly Gross to Net File in order for payroll to be approved. Manual reconciliation for a [...]

2 06, 2021

Salesforce to Legacy System Document Upload

2021-06-04T17:45:25+00:00

The Document Processing team at an online education client receives documents as attached to Salesforce’s custom objects. The processors read, rotate, crop, and convert the various file types and multiple attachments to a single PDF document and upload them to a legacy system and perform the data entry. This processing takes around 5 minutes per [...]

1 06, 2021

Automation Quick Wins for Construction Firm

2022-01-17T14:52:47+00:00

A Major Construction Group has over 20 offices throughout the United States. The company faced significant pain points in managing its back-office and operational processes, several of which had fallen into major backlog. The Accelirate team assessed the processes and determined that these low-value activities would be a waste of human labor, and thus ideal [...]

30 03, 2021

Why RPA Initiatives Fail Without a Top-Down Approach

2022-01-16T17:27:32+00:00

Starting an RPA Program and successfully transitioning past the pilot stage into a scaling stage is a tricky task. If not set up for success from inception, a lot of programs fail after a few processes are put into production and support for automation within the organization fizzles out. But why does this happen? As [...]

30 03, 2021

Strategic RPA Trends – How Leaders Can Keep Up

2022-01-16T17:27:44+00:00

Today, RPA has become a strategic priority for businesses across the globe – with adoption permeating nearly every industry, more organizations are reaping its benefits than ever. According to the annual RPA Census, which surveyed over 500 business and technology leaders, the visions these companies are working towards range from scaling bot deployments, to citizen [...]

30 03, 2021

The Risks of Unmonitored Automations

2022-01-16T17:31:49+00:00

If your enterprise is serious about maintaining a successful automation program then you already know that the RPA journey doesn’t end after bot deployment. In order for your program to be strong and scalable and for your bots to continue performing at their highest output, automation monitoring should be the backbone of your RPA practice. [...]

30 03, 2021

The True Cost of Excluding RPA from Your Business Operations

2022-01-16T17:27:57+00:00

Do the savings delivered by RPA projects surpass the total cost of ownership? One question we often come across in the early stages of client automation projects is the total cost of ownership for RPA, which the business must determine beforehand in order to calculate the project’s eventual return on investment. With interest around automation [...]

1 03, 2021

RPA to the Rescue – Deploying Automations During Covid-19

2022-01-16T17:28:40+00:00

With the global shift to remote work, the need for business continuity and resilience has never been greater. As the pandemic heightened digital demands, companies new to automation were propelled into adopting the technology, while those with existing automation programs were forced to move up their roadmaps for RPA. Apart from increased adoption in expected [...]

12 02, 2021

Top 5 RPA Pitfalls and How to Avoid Them

2022-01-16T17:28:54+00:00

Even with the pandemic-induced current economic climate, the RPA Industry has been growing at exponential rates throughout 2020 and is predicted to continue that trend over the next several years. Currently, the market is flooded with a plethora of “Success Stories”, best practices, and use cases that guide companies towards successful automation programs and specific [...]

6 01, 2021

Scaling Automation with the Flywheel Model

2022-01-16T17:29:05+00:00

With most agile organizations already having begun their RPA journey, the question on many business leaders’ minds in 2021 will not be how to start an RPA program, but how to scale one. While we have written extensively about scaling in the past, we have recently noticed a pattern emerging that could become the key [...]

9 12, 2020

Which UiPath Partner Level Are You Working With?

2022-01-16T17:29:14+00:00

UiPath has truly built one of the most robust and thorough Partner Programs in the Enterprise RPA Space.  Whereas other Enterprise RPA companies tend to focus on financial commitments, UiPath has always based their program on making sure a partner is qualified for their tier to ensure the success of their clients.  In this article [...]

25 11, 2020

Insurance Claim Error and Correction Processing

2022-01-17T14:49:10+00:00

A National Health Insurance Provider is preparing to receive a large number of insurance claims that need to be adjusted using their internal Facets system. These claims were originally kicked out of Facets because they contained errors that needed to be corrected. However, due to company policy these claims are labeled in a way that [...]

