Aarorn Technologies Sdn Bhd

Automation Driven

Call Us:+601 164409016

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Aarorn Technologies Sdn Bhd

Automation Driven

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    • Intelligent Process Discovery
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cropped-AarornTech-Logo-250

Aarorn Technologies Sdn Bhd

Automation Driven

  • Home
  • About
  • Training
  • Solutions
    • Intelligent Process Discovery
    • Intelligent Process Automation
    • Intelligent Document Capture
    • AI Chatbots (Multilingual)
  • Services
    • Robotic Process Automation
    • Intelligent Automation
    • Enterprise AI
    • Managed Services
  • Gen AI
    • Self Hosted LLM Solution
    • Retrieval Augemented Generation (RAG)
    • Dashboard AI Assistant
    • AI Agents
    • AI Avatars
    • Enterprise AI Solution
    • Voice AI Agent
  • Use Cases
    • By Function
      • Finance and Accounting
      • Information Technology
      • Sales and Marketing
      • Operations
      • Supply Chain
      • Administrative
      • Contact Center
      • Customer Success
      • Human Resources
      • Vendor Management
    • By Industry
      • Banking & Financial Services
      • Healthcare & Pharmaceuticals
      • Transportation & Logistics
      • Manufacturing
      • Insurance
      • Government
      • Outsourcing
      • Retail
      • Energy and Utilities
      • Telecom
      • Education
      • Travel and Hospitality
      • Real Estate
      • Food and Beverage
  • Contact Us
  • Career

Workplace Decoration

A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart.     LAUNCH PROJECT
Share
Client
Joe Blow
Release Date
August 16, 2016
Launch Project

Previous Portfolio

Be Green

Next Portfolio

Combination of Colors

Related Projects/Works

demo-attachment-92-smartphone-on-ultra-violet-background-PJXPHRA

Gold and Purple

by dashboard
demo-attachment-88-green-and-gold-interior-PZ7WEG9

Be Green

by dashboard
demo-attachment-90-modern-yellow-workspace-interior-P6GN2J4

Simple and Effective

by dashboard
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Aarorn Technologies Sdn Bhd.
Kuala Lumpur , Malaysia

Email: hello@aarorn.com

Phone: +601164409016

Visit Our US Website

USEFUL LINKS

Intelligent Process Discovery

Intelligent Process Automation

Intelligent Document Capture

AI Chatbots (Multilingual)

SERVICES

Robotic Process Automation

Intelligent Automation

Enterprise AI

Managed Services

WORKING HOURS

Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday 9:00am - 5:00pm
Sunday Closed

Copyright © 2020 – 2025 Aarorn Technologies Sdn Bhd, All Rights Reserved.

 
Shopping Basket
SIM Swapping



Automatically assign fresh SIMs to users and transport all information from various systems.

Payment Processing



Automatically organize customer data into enterprise databases, process payment, deliver email confirmations, and place an order.

Attendance Tracking



Automatically manage internet applications by consolidating data from various sources.

Internet Application Management



Automatically manage internet applications by consolidating data from various sources.

Customer Communications



Automatically deliver communications in customers’ preferred channels such as email, web, text, and print and enhance customer satisfaction.

Predictive Maintenance



Automatically track workflows to determine the condition of in-service equipment, estimate maintenance requirements and ensure cost savings via condition-based maintenance.

Dispute Resolution



Automate checks and verifications of information across various sources, classify and settle disputes based on predetermined rules and escalate more complicated issues.

Fraud Detection



Automate to spot illegal online activities effectively. Collect, integrate and validate data across various channels to identify and signal fraudulent transactions.

Customer Service Support



Integrate customer details across multiple systems, minimize the time taken to validate information, prioritize queries based on set rules, auto-resolve low priority, and emphasize high priority queries.

Customer Information Verification



Consolidate data from various internal and external systems, validate information and port phone numbers from different operators.

Credit Checks



Automatically collect and validate data across different sources such as credit agencies, perform credit checks, determine eligibility, and enhance decision-making processes based on predetermined rules.

Credit Checks



Automate collection and verification of data, including scanned documents from multiple sources, make credit checks, and ensure sound decision-making concerning customer eligibility.

Service Provisioning



Automate new and changes in service requests, plan and deliver outstanding customer experience 24/7 seamlessly.

Debt Collection



Automatically consolidate documents across different sources, screen records, and identify preference accounts for cost-effective and efficient location of debtors.

Competition Management



Handle competition by accessing third-party merchant platforms and comparison sites. Monitor, signal and reprice based on business rules and generate analytics in real-time.

Network Operations



Manage network processes to enhance response time and lower costs by automating repetitive tasks, standardizing processes and procedures to manage networks, and promoting effective communication across multiple devices and technologies.

Customer Information Backup



Seamlessly record and backup customer transaction information from all communications to instantly maintain accurate customer records.

Billing Data Management



Integrate data from spreadsheets or other legacy reporting systems into a central hub, streamline the billing process by generating, filing, and tracking internal and external communication.

Account Maintenance



Capture and update customer information and signed documents across multiple systems. Seamlessly update data such as changes in names and addresses, credit card information, and signed contracts.

Data Analysis



Digitize and consolidate documents across different systems, validate required data points, and generate analytics for more valuable insights.

Proof of Delivery



Automatically retrieve and merge data from provider databases, track shipments over GPS and send proof of delivery via customers’ preferred channels.

Customer Onboarding and Offboarding



Automatically handle customer onboarding and offboarding processes like credentials verification, instant update for account withdrawals, and ongoing communication by implementing digitized workflows to ensure an improved customer experience and accurate records.

Order Configuration and Processing



Automatically manage order configuration and processing and service/product changes for your customers and vendors. Improve customer experience and the likelihood of establishing customer loyalty.

Competitive Pricing



Handle competition by accessing third-party merchant platforms and comparison sites. Monitor, signal and reprice based on business rules and generate analytics in real-time.

Complaints Management



Automatically recognize customer complaints, take actions based on set conditions, resolve customer issues and highlight more significant problems for further action to provide a responsive customer experience.

Asset Maintenance



Automate asset maintenance processes by seamlessly collecting service logs and other digitized documents, identifying defective equipment or outages, and highlighting concerns for further action.

Systems Operations



Automatically organize processes such as order placement, fulfillment, and delivery to ensure error-free and effective system and transport operations.

Invoice Processing



Automate to read and interpret data regardless of file types, identify patterns and exceptions, make judgments such as recognizing approvers and assigning specific general ledger codes, leading to quick and accurate invoice processing.

Energy Theft Prevention



Aggregate data across various systems and automatically compare and highlight accounts with discrepancies between billed and actual consumptions for further investigation.

Energy Trading



Automatically merge energy trading data and generate analytics for better insights and forecasting.

Consumption Analysis



Automatically merge data across different systems and generate analytics through dashboards, databases, spreadsheets, and reporting applications to aid sound decision-making.

Storage Automation



Automatically manage repetitive storage operations to verify data on deploying cloud environment, terminate or start/restart services, handle RAID grouping, drive sparing requirements, and eventually overcome errors while handling enormous data.

Misreads Resolving



Automate reading and matching the meter readings in digitized documents and system reports and identifying and highlighting anomalies.

Customer Transfers



Automatically manage customer transfers by assigning data through necessary credentials.

Load Forecasting



Automate access to customer records, interpret data such as usage habits and customer choices to generate analytics for reliable load forecasting.

Transactive Energy Solutions



Automatically collect data across various systems and websites such as smart meters, distribution automation, plug-in electric vehicles, and smart appliances. Automate record checks to maintain supply and minimize costs and potential outages.

Energy Consumption Optimization



Automatically obtain information using processes to measure parameters such as grid load, electricity consumption and generation, weather forecast, and electricity prices and eventually optimize energy consumption.

Energy Storage



Automatically read and interpret data to handle energy storage systems and more extensive energy environments.

Demand Management



Automatically capture and analyze a composite mix of millions of data points and variables from various sources that affect demand and generate analytics to carry out predictive analysis for reliable demand management.

Yield Optimization



Automatically retrieve large volumes of statistical data, handle millions of transactions per month, and integrate data from multiple systems to optimize yield by generating actionable insights based on data analysis.

Metering



Automatically understand, analyze, and validate meter information and enable processes to accurately identify and handle exceptions.

Predictive Maintenance



Automatically track workflows to determine the condition of in-service equipment, estimate maintenance requirements and ensure cost savings via condition-based maintenance.

Data Reporting



Seamlessly submit data to regulatory authorities by validating data and originating audit trail.

Credit Reports



Automatically obtain credit reports from multiple credit agencies in real-time and ensure that the information is accurate and latest.

Catalog Creation and Amendment



Automatically streamline data for product catalogs, update relevant data from online sources, systems, forms, and emails and access the accurate and latest information in real-time.

Month-End Reporting



Seamlessly manage month-end reporting by generating relevant data across different sources and files, verifying the accuracy, seeking predetermined approvals, and producing final reports.

Product Categorization



Automate Product Categorization using natural language processing (NLP) to ensure accurate product classification, enhance search relevance, and, eventually, customer experience.

Customer Communications



Retrieve relevant customer data from various systems providing appropriate information via different means of communication.

Brand Monitoring and Fraud Prevention



Automatically recognize unsanctioned use of the organization’s brand or intellectual property. Obtain, merge and validate information across various channels to discover and eliminate unauthorized content.

Food Safety Audits



Automatically integrate information across different documents and systems and audit supplier appraisals, regulatory requirements, and business objectives to ensure food safety.

Non-Compliance Validation



Automatically validate data, eliminate errors, generate an audit trail and ensure compliance seamlessly.

Global Sourcing



Automatically gather and analyze data from various online and offline sources to capture global demand patterns and generate analytics in real-time to exploit opportunities in the global retailing landscape.

Customer Management



Automatically capture, interpret and update customer information such as signed forms, address changes, payment information, and so on across multiple systems and seamlessly manage processes triggered by events, specific dates, processes, etc.

Inventory and Product Control



Automatically streamline records across different systems to manage inventory under a single system and adhere to inventory requirements for efficient product control.

Billing, Order and Invoice Processing



Automatically read and understand files recorded in different formats and seamlessly verify addresses, print invoices, and shipping labels, and update inventory levels and trigger reorders when required.

Returns Authorization



Automatically consolidate information into a central hub and seamlessly handle the authorization of returns based on set conditions and applicable refunds via the aggregation, recording, and tracking of all communications.

Pricing Administration



Automate to access third-party merchant platforms, evaluate shopping sites, analyze and reprice based on business rules and generate analytical reports in real-time.

Customer Dispute Resolution



Automate checks and verifications of information across various sources, classify and settle disputes based on predetermined rules and escalate extra complicated issues.

Procurement Optimization



Automatically monitor and manage inventory across multiple systems to meet customer demands on time and generate real-time reports to optimize production planning.

Distributed Marketplace



Automate the back-end processes that issue payments based on predetermined conditions for transactions and eliminate the need for coordination via a large central entity.

Loyalty Programs



Automatically verify customer information to access loyalty rewards from different systems, process requests, send notifications, and foster customer loyalty.

Production Planning



Automatically monitor and manage inventory across multiple systems to meet customer demands on time and generate real-time reports to optimize production planning.

Vendor Master Data Management



Automate to seamlessly update relevant data from websites, systems, forms, or emails and ensure access to accurate and latest data in real-time.

Customer Feedback



Automatically obtain relevant data from websites, systems, forms, and emails and access accurate and latest information to provide excellent customer service.

Document Indexing and Archiving



Seamlessly obtain, verify, record, index, and archive documents and generate reports for additional insights.

Logistics and Dispatch



Automate to facilitate field appraisal assignments efficiently, deliver notifications to provide visibility on job status and appraiser location. Automatically retrieve information from different systems to generate customer demographics, service history averages, and other analytics for effective decision-making.

Data Management



Automate the processes of data entry, data capture, data mining, processing, and rectification, by reading and interpreting customer information, sharing the data with a user interface to accurately update records, and eliminating anomalies.

Application Processing



Automatically collect and validate required documents, perform relevant checks, and aid decision-making based on eligibility and other set criteria.

Transaction, Order and Invoice Processing



Automatically read and interpret transaction data, including invoices and order files, regardless of format, identify patterns and exceptions for added accuracy and efficiency of processes.

Data Conversion and Document Digitization



Digitize documents and verify data to eliminate human intervention on inbound document capture and extraction to deliver efficient processes.

Direct and Indirect Procurement



Automatically integrate data across various systems, obtain procurement data across the S2P life cycle. Automate all activities linked to data extraction, loading and transformation (ETL) in the procurement organization, and generate analytics in real-time.

Claims Processing



Automatically read and interpret unstructured data from different files, analyze, verify, and process claims based on set rules.

Record Synchronisation



Merge various systems, eliminate paperwork and preserve confidential information through record synchronization.

Webpage and Catalog Maintenance



Automate to update relevant data from websites, systems, catalogs, forms, or emails and access the latest and accurate information in real-time.

Shared Services Operations



Automate to enhance the accessibility of resources, value addition, and efficiency of Shared Services.

Email Services



Automatically deliver communications in customers’ preferred channels such as email, web, text, and print and enhance customer satisfaction.

Customer Database Management



Automatically capture data and signed documents accurately and update customer information and annual contracts that require signatures across multiple systems.

Webpage and Catalog Maintenance



Automate to update appropriate data from websites, systems, catalogs, forms, or emails and access the latest and accurate information in real-time.

Incident Management



Automate checks and validations from different sources, minimize incident resolution time, categorize and resolve incidents based on business rules, and discover and escalate more complex issues.

Customer Transition



Seamlessly handle customer records across various systems and synchronize entire CRM, ERP, and legacy information as they link systems, processes, and activities in real-time.

Warranty Administration



Automatically handle warranty administration by populating the report data from different sources, verifying the accuracy, and processing workflows based on the set rules.

Quality Assurance



Merge, verify and monitor data from multiple systems and deliver information to stakeholders through dashboards, databases, spreadsheets, and reporting applications in desirable formats.

Survey Management



Automatically collect surveys from various sources, analyze data, generate categorization of problems and analytics to aid data-driven decision-making, deliver response-based feedback, and create alerts to address all issues in real-time.