9 11, 2020

RPA Pitfall #5 and Conclusion – Not Taking Maintenance Needs into Account

2022-01-16T17:29:23+00:00

Forgetting About Automation Maintenance and Support One pitfall that we see clients stumble across often is not taking maintenance needs into account. When building automations, whether its attended, unattended, machine learning, or an AI-integrated process, a critical error is made by the organization when they forget that their automations need updates, bug fixes, and general [...]

5 11, 2020

Top 8 Takeaways from Accelirate’s Automation Workshops with UiPath

2022-01-16T17:29:31+00:00

Accelirate, a UiPath National Diamond business partner, recently co-hosted a series of enterprise automation workshops with UiPath. The 8-week series covered a variety of trending topics in the enterprise automation world from attended bots, to process and task mining, to the ‘robot for every person’ approach and hyperautomation. Each episode featured a different UiPath speaker [...]

3 11, 2020

RPA Pitfall #4: Choosing a Process That Changes Frequently

2022-01-16T17:29:39+00:00

We have seen organizations deal with one particular pain point - dealing with a process that is always down or in need of support. This is often when an organization chooses to automate a process that changes frequently, causing the automation to crash regularly as well as require constant modifications.  This in turn puts a [...]

26 10, 2020

RPA Pitfall #3: Company Lacking a Clear RPA Strategy

2022-01-16T17:29:50+00:00

A common mistake companies make early in the automation journey is not setting up a clear RPA strategy. Without a clear plan from management, departments and sub-groups within a company will set up different governance models and each development team will organize and store their automations in different formats and locations. What happens then is [...]

16 10, 2020

RPA Pitfall #2: Striving for End-to-End Automation When It’s Not Cost-Effective

2022-01-16T17:29:57+00:00

As RPA becomes more universal, there is a justifiable desire to automate cross-functional business processes from end-to-end. The benefits of doing so are clear: cost savings, productivity and efficiency gains, capacity increase, general process improvement, etc. However, in most cases, this is a tricky situation that organizations are lured into based on perceived benefits. We [...]

14 10, 2020

Top RPA Pitfalls and How to Avoid Them

2022-01-16T17:30:06+00:00

Even with the pandemic-induced current economic climate, the RPA Industry has been growing at exponential rates throughout 2020 and is predicted to continue that trend over the next several years. Currently, the market is flooded with a plethora of “Success Stories”, best practices, and use cases that guide companies towards successful automation programs and specific [...]

29 09, 2020

Process Discovery Best Practices: A Business Analyst’s Perspective

2022-01-16T17:30:15+00:00

By, Michael Gispert - Accelirate Automation Business Analyst Selecting the first set of processes in an RPA journey can be daunting. The high-overhead costs add pressure to select processes that give an incredible amount of ROI that justify the investment. This leads to rushed projects that are high-risk and at the end of the development [...]

11 09, 2020

Corporate Payroll Reconciliation Process

2022-01-17T13:57:56+00:00

The Money In department of a Financial Investment Firm is responsible for conducting the Corporate Payroll process each week. Rather than tasking the SME’s with analyzing the incoming Payroll Files and manually navigating the task manager to pull and verify payroll file data, Accelirate implemented a Bot to reconcile payroll files and send the firm’s [...]

11 09, 2020

POS to SAP Sales Amount Verification

2022-01-17T14:05:24+00:00

The Accounting team at a Fashion Retailer currently reconciles their point of sale system to their bank system and performs a point of sales to SAP reconciliation only if they notice a difference in totals. The reconciliation process takes an employee one hour on average and entails retrieving the monthly sales report from SAP and [...]

22 07, 2020

How to Run a Successful Bot-a-Thon: Citizen Developer University

2022-01-16T17:30:25+00:00

With the dawn of UiPath StudioX and growing interest in citizen developers, Business Users across the country are using simplified automation building programs to create and implement their own personal automations. Programs such as StudioX are made specifically for business users as they are a simplified version of the typical process automation development studio and [...]