Contract Validation



Automatically extract and verify data points, assess thoroughly, and deliver the precise data to conform to any internal or external sources.

Subcontractor Management



Automatically manage subcontracting by receiving, handling, and qualifying all the relevant documents, ensuring compliance, tracking time and attendance, operating site inductions, tracking keys, and working order.

Application for Services



Automatically obtain and verify the required documentation, perform mandatory checks, and process decision-making based on eligibility criteria and other established rules.

Immigration Applications and Processing



Automatically gather and validate all the required documents, signatures, and completed forms, conduct essential checks, process decision-making based on set rules, and generate letters for delivery.

Verification Process



Automatically capture and extract information from documents and verify data for an accurate and efficient verification process.

Passport Verification and Management



Automatically collect and validate required information, including signatures, perform necessary checks, process decision-making, and deliver passports to the owners.

Online Services



Automate implementing digital self-service and assisted-service models to enhance accuracy and efficiency with automatic data entry from captured documents and ensure improved information transmission through automated response communication.

Disaster Alerts



Automate and optimize disaster alerts delivered through multiple channels anytime and anywhere.

Contract Governance



Automate to merge previously siloed government contracts and regulatory reviews and provide caseworkers details of benefits and clients.

Traffic Ticket Management



Automatically handle records such as traffic tickets and payments across systems and process changes, synchronize all relevant data as it links systems, processes, and actions in real-time.

Fraud Protection



Analyze current and historical transactions to identify illegal online activities. Collect, merge and validate data across various channels to identify and signal fraudulent transactions.

Building Management



Automatically identify inaccurate reports or discrepancies, auto-generate monthly reports, and create a customizable dashboard interface for real-time data. Streamline usage data and provide crucial insights for possible energy efficiency upgrades.

Debt Management



Streamline, track and process all outstanding invoices and write-off debts across all systems instantly for efficient debt management.

Relief Management



Handle data from relevant sources, collaborate adequately to aid survivors, alleviate damage, and support reconstitution. Digitally manage records for emergency response and humanitarian aid organizations, and enhance communication and awareness.

Dynamic Reporting and Dashboards



Automatically merge knowledge repository from multiple sources, access more profound levels of specific data, and provide additional information.

Legacy System Enablement



Automatically capture domain values from unstructured data, classify and move data based on a set of rules and create agile automation processes in legacy systems.

Tax Compliance



Automatically collect tax information from multiple sources, capture unstructured data, map the tax returns accurately, and perform trend analysis to identify potential risks, errors, or anomalies.

Vendor Onboarding



Automate to capture signed documents, provide login and system credentials for vendors, improve efficiency, and minimize onboarding time.

Name and Address Changes



Capture and update data and signed documents accurately and in real-time. Automatically obtain, verify and update information related to name and address changes based on business rules.

Call Center Optimization



Automatically link divisions, systems, and people to establish a framework for innovation. Retrieve reports to manage expenditures; capture, list, rank, escalate and track any business process.

Risk Evaluation



Automatically handle numerous data sources to identify conflicts of interest. Proactively run accuracy checks to avoid frauds, regulatory penalties, and loss of credibility.

Records Management



Merge various systems and automatically improve the security of confidential data. Enhance disaster response by providing first responders instant access to vital information.

Claims Data Extraction



Automatically handle processes related to healthcare claims by obtaining data from paper documents and validating for accuracy.

Quotation Validation



Automatically check and establish the accuracy of insurance quotes by comparing data across various sources and run import and validation for processing.

Mortgage Management



Automatically handle mortgage applications by obtaining mortgagor information, validating signed documents, streamlining data from web various internal and external sources, and diminishing risk.

Fraud Detection



Retrieve, streamline and validate data across multiple channels to identify and signal fraudulent transactions. Evaluate all previous transactions to proactively manage fraud-related concerns.

Customer Communications



Retrieve relevant customer data from various systems providing appropriate information via different means of communication.

Title Verification



Automatically provide title verifications by digitizing records and verifying data with required data points.

Adjudication



Automatically read, analyze, and interpret claims adjudications rules to efficiently process administration of benefits claims.

Data Aggregation and Migration



Automatically access, integrate, validate and copy appropriate data from one system to another at high speed.

Account Set-up



Automatically improve time to set-up all accounts by reading information from documents seamlessly and providing login credentials and access to resources at a high pace.

Underwriting



Streamline the underwriting process and improve processing time drastically for all applications by accelerating access to critical information in real-time.

Market and Competitive Analysis



Manage competition by obtaining information from websites, third-party merchant platforms, and various comparison sites, watch, signal and revise prices based on business rules and generate reports for analysis.

Bulk Payments and Recoveries



Automatically secure appropriate information, post and reconcile bulk payments, generate responses, send payment reminders, and report across multiple systems.

Redemptions Processing



Consolidate data across multiple systems, streamline redemptions processing through the generation, storage, and tracking of various communications.

Regulatory Compliance



Automatically capture compliance documents, validate data, deliver thorough evaluation, and deliver precise data for compliance from any sources.

Policy Administration



Integrate data across multiple sources such as emails and Interactive Voice Response calls and deliver resolution through customers’ preferred channels.

Statement Distribution



Integrate data from various systems and optimize customer communications and deliver statements based on preferred channels.

Claims Management



Automatically grasp unstructured data related to insurance claims, analyze, verify and process claims based on business rules.

Match to Issued Policy



Consolidate data from various sources, review policies to ascertain carriers’ responsibilities in a claim.

Research and Development



Automatically manage the R&D process by populating the report data across multiple sources, verifying the accuracy, and accumulating records for analysis.

Pre-emptive Sourcing



Recognize trends and demand through pre-emptive sourcing; screen, highlight and respond based on business rules and generate analytics in real-time.

Forecasting



Manage competition by accessing third-party merchant platforms and comparison sites in real-time. Monitor, signal and reprice based on business rules and generate analytics for forecasting.

Multi-Vendor Workflows



Automate to simultaneously build multi-vendor workflows in multiple systems from one centralized source.

Collections



Automatically screen through extensive records accumulated from multiple sources and recognize priority accounts for efficient debtors’ locations.

Customer Tracking and Response



Integrate data across multiple sources and respond through customers’ preferred channels in real-time.

Bill of Materials



Automatically capture data points from digitized documents, set up alerts for any system modifications, and access real-time process monitoring and analytics.

Proactive Maintenance



Automate to proactively gather service logs and other systems, including digitized documents, and highlight defective equipment, outages, or other imminent concerns.

Materials and Resource Distribution



Automate to seamlessly integrate data across multiple sources to ensure that the demand and supply of facilities and services are well coordinated.

Production Line Optimization



Automatically monitor and maintain inventory from various systems, meet customer requirements proactively, and generate real-time reports to optimize production lines.

Logistics Management



Integrate logistic management systems and automate activities such as acquiring proof of delivery, scheduling and tracking shipments, invoice generation, etc.

Remittance Processing



Integrate data from various systems and streamline the process of remittance through the generation, storage and tracking of both internal and external communication.