14 07, 2020

Bank Account Maintenance –⁠ Status & Rate Changes

2022-01-17T13:58:25+00:00

The Account Maintenance team at a Mid-Sized Regional Bank is responsible for handling requests to update account statuses, rates and service changes. These requests come periodically throughout the day and vary in volume, ranging from 40 to 100 requests submitted per day. The Account Maintenance agents spend 12-20 hours each week manually handling these time-sensitive [...]

9 07, 2020

Employee Order Processing

2022-01-17T14:05:47+00:00

An International Fashion Company holds two yearly shows. After each fashion show, the items debuted are available for sale to the company’s employees. Fulfilling the employee orders involves handoff between 6 different groups: the Fashion Unit, the Finance Department, the individual employees, the Fashion Warehouse, Fashion Account Services, and the International team. Because of this, [...]

17 06, 2020

CashApp Purchase Transaction Processing

2022-01-17T14:06:19+00:00

The Accounting Department of an International Retail and Manufacturing Company’s sub-brand is responsible for recording and applying cash transactions for each month. The SAP payment processing engine requires all cash transactions for each day of the month to be applied by the first business day of the following month – a process that requires a [...]

15 06, 2020

Automated Purchase Order Creation for International Retailer

2022-06-13T19:25:45+00:00

The Finance Planning Department for an International Retail and Manufacturing Company and its subsidiary brand companies receives Electronic Data Interchanges (EDIs) from customers via email that contain purchase order requests. Originally, the employees would print out the EDIs for auditing purposes and were responsible for checking the requisitions, ensuring that the sales document type is [...]

9 06, 2020

FHA Quick-Win Automations During COVID-19

2022-01-17T14:01:06+00:00

FHA MIC Verification Due to the nationwide economic impact of the coronavirus, a large mortgaging investment firm has experienced an increased need for mortgage loan processing. The firm’s loan servicing department is responsible for verifying the status of loans to make sure they are FHA-insured. The Accelirate team created a bot to seamlessly compare the [...]

6 05, 2020

How to Continue Digital Transformation During WFH: Remote Process Design Documentation Tips

2022-01-16T18:14:00+00:00

Note From the Authors, Micheal Gispert, Accelirate Business Analyst, and Robert Booth, Accelirate Director of Process Discovery Have Patience. Currently, everyone is trying to schedule their days as much as possible with meetings, do not disturb times, and any other tasks they have assigned. However, these times may come as a shock to many as [...]

24 04, 2020

Optical Character Recognition: Invoice Processing

2022-01-17T14:53:19+00:00

The Accounts Payable Department of a major manufacturing company is responsible for locating and uploading all incoming invoice information into the company’s SAP system. This process is currently extremely manual and consumes up to 75% of the AP team’s day during peak times. The Invoice Processing function is essential to the company’s operations as fulfilling [...]

24 04, 2020

Equity Investment Reporting

2022-01-17T14:55:31+00:00

A Global Oil & Natural Gas Exploration/Production Company employs a team of Financial Analysts each month to close out all projects from the previous month and run queries on project cash flows. Using finance department applications and a business warehouse system in SAP, this important process includes: running a variety of reports for the internal [...]

24 04, 2020

Medical Billing Claims FPM

2022-01-17T14:49:39+00:00

A national auto insurance company processes thousands of CMS 1500 forms each month for medical claims billing. This process is extremely manual and takes hours of the billing department’s workday, causing the company to incur high expenses for data entry. The primary purpose of automating this function is to process claim forms more accurately and [...]

3 03, 2020

Auto Insurance: Good Driver Discount Adjustment Process

2022-01-17T14:49:57+00:00

A major American Auto Insurance company offers a discount for their policy holders who complete a “Cautious Driver” course. After course completion, the Insurance company receives files from three different course vendors and uses two different websites to record the results, populate driver information, look up the insurance policies, and apply the appropriate discounts. This [...]