Data Monitoring



Monitor data for accuracy and completeness and deliver to multiple teams via dashboards, databases, spreadsheets, and reporting applications in preferred formats.

Asset Management



Automatically manage assets by providing real-time alerts, updates, and reports and informing the manufacturer when assets need to be maintained, serviced, and replaced.

Parts Requests



Minimize the time required for client verifications from multiple systems, read orders from any sources, process and transmit orders based on set parameters to serve clients promptly.

System Integration



Automatically update multiple systems simultaneously and combine appropriate data across websites, systems, forms, or emails to access the accurate and latest information on-demand.

Inventory Management



Manage an efficient production line by pre-emptively meeting inventory requirements, reconciling records across various systems, and ensuring that all inventory management features are under one system.

Testing and Quality Control



Improve software quality by automating routine test scenarios and ensuring that all versions are followed by tests and new bugs don’t get introduced.

Order Management



Automate to provide real-time order management capabilities to customers to place orders, update changes, enhance customer experience, and foster customer loyalty.

Forecasting and Logistics Planning



Automatically capture and combine data for logistics management from multiple sources, verify the accuracy, and generate analytics reports.

Fare Monitoring



Automate to access competitors’ websites, compare and analyze purchasing sites in real-time, monitor and reprice fares based on business rules.

Customer Portal and ERP Integration



Automatically update customer data from various customer portals and ERP simultaneously and combine related data from websites and multiple sources to access the latest and accurate information in real-time.

System Integration



Automatically update various systems simultaneously and combine related data from websites, systems, forms, or emails to access the latest and accurate information in real-time.

Supplier Inventory Management



Automatically handle records across multiple systems and unify inventory management features and manage inventories and suppliers effectively.

Loads and Rates Look-Ups



Automate to seamlessly capture PRO number, track invoice-related and other information to simplify the capturing, researching, and closing loads. Automatically generate analytics for further planning and analysis.

Inventory Tracking



Streamline inventory tracking and control by amalgamating information across various systems.

Schedule Planning



Automatically review carrier websites for scheduling appointments and optimization based on business rules.

Maintenance Logs



Automate to conduct recurrent evaluations of maintenance logs seamlessly by aggregating and consolidating data from various sources.

Purchase Orders



Seamlessly manage purchase orders by automatically assessing inquiries, approvals, and processing requests to place a purchase order.

Invoice Management



Automatically manage invoices by reading and understanding invoice files and identifying patterns and exceptions. Seamlessly manage jobs that need cognitive judgment, such as recognizing approvers for specific invoices and so on.

Driver Logs



Automatically validate driver logs by merging and authenticating data across various systems such as time clocks, GPS reports, emails, scanned documents, and so on.

Price Forecasting



Automate to seamlessly monitor third-party merchant platforms, capture price trends, and generate analytics for price forecasting.

Custom Declarations



Automatically retrieve custom declarations and manage query carrier tracking systems seamlessly.

Credit Collections



Automatically screen millions of records gathered from various sources and distinguish preference accounts for efficient location of debtors.

Cargo Management



Automatically handle cargo and shipment records across various systems. Synchronize all ERP and legacy information as it links systems, processes, and activities in real-time.

Proof of Delivery



Automatically retrieve and integrate data from provider databases, trace shipments over GPS and communicate proof of delivery through preferred channels.

Shipment Scheduling



Automatically capture and understand shipment requests from multiple sources, offer pick-up details, record, update and report shipment status between internal systems and portals.

Pricing Administration



Automate to access third-party merchant platforms, evaluate shopping sites, analyze and reprice based on business rules and generate analytical reports in real-time.

Demand Prediction



Automatically obtain historical data and market variables from various sources that affect market demand and generate reports for predictive analysis.

Revenue Cycle Management



Streamline the revenue cycle’s front-end tasks, including registration, patient data collection, eligibility and authorization, computation, communication, and collection of the patient’s share of the provider’s bill.

Fraud Compliance and Monitoring



Automate to spot illegal online activities effectively. Collect, integrate and validate data across various channels to identify and signal fraudulent transactions.

Insurance Processing



Streamline the digitization, authorization, conversion, and routing of all paper and digital claims; identify exceptions and assign sound and accurate claims through the process.

Claims Adjudication



Automate to read, analyze, and interpret claims adjudications rules to process coordination of benefits claims efficiently.

EOB Reader



Automate the creation of patient billing statements as well as Explanation of Benefits (EOB).

E2B Transmission



Automate the sorting and data entry stages of E2B transmissions, validate and auto-submit for processing.

Patient Surveys



Automatically gather and update related data from websites, systems, forms, or email and receive new and accurate data in real-time.

Patient Record Storage



Automate to capture patient information, record data with a user interface to update records precisely and continuingly.

Appeals Processing



Automate to classify appeals based on specific criteria adeptly. Route data for evaluation and approval and create appropriate correspondences such as an acknowledgment, a determination, a payment authorization, and so on.

Provider License Verification



Automate to check provider license credentials accurately in various applications and confirm the status of providers’ licenses is active.

Referral Management



Automate to streamline patient referral management based on criteria such as diagnosis, location, doctor availability, and so on. Send instant notifications based on the preferred mode of communication.

Member Management



Automate maintaining accurate patient records across multiple systems and ensuring all information is coordinated across various systems, processes, and activities in real-time.

Drug Registration



Automate to extract patient data from different systems, update the system, order stock quantities, and log into the pharmacy stock control system.

Automated Diagnosis



Access and evaluate extensive medical research to provide optimized diagnosis and treatment methods with the help of NLP.

Pre-Authorization of Services



Automate to seamlessly collect information from various websites and systems, submit requests for pre-authorizations and integrate the information into the HIS.

Billing and Claims Management



Automate to capture unstructured data seamlessly from various file types, analyze, validate, and process medical claims based on business rules.

Clinical Documentation



Record, create, and share clinical documentation with concerned parties for evaluation and approvals hassle-free.

Overpayment Reconciliation



Automate to read and understand data from various paper documents to discover overpayments and compare and settle against companies’ records.

Prescription Management



Automate to integrate data from legacy reporting systems into a central hub and streamline prescription management through the generation, storage, and tracking of internal and external communication.

Patient Onboarding



Minimize onboarding time by automatically capturing signed documents and providing login credentials and access to resources for patient intake seamlessly.

Receipt Processing



Automate to streamline various steps in the receipt lifecycle from data capture to obtaining straight-through-processing.

Accounts Payables and Receivables



Automate to seamlessly read invoices, validate remittances, reconcile in legacy or ERP systems, capture and verify data, allocate cash, and handle exceptions.

Customer Onboarding



Automate to minimize onboarding time by capturing signed documents, assigning customer access, and updating credentials seamlessly.

Confirmations and Matching



Automate to seamlessly extract source, capture, classify and structure data, perform the reconciliation process and build a knowledge-base to progressively increase accuracy.

Instantaneous Funds Transfer



Automate to transfer funds instantaneously to expedite the net settlement of accounts between banks. Monitor fund availability, carry out transfer error-free, seek authorizations to complete the process, and notify the account holders.

Treasury Management



Automate to analyze cash flows, deliver accurate cash positions and reliable forecasts and capitalize on market trends.