23 01, 2020

Inventory and Non-Inventory Invoice Processing

2022-01-17T14:54:07+00:00

A Major International Manufacturing and Retail Company uses both SAP for data entry and DocuWare to keep track of their inventory and non-inventory invoices. Currently the Accounts Payable department is responsible for sorting through over 500 invoice lines for 100+ invoices daily. This task is very monotonous and can take up to an hour per [...]

4 12, 2019

OCR Invoice Processing

2020-06-07T20:09:13+00:00

The Accounts Payable Department of a major manufacturing company is responsible for locating and uploading all incoming invoice information into the company’s SAP system. This process is currently extremely manual and consumes up to 75% of the AP team’s day during peak times. The Invoice Processing function is essential to the company’s operations as fulfilling [...]

27 11, 2019

Payroll and Transactional Queue Automation

2022-01-17T14:54:23+00:00

The Shared Services division of a large manufacturing company is responsible for overseeing the payout of wages and salaries to their employees across a number of different plants and locations both inside and outside of the United States. The Shared Services department currently uses the web-service UltiPro to process and generate the payrolls for their [...]

25 10, 2019

What You Missed at UiPath Forward

2022-01-16T17:32:44+00:00

October 2019 turned out to be a defining moment for the RPA and Automation Industry with UiPath’s Annual Conference, Forward III held in Las Vegas, Nevada. This conference brought together over 2500 UiPath customers, users, partners, industry media experts, and analysts to discuss all things automation. The main focus of this year’s conference was to [...]

26 09, 2019

Suspense Processing Automation

2022-01-17T14:01:41+00:00

A Major Loan Servicing Company is responsible for managing their borrower’s suspense accounts. The suspense account is a catch-all account in which the borrower’s money is stored until the loan servicing firm decides where to allocate the funds. The money in the suspense account can be moved to pay any or all of the following [...]

21 08, 2019

Machine Learning and RPA: How to Automate the Enrollment Process

2022-01-17T14:56:18+00:00

The client is a Leading Online Education Provider Company that is affiliated with more than 300 schools in the United States and receives more than two million applications from potential students annually. The application requirements for each individual school associated with the online services provider is different and each application is submitted with several supporting [...]

6 08, 2019

The Benefits of RPA Code Review

2022-01-16T17:32:53+00:00

Have you finished your RPA project? Are you getting the results you expected? Absolutely. But is there still room for improvement? Of course; there always is! Even though an RPA project is “complete”, that doesn’t mean that the RPA journey, or the work on a specific process is over. After the project is running and [...]

1 08, 2019

Using Machine Learning Based Predictive Modeling to Target Borrowers Who Qualify for Loan Modifications

2022-01-16T17:33:19+00:00

Marketing efficacy remains at the forefront of business growth and success. In our increasingly digital era, the degree of such marketing efficacy is inextricably tied to technology. Digital marketing campaigns often prove the most effective in improving targeted marketing and client engagement, especially given a vast array of tools such as email and social media platforms. Despite these resources, [...]

16 07, 2019

How RPA Can Improve Internal Processes, Not Just Automate Them: A Mortgage Breach Letter Case Study

2022-01-16T17:33:41+00:00

As investment growth brings about increasingly large mortgage portfolios, many financial institutions often find themselves inundated with a proportional increase in resource strain and decrease in efficiency; such issues include management of mortgage breach letters, notices typically prerequisite to foreclosure proceedings that inform the borrower of a mortgage contract breach. Though mortgage data and breach [...]

28 06, 2019

Tackling KYC Challenges Faced by Financial Institutions With RPA and AI

2022-01-16T17:33:53+00:00

Confronted with increasingly complex security risks and a resultant increase in regulatory scrutiny, financial institutions juggle operational costs with numerous compliance challenges, at the forefront of which are Know Your Customer (KYC) requirements. KYC involves verifying client identity through an on-boarding process and performing periodic risk assessments to determine the likelihood of fraudulent activities that could implicate clients’ business [...]

10 06, 2019

Create Credit Disputes: A Customer Service Solution

2022-01-17T13:59:04+00:00

A Fortune 500 Financial Services Company receives more than 200 Credit Dispute Complaints from customers daily. Utilizing a staff of three FTE’s and Four Credit Agents to investigate, action, and respond to each dispute resulted in hours of work daily both within and beyond working hours to appropriately resolve each dispute no more than thirty [...]

10 06, 2019

Know Your Customer Data Download: RPA Implementation

2022-01-17T13:59:53+00:00

For any company Customer Relationship Management is an integral part of running a profitable business. Being able to quickly update, upload, and download accurate and up-to-date information, for a Financial Service Company especially, is important for monitoring customer risk and alerting agents and customers of possible fraudulent activity on an account. Currently at this Global [...]

17 04, 2019

Notification of Overdue Items: Accounts Receivable Follow Up

2022-01-17T14:50:29+00:00

A Global Insurance Company is made up of 100’s of insurance brokers that act as agents for their respective insurance clients. The company has an internal team of accounting employees currently spending a portion of their day dedicated to checking through every policy broker’s accounts and portfolio of corresponding invoices to see if any of [...]

28 11, 2018

Default Management: Automating Mortgage Breach Letters

2022-01-17T14:02:08+00:00

The client’s Default Management Function was broken into four separate business units: Pre-Foreclosure, Foreclosure, Bankruptcy, and Loss Mitigation. Within the Pre-Foreclosure business unit lies an important activity called ‘Breach’ that involves the servicer aggregating all loan data that warrants a Mortgage Breach Letter and compiling that data into a State-specific format that accommodates for requirements [...]

30 10, 2018

Predictive Modeling: A Marketing Solution

2022-01-17T14:02:52+00:00

Every month the client considers a large group of people who have mortgages to potentially send out offers about refinancing to. Previously, hand-written rules were manually created by subject matter experts to reduce this large pool of potential recipients to a smaller number of borrowers to send offers to. Of these thousands of offers, which [...]

24 10, 2018

A Solution to Default Reporting

2022-01-17T14:03:27+00:00

Fannie Mae provides incentives to loan servicers to provide accurate reporting for all loans under their portfolio. The Electronic Default Reporting Process requires coordinators to go through a report of all Fannie Mae loans in a portfolio, identify if any loans have criteria that would indicate the loan being in an incorrect status. Once identified, [...]

25 09, 2018

Why You Need a Head of RPA From the Beginning Not the End

2022-01-16T17:37:02+00:00

When a company first embarks on their Robotic Process Automation (RPA) journey, 99% of the time Joe from Finance, Sarah from Process Optimization, or Tom from IT is assigned to investigate RPA. They probably raised their hand at the monthly meeting, and just like every good suggestion, the person that makes it gets to do [...]

5 03, 2018

RPA Lessons Learned #3

2018-10-03T18:40:33+00:00

Every RPA Developer understands the struggle of trying to automate a process that requires some type of Citrix or virtualized environment interaction, it’s a constant battle of trying to reliably interact with the underlying system while at the same time considering the validation criteria required to satisfy the business requirements. Here are the top 2 [...]

1 03, 2018

RPA Lessons Learned #1

2018-10-03T18:40:20+00:00

There are two important aspects to automating a process: Interaction: which is all the manual activity (clicks, copy-paste, etc.) that the human does to move the process forward Intelligence: which is the tacit decision making that the human does to direct the process The lesson learned is that while cognitive automation technologies continue to evolve at a [...]

16 08, 2017

Robotic Process Automation for Healthcare Providers

2022-01-17T15:02:30+00:00

Multiple Robotic Processes have helped us in performing better in many fields including accounting, finance, telecommunications, and so on. New techniques such as RPA or Robotic Process Automation are being employed to get better results. It holds great potential to quickly increase efficiency, reduce errors and decrease costs by automating tasks that are manual, high-volume [...]

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