Know Your Customer



Automate to reduce costs, improve quality, and manage compliance with KYC regulations by capturing and validating data points, providing a comprehensive assessment, and delivering the accurate data needed for compliance purposes.

Payment Reminders Follow Up



Automate to install payment reminders for invoices and decrease overheads and delinquency rates. Provide responses based on follow-up plans, invoices to payments and received and pending payments.

Vendor Onboarding



Automate to capture signed contracts, reduce screening and overall onboarding time. Ensure complete data integration with internal systems.

Cash Management and Forecasting



Automate gathering relevant data and delivering up-to-date and accurate information to forecast and revise cash flow on a timely basis.

Trade Finance Automation



Automate to expedite trade verification processes by smooth and fast data extraction and distribution of transactions across the enterprise.

Statement Distribution



Automate to enhance customer communication by delivering statements from multiple systems seamlessly to the preferred channels on timely basis.

Fraud Prevention



Automate to collect, integrate and validate data across various channels to identify and signal fraudulent transactions.

Account Opening and Closure



Make customer requests and receiving approvals for new accounts possible regardless of the time and day of the week. Enable account closures automatically with data validation for future verification.

Audit Reports



Automate to audit data fast and accurately and generate reports with certified data for distribution.

Breach Notification



Automate to identify threats faster, send notifications quickly and stop data/security breaches.

Compliance Management



Automate to retrieve, obtain, validate and organize data in siloed systems and generate and submit accurate compliance reports on a timely basis.

Foreign Exchange



Automate to retrieve foreign exchange rates from various sources, maintain coherence across business units, and ensure consistent rates.

Investment Management



Automate to meet your investment portfolio management, tracking, and budget needs more effectively and handle stock tracking, ETF, and mutual fund trackers in real-time.

Loan Applications



Automate to speed up the loan application process that is 100% aligned with your business rules. Track customizable reports in real-time and shorten time to query resolution.

Credential Verification



Automate to accelerate credential verification by seamlessly validating data from multiple sources.

Diagnostics and System Checks



Automate to check diagnostic jobs, such as system execution verification and hardware testing, to enable the tech team to react to potential failures before they are spotted by other users.

Backup and Patch Management



Automate routine tasks such as backup and recovery management, download missing patches, test and validate patch authenticity and deploy patches in a single shot.

Smart Batch Processing



Automate to create tasks through drag-and-drop without writing scripts, batch files, or custom programs. Automate multiple batch processes with one solution and provide forecasts and highlight past knowledge.

Test Case Generation



Automate to generate test cases from specifications, streamline systems, and execute of test cases.

Workflow Monitoring



Automate to monitor workflows across multiple systems simultaneously from a centralized source.

Server and Application Monitoring



Automate to identify and diagnose complex application performance problems to enhance service standards.

Single Click Software Installations



Automate to facilitate single-click software installations of complex systems with inter-reliant elements.

Email Processing and Distribution



Automate to seamlessly capture and comprehend emails and attachments for any file type, share the data with a user interface, and classify and send emails and reports.

Data and Content Aggregation and Migration



Automate to access data from one system and seamlessly create or migrate validated data to new systems.

Auto-Resolution of Tickets



Automate checks and validations, including information verification from various sources, accelerate dispute resolution, classify and resolve disputes based on business rules, and assign more complex issues for escalation.

Security Controls



Manage jobs related to security operations seamlessly. Automate task execution, such as scanning for vulnerabilities accurately and quickly.

User Experience Monitoring



Enhance user experience with automated testing through simulation. Equip employees to monitor the impact of application and device performance from the end users’ viewpoint.

Communication and Updates



Automate to easily retrieve data from multiple systems and send relevant notifications and alerts through various means of communication such as email, SMS, etc.

Capacity Planning



Streamline capacity planning by rationalizing data collection, formatting, standardization, planning simulations, and exceptions identification and achieve enhanced capacity and assets management.

Log Analysis



Automate to integrate with Security Information and Event Management (SIEM) systems without API, manage logs and provide specific analysis such as advanced searching, reporting, and alerting.

Incident Management



Automate to prompt notifications and immediately take corrective actions when required, centralize data access, decrease downtime, and identify and address potential security breaches.

FTP and File Management



Automate to monitor folders on premises or on the cloud, receive trigger-based alerts through emails and messages, and test or debug file transfer workflows.

User Provisioning



Automate to add and configure new users seamlessly and grant access to allow employees to log in to their computers, emails, and network.

Legacy Non-API Integration



Automate to update multiple systems simultaneously, including applicable data from websites, systems, forms, or email, and access current and accurate data in real-time.

e-Discovery



Automate to recognize files by keywords, sentiment analysis, and inferences and speed up the e-discovery process—separate documents from cumbersome databases, generate witness files, and prepare for depositions.

Compliance Auditing and Reporting



Automate to get entire data audited accurately and quickly regardless of size and ensure speedy compliance.

Outside Affiliations and Private Investments



Discover outside affiliations and private investments by scanning and capturing multiple systems and websites to ensure compliance and efficiency.

Hours Utilization



Automatically collect information from time-tracking software, emails, and other systems to optimize utilization rates. Generate reports for further insights and forecasting.

Periodic Disclosures



Automate to collect appropriate information from multiple systems and produce periodic reports conveniently. Customize and deliver messages to customers’ preferred channels.

Conflict Checking



Automate to access enormous data resources and verify conflicts of interest seamlessly, avoiding fraud, regulatory penalties, and business loss.

Fraud Detection



Automatically evaluate current and past transactions to identify illegal online activities. Collect, combine and validate data across multiple channels to identify and signal fraudulent activities.

Legal Analytics



Automate to obtain data from multiple systems to unveil significant patterns in data about prior litigations, case trends, and other related legal analytics.

Fee Overruns



Automate to commensurate the computation of hours and fees against the client information and ensure timely settlements with zero errors.

e-Discovery



Automate to recognize files by keywords, sentiment analysis, and inferences and speed up the e-discovery process—separate documents from cumbersome databases, generate witness files, and prepare for depositions.

Credential Verification



Automate to validate data across multiple sources for fast and accurate credential verification.

Legal Correspondences



Automate to generate and analyze the legal correspondences and deliver them to appropriate stakeholders conveniently through preferred channels.

Records Digitization



Manage inbound document capture, extraction, and validation of data through automation accurately and quickly.

Case and Data Compilation



Collect and consolidate case and data compilation faster and verify for completeness and accuracy based on business rules.

Due Diligence



Automate to capture and verify data points, produce a thorough assessment and deliver the precise data for compliance with regulations such as Customer Due Diligence, Anti-Money Laundering, Know Your Customer, and so on.

Patent, Copyright and Trademark Process



Automate to validate patent filing type and identify incomplete or invalid applications.

Client Risk Assessment



Automate to complete anti-money laundering (AML) and Counter-Terrorist Financing (CTF) risk assessment forms conveniently. Create client profiles, run reports and verify for accuracy and completeness.

Master File Management



Automate to synchronize all data on legacy or ERP systems as they link systems, processes, and activities on-demand in real-time. Manage vendor master files across multiple systems seamlessly.

Contract Governance



Automate to identify, extract and analyze contract terms, critical business information and assess them against standard clause libraries: conduct clause comparisons and contract reviews using natural language modeling.

Licensing and Registration



Integrate data from multiple reporting systems into a central hub, consolidate the licensing and regulations processes through the generation, storage, and tracking of internal and external communication.

Vendor Onboarding



Automate to manage vendor onboarding process seamlessly by capturing signed documents, communicating status in real-time, integrating the information with internal systems, reducing the vetting process time and the entire onboarding time.

Unemployment Verification



Automate to collect employment records from multiple systems, verify employment records, schedule unemployment calls, and maintain accurate records.

Offer Letter Administration



Automate to create personalized offer letters for new employees seamlessly. Validate against rules and regulations stored on multiple systems such as ERP, ATS, and web forms.

Legacy Payroll Automation



Automate to handle data between legacy and multiple systems such as HRIS and ERP and provide accounting reports for taxes and to various departments.

Assessment and Survey Administration



Automate to collect relevant survey and assessment data from multiple systems, forms, websites, or emails and ensure access to the latest and accurate data and serve customers in real-time.

Employment History Verification



Automate to verify past employment records and maintain accurate records seamlessly.

External Portal Updates



Update frequently changing personal data automatically from multiple systems, forms, emails, etc., and enable your organization to access accurate data in real-time.

Resume Sourcing and Screening



Collect and screen resumes and online application forms seamlessly. Conduct background checks and compare information provided against all relevant job requisitions. Deliver notifications for interviews, feedbacks, or rejections automatically based on prespecified rules.

Compliance Reporting



Automate to access, obtain, check and compile data in siloed systems to generate the necessary compliance reports quickly and accurately. Administer internal review, monitor for accuracy, and submit reports to the relevant regulatory organizations.

Equipment Administration



Automate to proactively administer equipment with embedded bots in the workflows.

Compensation Claims Management



Streamline the digitization, validation, transformation, and intelligent routing of paper and digital claims. Identify exceptions automatically, send approvals based on business rules, and generate mails.

Open Enrolment



Enhance employee experience through open enrolment by removing bottlenecks and improving efficiency in processes like data capture, signature verification, processing, mailing of benefits confirmation, changes in insurance plans, and so on.

Benefits Administration



Automate to expedite benefits processing and stock administration. Capture data, verify, process, and deliver benefits to employees seamlessly.

Absence and Return-to-Work Management



Verify absentee reports against time logs on the corporate networks. Simplify filling in absence information to ensure timely notifications about absence and return to work.

Automated Job Posting



Post jobs on various employment websites, intranet and social posts from multiple systems such as ATS, HRIS or ERP.

Training Management



Automate to feed LMS data into ERP or HRIS systems, deliver notifications for certification requirements, compare certification status against requirements, block calendars based on individual training needs, and schedule training.

Employee Onboarding



Automate to capture signed documents, provide login credentials and access to resources for new employees seamlessly and reduce onboarding time substantially.

Payroll Review



Automate to accomplish prompt and accurate payroll review and verification. Manage data across multiple systems such as HRIS and ERP and handle exceptions through machine learning.

Expenditure Management



Obtain essential data from receipts automatically, validate, and submit for reimbursement. With a single click image, automatically capture the relevant data from receipts and fill the required fields in the expense form.

Requisition Management



Acquire and approve requisitions based on specified guidelines from multiple sources such as ATS, ERP, or websites. Send notification emails or notes automatically to request additional information if required.

Salary Administration



Automate to validate payroll data against the legacy or any ERP systems. Auto-run import and validation for gross-to-net processing. Manage the Procurement system for new hires, transfers, employee changes, and terminations. Track and verify benefit reconciliations automatically to avoid inaccurate submissions.

Self-Service



Facilitate the customer onboarding process by enabling interactions 24/7 through the digital self-assisted-service model. Manage information sharing through automated response communication.

Service Activation



Automate service requests to deliver an enhanced experience for all new or change of services.

Customer Welcome Packets



Personalize communications with customers seamlessly. Send welcome packets with the necessary information through a preferred channel such as SMS, email, or post.

Request and Change Management



Automate to preclude time and labor wasted in tickets such as resetting passwords, unlocking accounts, rebooting systems, restarting service, installing updates, monitoring alerts, and improve work efficiency.

Progress Tracking



Automate to receive notifications at every stage to meet service levels and resolve cases during escalations.

Complaint Management



Enhance customer experience by responding to customer complaints and resolving issues seamlessly in real-time.

Customer Experience Monitoring



Automate to consolidate multiple systems and monitor and optimize the customer experience by personalizing communications through preferred channels and receiving timely feedback.

Account Administration



Automate to handle customer records across various systems conveniently and synchronize CRM data as the systems, processes, and activities are linked on-demand in real-time.

User and Access Management



Automate to combine legacy and ERP systems with identity and access management simultaneously while bypassing the need for customization. Create workflows seamlessly when user accounts are created, changed, or deleted.

Customer Onboarding and Offboarding



Automate to improve the experience during customer onboarding and offboarding. Carry out processes such as identity verification, hassle-free termination of services, and ongoing communication with paperless and efficient workflows.

Upsell Opportunity Reporting



Automate to deliver valuable information in real-time to help with upselling and reporting. Deliver instructions to contact customers based on details on customer files.

Query Management



Automate to create a dashboard for common queries by unifying data from various sources.

Dashboard Creation



Integrate information repository with a single click in real-time from various sources such as emails, CRM, ERP, websites, etc.

Customer Engagement Communications



Improve customer engagement by accessing relevant and timely customer data from multiple systems providing relevant information via email, SMS, or other means of communication.

Service Level Management



Enhance Service Level Management by providing relevant guidance and personalized information to speed up communications.

Customer Due Diligence



Automate to capture and validate data, deliver assessments and specific data for compliance from various internal or external sources. Seamlessly ensure compliance with regulations such as Customer Due Diligence, Anti-Money Laundering, and Know Your Customer.

Customer Risk Analysis



Mitigate risks by delivering data to risk management teams from multiple sources regardless of formats and compiling risk rate reports for analysis.

Customer Records



Automate to capture and update customer data and signed documents accurately and in real-time across multiple systems. Update and verify customer records that require a signature seamlessly.

Customer Personalization



Automate for effortless, highly personalized customer communications delivered through preferred channels such as mobile, email, web, text, and print.

Online Registrations



Automate to capture, validate, and integrate online registration in multiple systems such as CRM and ERP.

Customer Communications



Optimize customer communications to enhance customer satisfaction. Deliver timely and relevant notifications and reminders to preferred channels such as mobile, email, web, SMS, or print.

Reset Credentials



Automate to overcome hitches associated with ticket processing like resetting a password, unlocking accounts, rebooting systems, restarting services, installing updates, monitoring alerts, and so on.

Renewal Notification



Automatically generate renewals for each policy’s premium and reports for verification and deliver receipts for premiums paid online or offline.

Progress Tracking



Automate to receive notifications at each stage of the escalation process to meet service levels and resolve cases quickly and agreeably.

Case Classification and Routing



Automate to classify and resolve disputes based on business rules and assign more complex problems for escalation.

CRM Updates



Automate to update relevant data from websites, systems, forms or emails seamlessly and access current and accurate data in real-time.

Feedback and Surveys



Seamlessly update customer feedback and surveys by gathering relevant data from websites, systems, forms, or emails and providing quality customer service in real-time.

Service Requests and Scheduling



Automate service requests to deliver real-time customer assistance for any new or change of services.

Customer Data Management



Automate to capture customer data and signed documents quickly and accurately and update customer information seamlessly across multiple systems. Automate processes based on triggers such as events, specific dates, tasks, and so on.

Pricing Management



Manage competition by continually accessing and comparing third-party merchant platforms and shopping sites. Automatically monitor and revise prices based on business rules and generate real-time analytics.

System Synchronization



Integrate and validate data across various internal and external systems. Automate to synchronize all CRM and ERP data and link systems, processes, and activities on demand.

Escalation Management



Integrate and correlate centralized data to gain a comprehensive understanding of risks, manage case escalations, and support inquiries for faster case resolutions.

L1 Support



Automate complex system administration tasks around IT applications and infrastructure and enable the tech support teams to respond to potential crashes proactively.

Ticket Management



Automate checks and validations across multiple sources for efficient ticket management. Classify and resolve tickets based on business rules and assign complex problems for escalation automatically.

Service Level Management



Automate to acquire, validate and deliver the information required from any internal or external source. Seamlessly manage and report SLAs based on business rules.

Periodic Reports Management



Automate to develop and distribute periodic reports conveniently and accurately.

Forms Processing



Automate to capture unstructured data from different file types. Analyze, validate, and process forms automatically based on business rules

Mailroom Management



Automate to manage mailroom seamlessly by collecting, extracting, and validating the incoming emails and attachments and distributing them based on the relevance of the receivers.

Calendar Management



Automate to seamlessly communicate daily schedules through the Outlook calendar. Integrate meetings from multiple systems and compile agendas dispatched through emails or SMS notifications.

Files and Records Management



Automate to handle files and records across various systems seamlessly. Synchronize data and information and process all updates and changes conveniently.

Internal and External Communication



Automate to seamlessly obtain relevant internal and external data from various systems and provide consistent communication via email, SMS, etc.

Data Migration



Automate to copy data from one system to another accurately and conveniently.

Data Quality Management



Manage the quality of data through digitization. Automate to use inbound document capture and extraction and validate data required data points.

Travel Arrangements



Automate to merge and streamline travel arrangements data from multiple sources into a central hub. Generate, store and track internal and external communications and synchronize with Outlook, Calendar, and so on.

Call Routing



Manage calls seamlessly based on pre-established rules and criteria by routing calls to the relevant departments after pulling the customer profile information.

Web Scraping



Automate to interact with and extract data from complex and dynamic websites. Seamlessly handle and monitor information while avoiding complex scripting.

Data Extraction



Automate to extract data seamlessly from PDFs, scanned documents, and various other formats.

Internet Application Processing



Automate to collect and verify necessary documents, process decision-making regarding potential customers’ eligibility criteria for goods and services based on established business rules, and generate letters for distribution.

Mass Email Generation



Integrate data across multiple systems and documents and disseminate information through mass emails.

Data Updates



Automate to update relevant data from websites, systems, forms, or emails. Access latest, accurate and reliable data in real-time to make better business decisions.

Data Cleansing and Verification



Automate to cleanse data of noise or unwanted details, build rules to classify data as desirable, redundant, or irrelevant, and verify data using automatically generated reports.

Report Administration



Automate to compile reports from multiple sources and to disseminate reports quickly and efficiently.

Data Reconciliation and Management



Automate to extract data from multiple sources. Validate data, reconcile accounts, compare them against the company records, and generate reports for recording and analysis.

Data Entry



Digitize documents and validate data to overcome the need for human intervention on inbound document capture – capture data quickly and accurately.

Office Inventory Management



Automate to integrate records across various systems to bring all inventory management features under one system. Manage office equipment effectively and maintain an efficient office.

Demand and Supply Forecasting



Automate to obtain composite past data and market variables from different sources that determine market demand and supply. Generate analytics for various useful predictions.

E-Auctions



Stay on top of the competition by obtaining and analyzing bid contracts from various supplier platforms or websites. Monitor and bid in real-time according to business rules and generate analytics.

Goods Receipt and Confirmation



Generate and integrate data from provider databases and track shipments over GPS. Deliver receipts and confirmations to customers’ preferred channels.

Refunds and Returns Management



Automate to integrate data related to refund processing from spreadsheets, scanned documents, and legacy reporting systems into a centralized hub. Generate, store, and track both external and internal communications automatically.

Monthly Distribution Process



Automate to gather relevant information from various sources to optimize the distribution process and delivery performance.

Work Order Management



Automate to handle work orders across various systems and process changes efficiently. Instantly make decisions via auto-approval built on pre-defined business rules.

Custom Declarations



Automate query carrier tracking systems and retrieve custom declarations information.

Inventory Management



Automate to manage inventory levels to maintain an efficient production line. Merge records across multiple systems to have a streamlined inventory management system.

Proof of Delivery



Automate to retrieve and combine data from provider databases and track shipments for delivery over GPS. Provide proof of delivery confirmation to your customers’ preferred channels seamlessly.

Transport Notes



Automate to gather transport notes from multiple sources, including digitized documents, verify the accuracy, and generate the final reports seamlessly.

Shipment Status Update



Automate to schedule, update and communicate shipment status between internal systems and portals. Capture and read shipment inquiries from incoming emails, including attachments, log jobs in scheduling systems, and provide pick-up times in customer and carrier portals.

Shipment Scheduling and Tracking



Schedule, update, and notify shipment status between internal systems and portals automatically. Automate to capture shipment requests from multiple sources and provide pick-up times in customer and carrier portals.

Invoices and Quotes Management



Automate to read and interpret invoices and quotes from any format. Automate tasks that require judgment, like recognizing the approvals for specific invoices or assigning specific general ledger codes, hence speeding up processes with accuracy.

Proposals, Quotes and Queries



Merge data from multiple systems into a central hub, streamline the proposals management process, quotes, and respond to customer queries through the generation, storage, and tracking of internal and external communication.

Bill of Lading



Automate to access, extract, verify and compile bills of lading either in digitized documents or in siloed systems and avoid the need for manual updates and exception handling.

Freight Management



Automate activities such as gathering and processing freight bill payments for an entire order-to-cash process for a unified freight management system.

Vendor Selection and Procurement



Automate to assess creditworthiness quickly, look through and verify credentials’ accuracy, and finalize your selection based on business rules.

Claims and Billing



Automate to capture unstructured data from various sources, manage claims instantly based on business rules, generate invoices and letters for distribution seamlessly.

Contract Management



Document and monitor contracts seamlessly, such as software licenses, leases, maintenance and so on, throughout their lifecycle. Automate to track all actions accurately and attain compliance and audit readiness.

Product Classification



Automate to integrate data seamlessly from multiple sources and harmonize SKU data from various markets for better insights.

Outside Affiliations Review



Scan and capture multiple websites and systems to monitor external affiliations and private investments to ensure compliance and enhance productivity.

Policy Administration and Servicing



Consolidate data from multiple sources and deliver resolution through any channels based on customer preference. Manage issues efficiently throughout the lifecycle of a policy.

CRM Updates



Automate to update customer data and activities continually and access real-time data quickly and accurately.

Store Planning



Automate to capture real-time store-specific merchandise sale and distribution data based on demands and preferences. Generate reports to obtain meaningful insights.

Vehicle Booking and Administration



Consolidate data from various systems such as spreadsheets, legacy reporting systems, etc. Generate, store and track internal and external communications to streamline vehicle booking and administration seamlessly.

Refund Processing



Automate consolidation of data from multiple sources such as spreadsheets, scanned documents, and legacy reporting systems to efficiently and accurately manage refund processing.

Facilities Management



Automate to manage facilities efficiently by integrating data from multiple sources and comparing the demand and supply of facilities and services.

Gifts and Entertainment Settlement



Automate to obtain data from various sources such as paper statements, emails and various systems. Monitor expenses concerning gifts and entertainments and compare against the company records.

Portal Interactions



Combine siloed portals to generate comprehensive view of information.

Dashboard and Analytics



Automate to create a centralized information repository faster and in real-time from multiple sources including ERP, CRM, legacy systems and so on. Accumulated data yields information for analytics.

Fraud Detection



Automate to obtain, integrate and validate data across multiple channels to detect and signal fraudulent transactions.

Reports Management



Automate to access, extract, verify and compile data in siloed systems and generate the necessary compliance reports quickly and accurately.

Quality Assurance Management



Automate to integrate, validate, monitor, and deliver data to stakeholders via dashboards, databases, spreadsheets, and reporting applications in any format.

Planning and Budgeting



Streamline data gathering, formatting, and standardization, plan simulations and find exceptions that are necessary steps towards operational budgeting and planning.

Data Migration



Automate to copy data from one system to another quickly and accurately.

Service Level Reporting



Automate to acquire, validate and deliver the information required from any internal or external source and ensure that business rules and SLR are continually implemented.

Risk Management



Manage record checks to efficiently verify risks and conflicts on interests, hence preventing frauds and regulatory penalties.

Customer Due Diligence



Automate to efficiently risk assess customers before onboarding them. Manage compliance with regulations like SDD, AML and KYC.

Inventory Management



Automate to reconcile inventory records across multiple systems and maintain an efficient production capacity by proactive inventory management.

Staff Management



Capture and update employee data and signed documents accurately and update in real-time across multiple systems. Automate processes based on triggers such as events, specific dates, etc.

Gifts and Rewards



Kindle customer loyalty through gifts and rewards managed automatically. Automate to verify customer data, loyalty rewards from multiple systems, and process requests, including sending notifications or confirmations.

Pricing, Monitoring and Analytics



Access third-party merchant platforms and comparison shopping sites in real-time. Monitor, signal and revise prices based on business rules and generate timely analytics.

Invoice Management



Verify the accuracy of invoices, update accounting records, and prepare and deliver invoices to the relevant contacts.

External Portal Updates



Connect previously siloed external portals and deliver a complete view of customer information.

Merchandizing Optimization



Analyze, process, and categorize customer data in real-time and provide personalized recommendations.

Social Media Management



Perform social media searches and monitor comments, likes, and mentions quickly. Auto-generate suitable replies and responses for any questions or information requests.

Shelf Audits



Integrate data across various sources and synchronize Stock Keeping Unit data from multiple systems to ensure products are always displayed on the shelf.

Payment Handling



Automate handling and integrating data across multiple systems into a central hub and streamline payments management through generation, storage, and tracking of internal and external communications.

Market Intelligence



Automate to consolidate data from multiple resources and provide market intelligence and insights to relevant stakeholders through dashboards, databases, spreadsheets, and reporting applications in preferred formats.

Client Personalization



Automate to seamlessly deliver personalized customer notifications in their preferred communication channels like mobile, email, SMS, and print.

Scorecard Management



Automate to integrate data from various sources and update HRIS and CRM Scorecard based on set business rules. Manage customer records across multiple systems seamlessly.

Automated Dashboard



Create a consolidated information repository in real-time from various systems such as CRM, ERP, and legacy applications.

Exchange Rate Tracking



Automate to observe exchange rates globally and verify exchange rate data from multiple sources to minimize search time. Create updates based on real-time data and extract reports.

Mobile Application Integration



Automate to enable mobile application integration to interface with back-end systems and cloud applications such as CRM, ERP, web applications, and e-commerce.

Data Replication



Automate to auto-update customer data across multiple systems like CRM and ERP and to include relevant data from websites, forms, or emails and ensure access to the latest and accurate data.

Data Cleansing



Automate to establish the rules for the classification of data as useful and unwanted and to cleanse unwanted data. Generate reports for data verification.

Lead Management



Build prospecting records and business profiles quickly by automatically extracting, processing, and integrating web and CRM data.

Campaign Management



Manage sales campaigns across multiple systems conveniently. Ensure all CRM data is synchronized as various systems and activities are linked on demand in real-time.

Order Management



Enhance customer experience by providing access to real-time order management capacities and improve customer loyalty.

Amortization and Depreciation

Enhance financial statements’ accuracy by automating account reconciliations, balance sheet certification, and variance analysis by considering amortization and depreciation.

Risk Analysis



Automate to carry out timely accounts reconciliation and variance analysis to mitigate financial risks substantially.

Balance Sheet Reconciliation



Automatically obtain data from journal statements, legacy, and ERP systems and reconcile against the company records.

Controls Validation



Automate to conduct regular control self-evaluations and perform periodic management testing of control effectiveness.

Invoicing



Easy access and updating of accounting records on multiple systems. Guaranteed accuracy with the automation of invoices and convenience of delivery from designated email accounts.

Report Consolidation



Automate for quick and accurate report generation. Access, digitize, extract, classify, verify and reconcile financial statements in siloed systems to generate reports.

Credit Management



Evaluate customer creditworthiness instantly and error-free. Analyze documents, credit reports, and systems simultaneously, making it easier to make educated credit risks.

Limits Management



Automate credit limits at both client and portfolio levels from activation to the entire lifecycle and offer a centralized observation point for all stakeholders in the credit and risk chain.

Report Aggregation



Automate to access, extract, verify and compile data in siloed systems and generate the required reports 24/7

Revenue Recognition



Automate to take the manual labor out of the entire revenue lifecycle by optimizing all processes that impact revenue.

Statement Administration



Automate statement administration and avoid manual data management on multiple systems. Optimize customer communications through their preferred channels.

Statutory Reporting



Create a centralized platform to standardize the process of managing statutory financial reports. Minimize data collection time, capture data points from excel files, and manage multiple accounting report instances.

Account Closure



Automate account closures by capturing and verifying signed documents, creating and processing service tickets, handling exceptions via machine learning, and sending confirmation letters via mail or email.

Statutory Reporting



Create a centralized platform to standardize the process of managing statutory financial reports. Minimize data collection time, capture data points from excel files, and manage multiple accounting report instances.

Debt Recovery



Screen through numerous records aggregated from various sources and identify priority accounts for cost-effective and efficient debtors’ location.

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